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这对矿商股价不利。

投资公司Kerrisdale Capital表示，他们对MicroStrategy Inc.持空头立场，而对比特币持多头立场。Kerrisdale在其X.com上发布消息称，MicroStrategy中隐含的比特币价格超过177,000美元，“这是比特币现货价格的2.6倍，无法辩解”。此外，MicroStrategy并没有提供独特的比特币访问途径，Kerrisdale的分析师表示。总之，分析师表示，在MicroStrategy当前的股价下，比特币每变动10%，将最初导致股票的隐含每股股权价值变动9%。

Kerrisdale Capital称，正在做空因购买比特币而爆火的微策投资(Microstrategy)。

On March 20, 2024, Michael Saylor, the Executive Chairman and 10% Owner of MicroStrategy Inc , sold 3,988 shares of the company. The transaction was reported in a SEC Filing. Over the past year, Michael Saylor has sold a total of 245,000 shares of MicroStrategy Inc and has not made any purchases of the stock.GuruFocus has detected 4 Warning Signs with MSTR.MicroStrategy Inc is a provider of enterprise analytics and mobility software. The company develops software that enables organizations to analyze internal and external data to make business decisions and to develop mobile applications. Its core product is MicroStrategy 10, which provides interactive dashboards, scorecards, highly formatted reports, ad hoc query, thresholds and alerts, and automated report distribution.The insider transaction history for MicroStrategy Inc shows a trend of insider selling, with 106 insider sells and no insider buys over the past year.On the day of the insider's recent sale, shares of MicroStrategy Inc

根据MicroStrategy向美国证券交易委员会提交的最新文件，该公司在3月11日至3月18日期间以6.23亿美元的价格购买了9245枚比特币。根据SEC的文件，MicroStrategy最新购买的比特币平均价格为67382美元，其持仓总额达134.6亿美元，平均成本为35160美元。过去一年随着比特币价格大幅反弹，MicroStrategy的股价也出现了大幅上涨，累计涨幅达到约380%，而同期比特币的涨幅超过了150%。值得注意的是，MicroStrategy的比特币持仓中，近四分之一是今年购买的。