BTC $62,719.50 -0.44%
ETH $1,872.19 -0.44%
BNB $601.16 -0.93%
XRP $0.9906 -1.07%
SOL $74.44 -1.22%
TRX $0.3309 +0.01%
DOGE $0.0694 -0.19%
ADA $0.1744 -1.39%
BCH $203.72 +0.20%
LINK $9.39 -0.36%
HYPE $57.20 +0.81%
AAVE $85.71 -0.50%
SUI $0.6690 -1.10%
XLM $0.1563 -0.79%
ZEC $485.51 -0.20%
BTC $62,719.50 -0.44%
ETH $1,872.19 -0.44%
BNB $601.16 -0.93%
XRP $0.9906 -1.07%
SOL $74.44 -1.22%
TRX $0.3309 +0.01%
DOGE $0.0694 -0.19%
ADA $0.1744 -1.39%
BCH $203.72 +0.20%
LINK $9.39 -0.36%
HYPE $57.20 +0.81%
AAVE $85.71 -0.50%
SUI $0.6690 -1.10%
XLM $0.1563 -0.79%
ZEC $485.51 -0.20%

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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