Puas tuaj yeem Microstrategy tshem Bitcoin Bet vau lub lag luam? Paub qhov kev tshawb fawb hais

  • Raws li kev lag luam Bitcoin tau ntsib kev kub ntxhov nyob ib puag ncig qhov tshwm sim qhov tshwm sim ntawm Chiv Keeb Kev Lag Luam thiab Cov Txiaj Ntsig Pab Pawg, kev sib tham txuas ntxiv tuaj tias Michael Syalor's thiab Microstrategy's bitcoin bet tuaj yeem yog ib feem ntawm kev puas tsuaj yog tias tus nqi nqa mus rau poob. 

Kev nug thiab kev tshuaj xyuas tau ua tiav los ntawm Will Clemente ntawm Kev Tshawb Fawb Txog Kev Tshawb Fawb thiab Sam Martin ntawm Blockworks Research. Hauv lawv daim ntawv tshaj tawm, lawv tau soj ntsuam cov lus nug tias yog Microstrategy muaj Bitcoin liquidation tus nqi, tus nqi ntawm nws, thiab txoj kev uas lub tuam txhab cov nuj nqis raug teeb tsa. 

Cov ntsiab lus ntawm kev tshawb fawb 

Microstrategy khaws feem ntau ntawm Bitcoin hauv cov tuam txhab sib pauv npe, kwv yees 130,000 Bitcoin. Ua ntej qhov no, lub tuam txhab txawm tau txais qiv nyiaj tshiab los txhim kho nws cov kev tuav pov hwm Bitcoin. Tshwj xeeb, Microstrategy coj $ 2.27 raws li kev qiv nyiaj los yuav nws Bitcoin ntawm tus nqi ib txwm yuav luag $ 30,000 txhua Bitcoin. 

Cov ntawv hloov pauv tau raug kev txom nyem tsawg kawg nkaus rau MicroStrategy, raws li cov ntaub ntawv tshawb fawb, vim cov ntawv sau uas tau tshaj tawm ntawm kev qhuas MSTR cov nqi hloov pauv. 

Tsis tas li ntawd, kev hloov pauv rau cov khoom lag luam tsis tuaj yeem tshwm sim txog Lub Rau Hli 12, 2025, thiab Lub Yim Hli 15, 2026, kom sai li sai tau, tshwj tsis yog lub tuam txhab dhau los ntawm "kev hloov pauv tseem ceeb." Raws li Kev Tshawb Fawb Txog Kev Tshawb Fawb, qhov no yog qhov khoom nrog NASDAQ lossis NYSE tsis lees paub, kev sib koom ua ke lossis tau txais microstrategy los yog kev hloov pauv hauv kev ua tswv cuab tseem ceeb ntawm lub tuam txhab. Raws li Michael Saylor muaj 67.7% ntawm cov cai pov npav, qhov tshwm sim tom qab tsis zoo li, tsim cov ntawv hloov pauv tsis yog qhov txaus ntshai. 

2028 cov ntaub ntawv tiv thaiv laus, tib lub sijhawm, tsis zoo rau ntau yam, raws li daim ntawv tshaj tawm. Lawv ntxiv cov paj laum siab ruaj khov, khi 11.5% ntawm Bitcoin tuav, thiab tuaj yeem ua rau muaj ntau yam teeb meem yog tias hnub kawg yog qhib. "Txawm hais tias, nws qhia tias tsis muaj kev phom sij sai rau MicroStrategy," raws li qhia los ntawm Blockworks Research. 

Rau Silvergate qhov $ 205 lab tiv thaiv qiv nyiaj hauv 2025, nrog yuav luag 85,000 kua Bitcoin, Saylor tus nqi qiv nyiaj rau qhov nyiaj txais tau ua tiav ntawm Bitcoin qhov chaw tus nqi ntawm $ 3,561. Yog li, qhov no kuj tsis ua rau muaj kev phom sij sai. Kev Tshawb Fawb Txog Kev Tshawb Fawb hais tias:

Raws li cov lus hais saum toj no muaj kev pheej hmoo rau MicroStrategy thiab nws cov nyiaj cia Bitcoin yog qhov sib piv deb heev los ntawm kev txhawj xeeb ceev, qhov kev txhawj xeeb loj dua yog nyob rau hauv lub tuam txhab lub peev xwm los pab cov paj ntawm nws cov nuj nqis zoo heev. 

MicroStrategy qhov kev ua haujlwm tau los ntawm nws cov software lag luam qhia tau tias muaj kev poob qis hauv kev muaj txiaj ntsig thiab muaj peev xwm poob qis hauv cov txiaj ntsig, thiab qhov muaj peev xwm poob qis tuaj yeem cuam tshuam rau kev ua haujlwm. 

Nancy J. Allen
Cov ntawv tshaj tawm los ntawm Nancy J. Allen (saib tag nrho cov)

Tau qhov twg los: https://www.thecoinrepublic.com/2022/11/28/can-microstrategy-lifted-bitcoin-bet-collapse-the-market-know-what-the-research-says/