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投资公司 Kerrisdale Capital 正在做空 MicroStrategy 股票,认为其价格相对于比特币的价值存在“不可理喻的溢价”

2024-06-24 22:08:46

ChainCatcher 消息,据 cointelegraph 报道,投资公司 Kerrisdale Capital 正在做空 MicroStrategy 股票,认为其价格相对于比特币的价值存在“不可理喻的溢价”。Kerrisdale Capital 的首席投资官 Sahm Adrangi 表示,MicroStrategy 的商业模式主要依赖于持有大量比特币,但这并不足以支撑其高估值。

根据其报告,MicroStrategy 股票的比特币价格估值是实际价格的两倍半。Adrangi 建议做空 MicroStrategy 股票,同时做多比特币。MicroStrategy 目前持有 226,331 BTC,总价值约 146 亿美元。

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