PER 年内迄今已上涨 230%，但面临来自大股东潜在抛售以及为融资收购而增发股票带来的下行风险。
逐段跳播
我们被 Hyperlquid Strategies 套住了，他们在 NASDAQ 上的交易以 PER purr 的名义进行。这个数字来自他们自己的申报文件。它的资金储备已经增至三倍。
它把通过新股销售能够募集的最高额度从 10 亿提高到 25 亿。这笔钱是专门用来买入更多 hype 的。
We got held by Hyperlquid Strategies with trades on the NASDAQ under PER purr. That figure is from their own filing. It's tripled its war chest. It raised the maximum it can raise from new share sales from 1 billion to 2.5 billion. That is money earmarked to buy more hype.
该股今年已上涨 230%。他们势头正猛。大股东同时也是大风险。我再说一遍，他们想卖就能像想买一样轻松地卖出。在他们买入的时候，一个持股 11% 的股东是顺风。但只要他们记得 Micro Strategy 的遭遇，随着 strategy 他们开始卖出股票，或者那个底层资产比特币暴跌。
他们是通过发行新股来为这一切提供资金。这就是稀释。协议里有一个 1202 的门槛。低于该股价时，销售被限制在流通股的 199.99%。该股当时接近 1136。所以这个限制现在正在生效。
The stock is up 230% this year. They're rolling. Big holder is also a big risk. I say it again, they could sell just as easy as they want to buy. One holder with 11% is a tailwind while they're buying. But as long as they remember what happened with Micro Strategy with strategy they started selling the stock just or the uh underlying asset Bitcoin tanked. They are funding this by selling new shares. That's dilution. There's a threshold in agreement of 1202. Below that share price sales are limited to 199.99% of outstanding stock. The stock was near 1136. So that limit is live right now.
另外，该申报文件没有给出增持的理由。年度最有趣的周，价格却下跌了。我应该说，是年度最有趣的周。抱歉。一周 1.1 亿。Goldman 和 Jane Street 都是最大的持有者之一。哇。而价格却下跌了。
Also that the filing gave no reason for the increase. Best fun of the week of the year and the price fell. Best fun week of the year I should say. I'm sorry. 110 million in a week. Goldman and Jane Street both are among the largest holders. Wow. And the price went down.
这个频道对 $PER 的历次判断
Stock Moe 在这只股票上只有这一条判断。