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Santiment 創始人:Strategy 的清算將是比特幣最大的牛市催化劑

2026-02-06 22:28:56

ChainCatcher 消息,据 Cointelegraph 報導,Santiment 創始人 Maksim Balashevich 接受訪談時表示,比特幣市場若迎來最大的牛市催化劑,可能需要 Michael Saylor 旗下 Strategy 遭遇清算。他認為,類似 FTX 崩潰那樣的極端負面事件往往標誌著市場底部形成,而 Strategy 作為持有約 77.2 萬枚比特幣(占比特幣總供應量約 3.7%)的巨頭,若陷入困境將釋放強烈的築底信號。

儘管 Strategy 的債務到期日主要集中在 2027 年底至 2032 年,短期內無迫切的拋售壓力,但 Balashevich 推測,若市場持續惡化,股東壓力可能迫使公司調整持倉。

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