Citron 的 Andrew Left 宣布空头 MicroStrategy，尽管他仍然看好比特币

Left 在帖子中指出，他的公司在 2020 年看好 MicroStrategy，当时该股的交易价格低于每股 250 美元（按分割前计算）。

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 短期内看跌 MicroStrategy Inc （纳斯达克股票代码：MSTR）股票，尽管看好比特币。

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

Left周四宣布在这家由软件公司转型为比特币（BTC）控股公司的公司中建立新的空头头寸。

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

这位卖空者在 X 上的一篇帖子中表示：“$MSTR 的交易量已经完全脱离了 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 在帖子中指出，他的公司在 2020 年看好 MicroStrategy，当时该股的交易价格低于每股 250 美元（按分割前计算）。他当时预测 MicroStrategy 股价可能会达到 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.”

“快进到今天：$MSTR 已飙升至超过 5,000 美元（调整后）……虽然 Citron 仍然看好比特币，但我们通过空头 $MSTR 头寸进行对冲，”Left 表示。 “非常尊重@saylor，但即使是他也必须知道 $MSTR 已经过热了。”

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 并不是唯一一个认为 MicroStrategy 股价近期上涨不会持续的人。 Seabreeze Capital Partners 的 Doug Kass 周四上午宣布持有 MicroStrategy 空头头寸，起价为 533.78 美元。在撰写本文时，卡斯已经回补了至少 75% 的初始空头。他以 468 美元的价格平掉了一半的空头头寸，并以 429.10 美元的价格平掉了四分之一的初始头寸。

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，他报道 MicroStrategy 短片的部分内容是为了“与家人和朋友一起庆祝感恩节，并（避免）在假期期间密切关注市场”。他补充说，他可能会在周五早上平仓剩余的空头头寸。

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 本月早些时候宣布以 468 美元起价持有 MicroStrategy 空头头寸，并以 480 美元平仓。今年早些时候，他还宣布以 280 美元的价格持有该股票的空头头寸，并以 320 美元的价格回补。

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.

今年早些时候，卡斯宣布以 268 美元起价持有 GameStop Corp.（纽约证券交易所股票代码：GME）的空头头寸，并以 320 美元的价格平仓。他还宣布以 178 美元的价格持有该 meme 股票的空头头寸，并以 200 美元的价格平仓。卡斯以其看跌市场观点而闻名。今年早些时候，他宣布在 4400 点建立标普 500 指数空头头寸，并在 4350 点回补。今年早些时候，他还宣布在 3900 点建立该指数空头头寸，在 3920 点回补。

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.

卡斯也看跌比特币，今年早些时候宣布以 60,000 美元的价格持有比特币空头头寸，并以 58,000 美元的价格回补。今年早些时候，他还宣布以 44,000 美元的价格持有比特币空头头寸，并以 46,000 美元的价格回补。

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.

今年早些时候，卡斯还宣布以 920 美元起价持有特斯拉公司（纳斯达克股票代码：TSLA）的空头头寸，他以 940 美元的价格平仓。今年早些时候，他还宣布以 780 美元的价格持有该股票的空头头寸，并以 800 美元的价格回补。

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，他在今年早些时候宣布以 4000 美元的价格持有该加密货币的空头头寸，并以 3800 美元的价格回补。今年早些时候，他还宣布以 2800 美元的价格建立以太坊空头头寸，以 2900 美元的价格回补。今年早些时候，卡斯还宣布以 170 美元起价建立苹果公司 (NASDAQ:AAPL) 的空头头寸，以 172 美元的价格回补。今年早些时候，他还宣布以 158 美元的价格持有该股票的空头头寸，以 160 美元的价格平仓。今年早些时候，卡斯还宣布以 3600 美元起价建起 Amazon.com, Inc.（纳斯达克股票代码：AMZN）的空头头寸，以 3620 美元的价格平仓。 。他还在今年早些时候宣布以 3200 美元的价格持有该股票的空头头寸，以 3220 美元的价格回补。今年早些时候，卡斯还宣布以 2600 美元的价格建立 Alphabet Inc.（纳斯达克股票代码：GOOG）的空头头寸，以 2620 美元的价格回补。今年早些时候，他还宣布以 2200 美元的价格持有该股的空头头寸，以 2220 美元的价格平仓。今年早些时候，卡斯还宣布以 340 美元的价格持有微软公司（纳斯达克股票代码：MSFT）的空头头寸，以 342 美元的价格平仓。他还于今年早些时候宣布以 280 美元的价格持有该股票的空头头寸，以 282 美元的价格平仓。今年早些时候，卡斯还宣布以 200 美元的价格持有 Meta Platforms Inc.（纳斯达克股票代码：META）的空头头寸，以 202 美元的价格平仓。他还宣布持有空头头寸