About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, The ...

核心观点 - MicroStrategy公司宣布购买了价值54亿美元的比特币，导致其股价在周一先涨后跌 [1][2] 公司行动 - MicroStrategy在11月18日至11月24日期间购买了约55,500个比特币，总价值约54亿美元，使其持有的比特币总数达到约386,700个，按当前价格计算价值约370亿美元 [2] - 公司通过出售可转换债券和新股票来融资最近的比特币购买，并在前一周购买了价值46亿美元的比特币 [3] - 自2020年8月以来，MicroStrategy一直在购买比特币，尤其是在2021年，特别是在唐纳德·特朗普11月5日选举胜利后，投资者看好对加密货币友好的政府和国会 [4] 市场反应 - MicroStrategy股价在盘前交易中上涨，但在市场开盘后下跌，最大跌幅接近9%，随后部分回升但仍处于下跌状态，最近交易中下跌约5%，但今年至今已上涨超过500% [5] - 股价的急剧上涨使一些投资者感到紧张，并引起了卖空者的注意，Galaxy Digital CEO Mike Novogratz预计比特币相关股票如MicroStrategy的修正将比加密货币本身更为剧烈，而卖空者Citron Research表示尽管看好MicroStrategy，但仍开设了空头头寸作为对冲，认为股价已经过热 [6]

Under Michael Saylor’s leadership, MicroStrategy (NASDAQ: MSTR) has become the publicly-traded company that has most closely tied its prospects to leading cryptocurrency Bitcoin (BTC).The business is the largest corporate holder of Bitcoin — and there are no signs to indicate that its accumulation strategy is slowing down. With the bull market already in full swing and BTC set to cross the $100,000 threshold any time soon, MSTR shares have benefited greatly.Chart detailing MicroStrategy’s Bitcoin accumulati ...

核心观点 - MicroStrategy的股票在周一的盘前交易中大幅上涨，因为比特币价格首次接近10万美元大关 [1][2] 公司行动 - MicroStrategy自2020年8月以来一直在购买比特币，并在今年特别是特朗普在11月5日赢得选举后加大了购买力度 [3] - 截至11月17日，MicroStrategy持有331,200枚比特币，总购买价格约为165亿美元，平均购买价格约为49,874美元 [4] - MicroStrategy通过股票销售和可转换债券交易从资本市场筹集资金以购买比特币 [5] 市场表现 - MicroStrategy的股票在盘前交易中上涨了5.4%，今年累计涨幅超过500%，自11月5日特朗普赢得美国大选以来上涨了近90% [5] - 比特币价格在周五下午升至约99,800美元，周末交易中略有回落，周一上午交易价格略高于98,000美元 [2]

For ETF issuers, the industry can be a fickle beast. Success is often dependent on factors that are outside of their control. If a fund launches at just the right time, it can come storming out of the gate. If it debuts right before aEditor of ETF Focus on TheStreet.com. On Substack at www.substack.com/etffocus. To receive notifications of new articles and blog posts as soon as they're published, click on the orange Follow button and become a real-time follower.Analyst’s Disclosure: I/we have no stock, opti ...

Shares of MicroStrategy (MSTR 6.19%) jumped 24.7% higher this week, according to data from S&P Global Market Intelligence. The Bitcoin investment company was helped by the cryptocurrency's price appreciation this week along with a convertible debt offering at a 0% interest rate. As of the market close on Friday, Nov. 22, MicroStrategy stock is up 515.7% year to date. Here's why the stock was rising yet again this week.More Bitcoin appreciation and debt offeringBack in 2020, MicroStrategy CEO Michael Saylor ...

MicroStrategy Could Soon Reveal $3 Billion of Bitcoin Buys With Bond Proceeds ...

After a huge post-election rally, Bitcoin (BTC -0.34%) just hit another all-time high, and is on the cusp of breaking through the $100,000 mark for the first time ever. For the year, it is now up 110%.But what if I told you that there was a crypto stock that was absolutely crushing Bitcoin's performance this year? That's right: MicroStrategy (MSTR 6.19%) is now up 462% for 2024 and is doing so on the basis of an aggressive strategy that involves buying as many bitcoins as it possibly can. So which is the be ...

关于加密货币相关公司股票情况 - 股票市场大多关注加密货币 多数投资者认为比特币价格上涨相关加密货币公司股票都会上涨这一想法存在缺陷[1] - MicroStrategy公司股票单日暴跌18.2% 市值缩水超25%[2] - Coinbase公司股票在比特币创新高当日下跌超7.6%[3] MicroStrategy公司股票下跌原因 - 公司CEO Michael Saylor将自由现金流再投资到比特币持有上 过去这种做法使资产负债表受益[4] - 市场担心Saylor被过去成功蒙蔽 公司持续稀释股东权益 此次将募资30亿购买比特币[5] - 投资者需权衡被稀释股权换取比特币资产负债表杠杆的利弊 过去12个月股票上涨705% 但目前分析师目标价为331.1美元 较当前股价可能下跌14.6%[6] - Saylor在比特币历史高位募资购买比特币 可能收益不再可观[7] Coinbase公司情况 - 不同于MicroStrategy通过资产负债表押注比特币 Coinbase优势在于无论比特币价格如何都会表现良好 至少华尔街目标价背后可能是这种想法[8] - Needham & Company重申Coinbase“买入”评级 之前目标价290美元 现在因市场活动和对比特币关注增加 目标价应为375美元 较当前需上涨28%才能证明新观点正确[9][10] - Coinbase的CEO Brian Armstrong可能成为美国新政府监管加密货币事务的候选人 若被任命将有助于Coinbase成为全球金融市场的重要参与者[11][12] - 随着比特币被华尔街更广泛接受 监管必然跟进 Coinbase将发挥作用[14] MicroStrategy与其他股票对比 - 分析师推荐五只股票优于MicroStrategy 目前MicroStrategy虽有“买入”评级 但不在分析师悄悄推荐给客户的五只股票之列[15][16]

核心观点 - Citron Research的Andrew Left认为MicroStrategy公司股票近期走势不会太好并做空该公司股票Doug Kass也有类似观点尽管Left仍看好比特币走势MicroStrategy公司股票近期因比特币策略上涨但有人认为其过热 [1][3] 相关要点总结 - Andrew Left周四宣布做空MicroStrategy公司股票尽管他仍看好比特币走势他认为MicroStrategy公司股票交易量已完全脱离比特币基本面 [1][2] - Left的公司在2020年MicroStrategy公司股票每股低于250美元（拆股前）时看好该公司当时预测股价可达700美元如今股价已涨至5000美元（调整后）所以他做空该公司股票并表示尊重MicroStrategy公司相关人员但认为股票过热 [3] - Seabreeze Capital Partners的Doug Kass周四上午从533.78美元开始做空MicroStrategy公司股票截至撰写本文时他已经回补了至少75%的初始空头头寸他分别在468美元和429.10美元回补了一半和四分之一的初始空头头寸 [3] - MicroStrategy公司最近几周股价加速上涨因为公司继续执行积累数十亿美元比特币的战略10月底公司宣布计划在未来三年筹集420亿美元继续购买比特币截至11月17日公司共持有331200枚比特币平均购买价格约为每枚49874美元 [4] - 周四上午MicroStrategy公司股票在盘前交易中高于540美元在开盘时回落Left宣布做空后继续走低根据Benzinga Pro的数据在发布时该公司股票上涨0.8%至477.95美元 [5]