Citron 的 Andrew Left 宣布空頭 MicroStrategy，儘管他仍然看好比特幣

Left 在貼文中指出，他的公司在 2020 年看好 MicroStrategy，當時該股的交易價格低於每股 250 美元（以分割前計算）。

Citron Research’s Andrew Left is bearish on MicroStrategy Inc (NASDAQ:MSTR) stock in the near term, despite being bullish on Bitcoin.

Citron Research 的 Andrew Left 短期內看跌 MicroStrategy Inc （納斯達克股票代碼：MSTR）股票，儘管看好比特幣。

Left on Thursday announced a new short position in the software firm turned Bitcoin (BTC) holding company.

Left週四宣佈在這家由軟體公司轉型為比特幣（BTC）控股公司的公司中建立新的空頭部位。

“$MSTR’s volume has completely detached from BTC fundamentals,” the short seller said in a post on X.

這位賣空者在 X 上的一篇帖子中表示：“$MSTR 的交易量已經完全脫離了 BTC 的基本面。”

Left noted in the post that his firm was bullish on MicroStrategy in 2020 when the stock was trading below $250 per share on a pre-split basis. He predicted at the time that MicroStrategy shares could hit $700.

Left 在貼文中指出，他的公司在 2020 年看好 MicroStrategy，當時該股的交易價格低於每股 250 美元（以分割前計算）。他當時預測 MicroStrategy 股價可能會達到 700 美元。

“Fast forward to today: $MSTR has skyrocketed to over $5,000 (adjusted) … while Citron remains bullish on Bitcoin, we’ve hedged with a short $MSTR position,” Left said. “Much respect to @saylor, but even he must know $MSTR is overheated.”

「快進到今天：$MSTR 已飆升至超過 5,000 美元（調整後）……雖然 Citron 仍然看好比特幣，但我們透過空頭 $MSTR 頭寸進行對沖，」Left 表示。 “非常尊重@saylor，但即使是他也必須知道 $MSTR 已經過熱了。”

Left isn’t alone in thinking the recent surge in MicroStrategy shares won’t last. Seabreeze Capital Partners’ Doug Kass announced a short position in MicroStrategy from $533.78 Thursday morning. At the time of writing, Kass had already covered at least 75% of the initial short. He closed half of his short position at $468 and another quarter of his initial position at $429.10.

Left 並不是唯一一個認為 MicroStrategy 股價近期上漲不會持續的人。 Seabreeze Capital Partners 的 Doug Kass 週四上午宣布持有 MicroStrategy 空頭頭寸，起價為 533.78 美元。在撰寫本文時，卡斯已經回補了至少 75% 的初始空頭。他以 468 美元的價格平掉了一半的空頭頭寸，並以 429.10 美元的價格平掉了四分之一的初始頭寸。

Kass said he covered part of the MicroStrategy short to "celebrate Thanksgiving with family and friends and (avoid) having to watch the markets closely over the holiday." He added that he may cover the rest of the short on Friday morning.

Kass 表示，他報導 MicroStrategy 短片的部分內容是為了「與家人和朋友一起慶祝感恩節，並（避免）在假期期間密切關注市場」。他補充說，他可能會在周五早上平倉剩餘的空頭部位。

Kass earlier this month announced a short position in MicroStrategy from $468, which he covered at $480. He also announced a short position in the stock earlier this year at $280, which he covered at $320.

Kass 本月稍早宣布以 468 美元起價持有 MicroStrategy 空頭頭寸，並以 480 美元平倉。今年早些時候，他還宣布以 280 美元的價格持有該股票的空頭頭寸，並以 320 美元的價格回補。

Kass earlier this year announced a short position in GameStop Corp. (NYSE:GME) from $268, which he covered at $320. He also announced a short position in the meme stock at $178, which he covered at $200.Kass is known for his bearish market calls. He earlier this year announced a short position in the S&P 500 from 4400, which he covered at 4350. He also announced a short position in the index earlier this year at 3900, which he covered at 3920.

今年早些時候，卡斯宣布以 268 美元起價持有 GameStop Corp.（NYSE：GME）的空頭頭寸，並以 320 美元的價格平倉。他還宣布以 178 美元的價格持有該 meme 股票的空頭頭寸，並以 200 美元的價格平倉。今年早些時候，他宣佈在 4400 點建立標普 500 指數空頭頭寸，並在 4350 點回補。

Kass is also bearish on Bitcoin, announcing a short position in the cryptocurrency earlier this year at $60,000, which he covered at $58,000. He also announced a short position in Bitcoin earlier this year at $44,000, which he covered at $46,000.

卡斯也看跌比特幣，今年稍早宣布以 6 萬美元的價格持有比特幣空頭頭寸，並以 5.8 萬美元的價格回補。今年早些時候，他還宣布以 44,000 美元的價格持有比特幣空頭頭寸，並以 46,000 美元的價格回補。

Kass earlier this year also announced a short position in Tesla Inc. (NASDAQ:TSLA) from $920, which he covered at $940. He also announced a short position in the stock earlier this year at $780, which he covered at $800.

今年早些時候，卡斯還宣布以 920 美元起價持有特斯拉公司（納斯達克股票代碼：TSLA）的空頭頭寸，他以 940 美元的價格平倉。今年早些時候，他還宣布以 780 美元的價格持有該股票的空頭頭寸，並以 800 美元的價格回補。

Kass is also bearish on ether, announcing a short position in the cryptocurrency earlier this year at $4000, which he covered at $3800. He also announced a short position in ether earlier this year at $2800, which he covered at $2900.Kass earlier this year also announced a short position in Apple Inc. (NASDAQ:AAPL) from $170, which he covered at $172. He also announced a short position in the stock earlier this year at $158, which he covered at $160.Kass earlier this year also announced a short position in Amazon.com, Inc. (NASDAQ:AMZN) from $3600, which he covered at $3620. He also announced a short position in the stock earlier this year at $3200, which he covered at $3220.Kass earlier this year also announced a short position in Alphabet Inc. (NASDAQ:GOOG) from $2600, which he covered at $2620. He also announced a short position in the stock earlier this year at $2200, which he covered at $2220.Kass earlier this year also announced a short position in Microsoft Corp. (NASDAQ:MSFT) from $340, which he covered at $342. He also announced a short position in the stock earlier this year at $280, which he covered at $282.Kass earlier this year also announced a short position in Meta Platforms Inc. (NASDAQ:META) from $200, which he covered at $202. He also announced a short position in the

Kass 也看空以太坊，他在今年稍早宣布以 4000 美元的價格持有該加密貨幣的空頭頭寸，並以 3800 美元的價格回補。今年早些時候，他還宣布以2800 美元的價格建立以太坊空頭頭寸，以2900 美元的價格回補。頭寸，以172 美元的價格回補。今年早些時候，他還宣布以158 美元的價格持有該股票的空頭頭寸，以160 美元的價格平倉。 （納斯達克股票代碼：AMZN）的空頭頭寸，以3620 美元的價格平倉。他還在今年稍早宣布以3,200 美元的價格持有該股票的空頭頭寸，以3,220 美元的價格回補。達克股票代碼：GOOG）的空頭頭寸，以2,620 美元的價格回補。今年早些時候，他還宣布以2,200 美元的價格持有該股的空頭頭寸，以2,220 美元的價格平倉。達克股票代碼：MSFT）的空頭頭寸，以342 美元的價格平倉。他還在今年稍早宣布以280 美元的價格持有該股票的空頭頭寸，以282 美元的價格平倉。納斯達克股票代碼：META）的空頭頭寸，以202 美元的價格平倉。他也宣布持有空頭頭寸