
Post
oAdam
Strategy 上周买入 267 枚 BTC,同时花 1.93 亿美元回购 STRC,并将回购授权额度从 20 亿美元提高到 30 亿美元。
两个动作放在一起看,比单纯买币更有意思。
BTC 决定资产敞口,STRC 的价格则关系到融资工具的吸引力。MSCI 指数争议带来的被动资金风险,也可能影响市场对 Strategy 的定价。
不过,30 亿美元是回购授权额度,不是已经花出去的钱。 后续要看实际回购规模,以及 STRC 能否持续接近面值。
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