Strategy CEO：熊市教訓顯示機構更看重現金覆蓋

鏈捕手

08/17

ChainCatcher 消息，Strategy CEO Phong Le 分享熊市經驗稱，曾以為人人將 Bitcoin 視為年漲 30% 且完全流動的資產，認為儘可能多持有 Bitcoin 支撐數字信貸產品比持有美元更重要。但市場表明，Bitcoin 和 DeFi 參與者之外，機構會投入 6 個月短期資金，他們更看重現金，這是重要教訓。

目前公司已有 2.7 年股息覆蓋，$4.75 billion 現金。Phong Le 表示或更願持有 Bitcoin，但讓 Stretch 運轉才能讓 MSTR 和 Bitcoin 運轉。部分人只想要股息覆蓋，鉅額現金表明公司在傾聽這些聲音。

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Bitcoin 支撐數字信貸產品比持有美元更重要。但市場表明，Bitcoin 和 DeFi 參與者之外，機構會投入 6 個月短期資金，他們更看重現金，這是重要教訓。</p>\n<p>目前公司已有 2.7 年股息覆蓋，$4.75 billion 現金。Phong Le 表示或更願持有 Bitcoin，但讓 Stretch 運轉才能讓 MSTR 和 Bitcoin 運轉。部分人只想要股息覆蓋，鉅額現金表明公司在傾聽這些聲音。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Strategy CEO：熊市教訓顯示機構更看重現金覆蓋</title>\n<style 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href=\"https://laohu8.com/S/MSTR\">Strategy</a> CEO Phong Le 分享熊市經驗稱，曾以為人人將 Bitcoin 視為年漲 30% 且完全流動的資產，認為儘可能多持有 Bitcoin 支撐數字信貸產品比持有美元更重要。但市場表明，Bitcoin 和 DeFi 參與者之外，機構會投入 6 個月短期資金，他們更看重現金，這是重要教訓。</p>\n<p>目前公司已有 2.7 年股息覆蓋，$4.75 billion 現金。Phong Le 表示或更願持有 Bitcoin，但讓 Stretch 運轉才能讓 MSTR 和 Bitcoin 運轉。部分人只想要股息覆蓋，鉅額現金表明公司在傾聽這些聲音。</p></body></html>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"07799","symbol_name":"南方兩倍做多MSTR","start_time":0,"source_url":"https://www.chaincatcher.com/article/2283223","article_id":"2660810922","we_media_id":"1041503808","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2660810922","pubTimestamp":1786933440,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"鏈捕手","introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"summary":" 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