#mstr
mstr
1.1M ຄັ້ງທີ່ເບິ່ງ
6,320 ກຳລັງສົນທະນາ
ມາແຮງ
ຫຼ້າສຸດ
ຢືນຢັນແລ້ວ
#strategymstrsurpassesnasdaqinmarketcap
A EQUAÇÃO DO EFEITO DE ALAVANCAGEM: $MSTR SUPERA A NASDAQ
A ousada aposta de Michael Saylor acaba de reescrever a hierarquia do mercado financeiro. A MicroStrategy (MSTR) ultrapassou a Nasdaq Inc. em valor de mercado, entrando para o seleto grupo das 400 maiores empresas do mundo.
Vamos aos números da equação:
O ativo base: 848.517 BTC em tesouraria, avaliados em dezenas de bilhões de dólares. A empresa deixou de ser apenas software para se tornar o maior veículo corporativo de exposição ao Bitcoin.
A alavancagem: A demanda incessante pelas ações da MSTR empurrou sua capitalização para além dos US$ 57 bilhões, superando o valuation da própria bolsa que lista seus papéis.
A análise:
É uma reviravolta macroeconômica sem precedentes. Uma empresa cujo principal ativo é uma moeda digital descentralizada agora vale mais do que uma das principais infraestruturas do sistema financeiro tradicional. Quando a liquidez institucional encontra a escassez programática do Bitcoin, o prêmio de mercado se torna explosivo.
A questão que fica é: essa ascensão é sustentável a longo prazo ou o prêmio está excessivamente esticado?
$BTC $BULLA
#BTC #MSTR #CryptoNews
{spot}(BTCUSDT)
{future}(BULLAUSDT)
{future}(MSTRUSDT)
#strategymstrsurpassesnasdaqinmarketcap
A EQUAÇÃO DO EFEITO DE ALAVANCAGEM: $MSTR SUPERA A NASDAQ
A ousada aposta de Michael Saylor acaba de reescrever a hierarquia do mercado financeiro. A MicroStrategy (MSTR) ultrapassou a Nasdaq Inc. em valor de mercado, entrando para o seleto grupo das 400 maiores empresas do mundo.
Vamos aos números da equação:
O ativo base: 848.517 BTC em tesouraria, avaliados em dezenas de bilhões de dólares. A empresa deixou de ser apenas software para se tornar o maior veículo corporativo de exposição ao Bitcoin.
A alavancagem: A demanda incessante pelas ações da MSTR empurrou sua capitalização para além dos US$ 57 bilhões, superando o valuation da própria bolsa que lista seus papéis.
A análise:
É uma reviravolta macroeconômica sem precedentes. Uma empresa cujo principal ativo é uma moeda digital descentralizada agora vale mais do que uma das principais infraestruturas do sistema financeiro tradicional. Quando a liquidez institucional encontra a escassez programática do Bitcoin, o prêmio de mercado se torna explosivo.
A questão que fica é: essa ascensão é sustentável a longo prazo ou o prêmio está excessivamente esticado?
$BTC $BULLA
#BTC #MSTR #CryptoNews
A EQUAÇÃO DO EFEITO DE ALAVANCAGEM: $MSTR SUPERA A NASDAQ
A ousada aposta de Michael Saylor acaba de reescrever a hierarquia do mercado financeiro. A MicroStrategy (MSTR) ultrapassou a Nasdaq Inc. em valor de mercado, entrando para o seleto grupo das 400 maiores empresas do mundo.
Vamos aos números da equação:
O ativo base: 848.517 BTC em tesouraria, avaliados em dezenas de bilhões de dólares. A empresa deixou de ser apenas software para se tornar o maior veículo corporativo de exposição ao Bitcoin.
A alavancagem: A demanda incessante pelas ações da MSTR empurrou sua capitalização para além dos US$ 57 bilhões, superando o valuation da própria bolsa que lista seus papéis.
A análise:
É uma reviravolta macroeconômica sem precedentes. Uma empresa cujo principal ativo é uma moeda digital descentralizada agora vale mais do que uma das principais infraestruturas do sistema financeiro tradicional. Quando a liquidez institucional encontra a escassez programática do Bitcoin, o prêmio de mercado se torna explosivo.
A questão que fica é: essa ascensão é sustentável a longo prazo ou o prêmio está excessivamente esticado?
$BTC $BULLA
#BTC #MSTR #CryptoNews
3
4.6k
ຢືນຢັນແລ້ວ
#strategymstrsurpassesnasdaqinmarketcap
🚨 L’ÉQUATION DE L’EFFET DE LEVIER : $MSTR
{future}(MSTRUSDT)
FAIT BASCULER LE NASDAQ 🚨
Le pari ultime de Michael Saylor sur la trésorerie de son entreprise vient de franchir une étape historique ! Décortiquons le renversement de la capitalisation boursière de MicroStrategy à l’aide de simples calculs 🧮👇
(Trésorerie massive de btc
Voici la formule exacte qui propulse cette prise de contrôle d’entreprise :
La variable des actifs :
(Le standard Bitcoin) = MicroStrategy s’est métamorphosée avec audace : d’entreprise logicielle traditionnelle, elle est devenue le véhicule de référence pour investir dans le Bitcoin, accumulant des milliards en btc à son bilan.
La variable de valorisation :
(Le grand renversement) = Portée par une demande inlassable pour sa stratégie crypto, la capitalisation boursière de MSTR a dépassé les 57 milliards de dollars. Elle a ainsi officiellement surpassé la valeur boursière de Nasdaq Inc. elle-même et rejoint le classement des 400 plus grandes entreprises du monde.
Décryptage :
Il s’agit d’un bouleversement macroéconomique majeur. Une entreprise qui fonctionne principalement comme une entité détenant du Bitcoin avec effet de levier vaut désormais plus que le légendaire opérateur boursier qui accueille la cotation de ses actions ! Quand la liquidité de la finance traditionnelle rencontre la rareté absolue du numérique, la prime qui en résulte est explosive.
MicroStrategy poursuivra-t-elle son ascension fulgurante dans le classement mondial, ou cette prime est-elle trop élevée pour durer ? Débattons-en ! 👇💬
#BTC #MSTR #CryptoNews
$BULLA
{future}(BULLAUSDT)
$DOOD
{future}(DOODUSDT)
#strategymstrsurpassesnasdaqinmarketcap
🚨 L’ÉQUATION DE L’EFFET DE LEVIER : $MSTR
FAIT BASCULER LE NASDAQ 🚨
Le pari ultime de Michael Saylor sur la trésorerie de son entreprise vient de franchir une étape historique ! Décortiquons le renversement de la capitalisation boursière de MicroStrategy à l’aide de simples calculs 🧮👇
(Trésorerie massive de btc
Voici la formule exacte qui propulse cette prise de contrôle d’entreprise :
La variable des actifs :
(Le standard Bitcoin) = MicroStrategy s’est métamorphosée avec audace : d’entreprise logicielle traditionnelle, elle est devenue le véhicule de référence pour investir dans le Bitcoin, accumulant des milliards en btc à son bilan.
La variable de valorisation :
(Le grand renversement) = Portée par une demande inlassable pour sa stratégie crypto, la capitalisation boursière de MSTR a dépassé les 57 milliards de dollars. Elle a ainsi officiellement surpassé la valeur boursière de Nasdaq Inc. elle-même et rejoint le classement des 400 plus grandes entreprises du monde.
Décryptage :
Il s’agit d’un bouleversement macroéconomique majeur. Une entreprise qui fonctionne principalement comme une entité détenant du Bitcoin avec effet de levier vaut désormais plus que le légendaire opérateur boursier qui accueille la cotation de ses actions ! Quand la liquidité de la finance traditionnelle rencontre la rareté absolue du numérique, la prime qui en résulte est explosive.
MicroStrategy poursuivra-t-elle son ascension fulgurante dans le classement mondial, ou cette prime est-elle trop élevée pour durer ? Débattons-en ! 👇💬
#BTC #MSTR #CryptoNews
$BULLA
$DOOD
🚨 L’ÉQUATION DE L’EFFET DE LEVIER : $MSTR
FAIT BASCULER LE NASDAQ 🚨
Le pari ultime de Michael Saylor sur la trésorerie de son entreprise vient de franchir une étape historique ! Décortiquons le renversement de la capitalisation boursière de MicroStrategy à l’aide de simples calculs 🧮👇
(Trésorerie massive de btc
Voici la formule exacte qui propulse cette prise de contrôle d’entreprise :
La variable des actifs :
(Le standard Bitcoin) = MicroStrategy s’est métamorphosée avec audace : d’entreprise logicielle traditionnelle, elle est devenue le véhicule de référence pour investir dans le Bitcoin, accumulant des milliards en btc à son bilan.
La variable de valorisation :
(Le grand renversement) = Portée par une demande inlassable pour sa stratégie crypto, la capitalisation boursière de MSTR a dépassé les 57 milliards de dollars. Elle a ainsi officiellement surpassé la valeur boursière de Nasdaq Inc. elle-même et rejoint le classement des 400 plus grandes entreprises du monde.
Décryptage :
Il s’agit d’un bouleversement macroéconomique majeur. Une entreprise qui fonctionne principalement comme une entité détenant du Bitcoin avec effet de levier vaut désormais plus que le légendaire opérateur boursier qui accueille la cotation de ses actions ! Quand la liquidité de la finance traditionnelle rencontre la rareté absolue du numérique, la prime qui en résulte est explosive.
MicroStrategy poursuivra-t-elle son ascension fulgurante dans le classement mondial, ou cette prime est-elle trop élevée pour durer ? Débattons-en ! 👇💬
#BTC #MSTR #CryptoNews
$BULLA
$DOOD
1.2k
MSTR市值超越纳斯达克 跻身全球上市公司市值前400位
10月26日，Bitcoin Treasuries 在 X 平台发文称，Strategy 旗下 MSTR市值现已超过美国交易所巨头纳斯达克（Nasdaq），并跻身全球市值最高的400家公司之列。
尽管该帖未披露具体市值数值，但据 Companiesmarketcap 全球实时榜单显示，MSTR当前市值约 618.4 亿美元，在全球上市公司中位列第 395 位；
而纳斯达克（NDAQ）当前市值约 573.2 亿美元，排在全球榜单第 426 位。目前，两者市值相差约 45 亿美元。
值得注意的是，鉴于这两家公司的业务根基截然不同，也让这次市值反超具备标志性意义：
其中，MSTR 的股价表现与比特币行情深度锚定，核心逻辑就是持续增持比特币进而抬升了该公司的估值；
而纳斯达克则是运营多年的老牌证券交易基础设施服务商，依托其平台的证券交易业务，拥有可持续的传统金融现金流。
因此，MSTR 的本次排名实现对纳斯达克的超越，正是加密资产正式进入主流资本市场中一个具象的信号。
你认为一家持仓比特币的公司市值，反超了它挂牌所在的交易所，究竟是比特币仓位撑起的底气，还是市场给的估值太疯狂？
最后，你还在等待比特币的价格回归到一个更理性的价格水平，还是已经上车？
#MSTR
MSTR市值超越纳斯达克 跻身全球上市公司市值前400位
10月26日，Bitcoin Treasuries 在 X 平台发文称，Strategy 旗下 MSTR市值现已超过美国交易所巨头纳斯达克（Nasdaq），并跻身全球市值最高的400家公司之列。
尽管该帖未披露具体市值数值，但据 Companiesmarketcap 全球实时榜单显示，MSTR当前市值约 618.4 亿美元，在全球上市公司中位列第 395 位；
而纳斯达克（NDAQ）当前市值约 573.2 亿美元，排在全球榜单第 426 位。目前，两者市值相差约 45 亿美元。
值得注意的是，鉴于这两家公司的业务根基截然不同，也让这次市值反超具备标志性意义：
其中，MSTR 的股价表现与比特币行情深度锚定，核心逻辑就是持续增持比特币进而抬升了该公司的估值；
而纳斯达克则是运营多年的老牌证券交易基础设施服务商，依托其平台的证券交易业务，拥有可持续的传统金融现金流。
因此，MSTR 的本次排名实现对纳斯达克的超越，正是加密资产正式进入主流资本市场中一个具象的信号。
你认为一家持仓比特币的公司市值，反超了它挂牌所在的交易所，究竟是比特币仓位撑起的底气，还是市场给的估值太疯狂？
最后，你还在等待比特币的价格回归到一个更理性的价格水平，还是已经上车？
#MSTR
10月26日，Bitcoin Treasuries 在 X 平台发文称，Strategy 旗下 MSTR市值现已超过美国交易所巨头纳斯达克（Nasdaq），并跻身全球市值最高的400家公司之列。
尽管该帖未披露具体市值数值，但据 Companiesmarketcap 全球实时榜单显示，MSTR当前市值约 618.4 亿美元，在全球上市公司中位列第 395 位；
而纳斯达克（NDAQ）当前市值约 573.2 亿美元，排在全球榜单第 426 位。目前，两者市值相差约 45 亿美元。
值得注意的是，鉴于这两家公司的业务根基截然不同，也让这次市值反超具备标志性意义：
其中，MSTR 的股价表现与比特币行情深度锚定，核心逻辑就是持续增持比特币进而抬升了该公司的估值；
而纳斯达克则是运营多年的老牌证券交易基础设施服务商，依托其平台的证券交易业务，拥有可持续的传统金融现金流。
因此，MSTR 的本次排名实现对纳斯达克的超越，正是加密资产正式进入主流资本市场中一个具象的信号。
你认为一家持仓比特币的公司市值，反超了它挂牌所在的交易所，究竟是比特币仓位撑起的底气，还是市场给的估值太疯狂？
最后，你还在等待比特币的价格回归到一个更理性的价格水平，还是已经上车？
#MSTR
1
260
ຢືນຢັນແລ້ວ
#strategymstrsurpassesnasdaqinmarketcap
🚨 THE LEVERAGE EQUATION: $MSTR
{future}(MSTRUSDT)
FLIPS NASDAQ 🚨
Michael Saylor’s ultimate corporate treasury bet just hit a historic milestone! Let’s break down MicroStrategy’s massive market cap flip using pure math 🧮👇
(Massive $BTC
{future}(BTCUSDT)
Treasury) + (Institutional Premium) = Flipping Nasdaq 📈
Here is the exact formula driving this corporate takeover:
The Asset Variable:
(The Bitcoin Standard) = MicroStrategy has aggressively transformed from a traditional software company into the ultimate proxy for Bitcoin, stockpiling billions in $BTC on its balance sheet.
The Valuation Variable:
(The Flippening) = Fueled by relentless demand for its crypto strategy, $MSTR's market capitalization has surged past $57 billion. In doing so, it has officially surpassed the market value of Nasdaq Inc. itself and entered the ranks of the world's 400 largest companies.
The Breakdown:
This is a monumental macro shift. A firm functioning primarily as a leveraged Bitcoin holding entity is now worth more than the legendary exchange operator hosting its stock! When traditional finance liquidity meets absolute digital scarcity, the resulting premium is explosive.
Will MicroStrategy continue its aggressive climb up the global ranks, or is this premium too hot to hold? Let's debate! 👇💬
#BTC #MSTR #CryptoNews
#strategymstrsurpassesnasdaqinmarketcap
🚨 THE LEVERAGE EQUATION: $MSTR
FLIPS NASDAQ 🚨
Michael Saylor’s ultimate corporate treasury bet just hit a historic milestone! Let’s break down MicroStrategy’s massive market cap flip using pure math 🧮👇
(Massive $BTC
Treasury) + (Institutional Premium) = Flipping Nasdaq 📈
Here is the exact formula driving this corporate takeover:
The Asset Variable:
(The Bitcoin Standard) = MicroStrategy has aggressively transformed from a traditional software company into the ultimate proxy for Bitcoin, stockpiling billions in $BTC on its balance sheet.
The Valuation Variable:
(The Flippening) = Fueled by relentless demand for its crypto strategy, $MSTR 's market capitalization has surged past $57 billion. In doing so, it has officially surpassed the market value of Nasdaq Inc. itself and entered the ranks of the world's 400 largest companies.
The Breakdown:
This is a monumental macro shift. A firm functioning primarily as a leveraged Bitcoin holding entity is now worth more than the legendary exchange operator hosting its stock! When traditional finance liquidity meets absolute digital scarcity, the resulting premium is explosive.
Will MicroStrategy continue its aggressive climb up the global ranks, or is this premium too hot to hold? Let's debate! 👇💬
#BTC #MSTR #CryptoNews
🚨 THE LEVERAGE EQUATION: $MSTR
FLIPS NASDAQ 🚨
Michael Saylor’s ultimate corporate treasury bet just hit a historic milestone! Let’s break down MicroStrategy’s massive market cap flip using pure math 🧮👇
(Massive $BTC
Treasury) + (Institutional Premium) = Flipping Nasdaq 📈
Here is the exact formula driving this corporate takeover:
The Asset Variable:
(The Bitcoin Standard) = MicroStrategy has aggressively transformed from a traditional software company into the ultimate proxy for Bitcoin, stockpiling billions in $BTC on its balance sheet.
The Valuation Variable:
(The Flippening) = Fueled by relentless demand for its crypto strategy, $MSTR 's market capitalization has surged past $57 billion. In doing so, it has officially surpassed the market value of Nasdaq Inc. itself and entered the ranks of the world's 400 largest companies.
The Breakdown:
This is a monumental macro shift. A firm functioning primarily as a leveraged Bitcoin holding entity is now worth more than the legendary exchange operator hosting its stock! When traditional finance liquidity meets absolute digital scarcity, the resulting premium is explosive.
Will MicroStrategy continue its aggressive climb up the global ranks, or is this premium too hot to hold? Let's debate! 👇💬
#BTC #MSTR #CryptoNews
3
898
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ບົດຄວາມ
砸了两个点的MSTR，多头七万四空头却才四千七砸了约两个点的MSTR，近24小时TradFi爆仓几乎全砸在多头——多头约7.44万美元、空头才约0.48万，共约46笔。
配价：MSTR币安约140.84（−2.160%）、OKX约140.85（−2.154%）；BTC币安约79817（−0.586%）、OKX约79830（−0.590%）。
价往下砸约两个点，多头却被清了七万四、空头才四千七——一边倒洗多，空头几乎没挨打。
#MSTR #TradFi #爆仓 #美股
砸了两个点、多头七万四空头却才四千七，你当成下行里多头杠杆过猛被洗，还是空头本来就没怎么进场？
实时查看:https://www.coinboss.com/tradfi-liquidations
砸了两个点的MSTR，多头七万四空头却才四千七
砸了约两个点的MSTR，近24小时TradFi爆仓几乎全砸在多头——多头约7.44万美元、空头才约0.48万，共约46笔。
配价：MSTR币安约140.84（−2.160%）、OKX约140.85（−2.154%）；BTC币安约79817（−0.586%）、OKX约79830（−0.590%）。
价往下砸约两个点，多头却被清了七万四、空头才四千七——一边倒洗多，空头几乎没挨打。
#MSTR #TradFi #爆仓 #美股
砸了两个点、多头七万四空头却才四千七，你当成下行里多头杠杆过猛被洗，还是空头本来就没怎么进场？
实时查看:https://www.coinboss.com/tradfi-liquidations
配价：MSTR币安约140.84（−2.160%）、OKX约140.85（−2.154%）；BTC币安约79817（−0.586%）、OKX约79830（−0.590%）。
价往下砸约两个点，多头却被清了七万四、空头才四千七——一边倒洗多，空头几乎没挨打。
#MSTR #TradFi #爆仓 #美股
砸了两个点、多头七万四空头却才四千七，你当成下行里多头杠杆过猛被洗，还是空头本来就没怎么进场？
实时查看:https://www.coinboss.com/tradfi-liquidations
1
「Saylor」表示Strategy已經回購了「2.05」億美元的$STRC 截至2026年10月25日，我們持有「848,517美元比特幣和51億美元的美元資產」#MSTR #MichaelSaylor
{spot}(MSTRBUSDT)
{spot}(BTCUSDT)
「Saylor」表示Strategy已經回購了「2.05」億美元的$STRC 截至2026年10月25日，我們持有「848,517美元比特幣和51億美元的美元資產」#MSTR #MichaelSaylor
1
314
🦈 $MSTR PAUSES BITCOIN BUYING, REDEPLOYS $205M INTO PREFERRED STOCK 📈
📊 The strategy team halted all BTC inflows for the week of Oct 19‑25, keeping the 848,517‑coin stash acquired at $75,446 avg price. Instead, $204.9 M of STRC preferred shares were repurchased, bolstering a $4.83 B cash cushion. ⚡ This move signals a liquidity‑preservation stance, likely awaiting a clearer macro catalyst before re‑entering the Bitcoin market.
💡 Institutional eyes are now on the next order‑block breach or fair‑value gap on BTC to justify fresh exposure. 👇 What does this redeployment mean for $BTC ’s upcoming direction? 💬
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #MSTR #InstitutionalStrategy #CashManagement #Crypto
🔥 🦈
🦈 $MSTR PAUSES BITCOIN BUYING, REDEPLOYS $205M INTO PREFERRED STOCK 📈
📊 The strategy team halted all BTC inflows for the week of Oct 19‑25, keeping the 848,517‑coin stash acquired at $75,446 avg price. Instead, $204.9 M of STRC preferred shares were repurchased, bolstering a $4.83 B cash cushion. ⚡ This move signals a liquidity‑preservation stance, likely awaiting a clearer macro catalyst before re‑entering the Bitcoin market.
💡 Institutional eyes are now on the next order‑block breach or fair‑value gap on BTC to justify fresh exposure. 👇 What does this redeployment mean for $BTC ’s upcoming direction? 💬
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #MSTR #InstitutionalStrategy #CashManagement #Crypto
🔥 🦈
📊 The strategy team halted all BTC inflows for the week of Oct 19‑25, keeping the 848,517‑coin stash acquired at $75,446 avg price. Instead, $204.9 M of STRC preferred shares were repurchased, bolstering a $4.83 B cash cushion. ⚡ This move signals a liquidity‑preservation stance, likely awaiting a clearer macro catalyst before re‑entering the Bitcoin market.
💡 Institutional eyes are now on the next order‑block breach or fair‑value gap on BTC to justify fresh exposure. 👇 What does this redeployment mean for $BTC ’s upcoming direction? 💬
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #MSTR #InstitutionalStrategy #CashManagement #Crypto
🔥 🦈
11
> MSTR REPURCHASES $204.9M OF STRC STOCK: SEC FILING
> STRATEGY $4.83B USD RESERVE AND $242.4M USD CASH AS OF OCT. 25: SEC FILING
> $MSTR
#MSTR
> MSTR REPURCHASES $204.9M OF STRC STOCK: SEC FILING
> STRATEGY $4.83B USD RESERVE AND $242.4M USD CASH AS OF OCT. 25: SEC FILING
> $MSTR
#MSTR
> STRATEGY $4.83B USD RESERVE AND $242.4M USD CASH AS OF OCT. 25: SEC FILING
> $MSTR
#MSTR
32
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ຢືນຢັນແລ້ວ
比特币20万美元，还远吗先看一个卡点。很多美股账户想拿比特币敞口，又不想直接去交易所开户，Strategy就是摆在他们面前最顺手的一个入口。
这个入口今天变大了。Strategy的市值超过了纳斯达克公司，挤进了全球前400左右。先讲清楚，这里说的纳斯达克公司是Nasdaq这家上市公司，不是纳斯达克指数，不同数据源给的排名在398位到418位之间浮动，市值在600亿美元上下。
一个比特币金库，市值超过了交易所运营商本身。这桌饭，Strategy已经坐下了。
这家公司手里现在有848517枚$BTC，占2100万枚上限的4%左右。10月19日它又买了267枚，花了2210万美元。比特币跌破8万美元那天，它还在买。动作没停。
三季度它账面上的数字资产收益有210亿美元，拿去跟标普500的经营利润比，能排到第7。口径不一样，一个是数字资产收益，一个是经营利润，但规模摆在这里，不是小打小闹。
本周它还有两个时间点，10月28日开特别股东大会，10月29日盘后出三季报，正好撞上美联储10月27日到28日的议息周。等方向的人很多，位置已经变了。
一家靠$BTC起家的公司，能坐进全球市值前400的桌子。20万美元这个数字，现在看起来没那么像笑话了。别等菜都上齐了，才想起来自己还没坐下。
DYOR，仅为个人看法，不构成投资建议。
#MSTR #Strategy #BTC
比特币20万美元，还远吗
先看一个卡点。很多美股账户想拿比特币敞口，又不想直接去交易所开户，Strategy就是摆在他们面前最顺手的一个入口。
这个入口今天变大了。Strategy的市值超过了纳斯达克公司，挤进了全球前400左右。先讲清楚，这里说的纳斯达克公司是Nasdaq这家上市公司，不是纳斯达克指数，不同数据源给的排名在398位到418位之间浮动，市值在600亿美元上下。
一个比特币金库，市值超过了交易所运营商本身。这桌饭，Strategy已经坐下了。
这家公司手里现在有848517枚$BTC ，占2100万枚上限的4%左右。10月19日它又买了267枚，花了2210万美元。比特币跌破8万美元那天，它还在买。动作没停。
三季度它账面上的数字资产收益有210亿美元，拿去跟标普500的经营利润比，能排到第7。口径不一样，一个是数字资产收益，一个是经营利润，但规模摆在这里，不是小打小闹。
本周它还有两个时间点，10月28日开特别股东大会，10月29日盘后出三季报，正好撞上美联储10月27日到28日的议息周。等方向的人很多，位置已经变了。
一家靠$BTC 起家的公司，能坐进全球市值前400的桌子。20万美元这个数字，现在看起来没那么像笑话了。别等菜都上齐了，才想起来自己还没坐下。
DYOR，仅为个人看法，不构成投资建议。
#MSTR #Strategy #BTC
这个入口今天变大了。Strategy的市值超过了纳斯达克公司，挤进了全球前400左右。先讲清楚，这里说的纳斯达克公司是Nasdaq这家上市公司，不是纳斯达克指数，不同数据源给的排名在398位到418位之间浮动，市值在600亿美元上下。
一个比特币金库，市值超过了交易所运营商本身。这桌饭，Strategy已经坐下了。
这家公司手里现在有848517枚$BTC ，占2100万枚上限的4%左右。10月19日它又买了267枚，花了2210万美元。比特币跌破8万美元那天，它还在买。动作没停。
三季度它账面上的数字资产收益有210亿美元，拿去跟标普500的经营利润比，能排到第7。口径不一样，一个是数字资产收益，一个是经营利润，但规模摆在这里，不是小打小闹。
本周它还有两个时间点，10月28日开特别股东大会，10月29日盘后出三季报，正好撞上美联储10月27日到28日的议息周。等方向的人很多，位置已经变了。
一家靠$BTC 起家的公司，能坐进全球市值前400的桌子。20万美元这个数字，现在看起来没那么像笑话了。别等菜都上齐了，才想起来自己还没坐下。
DYOR，仅为个人看法，不构成投资建议。
#MSTR #Strategy #BTC
1
210
#StrategyMSTRSurpassesNasdaqInMarketCap
🚨 Strategy (MSTR) Makes a Major Market-Cap Move — What It Means for Bitcoin
📊 Why It Matters
Strategy, formerly MicroStrategy, has become one of the most closely watched corporate names in crypto because its business strategy is heavily tied to Bitcoin. Its market valuation can change sharply as BTC prices and investor sentiment shift.
⚡ Potential Impact on Crypto
₿ 1. Stronger Bitcoin Exposure: Rising demand for MSTR shares can reflect growing investor interest in Bitcoin-linked investments, although stock demand alone does not confirm fresh BTC buying.
📈 2. Market Sentiment: A rising MSTR valuation may signal confidence in Bitcoin's long-term investment case. However, the stock can move differently from BTC because of financing decisions, share dilution, and valuation premiums.
⚠️ 3. Volatility Risk: MSTR is not Bitcoin itself. Its shares can experience larger price swings, and a reversal in BTC or a change in investor sentiment could put pressure on the stock.
🔎 Trader's Takeaway
The key question is whether this market-cap milestone reflects sustained demand or a temporary valuation move. Watch BTC price action, institutional flows, and Strategy's financing activity before drawing a broader bullish conclusion.
Bottom line: Strategy remains an important indicator of corporate Bitcoin exposure, but its stock performance alone does not guarantee a Bitcoin rally.
#Bitcoin #BTC #strategy #MSTR
$ARIA $ERA $PLAY
{future}(ARIAUSDT)
{future}(ERAUSDT)
{future}(PLAYUSDT)
#StrategyMSTRSurpassesNasdaqInMarketCap
🚨 Strategy (MSTR) Makes a Major Market-Cap Move — What It Means for Bitcoin
📊 Why It Matters
Strategy, formerly MicroStrategy, has become one of the most closely watched corporate names in crypto because its business strategy is heavily tied to Bitcoin. Its market valuation can change sharply as BTC prices and investor sentiment shift.
⚡ Potential Impact on Crypto
₿ 1. Stronger Bitcoin Exposure: Rising demand for MSTR shares can reflect growing investor interest in Bitcoin-linked investments, although stock demand alone does not confirm fresh BTC buying.
📈 2. Market Sentiment: A rising MSTR valuation may signal confidence in Bitcoin's long-term investment case. However, the stock can move differently from BTC because of financing decisions, share dilution, and valuation premiums.
⚠️ 3. Volatility Risk: MSTR is not Bitcoin itself. Its shares can experience larger price swings, and a reversal in BTC or a change in investor sentiment could put pressure on the stock.
🔎 Trader's Takeaway
The key question is whether this market-cap milestone reflects sustained demand or a temporary valuation move. Watch BTC price action, institutional flows, and Strategy's financing activity before drawing a broader bullish conclusion.
Bottom line: Strategy remains an important indicator of corporate Bitcoin exposure, but its stock performance alone does not guarantee a Bitcoin rally.
#Bitcoin #BTC #strategy #MSTR
$ARIA $ERA $PLAY
🚨 Strategy (MSTR) Makes a Major Market-Cap Move — What It Means for Bitcoin
📊 Why It Matters
Strategy, formerly MicroStrategy, has become one of the most closely watched corporate names in crypto because its business strategy is heavily tied to Bitcoin. Its market valuation can change sharply as BTC prices and investor sentiment shift.
⚡ Potential Impact on Crypto
₿ 1. Stronger Bitcoin Exposure: Rising demand for MSTR shares can reflect growing investor interest in Bitcoin-linked investments, although stock demand alone does not confirm fresh BTC buying.
📈 2. Market Sentiment: A rising MSTR valuation may signal confidence in Bitcoin's long-term investment case. However, the stock can move differently from BTC because of financing decisions, share dilution, and valuation premiums.
⚠️ 3. Volatility Risk: MSTR is not Bitcoin itself. Its shares can experience larger price swings, and a reversal in BTC or a change in investor sentiment could put pressure on the stock.
🔎 Trader's Takeaway
The key question is whether this market-cap milestone reflects sustained demand or a temporary valuation move. Watch BTC price action, institutional flows, and Strategy's financing activity before drawing a broader bullish conclusion.
Bottom line: Strategy remains an important indicator of corporate Bitcoin exposure, but its stock performance alone does not guarantee a Bitcoin rally.
#Bitcoin #BTC #strategy #MSTR
$ARIA $ERA $PLAY
42
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#StrategyMSTRSurpassesNasdaqInMarketCap
🏢 Strategy Is Now Worth More Than Nasdaq Itself
📊 $MSTR market cap: about $61.8B after Friday's $146.01 close
🏛️ Nasdaq Inc, the exchange operator it trades on: about $57.3B
🌍 That puts Strategy at about No. 395 among the world's listed companies
🟠 It holds 848,517 BTC at a $75,446 average (as of Oct 18)
📉 At ~$80.4K, that stack is worth about $68B, more than the stock's market cap
⚠️ Enterprise value, which counts debt and preferred stock, is about $80.6B
📅 Nov 11: MSCI publishes its final list of "non-operating" companies
What it means for crypto: Strategy's size is now tied almost entirely to Bitcoin. Its stock trading near or below the value of its coins can make it harder to raise money for more BTC.
Is Strategy a tech company or a Bitcoin fund? 👇
$BTC
#CryptoNews #Bitcoin #MSTR #StrategyMSTRSurpassesNasdaqInMarketCap
#StrategyMSTRSurpassesNasdaqInMarketCap
🏢 Strategy Is Now Worth More Than Nasdaq Itself
📊 $MSTR market cap: about $61.8B after Friday's $146.01 close
🏛️ Nasdaq Inc, the exchange operator it trades on: about $57.3B
🌍 That puts Strategy at about No. 395 among the world's listed companies
🟠 It holds 848,517 BTC at a $75,446 average (as of Oct 18)
📉 At ~$80.4K, that stack is worth about $68B, more than the stock's market cap
⚠️ Enterprise value, which counts debt and preferred stock, is about $80.6B
📅 Nov 11: MSCI publishes its final list of "non-operating" companies
What it means for crypto: Strategy's size is now tied almost entirely to Bitcoin. Its stock trading near or below the value of its coins can make it harder to raise money for more BTC.
Is Strategy a tech company or a Bitcoin fund? 👇
$BTC
#CryptoNews #Bitcoin #MSTR #StrategyMSTRSurpassesNasdaqInMarketCap
🏢 Strategy Is Now Worth More Than Nasdaq Itself
📊 $MSTR market cap: about $61.8B after Friday's $146.01 close
🏛️ Nasdaq Inc, the exchange operator it trades on: about $57.3B
🌍 That puts Strategy at about No. 395 among the world's listed companies
🟠 It holds 848,517 BTC at a $75,446 average (as of Oct 18)
📉 At ~$80.4K, that stack is worth about $68B, more than the stock's market cap
⚠️ Enterprise value, which counts debt and preferred stock, is about $80.6B
📅 Nov 11: MSCI publishes its final list of "non-operating" companies
What it means for crypto: Strategy's size is now tied almost entirely to Bitcoin. Its stock trading near or below the value of its coins can make it harder to raise money for more BTC.
Is Strategy a tech company or a Bitcoin fund? 👇
$BTC
#CryptoNews #Bitcoin #MSTR #StrategyMSTRSurpassesNasdaqInMarketCap
12
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🚀 HUGE milestone for $BTC treasury king!
Strategy’s $MSTR market cap has officially surpassed U.S. exchange giant Nasdaq (NDAQ) and entered the world’s top 400 most valuable companies.
Reported by Bitcoin Treasuries on X and picked up by Odaily.
From software firm to pure Bitcoin powerhouse — Michael Saylor’s Strategy just overtook one of the biggest names in traditional finance.
This is pure Bitcoin dominance in action. A company holding hundreds of thousands of BTC is now bigger than the exchange that lists it. Wall Street is watching — more corporates will follow. $MSTR keeps proving that stacking sats is the ultimate business strategy. Long-term bullish for BTC and every Bitcoin treasury play. 🔥
#MSTR #Bitcoin #Strategy #CryptoNews #BTC
{spot}(BTCUSDT)
🚀 HUGE milestone for $BTC treasury king!
Strategy’s $MSTR market cap has officially surpassed U.S. exchange giant Nasdaq (NDAQ) and entered the world’s top 400 most valuable companies.
Reported by Bitcoin Treasuries on X and picked up by Odaily.
From software firm to pure Bitcoin powerhouse — Michael Saylor’s Strategy just overtook one of the biggest names in traditional finance.
This is pure Bitcoin dominance in action. A company holding hundreds of thousands of BTC is now bigger than the exchange that lists it. Wall Street is watching — more corporates will follow. $MSTR keeps proving that stacking sats is the ultimate business strategy. Long-term bullish for BTC and every Bitcoin treasury play. 🔥
#MSTR #Bitcoin #Strategy #CryptoNews #BTC
Strategy’s $MSTR market cap has officially surpassed U.S. exchange giant Nasdaq (NDAQ) and entered the world’s top 400 most valuable companies.
Reported by Bitcoin Treasuries on X and picked up by Odaily.
From software firm to pure Bitcoin powerhouse — Michael Saylor’s Strategy just overtook one of the biggest names in traditional finance.
This is pure Bitcoin dominance in action. A company holding hundreds of thousands of BTC is now bigger than the exchange that lists it. Wall Street is watching — more corporates will follow. $MSTR keeps proving that stacking sats is the ultimate business strategy. Long-term bullish for BTC and every Bitcoin treasury play. 🔥
#MSTR #Bitcoin #Strategy #CryptoNews #BTC
75
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🚨 $MSTR FLIPS NASDAQ IN MARKET CAP SHOWDOWN! 📈
Smart money has been quietly loading BTC on MSTR's balance sheet, turning the software firm into a de‑facto Bitcoin trust. The resulting institutional premium has driven its market cap past $57 B, eclipsing Nasdaq's valuation. 📊🦈
When traditional exchange liquidity collides with immutable scarcity, the upside skew sharpens. The flip signals a new hierarchy where corporate treasuries become liquidity magnets for the next wave of institutional demand. 📈💡
💬 Will the premium sustain or will a liquidity pullback re‑price the flip? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #MSTR #MarketCapFlip #InstitutionalMoney #Crypto #MacroShift
🦈 🚀
🚨 $MSTR FLIPS NASDAQ IN MARKET CAP SHOWDOWN! 📈
Smart money has been quietly loading BTC on MSTR's balance sheet, turning the software firm into a de‑facto Bitcoin trust. The resulting institutional premium has driven its market cap past $57 B, eclipsing Nasdaq's valuation. 📊🦈
When traditional exchange liquidity collides with immutable scarcity, the upside skew sharpens. The flip signals a new hierarchy where corporate treasuries become liquidity magnets for the next wave of institutional demand. 📈💡
💬 Will the premium sustain or will a liquidity pullback re‑price the flip? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #MSTR #MarketCapFlip #InstitutionalMoney #Crypto #MacroShift
🦈 🚀
Smart money has been quietly loading BTC on MSTR's balance sheet, turning the software firm into a de‑facto Bitcoin trust. The resulting institutional premium has driven its market cap past $57 B, eclipsing Nasdaq's valuation. 📊🦈
When traditional exchange liquidity collides with immutable scarcity, the upside skew sharpens. The flip signals a new hierarchy where corporate treasuries become liquidity magnets for the next wave of institutional demand. 📈💡
💬 Will the premium sustain or will a liquidity pullback re‑price the flip? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #MSTR #MarketCapFlip #InstitutionalMoney #Crypto #MacroShift
🦈 🚀
2
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🚀 $MSTR FLIPS NASDAQ IN A BOLD BITCOIN PLAY! 🟢
📊 MicroStrategy’s balance sheet now reads like a Bitcoin vault, turning a software firm into a pure crypto proxy. The relentless BTC accumulation has vaulted its market cap past $57 B, eclipsing the legendary exchange operator. 🦈
⚡ That premium is fueled by institutional appetite for digital scarcity, creating a liquidity surge that’s hard to ignore. Yet the rapid ascent also invites a fresh wave of scrutiny—can the premium sustain when the market pivots? 💡
💬 How do you see $MSTR ’s trajectory shaping the next tier of crypto‑driven giants? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #MSTR #Bitcoin #MarketCap #Crypto #LongSetup
🔥 💎
🚀 $MSTR FLIPS NASDAQ IN A BOLD BITCOIN PLAY! 🟢
📊 MicroStrategy’s balance sheet now reads like a Bitcoin vault, turning a software firm into a pure crypto proxy. The relentless BTC accumulation has vaulted its market cap past $57 B, eclipsing the legendary exchange operator. 🦈
⚡ That premium is fueled by institutional appetite for digital scarcity, creating a liquidity surge that’s hard to ignore. Yet the rapid ascent also invites a fresh wave of scrutiny—can the premium sustain when the market pivots? 💡
💬 How do you see $MSTR ’s trajectory shaping the next tier of crypto‑driven giants? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #MSTR #Bitcoin #MarketCap #Crypto #LongSetup
🔥 💎
📊 MicroStrategy’s balance sheet now reads like a Bitcoin vault, turning a software firm into a pure crypto proxy. The relentless BTC accumulation has vaulted its market cap past $57 B, eclipsing the legendary exchange operator. 🦈
⚡ That premium is fueled by institutional appetite for digital scarcity, creating a liquidity surge that’s hard to ignore. Yet the rapid ascent also invites a fresh wave of scrutiny—can the premium sustain when the market pivots? 💡
💬 How do you see $MSTR ’s trajectory shaping the next tier of crypto‑driven giants? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #MSTR #Bitcoin #MarketCap #Crypto #LongSetup
🔥 💎
7
#StrategyMSTRSurpassesNasdaqInMarketCap
🚀 Strategy (MSTR) Makes a Major Market Cap Statement! 📈
🔥 Strategy Surpasses Nasdaq in Market Capitalization!
Strategy continues to attract attention in the financial world with its aggressive Bitcoin-focused approach. The company, formerly known as MicroStrategy, has built a strong identity around Bitcoin accumulation, making it one of the most closely watched names in the crypto market.
💡 Why does this matter? ₿ Strategy’s Bitcoin-focused treasury model keeps it in the spotlight. 📊 Its market valuation reflects strong investor interest and changing market sentiment. 🌐 The connection between traditional equities and Bitcoin continues to grow.
⚠️ What’s next? Investors will be watching Bitcoin’s price movements, Strategy’s future purchases, and changes in market valuation to see whether this momentum continues.
🔥 Is Strategy becoming one of the biggest bridges between Wall Street and Bitcoin?
👇 What do you think? Bullish or bearish for MSTR?
#Strategy #MSTR #Bitcoin #BTC #CryptoNews #StockMarket #BinanceSquare
Market commentary only — not financial advice.
$MSCI.US $TSMB $MSFTB
#StrategyMSTRSurpassesNasdaqInMarketCap
🚀 Strategy (MSTR) Makes a Major Market Cap Statement! 📈
🔥 Strategy Surpasses Nasdaq in Market Capitalization!
Strategy continues to attract attention in the financial world with its aggressive Bitcoin-focused approach. The company, formerly known as MicroStrategy, has built a strong identity around Bitcoin accumulation, making it one of the most closely watched names in the crypto market.
💡 Why does this matter? ₿ Strategy’s Bitcoin-focused treasury model keeps it in the spotlight. 📊 Its market valuation reflects strong investor interest and changing market sentiment. 🌐 The connection between traditional equities and Bitcoin continues to grow.
⚠️ What’s next? Investors will be watching Bitcoin’s price movements, Strategy’s future purchases, and changes in market valuation to see whether this momentum continues.
🔥 Is Strategy becoming one of the biggest bridges between Wall Street and Bitcoin?
👇 What do you think? Bullish or bearish for MSTR?
#Strategy #MSTR #Bitcoin #BTC #CryptoNews #StockMarket #BinanceSquare
Market commentary only — not financial advice.
$MSCI.US $TSMB $MSFTB
🚀 Strategy (MSTR) Makes a Major Market Cap Statement! 📈
🔥 Strategy Surpasses Nasdaq in Market Capitalization!
Strategy continues to attract attention in the financial world with its aggressive Bitcoin-focused approach. The company, formerly known as MicroStrategy, has built a strong identity around Bitcoin accumulation, making it one of the most closely watched names in the crypto market.
💡 Why does this matter? ₿ Strategy’s Bitcoin-focused treasury model keeps it in the spotlight. 📊 Its market valuation reflects strong investor interest and changing market sentiment. 🌐 The connection between traditional equities and Bitcoin continues to grow.
⚠️ What’s next? Investors will be watching Bitcoin’s price movements, Strategy’s future purchases, and changes in market valuation to see whether this momentum continues.
🔥 Is Strategy becoming one of the biggest bridges between Wall Street and Bitcoin?
👇 What do you think? Bullish or bearish for MSTR?
#Strategy #MSTR #Bitcoin #BTC #CryptoNews #StockMarket #BinanceSquare
Market commentary only — not financial advice.
$MSCI.US $TSMB $MSFTB
33
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🚨🔥 #MSTR SURPASSES NASDAQ INC. IN MARKET CAP — BITCOIN STRATEGY MAKES HEADLINES! ₿📈
Wall Street has a new talking point! 👀 Strategy ($MSTR), Michael Saylor’s Bitcoin-focused company, has reportedly overtaken Nasdaq Inc. ($NDAQ.US ) in market capitalization.
💰 THE NUMBERS THAT MATTER
📊 MSTR: Approximately $61.84 billion
📊 NDAQ: Approximately $57.3 billion
Reported October 2026 figures; market caps fluctuate with share prices and share counts.
₿ WHY IS THIS HAPPENING?
Strategy has transformed itself into a major corporate Bitcoin holder, making its stock highly sensitive to BTC price movements and investor sentiment.
🔥 WHAT DOES IT MEAN FOR THE MARKET?
✅ Bitcoin exposure is influencing traditional equity valuations.
✅ Crypto-linked stocks remain on investors’ radar.
✅ MSTR’s performance highlights both the potential and volatility of a Bitcoin-focused corporate strategy.
⚠️ THE RISK: MSTR is not Bitcoin itself. Its share price can move differently from BTC due to financing, dilution, and changes in its valuation premium.
🎯 THE BIG QUESTION: Is Strategy building a lasting Bitcoin-powered giant, or is the market underestimating the risks?
👇 Share your thoughts in the comments!
#MSTR #Bitcoin #BTC #Nasdaq #CryptoNews #MichaelSaylor #StockMarket #BinanceSquare
#strategymstrsurpassesnasdaqinmarketcap
{stock_us}(NDAQ.US)
{spot}(ZECUSDT)
{spot}(BTCUSDT)
🚨🔥 #MSTR SURPASSES NASDAQ INC. IN MARKET CAP — BITCOIN STRATEGY MAKES HEADLINES! ₿📈
Wall Street has a new talking point! 👀 Strategy ($MSTR), Michael Saylor’s Bitcoin-focused company, has reportedly overtaken Nasdaq Inc. ($NDAQ.US ) in market capitalization.
💰 THE NUMBERS THAT MATTER
📊 MSTR: Approximately $61.84 billion
📊 NDAQ: Approximately $57.3 billion
Reported October 2026 figures; market caps fluctuate with share prices and share counts.
₿ WHY IS THIS HAPPENING?
Strategy has transformed itself into a major corporate Bitcoin holder, making its stock highly sensitive to BTC price movements and investor sentiment.
🔥 WHAT DOES IT MEAN FOR THE MARKET?
✅ Bitcoin exposure is influencing traditional equity valuations.
✅ Crypto-linked stocks remain on investors’ radar.
✅ MSTR’s performance highlights both the potential and volatility of a Bitcoin-focused corporate strategy.
⚠️ THE RISK: MSTR is not Bitcoin itself. Its share price can move differently from BTC due to financing, dilution, and changes in its valuation premium.
🎯 THE BIG QUESTION: Is Strategy building a lasting Bitcoin-powered giant, or is the market underestimating the risks?
👇 Share your thoughts in the comments!
#MSTR #Bitcoin #BTC #Nasdaq #CryptoNews #MichaelSaylor #StockMarket #BinanceSquare
#strategymstrsurpassesnasdaqinmarketcap
Wall Street has a new talking point! 👀 Strategy ($MSTR), Michael Saylor’s Bitcoin-focused company, has reportedly overtaken Nasdaq Inc. ($NDAQ.US ) in market capitalization.
💰 THE NUMBERS THAT MATTER
📊 MSTR: Approximately $61.84 billion
📊 NDAQ: Approximately $57.3 billion
Reported October 2026 figures; market caps fluctuate with share prices and share counts.
₿ WHY IS THIS HAPPENING?
Strategy has transformed itself into a major corporate Bitcoin holder, making its stock highly sensitive to BTC price movements and investor sentiment.
🔥 WHAT DOES IT MEAN FOR THE MARKET?
✅ Bitcoin exposure is influencing traditional equity valuations.
✅ Crypto-linked stocks remain on investors’ radar.
✅ MSTR’s performance highlights both the potential and volatility of a Bitcoin-focused corporate strategy.
⚠️ THE RISK: MSTR is not Bitcoin itself. Its share price can move differently from BTC due to financing, dilution, and changes in its valuation premium.
🎯 THE BIG QUESTION: Is Strategy building a lasting Bitcoin-powered giant, or is the market underestimating the risks?
👇 Share your thoughts in the comments!
#MSTR #Bitcoin #BTC #Nasdaq #CryptoNews #MichaelSaylor #StockMarket #BinanceSquare
#strategymstrsurpassesnasdaqinmarketcap
1
263
Saylor在Schwab那段采访我看了两遍，原话意思是：数字信用才是我们的产品，MSTR只是副产品。
老板亲口说普通股是副产品。那拿着MSTR的兄弟，到底算股东还是算燃料？
逻辑其实不复杂。STRC这类优先股要持续发得出去，价格就得贴着面值、还能卖出溢价，所以公司拿真金白银回购优先股去托价。前两周的周报里，回购STRC花的钱是买BTC的好几倍，这个我之前就吐槽过。现在CEO自己把话挑明了：先让收息的那拨人舒服，普通股的稀释和波动你自己扛。
更好笑的是这个周末CT在猜橙点。一边有人转述Saylor发了"Back to work, BTC"，说本周恢复买币；另一边大号说这周没发橙点图，看样子又要停。同一个人，两拨人各读各的，周四财报前全在算命。
我的看法很简单，别再把MSTR当BTC的杠杆版无脑冲了。它现在是一家卖收益产品的公司，BTC是抵押品，普通股是给优先股垫底的那一层。想要BTC就买BTC，想吃息就去看优先股条款。夹在中间的普通股，扛的是商业模式的风险，不只是币价。
#MSTR #比特币
Saylor在Schwab那段采访我看了两遍，原话意思是：数字信用才是我们的产品，MSTR只是副产品。
老板亲口说普通股是副产品。那拿着MSTR的兄弟，到底算股东还是算燃料？
逻辑其实不复杂。STRC这类优先股要持续发得出去，价格就得贴着面值、还能卖出溢价，所以公司拿真金白银回购优先股去托价。前两周的周报里，回购STRC花的钱是买BTC的好几倍，这个我之前就吐槽过。现在CEO自己把话挑明了：先让收息的那拨人舒服，普通股的稀释和波动你自己扛。
更好笑的是这个周末CT在猜橙点。一边有人转述Saylor发了"Back to work, BTC"，说本周恢复买币；另一边大号说这周没发橙点图，看样子又要停。同一个人，两拨人各读各的，周四财报前全在算命。
我的看法很简单，别再把MSTR当BTC的杠杆版无脑冲了。它现在是一家卖收益产品的公司，BTC是抵押品，普通股是给优先股垫底的那一层。想要BTC就买BTC，想吃息就去看优先股条款。夹在中间的普通股，扛的是商业模式的风险，不只是币价。
#MSTR #比特币
老板亲口说普通股是副产品。那拿着MSTR的兄弟，到底算股东还是算燃料？
逻辑其实不复杂。STRC这类优先股要持续发得出去，价格就得贴着面值、还能卖出溢价，所以公司拿真金白银回购优先股去托价。前两周的周报里，回购STRC花的钱是买BTC的好几倍，这个我之前就吐槽过。现在CEO自己把话挑明了：先让收息的那拨人舒服，普通股的稀释和波动你自己扛。
更好笑的是这个周末CT在猜橙点。一边有人转述Saylor发了"Back to work, BTC"，说本周恢复买币；另一边大号说这周没发橙点图，看样子又要停。同一个人，两拨人各读各的，周四财报前全在算命。
我的看法很简单，别再把MSTR当BTC的杠杆版无脑冲了。它现在是一家卖收益产品的公司，BTC是抵押品，普通股是给优先股垫底的那一层。想要BTC就买BTC，想吃息就去看优先股条款。夹在中间的普通股，扛的是商业模式的风险，不只是币价。
#MSTR #比特币
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ບົດຄວາມ
MSTR仓位多头约七成三，账户却只六成八MSTR币安仓位多头约72.9%、空头约27.1%，多空比约2.69；同所账户多头却只有约68.0%——仓位比账户还偏多出近五个点。
总持仓约1.19亿美元，其中OKX约1769万。配价：MSTR币安约142.34（-1.828%）、OKX约142.32（-1.896%）；BTC币安约80157.1（-0.572%）、OKX约80155.3（-0.593%）。
价在软、仓位却仍七成三偏多——仓比人更敢多，比单看跌幅更值得盯。
#MSTR #持仓量 #多空比 #合约行情
七成三仓位配六成八账户，这近五个点差你怎么读——仓已经先挤满，还是人还在犹豫？
实时查看:https://www.coinboss.com/currencies/MSTR
MSTR仓位多头约七成三，账户却只六成八
MSTR币安仓位多头约72.9%、空头约27.1%，多空比约2.69；同所账户多头却只有约68.0%——仓位比账户还偏多出近五个点。
总持仓约1.19亿美元，其中OKX约1769万。配价：MSTR币安约142.34（-1.828%）、OKX约142.32（-1.896%）；BTC币安约80157.1（-0.572%）、OKX约80155.3（-0.593%）。
价在软、仓位却仍七成三偏多——仓比人更敢多，比单看跌幅更值得盯。
#MSTR #持仓量 #多空比 #合约行情
七成三仓位配六成八账户，这近五个点差你怎么读——仓已经先挤满，还是人还在犹豫？
实时查看:https://www.coinboss.com/currencies/MSTR
总持仓约1.19亿美元，其中OKX约1769万。配价：MSTR币安约142.34（-1.828%）、OKX约142.32（-1.896%）；BTC币安约80157.1（-0.572%）、OKX约80155.3（-0.593%）。
价在软、仓位却仍七成三偏多——仓比人更敢多，比单看跌幅更值得盯。
#MSTR #持仓量 #多空比 #合约行情
七成三仓位配六成八账户，这近五个点差你怎么读——仓已经先挤满，还是人还在犹豫？
实时查看:https://www.coinboss.com/currencies/MSTR
5
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