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機構立場:MicroStrategy確認持續積累比特幣
Strategy (前身為MicroStrategy)已重申其長期持續積累比特幣的承諾,即使在近期市場下跌期間也是如此。截至2026年2月初的最新數據,該公司持有約713,502枚比特幣,平均取得成本約為76,052美元每枚,僅在1月就有大量新增(包括近期申報的超過41,000枚比特幣)。儘管比特幣價格曾一度跌破此成本基準,導致短暫的未實現損失,但公司仍持續其策略,資金來源包括資本募集、股權發行以及其STRC數字信貸產品等工具。包括CEO Phong Le在內的領導層強調,持續擴大持倉以推動每股比特幣的增長,這使Strategy成為全球最大的企業比特幣持有者,儘管市場波動,持續積累的跡象依然明顯。這一立場反映出對比特幣作為庫藏資產的堅定信念,即使整體市場情緒仍面臨挑戰。#BuyTheDipOrWaitNow?