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微策略又增发210亿买BTC,已亏42亿还在加码! 微策略这波操作,说“上头”都显得太温和了。一边增发股票买$BTC ,一边把买来的比特币抵押出去继续融资,再继续增发股票……这已经不是普通的FOMO(害怕错过)了,更像是一套“左脚踩右脚飞天术”,在高空中不断画圆,只要比特币不停涨,就没人能拆穿。但问题是,市场永远不会按剧本走。 从这次财报来看,第一季度因为比特币价格下跌,公司认亏42亿美元,折合每股亏了16.49美元。但同时,微策略又宣布要启动一项210亿美元的普通股发行计划,继续买入BTC,把BTC收益率目标从15%拉到25%,收益金额目标从100亿直接飙到150亿——这还不叫“加注信仰”?可问题是,他们的资产波动本质上完全依赖BTC,核心业务早已被虚拟资产投资淹没,某种程度上已经不是一家软件公司,而是一个加杠杆的“类ETF”比特币仓位披着上市公司皮在运转。 $BTC {spot}(BTCUSDT)
微策略又增发210亿买BTC,已亏42亿还在加码!
微策略这波操作,说“上头”都显得太温和了。一边增发股票买$BTC ,一边把买来的比特币抵押出去继续融资,再继续增发股票……这已经不是普通的FOMO(害怕错过)了,更像是一套“左脚踩右脚飞天术”,在高空中不断画圆,只要比特币不停涨,就没人能拆穿。但问题是,市场永远不会按剧本走。
从这次财报来看,第一季度因为比特币价格下跌,公司认亏42亿美元,折合每股亏了16.49美元。但同时,微策略又宣布要启动一项210亿美元的普通股发行计划,继续买入BTC,把BTC收益率目标从15%拉到25%,收益金额目标从100亿直接飙到150亿——这还不叫“加注信仰”?可问题是,他们的资产波动本质上完全依赖BTC,核心业务早已被虚拟资产投资淹没,某种程度上已经不是一家软件公司,而是一个加杠杆的“类ETF”比特币仓位披着上市公司皮在运转。
$BTC
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MicroStrategy issues another 21 billion to buy BTC, already losing 4.2 billion and still doubling down! MicroStrategy's recent moves make the term 'overzealous' seem too mild. On one hand, they are issuing more stock to buy $BTC, and on the other hand, they are using the purchased Bitcoin as collateral to continue financing, and then issuing more stock again... This is no longer just ordinary FOMO (fear of missing out), but rather a 'left foot stepping on the right foot flying technique', constantly drawing circles in the air as long as Bitcoin keeps rising, no one can expose it. But the problem is, the market will never follow the script. From this financial report, in the first quarter, due to the decline in Bitcoin prices, the company recognized a loss of 4.2 billion, equivalent to a loss of 16.49 dollars per share. At the same time, MicroStrategy announced a plan to launch a common stock issuance of 21 billion dollars to continue buying BTC, raising the BTC yield target from 15% to 25%, and the revenue target from 10 billion directly skyrocketing to 15 billion—does this not called 'increasing faith'? But the problem is, their asset volatility essentially relies entirely on BTC, and their core business has long been drowned out by virtual asset investments, to some extent, they are no longer a software company, but a leveraged 'quasi-ETF' Bitcoin position operating under the guise of a listed company.
MicroStrategy issues another 21 billion to buy BTC, already losing 4.2 billion and still doubling down!
MicroStrategy's recent moves make the term 'overzealous' seem too mild. On one hand, they are issuing more stock to buy $BTC, and on the other hand, they are using the purchased Bitcoin as collateral to continue financing, and then issuing more stock again... This is no longer just ordinary FOMO (fear of missing out), but rather a 'left foot stepping on the right foot flying technique', constantly drawing circles in the air as long as Bitcoin keeps rising, no one can expose it. But the problem is, the market will never follow the script.
From this financial report, in the first quarter, due to the decline in Bitcoin prices, the company recognized a loss of 4.2 billion, equivalent to a loss of 16.49 dollars per share. At the same time, MicroStrategy announced a plan to launch a common stock issuance of 21 billion dollars to continue buying BTC, raising the BTC yield target from 15% to 25%, and the revenue target from 10 billion directly skyrocketing to 15 billion—does this not called 'increasing faith'? But the problem is, their asset volatility essentially relies entirely on BTC, and their core business has long been drowned out by virtual asset investments, to some extent, they are no longer a software company, but a leveraged 'quasi-ETF' Bitcoin position operating under the guise of a listed company.
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#数字资产法案 #数字资产法案 Digital assets have the potential to become the mainstream currency commonly used by people in the future, with tremendous potential in payments due to the transparency and efficiency of blockchain. However, before that, well-planned legislation must be implemented, providing a basis for regulation. The passage of this legislation represents recognition of the cryptocurrency industry, which can be seen as a validation from various countries, bringing positive effects, and from a long-term perspective, it can enable the industry to develop more soundly.
#数字资产法案 #数字资产法案
Digital assets have the potential to become the mainstream currency commonly used by people in the future, with tremendous potential in payments due to the transparency and efficiency of blockchain.
However, before that, well-planned legislation must be implemented, providing a basis for regulation.
The passage of this legislation represents recognition of the cryptocurrency industry, which can be seen as a validation from various countries, bringing positive effects, and from a long-term perspective, it can enable the industry to develop more soundly.
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#空投防骗手册 识破骗局需牢记关键要点:官方空投会在项目官网、社群公告等正规渠道发布,且不会索要助记词、私钥、银行卡密码等核心信息;承诺“零风险、高收益”或要求先转账激活的,必然是陷阱;陌生空投链接可能携带病毒,切勿随意授权访问手机敏感权限。此外,建议安装专业数字资产安全软件,定期更新设备系统,保持谨慎心态。保护个人信息与资产安全,是每个参与者应对空投骗局的重要防线。$SOL {spot}(SOLUSDT)
#空投防骗手册 识破骗局需牢记关键要点:官方空投会在项目官网、社群公告等正规渠道发布,且不会索要助记词、私钥、银行卡密码等核心信息;承诺“零风险、高收益”或要求先转账激活的,必然是陷阱;陌生空投链接可能携带病毒,切勿随意授权访问手机敏感权限。此外,建议安装专业数字资产安全软件,定期更新设备系统,保持谨慎心态。保护个人信息与资产安全,是每个参与者应对空投骗局的重要防线。$SOL
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#空投防骗手册 #空投防骗手册 识破骗局需牢记关键要点:官方空投会在项目官网、社群公告等正规渠道发布,且不会索要助记词、私钥、银行卡密码等核心信息;承诺“零风险、高收益”或要求先转账激活的,必然是陷阱;陌生空投链接可能携带病毒,切勿随意授权访问手机敏感权限。此外,建议安装专业数字资产安全软件,定期更新设备系统,保持谨慎心态。保护个人信息与资产安全,是每个参与者应对空投骗局的重要防线。
#空投防骗手册 #空投防骗手册 识破骗局需牢记关键要点:官方空投会在项目官网、社群公告等正规渠道发布,且不会索要助记词、私钥、银行卡密码等核心信息;承诺“零风险、高收益”或要求先转账激活的,必然是陷阱;陌生空投链接可能携带病毒,切勿随意授权访问手机敏感权限。此外,建议安装专业数字资产安全软件,定期更新设备系统,保持谨慎心态。保护个人信息与资产安全,是每个参与者应对空投骗局的重要防线。
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#空投操作全指南 🔥刷Alpha积分省U攻略!手把手教你0.5U内搞定,15天稳赚空投! 宝子们!刷分别当大冤种!教你2步避开高磨损,省下的U能多吃几顿海底捞! ✅【第一步:选对币=省大钱】 只看两个硬指标: 1️⃣ 流动性>1000万!低于这个数,100U买卖都能让币价跳水,磨损哗哗涨! 2️⃣ 认准这两个神币: 🔹 $Fartcoin(Solana链):流动性稳2000万+,实测买130U卖129.63U,磨损仅0.41U! 🔹 $MEW(Solana链):流动性2593万但有波动,磨损0.38U也很香! ✅【第二步:链选对少交"过路费"】 这4条链费用对比: Base<Solana<BSC<ETH 直接抄作业选Solana!一次买卖仅0.01-0.02U,比ETH便宜100倍! 💡懒人总结: 每天刷130U,选Fartcoin或MEW,15天总损耗7.5U!只要空投价值超7.5U就血赚! ⚠️注意: 1️⃣ 别碰限价模式!Meme币涨跌比过山车还刺激,被套血亏更惨! 2️⃣ 每周检查代币流动性,低于1000万立刻换! 关注我!下期揭秘如何用AI监控代币波动,躺平拿空投!
#空投操作全指南 🔥刷Alpha积分省U攻略!手把手教你0.5U内搞定,15天稳赚空投!
宝子们!刷分别当大冤种!教你2步避开高磨损,省下的U能多吃几顿海底捞!
✅【第一步:选对币=省大钱】
只看两个硬指标:
1️⃣ 流动性>1000万!低于这个数,100U买卖都能让币价跳水,磨损哗哗涨!
2️⃣ 认准这两个神币:
🔹 $Fartcoin(Solana链):流动性稳2000万+,实测买130U卖129.63U,磨损仅0.41U!
🔹 $MEW(Solana链):流动性2593万但有波动,磨损0.38U也很香!
✅【第二步:链选对少交"过路费"】
这4条链费用对比:
Base<Solana<BSC<ETH
直接抄作业选Solana!一次买卖仅0.01-0.02U,比ETH便宜100倍!
💡懒人总结:
每天刷130U,选Fartcoin或MEW,15天总损耗7.5U!只要空投价值超7.5U就血赚!
⚠️注意:
1️⃣ 别碰限价模式!Meme币涨跌比过山车还刺激,被套血亏更惨!
2️⃣ 每周检查代币流动性,低于1000万立刻换!
关注我!下期揭秘如何用AI监控代币波动,躺平拿空投!
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#空投发现指南 Don't ask, who is the Binance Alpha airdrop really for? For those who 'have hands and are active'! Now grabbing airdrops is just like binge-watching shows; if you don’t take action, don’t expect any follow-up. Binance is clearly telling you this time: 'You make a move, I’ll give rewards; if you don’t, forget it.' See clearly! How are trading points calculated? Simple and straightforward: 📈 Points are only counted for buying, selling does not count! 📊 For example, if you had a trading volume of 512U today—9 points! 📊 If you continue to increase tomorrow, 1024U—10 points will be credited directly! This thing can stack, the more you trade, the higher your points, there’s really no cap! Now let’s talk about balance points, it’s just like looking at a deposit screenshot: 💰 100-1000 U: 1 point 💰 1000-10,000: 2 points 💰 10,000-100,000: 3 points 💰 Above 100,000, it’s only 4 points, don’t think you can win just by having a few more zeros in your account!
#空投发现指南 Don't ask, who is the Binance Alpha airdrop really for? For those who 'have hands and are active'!
Now grabbing airdrops is just like binge-watching shows; if you don’t take action, don’t expect any follow-up. Binance is clearly telling you this time: 'You make a move, I’ll give rewards; if you don’t, forget it.'
See clearly!
How are trading points calculated? Simple and straightforward:
📈 Points are only counted for buying, selling does not count!
📊 For example, if you had a trading volume of 512U today—9 points!
📊 If you continue to increase tomorrow, 1024U—10 points will be credited directly!
This thing can stack, the more you trade, the higher your points, there’s really no cap!
Now let’s talk about balance points, it’s just like looking at a deposit screenshot:
💰 100-1000 U: 1 point
💰 1000-10,000: 2 points
💰 10,000-100,000: 3 points
💰 Above 100,000, it’s only 4 points, don’t think you can win just by having a few more zeros in your account!
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#SEC推迟多个现货ETF审批 #SEC推迟多个现货ETF审批 美国证券交易委员会(SEC)近期推迟了多个加密货币现货 ETF 的审批,这一动态引发了市场的广泛关注。3 月 12 日清晨,SEC 再次推迟了对包括灰度(Grayscale)的 Cardano(ADA)和 Dogecoin(DOGE)现货 ETF、Canary 提交的 XRP、Solana 和莱特币现货 ETF,以及 VanEck 的 Solana 现货 ETF 在内的多项申请。此外,Grayscale 的瑞波币 ETF 申请以及 Cboe BZX Exchange 的索拉纳币现货 ETF 申请也被推迟到了 5 月。
#SEC推迟多个现货ETF审批 #SEC推迟多个现货ETF审批 美国证券交易委员会(SEC)近期推迟了多个加密货币现货 ETF 的审批,这一动态引发了市场的广泛关注。3 月 12 日清晨,SEC 再次推迟了对包括灰度(Grayscale)的 Cardano(ADA)和 Dogecoin(DOGE)现货 ETF、Canary 提交的 XRP、Solana 和莱特币现货 ETF,以及 VanEck 的 Solana 现货 ETF 在内的多项申请。此外,Grayscale 的瑞波币 ETF 申请以及 Cboe BZX Exchange 的索拉纳币现货 ETF 申请也被推迟到了 5 月。
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#特朗普就职百日 特朗普就职百日这天,整个华尔街像坐在火山口上——他签的那份《金融体系第77号行政令》直接把加密行业炸上了天。文件里藏着两个核弹级条款:财政部要建立"美元稳定币"对抗USDT,同时命令SEC在90天内拿出明确的代币证券认定标准。比特币应声冲破10万美元,而Coinbase股价却在疯狂波动中单日熔断三次。 最精妙的是政治算计,这份行政令特意选在美联储议息会议前夜发布。现在鲍威尔被架在火上烤——既要处理特朗普要求的"降息500基点",又得应对因此引发的美元崩盘。高盛内部模型显示,新政策可能导致2.3万亿美元资本从债市撤离,其中三分之一正疯狂涌向比特币ETF。但真正的戏剧在国会山,民主党议员突然集体转向支持加密监管,因为他们的金主发现,新税法允许用加密货币匿名捐赠政治献金。
#特朗普就职百日 特朗普就职百日这天,整个华尔街像坐在火山口上——他签的那份《金融体系第77号行政令》直接把加密行业炸上了天。文件里藏着两个核弹级条款:财政部要建立"美元稳定币"对抗USDT,同时命令SEC在90天内拿出明确的代币证券认定标准。比特币应声冲破10万美元,而Coinbase股价却在疯狂波动中单日熔断三次。
最精妙的是政治算计,这份行政令特意选在美联储议息会议前夜发布。现在鲍威尔被架在火上烤——既要处理特朗普要求的"降息500基点",又得应对因此引发的美元崩盘。高盛内部模型显示,新政策可能导致2.3万亿美元资本从债市撤离,其中三分之一正疯狂涌向比特币ETF。但真正的戏剧在国会山,民主党议员突然集体转向支持加密监管,因为他们的金主发现,新税法允许用加密货币匿名捐赠政治献金。
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