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Phyrex
2 days ago
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My friend's analysis is very rational. Indeed, many voices in the market now think that there are too many ATMs in $MSTR, which leads to great price pressure. At present, MSTR is releasing excess ATMs on the one hand, and reducing the premium on the other hand. Although there may not be too much capital entering after entering the Nasdaq 100 on the 23rd, it is helpful to MSTR as a whole. If we are optimistic, there should be opportunities after this batch of ATMs ends.

Bruce
@BruceLi15729
2 days ago
为什么近一个月MSTR 表现不及 BTC 近一个月 Microstrategy 价格下跌30%+ (11/21 价格 540,今天收盘370),而 Bitcoin 价格没变 (11/21 与今天美股收盘时都在97000 usd 左右)。 最近许多人认为这是因溢价过高导致的下跌,11/21日mstr 溢价3.4x 左右 (11月21日持有331200 比特币, mstr
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