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標題: MSTR相關報導 [打印本頁]

作者: sec2100    時間: 2024-11-17 07:50
標題: MSTR相關報導
https://finance.yahoo.com/news/microstrategy-26-billion-bitcoin-cache-160000492.html




“Because we have the volatility, many of the things we do are actually selling the volatility, recycling the proceeds of the volatility back into Bitcoin, and then delivering that to our shareholders in the form of a BTC Yield,” Saylor said on an October conference call with analysts.


作者: sec2100    時間: 2024-11-18 00:10
https://saylortracker.com/

MSTR持有比特幣的數量和市值
作者: sec2100    時間: 2024-11-22 11:55
https://decrypt.co/292985/micros ... t-too-hot-to-handle
作者: sec2100    時間: 2024-11-22 18:55
MSTR創辦人耐求尋味的話:
有人問他MSTR一直買比特幣讓其漲資本市場又再次雙倍三倍推升微策略的股價,MSTR再發行新股(當然也便得很貴,我沒有說吸金喲)新債(轉換價等於六百多元)再買比特幣(總共要吸金420億美金,所謂的21/21 ponzi, 哈哈)這樣循環下去是不是一個scheme時,微策略執行長saylor在最近一次十月底法說的一段話: 我實在是看不懂。但他其實這句話的白話文就是他想操控比特幣的價格,是嗎?


Saylor himself referenced this strategy on the analyst call, saying, “Volatility is vitality … because we have the volatility, many of the things we do are actually selling the volatility, recycling the proceeds of the volatility back into [BTC].”
作者: sec2100    時間: 2024-11-22 19:01
https://coingeek.com/microstrate ... schemes-a-bad-name/
作者: sec2100    時間: 2024-11-22 19:04
Saylor’s hyperanimated optimism regarding BTC’s growth potential seems to ignore that he’s largely responsible for the gains that BTC has enjoyed this year. As one confirmed ‘gold bug’ put it, Saylor is the ‘Egg Man’ who doesn’t realize he’s practically BTC’s whole market.

作者: sec2100    時間: 2024-11-22 19:06
Retail investors no longer buy the myth that BTC is some kind of ‘safe haven’ from the geopolitical shocks that torpedo traditional financial products. BTC is now rising and falling in lockstep with far more tangible securities and commodities. And given that the overall ‘crypto’ narrative continues to be plagued by scandal and crime, retail customers see little reason to bet their life’s savings on ‘digital gold’ in rigged crypto casinos, particularly when actual gold is at all-time highs.
作者: sec2100    時間: 2024-11-22 19:10
Returning to this planet, Le celebrated the fact that the proposed $21 billion ‘at the market’ (ATM) equity program is “the largest ATM in the history of capital markets.” To make this magical $42 billion, MicroStrategy aims to raise $10 billion in 2025, another $14 billion in 2026, and a further $18 billion in 2027.
作者: sec2100    時間: 2024-11-22 22:30
https://x.com/search?q=michael%2 ... amp;src=typed_query
作者: sec2100    時間: 2024-11-23 09:58
本帖最後由 sec2100 於 2024-11-23 10:22 編輯

https://indexes.nasdaq.com/docs/Methodology_NDX.pdf



作者: sec2100    時間: 2024-11-24 23:58
https://www.newsweek.com/confessions-crash-153687
作者: sec2100    時間: 2024-11-28 13:58
https://www.profitonthestreet.co ... -bitcoin-powerhouse
作者: sec2100    時間: 2024-11-28 23:52
https://seekingalpha.com/article ... ow-you-could-profit

the greater fool of the greater fool
作者: sec2100    時間: 2024-11-29 18:42
https://www.aol.com/history-does ... ymes-094100393.html
作者: sec2100    時間: 2024-12-1 11:14
https://finance.yahoo.com/news/m ... coin-123000918.html
作者: sec2100    時間: 2024-12-1 11:40
https://www.forbes.com/sites/dig ... l-volatility-ahead/
作者: sec2100    時間: 2024-12-11 14:16
https://www.youtube.com/watch?v=nauW1l-nJg0
作者: sec2100    時間: 昨天 19:25
本帖最後由 sec2100 於 2024-12-26 20:23 編輯

塞勒希望:比特幣/shares的比值增加,他用這個比值來騙社會。所以未來以價平發行新股且新股的股價高,才能買更多的比特幣,但新股價高,代表比特幣的價格也會高,不過沒關係,只要MSTR的溢價還在目前的二倍以上,這個騙局可以繼續下去。目前2024/12/25MSTR有444262比特幣,有普通股224.68mil (ycharts.com),相除為0.00197731,一股只有0.0197731比特幣。要注意這個數字不考慮潛在的可轉債轉換成現股的dilution。
假設目前MSTR一股330元,除以比特幣的95000=0.0034736832,這個數字大於0.00197731,大約是1.75677倍,所以塞勒真的很想一直發行價平的新股來繼續吸金。上前1.756倍之倍數大於1有助於塞勒所謂的比特幣yield(bitcoin yield)的改善。不過塞勒創這個名詞本身的迷惑性很大,因為yield是收益,比特幣那來的收益。這裡的yield是指每一股持有多少比特幣的改變。假設公司有一股,持有一顆比特幣,一個月後公司發行新股一股變2股,而這新股去買了二顆比特幣,公司這時有三顆比特幣,二股,所以yield就從原來的1(一顆/一股)進步到1.5(3顆/2股),是這個概念。







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