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华尔街大空头:正做空Strategy并买入比特币
币圈吹哨人
币圈吹哨人
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加密之眼
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5 月 15 日,据 CNBC 报道,华尔街知名大空头 Jim Chanos 同时押注比特币并做空 MicroStrategy,这家公司在狂热的散户投资者支持下,采取了高风险的加密货币策略。Chanos 表示:「我们正在卖空 Strategy 股票并买入比特币,基本上是以 1 美元的价格买入,以 2.5 美元的价格卖出。」


Chanos 表示:「如果你看看 Strategy,以及现在更令人担忧的一些模仿公司,它们正在筹集大量资金,基本上是在向散户投资者推销这样的想法:我们将在公司结构中购买比特币。因为 Strategy 的做法,你应该以类似的溢价来估值我们。」然而,Chanos 称这种想法「荒谬」。


过去一年,Strategy 股价飙升超过 220%,而同期比特币价格上涨了近 70%。特朗普一直是加密货币的公开支持者,自从他在 4 月初宣布广泛关税以来,加密货币价格大幅上涨。Chanos 表示,这一交易「不仅是套利本身的一个很好的晴雨表,我认为也是散户投机的一个指标。」

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