MSTR Tshuag yog Overvalued, thov Kerrisdale Capital; BTC nce!  

Ua ntej qhov kev pom zoo ntawm Bitcoin (BTC) qhov chaw ETF, Microstrategy (MSTR) Tshuag yog ib qho tseem ceeb tshaj plaws stocks pauv los ntawm cov tub ua lag luam rau lub sij hawm ntev raug rau BTC.  

Raws li lub tuam txhab peev Kerrisdale Capital, tej zaum yuav muaj ob peb lub laj thawj rau cov tub ua lag luam kom tau txais kev cuam tshuam rau BTC, raws li cov neeg coob coob ntawm cov tuam txhab tau txais kev pom zoo kev cai nyob rau lub Ib Hlis 2024. 

Kerrisdale Capital tau hais ntxiv thaum tham ntxiv, "Lub hnub thaum MicroStrategy koom ua ke sawv cev rau qhov tsis tshua muaj, tshwj xeeb rau kev nkag mus rau Bitcoin tau ntev lawm."

Lub tuam txhab peev hais tias nws muaj cov haujlwm luv luv ntawm MSTR Tshuag. Hauv 30 hnub dhau los, cov khoom lag luam tau ntxiv +681.72 rau nws cov nqi lag luam. Thaum lub sijhawm sau ntawv, cov Tshuag tau pauv ntawm $ 1,704. 

Kerrisdale Capital tau hais tias lawv yog cov bitcoin ntev thiab luv luv ntawm MicroStrategy, lub npe rau bitcoin, uas ua lag luam ntawm tus nqi tsis raug cai rau cov cuab tam digital uas ua rau nws tus nqi. 

Hauv 52 lub lis piam dhau los, MSTR Tshuag pauv siab tshaj plaws ntawm $ 1999.99 thiab poob rau $ 266, nws tus nqi qis tshaj nyob rau lub sijhawm.  

Kerrisdale Capital hais ntxiv, "Kev faib tawm ntawm MicroStrategy tau nce siab thaum tsis ntev los no nce nqi ntawm bitcoin tab sis, zoo li feem ntau cov ntaub ntawv nrog crypto, txhua yam tau nqa mus." 

Micheal Saylor's Views Over the Bitcoin and Microstrategy 

Micheal Saylor, yav dhau los Tus Thawj Coj Tus Thawj Coj ntawm Microstrategy, feem ntau tau qhia nws txoj kev ntseeg siab hauv lub tuam txhab thiab ntseeg tias lub tuam txhab tseem yuav vam meej thiab nyiam cov neeg siv tshiab ntawm Bitcoin. 

Nws yog lub npe hu ua ib tug ntawm cov biggest crypto enthusiasts; Raws li ib tug ob peb thov, Saylor tuav kwv yees li 17,000 Bitcoin nqi billions. Tom qab qhov kev loj hlob ntawm tus nqi Bitcoin, MSTR cov khoom lag luam peev nyiaj tau hloov pauv thiab ntxiv 173% rau nws lub khw muag khoom. 

Raws li kev sau ntawv, kev lag luam cap ntawm Microstrategy yog $ 28.92 Billion; ua ntej lub xyoo no, nws yog $ 10.55 billion. Tom qab kev pom zoo ntawm Bitcoin chaw ETF, Saylor tuaj rau hauv xov xwm ob peb zaug thiab nyiam qhov kev loj hlob ntxiv ntawm Bitcoin.

Crypto Market Price Overview 

Raws li Forbes, lub ntiaj teb cryptocurrency kev lag luam peev nyiaj yog $ 2.78 Trillion, thiab cov khoom lag luam niaj hnub yog $ 107.74 billion. Bitcoin (BTC), tus thawj coj ua lag luam, tau poob 1.24% ntawm nws cov nqi lag luam; thaum lub sijhawm sau ntawv, nws tau ua lag luam ntawm $ 70.11k.

Ethereum, qhov thib ob tseem ceeb tshaj plaws cryptocurrency nyob rau hauv cov nqe lus ntawm kev lag luam peev, poob 1.39% hauv 24 teev dhau los thiab poob rau $ 3.55k. 

Cat nyob rau hauv a Dogs Ntiaj Teb (MEW) tus nqi nce 52.59% intraday, uas ua rau nws lub npe nrov tshaj plaws, Doge NFT (DOG) 38.30%, Qredo (QRDO) 37.69%, LimeWire (LMWR) 32.32%, thiab Vara Network (VARA) 30.96%.

Cov npe poob yog txiav txim los ntawm Pundi X (OLD) poob 42.45% ntawm nws tus nqi, Coinmetro (XCM), PigCatSol (PC) 33.85%, Moonwell (WELL) 24.45%, Syncus (SYNC) 22.45%, thiab Aviator (AVI) 21.00 %. 

Disclaimer

Cov kev xav thiab kev xav tau hais los ntawm tus sau lossis lwm tus neeg muaj npe hauv tsab xov xwm no yog rau cov ntaub ntawv xov xwm nkaus xwb thiab tsis yog nyiaj txiag, peev, lossis lwm yam lus qhia.

Amanda Shinoy yog ib tug ntawm ob peb tus poj niam nyob rau hauv qhov chaw nqis peev hauv caug-ntev hauv crypto. Tus neeg tawm tswv yim rau kev nce cov poj niam hauv crypto, nws paub txog nws qhov tseeb kev tsom xam thiab kev kwv yees tus nqi ntawm cryptocurrencies. Cov neeg nyeem feem ntau tos nws lub tswv yim txog kev sib tw tom ntej. Nws yog tus kws tshaj lij nyiaj txiag nrog MBA hauv kev nyiaj txiag. Txiav tawm txoj haujlwm ua lag luam ntawm lub tuam txhab nyiaj txiag ua lag luam, tam sim no nws koom nrog nws tus kheej puv sijhawm rau kev kawm nyiaj txiag rau cov pej xeem.