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比特幣今天上漲 4.5%,消除了過去兩天的拋售。這是一個不錯的舉動,但讓它又回到了過去八年的水平
Bitcoin rose sharply on Monday, erasing losses from the previous two sessions, but the gains were limited as the world's largest cryptocurrency remained within a tight trading range.
比特幣週一大幅上漲,抹去了前兩個交易日的跌幅,但由於全球最大的加密貨幣仍處於狹窄的交易區間內,漲幅有限。
Bitcoin was up 4.5% at $47,233.4 by 21:14 ET (0114 GMT). It fell as low as $44,000 on Friday.
截至東部時間 21:14(格林尼治標準時間 0114),比特幣上漲 4.5%,至 47,233.4 美元。週五跌至 44,000 美元。
The gains came despite bitcoin derivatives markets showing a rise in bearish bets. The ratio of puts, or bearish bets, to calls, or bullish bets, rose to 0.86 on Monday, from 0.7 at the end of last week.
儘管比特幣衍生性商品市場的看跌押注有所增加,但比特幣還是出現了上漲。看跌期權(即看跌押注)與看漲期權(即看漲押注)的比率從上週末的 0.7 升至週一的 0.86。
Bitcoin has traded within a range of $44,000 to $50,000 for the past eight months. It hit a record high of $69,000 in November last year.
過去八個月,比特幣的交易價格在 44,000 美元至 50,000 美元之間。去年11月創下了69,000美元的歷史新高。
Among other digital assets, ether rose 3.5% to $3,438.6 and dogecoin gained 1.2% to $0.15.
其他數位資產中,以太幣上漲 3.5%,至 3,438.6 美元,狗狗幣上漲 1.2%,至 0.15 美元。
Coming up: Keep an eye on Microstrategy
即將推出:密切關注微觀策略
One stock that's getting a lot of attention today is Microstrategy (NASDAQ:MSTR). It's one of the easiest companies in the world to value. The reason? A whopping 97% of its assets are bitcoin.
今天備受關注的一檔股票是 Microstrategy (納斯達克股票代碼:MSTR)。它是世界上最容易估值的公司之一。原因是什麼?高達 97% 的資產是比特幣。
And yet, shares of MSTR are hitting all-time highs today, up more than 12%.
然而,MSTR 的股價今天創下歷史新高,上漲超過 12%。
That's a big disconnect between the value of the company's bitcoin holdings and the company itself. Shares are now trading at 2.5 times the value of its bitcoin holdings, which is non-sensical and matches the highs from Feb 2021 -- a time when markets were euphoric.
該公司持有的比特幣價值與公司本身之間存在巨大脫節。目前,該股的交易價格是其持有的比特幣價值的 2.5 倍,這是荒謬的,而且與 2021 年 2 月市場欣欣向榮的時期的高點相符。
According to CoinDesk, MSTR's bitcoin holdings were valued at $15.1 billion and its market cap was $37.14 billion yesterday before including today's massive rally.
根據 CoinDesk 的數據,昨天 MSTR 持有的比特幣價值 151 億美元,在包括今天的大幅上漲之前,其市值為 371.4 億美元。
Something is amiss here. I suspect a fund that could be long bitcoin and short MSTR is puking out the position. One firm, Kerrisdale Capital, has publicized that strategy in the past:
這裡有些不對勁。我懷疑一隻可能做多比特幣並做空 MSTR 的基金正在吐倉。 Kerrisdale Capital 公司過去曾公開過這項策略:
Now I doubt that firm is big enough to move the market so much but the strategy looks like such low-hanging fruit that others were surely drawn in as well.
現在我懷疑這家公司是否足夠大,足以對市場產生如此大的影響,但該策略看起來像是唾手可得的成果,其他人肯定也會被吸引。
If bitcoin was breaking out, I would expect that premium to expand, but it's only up 4.5% today and still a ways from $70K. Maybe the MSTR market is front-running a breakout? It's possible, but something is off here and it has my attention.
如果比特幣突破,我預計溢價會擴大,但今天僅上漲 4.5%,距離 7 萬美元還有很長的路要走。或許MSTR市場正在搶先突破?有可能,但這裡有些不對勁,引起了我的注意。
I don't think it's the time to short MSTR right now because that chart is really breaking out, but at some point that premium to NAV needs to narrow and I don't think that's far off. In the meantime, watch how far this squeeze runs and it potentially becomes a meme.
我認為現在不是做空 MSTR 的時候,因為該圖表確實正在突破,但在某些時候,相對於資產淨值的溢價需要縮小,我認為這已經不遠了。同時,看看這種擠壓能持續多久,它有可能成為一個迷因。
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