MSTR 的比特幣押注：紐約市對 MicroStrategy 加密策略的看法

深入了解 MicroStrategy (MSTR) 大膽的比特幣策略、其股票表現以及這對投資者意味著什麼。是天才還是賭博？讓我們來分解一下，紐約風格。

MSTR's Bitcoin Bet: A NYC Take on MicroStrategy's Crypto Strategy

MSTR 的比特幣押注：紐約市對 MicroStrategy 加密策略的看法

Alright, picture this: MicroStrategy (MSTR), a company that’s basically all-in on Bitcoin. They're buying more BTC, their stock's doing... stuff, and everyone's got an opinion. Let's dissect this, shall we?

好吧，想像一下：MicroStrategy (MSTR)，一家基本上全力投資比特幣的公司。他們正在購買更多的比特幣，他們的股票正在做……事情，每個人都有自己的意見。讓我們來剖析一下這個，好嗎？

MicroStrategy's Latest Bitcoin Binge

MicroStrategy 最新的比特幣熱潮

Just last week, Strategy (aka MicroStrategy) snagged another 168 Bitcoins, dropping ~$18.8 million at an average of $112,051 per coin. This brings their total haul to a whopping 640,418 BTC! That's a lotta digital dough.

就在上週，Strategy（又名 MicroStrategy）又搶購了 168 個比特幣，價格下跌約 1880 萬美元，平均每枚比特幣價格為 112,051 美元。這使得他們的總收穫達到了驚人的 640,418 BTC！這是一個很大的數字麵團。

And this isn't a one-off thing. They've been steadily stacking sats, funding these purchases through preferred stock offerings. Think STRF, STRK, and STRD – each with its own risk and dividend profile. It's like a financial buffet, but instead of bagels, it's Bitcoin.

這不是一次性的事情。他們一直在穩步積累衛星，通過優先股發行為這些購買提供資金。想想 STRF、STRK 和 STRD——每種都有自己的風險和股息狀況。這就像一場金融自助餐，但不是百吉餅，而是比特幣。

The Numbers Game: MSTR Stock vs. Bitcoin's Rise

數字遊戲：MSTR 股票與比特幣的上漲

Here's where it gets interesting. MSTR stock closed up a bit recently, but overall, it's been a rollercoaster. Year-to-date, it's trailing Bitcoin's gains. So, while their Bitcoin holdings are looking juicy, the stock market isn't exactly throwing a ticker-tape parade.

這就是有趣的地方。 MSTR 股票最近小幅收漲，但總體而言，這是一個過山車。今年迄今為止，它的漲幅落後於比特幣。因此，雖然他們持有的比特幣看起來很豐厚，但股市並沒有真正引發一場大遊行。

They've achieved a 26% year-to-date yield on their Bitcoin, separate from the stock's performance. Which begs the question: Is MSTR now more of a Bitcoin fund than a traditional company? The line is getting blurry, folks.

不考慮股票的表現，他們的比特幣今年迄今的收益率為 26%。這就引出了一個問題：MSTR 現在更像是一家比特幣基金而不是一家傳統公司嗎？伙計們，這條線正變得模糊。

Saylor's Vision: All Orange Dots Lead to Bitcoin

塞勒的願景：所有橙色點都通向比特幣

Michael Saylor, the OG Bitcoin bull, keeps tweeting cryptic messages about “the next orange dot.” Translation: they're not stopping anytime soon. Their plan? To raise $84 billion by 2027 for more Bitcoin. Bold? Absolutely. Risky? Maybe. But hey, this is NYC – we appreciate a good hustle.

OG 比特幣牛市邁克爾·塞勒 (Michael Saylor) 不斷在推特上發布有關“下一個橙點”的神秘信息。翻譯：他們不會很快停止。他們的計劃？到 2027 年籌集 840 億美元購買更多比特幣。大膽的？絕對地。有風險嗎？或許。但是，嘿，這是紐約——我們很欣賞這裡的喧囂。

The Big Picture: MSTR in the Crypto Landscape

大局：加密貨幣領域的 MSTR

MicroStrategy isn't alone. There are 190 public companies holding Bitcoin, but MSTR is the undisputed king. They're sitting on over 3% of Bitcoin's total supply. That's like owning a significant chunk of the city's real estate – except it's all digital.

MicroStrategy 並不孤單。持有比特幣的上市公司有 190 家，但 MSTR 是無可爭議的王者。他們佔據了比特幣總供應量的 3% 以上。這就像擁有城市房地產的很大一部分——只不過它都是數字化的。

My Two Satoshis: Is This Genius or Just Plain Crazy?

我的兩個中本聰：這是天才還是瘋子？

Okay, here's my take. MicroStrategy's strategy is high-risk, high-reward. If Bitcoin moons, they're golden. But if it crashes? Well, let's just say things could get dicey. It's like betting the house on a single hand of poker. I'm not saying it's wrong, but it definitely requires a strong stomach and an even stronger belief in Bitcoin's future. They are using creative financial instruments (the preferred stocks) to fund the purchases, which adds another layer of complexity and risk. It's not just about Bitcoin's price; it's about managing their debt and equity.

好吧，這是我的看法。 MicroStrategy 的策略是高風險、高回報。如果比特幣上漲，那麼它們就是黃金。但如果崩潰了呢？好吧，我們只能說事情可能會變得冒險。這就像把賭注押在一手撲克牌上。我並不是說這是錯誤的，但這絕對需要強大的胃口和對比特幣未來更加堅定的信念。他們使用創造性的金融工具（優先股）來為購買提供資金，這又增加了一層複雜性和風險。這不僅與比特幣的價格有關；還與比特幣的價格有關。這是關於管理他們的債務和股權。

The Bottom Line: Buckle Up, Buttercup

底線：係好安全帶，毛茛

Whether you think MSTR is a visionary or a gambler, one thing's for sure: they're making waves. So, keep an eye on MSTR, keep an eye on Bitcoin, and remember, in the world of crypto, anything can happen. And hey, at least it's never boring, right?

無論你認為 MSTR 是一個有遠見的人還是一個賭徒，有一點是肯定的：他們正在掀起波瀾。因此，請關注 MSTR，關注比特幣，並記住，在加密世界中，任何事情都可能發生。嘿，至少它永遠不會無聊，對吧？