爆发青年的个人主页 - 老虎社区

爆发青年

爆发青年

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IP属地：天津

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4主题

0勋章

09-01

$Strategy(MSTR)$ 溢价好高啊

08-31

mara他们都比mstr经历的时间周期多

@Shyon:我会选择继续持有，但不会在这波反弹里重仓追高。 $MicroStrategy(MSTR )$ 的优势很明显，作为比特币持仓型公司，它本身就是放大 BTC 弹性的工具，比特币如果继续走强，MSTR 往往能跑得更快；但反过来，BTC 一旦出现明显回调，MSTR 的波动也会被进一步放大。我觉得现在更值得关注的是比特币本身能不能站稳，而不是单纯看 MSTR 今天涨了多少。只要 BTC 的中长期趋势没有破坏，MSTR 的囤币逻辑依然有一定吸引力，但如果市场开始重新质疑它相对净资产的溢价，或者其他囤币公司用更高效率的方式融资、增持 BTC，MSTR 的估值优势确实可能被压缩。所以我的策略会比较简单：核心仓位继续拿，反弹不追，回调再分批加仓。我更愿意把 MSTR 当成 BTC 的高弹性仓位，而不是普通科技股来估值。比特币如果真的开启下一轮行情，MSTR 自然不会缺席；但在趋势没有完全确认之前，仓位控制还是比信仰更重要。 🚀₿ @小虎热点雷达 @老板让我来发币 @Tiger_comments @</

05-22

$日本ETF-iShares MSCI(EWJ)$ 和日经225不太一样啊

2025-12-16

等日本汇率消息落地再说吧

2025-03-18

$三倍做多半导体ETF-Direxion Daily(SOXL)$

2025-03-04

$三倍做多半导体ETF-Direxion Daily(SOXL)$

2025-02-03

$阿里巴巴-W(09988)$

2024-08-02

$三倍做多半导体ETF-Direxion Daily(SOXL)$

2023-10-26

$纳指三倍做多ETF(TQQQ)$

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/MSTR\">$Strategy(MSTR)$&nbsp;</a> 溢价好高啊","listText":"<a href=\"https://laohu8.com/S/MSTR\">$Strategy(MSTR)$&nbsp;</a> 溢价好高啊","text":"$Strategy(MSTR)$ 溢价好高啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602817698702072","isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602706978313392,"gmtCreate":1788182283058,"gmtModify":1788182285139,"author":{"id":"4095510544546000","authorId":"4095510544546000","name":"爆发青年","avatar":"https://static.tigerbbs.com/6ea6283f65bbe342102ea1deb04e8e7f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095510544546000","authorIdStr":"4095510544546000"},"themes":[],"title":"","htmlText":"mara他们都比mstr经历的时间周期多","listText":"mara他们都比mstr经历的时间周期多","text":"mara他们都比mstr经历的时间周期多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602706978313392","repostId":"601558713385776","repostType":1,"repost":{"id":601558713385776,"gmtCreate":1787901906299,"gmtModify":1787904944681,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"title":"","htmlText":"我会选择继续持有，但不会在这波反弹里重仓追高。<a href=\"https://ttm.financial/S/MSTR\"> $MicroStrategy(</a><a href=\"https://ttm.financial/S/MSTR\">MSTR</a><a href=\"https://ttm.financial/S/MSTR\">)$ </a>的优势很明显，作为比特币持仓型公司，它本身就是放大 BTC 弹性的工具，比特币如果继续走强，MSTR 往往能跑得更快；但反过来，BTC 一旦出现明显回调，MSTR 的波动也会被进一步放大。 我觉得现在更值得关注的是比特币本身能不能站稳，而不是单纯看 MSTR 今天涨了多少。只要 BTC 的中长期趋势没有破坏，MSTR 的囤币逻辑依然有一定吸引力，但如果市场开始重新质疑它相对净资产的溢价，或者其他囤币公司用更高效率的方式融资、增持 BTC，MSTR 的估值优势确实可能被压缩。 所以我的策略会比较简单：核心仓位继续拿，反弹不追，回调再分批加仓。 我更愿意把 MSTR 当成 BTC 的高弹性仓位，而不是普通科技股来估值。比特币如果真的开启下一轮行情，MSTR 自然不会缺席；但在趋势没有完全确认之前，仓位控制还是比信仰更重要。 🚀₿ <a href=\"https://ttm.financial/U/3527667689590745\"> @小虎热点雷达 </a><a href=\"https://ttm.financial/U/3527667692939938\"> @老板让我来发币 </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @&lt;/</a>","listText":"我会选择继续持有，但不会在这波反弹里重仓追高。<a href=\"https://ttm.financial/S/MSTR\"> $MicroStrategy(</a><a href=\"https://ttm.financial/S/MSTR\">MSTR</a><a href=\"https://ttm.financial/S/MSTR\">)$ </a>的优势很明显，作为比特币持仓型公司，它本身就是放大 BTC 弹性的工具，比特币如果继续走强，MSTR 往往能跑得更快；但反过来，BTC 一旦出现明显回调，MSTR 的波动也会被进一步放大。 我觉得现在更值得关注的是比特币本身能不能站稳，而不是单纯看 MSTR 今天涨了多少。只要 BTC 的中长期趋势没有破坏，MSTR 的囤币逻辑依然有一定吸引力，但如果市场开始重新质疑它相对净资产的溢价，或者其他囤币公司用更高效率的方式融资、增持 BTC，MSTR 的估值优势确实可能被压缩。 所以我的策略会比较简单：核心仓位继续拿，反弹不追，回调再分批加仓。 我更愿意把 MSTR 当成 BTC 的高弹性仓位，而不是普通科技股来估值。比特币如果真的开启下一轮行情，MSTR 自然不会缺席；但在趋势没有完全确认之前，仓位控制还是比信仰更重要。 🚀₿ <a href=\"https://ttm.financial/U/3527667689590745\"> @小虎热点雷达 </a><a href=\"https://ttm.financial/U/3527667692939938\"> @老板让我来发币 </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @&lt;/</a>","text":"我会选择继续持有，但不会在这波反弹里重仓追高。 $MicroStrategy(MSTR)$ 的优势很明显，作为比特币持仓型公司，它本身就是放大 BTC 弹性的工具，比特币如果继续走强，MSTR 往往能跑得更快；但反过来，BTC 一旦出现明显回调，MSTR 的波动也会被进一步放大。 我觉得现在更值得关注的是比特币本身能不能站稳，而不是单纯看 MSTR 今天涨了多少。只要 BTC 的中长期趋势没有破坏，MSTR 的囤币逻辑依然有一定吸引力，但如果市场开始重新质疑它相对净资产的溢价，或者其他囤币公司用更高效率的方式融资、增持 BTC，MSTR 的估值优势确实可能被压缩。 所以我的策略会比较简单：核心仓位继续拿，反弹不追，回调再分批加仓。 我更愿意把 MSTR 当成 BTC 的高弹性仓位，而不是普通科技股来估值。比特币如果真的开启下一轮行情，MSTR 自然不会缺席；但在趋势没有完全确认之前，仓位控制还是比信仰更重要。 🚀₿ @小虎热点雷达 @老板让我来发币 @Tiger_comments @</","images":[{"img":"https://community-static.tradeup.com/news/e1c192db3409391c82d480a0c7dab3f1"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601558713385776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566824266409688,"gmtCreate":1779419219019,"gmtModify":1779419221004,"author":{"id":"4095510544546000","authorId":"4095510544546000","name":"爆发青年","avatar":"https://static.tigerbbs.com/6ea6283f65bbe342102ea1deb04e8e7f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095510544546000","authorIdStr":"4095510544546000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EWJ\">$日本ETF-iShares MSCI(EWJ)$&nbsp;</a> 和日经225不太一样啊","listText":"<a href=\"https://laohu8.com/S/EWJ\">$日本ETF-iShares MSCI(EWJ)$&nbsp;</a> 和日经225不太一样啊","text":"$日本ETF-iShares MSCI(EWJ)$ 和日经225不太一样啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566824266409688","isVote":1,"tweetType":1,"viewCount":2812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511280827577616,"gmtCreate":1765851400319,"gmtModify":1765852078101,"author":{"id":"4095510544546000","authorId":"4095510544546000","name":"爆发青年","avatar":"https://static.tigerbbs.com/6ea6283f65bbe342102ea1deb04e8e7f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095510544546000","authorIdStr":"4095510544546000"},"themes":[],"title":"","htmlText":"等日本汇率消息落地再说吧","listText":"等日本汇率消息落地再说吧","text":"等日本汇率消息落地再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511280827577616","isVote":1,"tweetType":1,"viewCount":1886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414867901501624,"gmtCreate":1742305019385,"gmtModify":1742305020863,"author":{"id":"4095510544546000","authorId":"4095510544546000","name":"爆发青年","avatar":"https://static.tigerbbs.com/6ea6283f65bbe342102ea1deb04e8e7f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095510544546000","authorIdStr":"4095510544546000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414867901501624","isVote":1,"tweetType":1,"viewCount":1821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":409969419366832,"gmtCreate":1741100186123,"gmtModify":1741101598740,"author":{"id":"4095510544546000","authorId":"4095510544546000","name":"爆发青年","avatar":"https://static.tigerbbs.com/6ea6283f65bbe342102ea1deb04e8e7f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095510544546000","authorIdStr":"4095510544546000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409969419366832","isVote":1,"tweetType":1,"viewCount":1778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399469705675432,"gmtCreate":1738549419558,"gmtModify":1738549474055,"author":{"id":"4095510544546000","authorId":"4095510544546000","name":"爆发青年","avatar":"https://static.tigerbbs.com/6ea6283f65bbe342102ea1deb04e8e7f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095510544546000","authorIdStr":"4095510544546000"},"themes":[],"title":"","htmlText":"<a 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和日经225不太一样啊","text":"$日本ETF-iShares MSCI(EWJ)$ 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href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/409969419366832","isVote":1,"tweetType":1,"viewCount":1778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":602817698702072,"gmtCreate":1788209244417,"gmtModify":1788209246369,"author":{"id":"4095510544546000","authorId":"4095510544546000","name":"爆发青年","avatar":"https://static.tigerbbs.com/6ea6283f65bbe342102ea1deb04e8e7f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095510544546000","idStr":"4095510544546000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$Strategy(MSTR)$&nbsp;</a> 溢价好高啊","listText":"<a href=\"https://laohu8.com/S/MSTR\">$Strategy(MSTR)$&nbsp;</a> 溢价好高啊","text":"$Strategy(MSTR)$ 溢价好高啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602817698702072","isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602706978313392,"gmtCreate":1788182283058,"gmtModify":1788182285139,"author":{"id":"4095510544546000","authorId":"4095510544546000","name":"爆发青年","avatar":"https://static.tigerbbs.com/6ea6283f65bbe342102ea1deb04e8e7f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095510544546000","idStr":"4095510544546000"},"themes":[],"title":"","htmlText":"mara他们都比mstr经历的时间周期多","listText":"mara他们都比mstr经历的时间周期多","text":"mara他们都比mstr经历的时间周期多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602706978313392","repostId":"601558713385776","repostType":1,"repost":{"id":601558713385776,"gmtCreate":1787901906299,"gmtModify":1787904944681,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"title":"","htmlText":"我会选择继续持有，但不会在这波反弹里重仓追高。<a href=\"https://ttm.financial/S/MSTR\"> $MicroStrategy(</a><a href=\"https://ttm.financial/S/MSTR\">MSTR</a><a href=\"https://ttm.financial/S/MSTR\">)$ </a>的优势很明显，作为比特币持仓型公司，它本身就是放大 BTC 弹性的工具，比特币如果继续走强，MSTR 往往能跑得更快；但反过来，BTC 一旦出现明显回调，MSTR 的波动也会被进一步放大。 我觉得现在更值得关注的是比特币本身能不能站稳，而不是单纯看 MSTR 今天涨了多少。只要 BTC 的中长期趋势没有破坏，MSTR 的囤币逻辑依然有一定吸引力，但如果市场开始重新质疑它相对净资产的溢价，或者其他囤币公司用更高效率的方式融资、增持 BTC，MSTR 的估值优势确实可能被压缩。 所以我的策略会比较简单：核心仓位继续拿，反弹不追，回调再分批加仓。 我更愿意把 MSTR 当成 BTC 的高弹性仓位，而不是普通科技股来估值。比特币如果真的开启下一轮行情，MSTR 自然不会缺席；但在趋势没有完全确认之前，仓位控制还是比信仰更重要。 🚀₿ <a href=\"https://ttm.financial/U/3527667689590745\"> @小虎热点雷达 </a><a href=\"https://ttm.financial/U/3527667692939938\"> @老板让我来发币 </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @&lt;/</a>","listText":"我会选择继续持有，但不会在这波反弹里重仓追高。<a href=\"https://ttm.financial/S/MSTR\"> $MicroStrategy(</a><a href=\"https://ttm.financial/S/MSTR\">MSTR</a><a href=\"https://ttm.financial/S/MSTR\">)$ </a>的优势很明显，作为比特币持仓型公司，它本身就是放大 BTC 弹性的工具，比特币如果继续走强，MSTR 往往能跑得更快；但反过来，BTC 一旦出现明显回调，MSTR 的波动也会被进一步放大。 我觉得现在更值得关注的是比特币本身能不能站稳，而不是单纯看 MSTR 今天涨了多少。只要 BTC 的中长期趋势没有破坏，MSTR 的囤币逻辑依然有一定吸引力，但如果市场开始重新质疑它相对净资产的溢价，或者其他囤币公司用更高效率的方式融资、增持 BTC，MSTR 的估值优势确实可能被压缩。 所以我的策略会比较简单：核心仓位继续拿，反弹不追，回调再分批加仓。 我更愿意把 MSTR 当成 BTC 的高弹性仓位，而不是普通科技股来估值。比特币如果真的开启下一轮行情，MSTR 自然不会缺席；但在趋势没有完全确认之前，仓位控制还是比信仰更重要。 🚀₿ <a href=\"https://ttm.financial/U/3527667689590745\"> @小虎热点雷达 </a><a href=\"https://ttm.financial/U/3527667692939938\"> @老板让我来发币 </a><a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @&lt;/</a>","text":"我会选择继续持有，但不会在这波反弹里重仓追高。 $MicroStrategy(MSTR)$ 的优势很明显，作为比特币持仓型公司，它本身就是放大 BTC 弹性的工具，比特币如果继续走强，MSTR 往往能跑得更快；但反过来，BTC 一旦出现明显回调，MSTR 的波动也会被进一步放大。 我觉得现在更值得关注的是比特币本身能不能站稳，而不是单纯看 MSTR 今天涨了多少。只要 BTC 的中长期趋势没有破坏，MSTR 的囤币逻辑依然有一定吸引力，但如果市场开始重新质疑它相对净资产的溢价，或者其他囤币公司用更高效率的方式融资、增持 BTC，MSTR 的估值优势确实可能被压缩。 所以我的策略会比较简单：核心仓位继续拿，反弹不追，回调再分批加仓。 我更愿意把 MSTR 当成 BTC 的高弹性仓位，而不是普通科技股来估值。比特币如果真的开启下一轮行情，MSTR 自然不会缺席；但在趋势没有完全确认之前，仓位控制还是比信仰更重要。 🚀₿ @小虎热点雷达 @老板让我来发币 @Tiger_comments 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href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334144395018288","isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234621498568744,"gmtCreate":1698308552723,"gmtModify":1698309044630,"author":{"id":"4095510544546000","authorId":"4095510544546000","name":"爆发青年","avatar":"https://static.tigerbbs.com/6ea6283f65bbe342102ea1deb04e8e7f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4095510544546000","idStr":"4095510544546000"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a 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