BTC $63,454.70 +0.67%
ETH $1,899.33 +1.04%
BNB $605.29 -0.03%
XRP $1.00 +0.17%
SOL $75.41 -0.05%
TRX $0.3323 +0.38%
DOGE $0.0701 +0.53%
ADA $0.1770 +0.08%
BCH $204.61 +0.77%
LINK $9.44 +0.53%
HYPE $58.79 +2.83%
AAVE $86.64 +0.57%
SUI $0.6773 +0.21%
XLM $0.1583 +0.95%
ZEC $491.90 +0.79%
BTC $63,454.70 +0.67%
ETH $1,899.33 +1.04%
BNB $605.29 -0.03%
XRP $1.00 +0.17%
SOL $75.41 -0.05%
TRX $0.3323 +0.38%
DOGE $0.0701 +0.53%
ADA $0.1770 +0.08%
BCH $204.61 +0.77%
LINK $9.44 +0.53%
HYPE $58.79 +2.83%
AAVE $86.64 +0.57%
SUI $0.6773 +0.21%
XLM $0.1583 +0.95%
ZEC $491.90 +0.79%

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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