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ETH $2,487.33 -2.43%
BNB $737.41 -1.58%
XRP $1.35 -3.56%
SOL $105.85 -4.88%
TRX $0.3288 -0.86%
DOGE $0.0832 -4.45%
ADA $0.2319 -7.69%
BCH $268.37 -4.74%
LINK $12.77 -4.43%
HYPE $81.70 -5.25%
AAVE $157.27 -5.44%
SUI $1.03 -7.09%
XLM $0.1904 -5.05%
ZEC $1,190.47 -8.87%
AAPL $343.48 +1.91%
AMZN $258.97 -1.27%
GOOGL $353.09 +0.57%
MSFT $544.37 +1.35%
META $737.62 +0.94%
NVDA $224.06 -2.23%
TSLA $374.65 -2.13%
SNDK $1,415.41 -9.08%
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SPCX $162.41 -0.92%
MU $950.73 -5.87%
AMD $583.33 -3.31%

分析师:MSTR 是比特币本轮周期的“缓冲器”,为比特币承压回撤

2026-01-14 16:27:19

ChainCatcher 消息,CoinDesk 分析师 James Van Straten 发文表示,“本轮周期中,Strategy (MSTR) 承担了约 75% 的回撤,从而让比特币本身不必经历同等幅度的下跌,因为波动性从现货比特币转移到了 MSTR 普通股上。

与此同时,Michael Saylor 在约 1 倍 mNAV 时大规模发行股票,充当了最后买家,从而在一定程度上抑制了熊市的形成。”

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