异动解读 | 比特币狂飙引发MSTR飙升，盘中一度暴涨14%后遭香橼做空重挫16%

异动解读11-22 17:02

比特币周四大涨至9.8万美元上方，创下新的历史高位。与此同时"比特币持仓大户"MicroStrategy盘中一度上涨14.6%至543美元的历史新高。然而MSTR股价随后发生剧烈反转,在盘中一度暴跌30%后,最终收跌16%。

引发MSTR股价暴跌的原因是香橼研究(Citron Research)在社交平台X上发帖称,已通过做空MSTR来对冲做多比特币的头寸。香橼表示,现在投资比特币比以往任何时候都容易,但MSTR的交易量已经完全脱离了比特币的基本面。

香橼称,虽然他们仍然看好比特币,但非常尊重MSTR CEO Michael Saylor。即使Saylor也必须知道MSTR过热了。

数据显示MSTR目前持有33.12万枚比特币,价值约325亿美元,浮盈超过160亿美元。随着比特币持续上涨,MSTR的市值曾一度超过1000亿美元,超过了全球前两大金矿公司的市值总和。

然而MSTR与比特币的关系也遭质疑。其市值约为持有比特币价值的三倍,意味着MSTR的投资者实际上为每枚比特币支付了25万美元,远高于目前的市场价格。此前一些机构如Kerrisdale Capital Management也提出了做多比特币但做空MSTR的建议。

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