02/27/2025, 09:57 AM UTC
是时候关闭'做多比特币，做空（微策略）'交易了It's Time To Close The 'Long Bitcoin, Short (Micro)Strategy' Trade
1、去年10月，作者因MSTR的高净值溢价和降低的借贷能力推荐了'做多比特币，做空微策略'的交易。2、自那以后，比特币上涨了21%，而MSTR大致持平，验证了交易想法。3、然而，MSTR的净值溢价已经大幅缩水，公司最近的可转换债券发行显示出对零成本可转换债券的强烈兴趣，表明是时候关闭交易了。1. In October, the author recommended a 'long Bitcoin, short MicroStrategy' trade due to MSTR's high NAV premium and reduced borrowing capacity. 2. Since then, Bitcoin has increased by 21%, while MSTR has mostly been flat, validating the trade idea. 3. However, MSTR's NAV premium has significantly shrunk, and the company's recent convertible issuance indicates a strong interest in zero-cost convertible bonds, suggesting it's time to close the trade.---
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