Drawbridge Finance发布 2026-09-02
《Livestream Tuesday Sep 1st 11:00am PST (2:00pm EST)》
$MARA未站边
鉴于MARA基本面疲软且与比特币相关，持有MARA是为了通过备兑看涨期权产生现金流，而非追求上行潜力。
Terry说：“老调重弹。你能给我MERA的公允价值以及任何新的想法吗？我已经停止在13美元卖出备兑看涨期权。”天哪，我一直在小幅增加我的MERA头寸。
Terry is saying, "Broken record here. Can you give me fair value of MERA and any new thoughts? I've stopped selling covered calls at $13." Um man, I have been I've been adding a little bit to my MERA position.
Mer表现不佳的风险很高。其估值实际上为B。其增长为F。其盈利能力为F。所以这些是比特币矿工。你知道，他们很难应对比特币价格低迷。量化评级为卖出。
Mer's high risk of performing badly. Its valuation is actually a B. Its growth is an F. Its profitability is an F. So these are these are Bitcoin miners. You know, they're they're having a hard time with Bitcoin prices being down in the dumps. Um quant rating is a sell.