根據周一提交給美國證管會（SEC）的 8-K 文件，比特幣企業級投資大戶 Strategy 再度進場掃貨。 2 月 23 日至 3 月 1 日期間，該公司共斥資約 2.041 億美元，以每枚 67,700 美元的均價，一口氣買進 3,015 枚比特幣。
Strategy 共同創辦人、執行董事長 Michael Saylor 指出，經過這次加碼，公司的比特幣持有量來到 720,737 枚，以比特幣 2,100 萬枚的供應量上限計算，Strategy 如今已將全網超過 3.4% 的比特幣收入囊中。
然而，攤開帳本來看，Strategy 這筆龐大資產的平均持有成本約為每枚 75,985 美元，總投入資金高達 548 億美元，但目前價值約 475 億美元，意味著 Strategy 正面臨高達 73 億美元的未實現虧損（浮虧）。即便如此，Strategy 加碼步伐仍未見停歇。
Strategy 這次進場掃貨的資金，主要源自該公司透過「市價發行」機制，出售 A 股普通股（代號：MSTR）與永續優先股 Stretch（代號：STRC）所得。
在上周的交易中，Strategy 出售了 1,730,563 股 MSTR，成功套現約 2.299 億美元。公司方面表示，截至 3 月 1 日，該發行計畫仍有高達 76 億美元的 MSTR 股票額度可供發售。此外，Strategy 同期也賣出了 71,590 股 STRC，進帳約 710 萬美元，尚餘 35 億美元發行空間。
華爾街券商 Benchmark 分析師 Mark Palmer 上周指出，STRC 已成為 Strategy 累積比特幣籌碼的「主引擎」。他強調，這項金融工具能有效加速提升 Strategy 的「每股隱含比特幣數量」。
Mark Palmer 不僅重申對 Strategy 的「買進」評等，更給出了高達 705 美元的目標價，這意味著該股未來還有高達 444% 的潛在漲幅。
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Articoli correlati
Shiba Inu Death Cross Emerges as SHIB Price Slips Below Key Support
Key Insights
Shiba Inu confirms a death cross on the daily chart as the short term moving average drops below the long term average.
Over 112 billion SHIB moved to exchanges within two days, increasing market attention on potential selling activity and near term price pressure.
SHIB
CryptoFrontNews1h fa
Crypto Market Records Modest Gains Amid Growing Optimism
The crypto market has seen slight gains, with a total capitalization of $2.52T and a 56.66% increase in trading volume. Bitcoin dipped slightly, while Ethereum rose. Notable gainers include HARRIS DOGS and PEPE. DeFi and NFT sectors also showed growth, alongside significant industry developments.
BlockChainReporter1h fa
贝莱德向某 CEX 转入 567 枚 BTC 和 22,657 枚 ETH，总价值超 9400 万美元
Gate News 消息，3 月 17 日，据 Onchain Lens 监测，资产管理机构贝莱德（BlackRock）向某 CEX 存入 567 枚 BTC，价值约 4178 万美元，同时转入 22,657 枚 ETH，价值约 5240 万美元，两笔转账总价值超过 9400 万美元。
GateNews1h fa
Bitmine Buys 60,999 ETH, Boosts Treasury to $11.5B
Bitmine purchased 60,999 ETH this week, raising total holdings to 4.59M ETH worth about $11.5B.
Around 3.04M ETH is staked across its validators, generating about $180M in annualized rewards.
The firm is nearing its 5% ETH supply target while expanding validator and equity investments.
Bit
CryptoFrontNews2h fa
某 CEX 八分钟前流入 9.99 万枚 SOL，价值约 938 万美元
Gate News 消息，3 月 17 日，据 Arkham 数据，八分钟前某 CEX 收到一笔大额 SOL 转账，共计 99,942.23 枚 SOL（总价值约 938 万美元），来自一匿名地址（3DuHK2tt... 开头）。
GateNews2h fa
