Brian Shannon 对 $MSTR 的判断变化

2026-09-29看涨
《Brian Shannon on TraderTV Live 9/29/26》
MSTR 基本面存在缺陷但技术面具吸引力;在当前回调后,若价格回升至 5 日均线上方即可买入。

我刚买了 MSTR。比特币最近有所异动,聊天室里有人说:“我们为什么不看看 MSTR?”那看起来是个多好的水平,就在 84-85 美元附近。一次不错的小幅上涨,但随后它遇到了一个小问题。

I just bought MSTR. Bitcoin has been on the move a bit lately, and in the chat they said: "Why don't we look at MSTR?" What a great level that seemed to be, down there around 84-85 dollars.

A nice small rise, but then it ran into a small problem.

你有没有把 MSTR 与 IBIT 或加密货币本身做过比较?我也不喜欢 MSTR,因为我认为它是一个有缺陷的产品。你为什么要付钱让别人替你买比特币?这行不通,而且存在管理不善:在绝对低点卖出,然后在价格上涨时又买回来。

do you ever look at MSTR in comparison to IBIT or crypto itself? And I don't like MSTR either because I think it is a defective product. Why would you pay someone else to buy Bitcoin for you?

It doesn't work, and there is mismanagement: selling at the absolute low and then buying again when the price rises.