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lanhubiji
蓝狐
@lanhubiji

Saylor 的Strategy授权出售高达 50 亿美元的比特币额度,不过并非单独新批的一个固定50亿美元卖出额度。长期看是好事。BTC太集中在一家不是好事。越分散庄家乐见其成,市场乐见其成。 与此同时,想要爆仓Strategy也更难了。市场也减少了一个大雷。稳一点才是市场最关心的,至于你卖一点无所谓,只要不是抛售,市场可以接受。 具体情况是, Strategy(前 MicroStrategy)在现有资本框架下,授权了最高约 50 亿美元的比特币出售额度。 主要用途是: • 补充美元储备(约 12.5 亿美元额度) • 支付优先股股息和利息 • 最高 20 亿美元的股票回购

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@CoinDesk @Strategy Correction: Strategy announced its BTC Monetization Program on June 29—31 days before our Q2 results, not after posting a loss. We have never had a “never sell” policy. The program does not require any BTC sale, and we expect to remain a net buyer of Bitcoin over time.

· 21K Views

1 Reposts 3 Quotes 51 Likes 8 Bookmarks
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17 replies collected of 22 X reports
SilkDAO @SilkDAO_RWA ·

@lanhubiji Of the three uses, the 2 billion yuan buyback is the most interesting.

original · zh

@lanhubiji 三个用途里,回购20亿这条最有看头。

超级幸运星~ @luckybibiw1p ·

@lanhubiji Selling the token itself is indeed a minor issue, but the convertible bond-to-equity conversion clause is what truly dilutes the share price. The real issue is whether it can meet its cash flow needs without touching the BTC, not the $5 billion licensing agreement itself.

original · zh

@lanhubiji 卖币本身确实是小事,但可转换债转股的条款才是真的会稀释股价。真正重要的是它能不能在不动BTC的情况下满足现金流需求,而不是这张50亿的授权牌本身。

BTCD @BTCD_BTC ·

@lanhubiji A quota of 5 billion sounds daunting, but as long as it's not a complete sell-off, spreading it out is good for everyone.

original · zh

@lanhubiji 50亿额度听着吓人,但只要不是清仓式抛售,分散对大家都好

@lanhubiji Even the landlord's family had no surplus grain.

original · zh

@lanhubiji 地主家也没有余粮

Yorick(DCA) @delegacy0 ·

@lanhubiji A term comes to mind: strategy soft landing

original · zh

@lanhubiji 想到一个词:strategy软着陆

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币安交易所高返佣注册 @yumu07658772488 ·

@lanhubiji It's a good thing in the long run.

original · ja

@lanhubiji 长期看是好事

初丹🌸 @LilithSamumb73 ·

@lanhubiji I'm so lewd 🐙🥇 Anyone want to give a sharp critique of my luck?

original · zh

@lanhubiji 我果然太涩了🐙🥇有人想锐评一下我的福嘛

珺瑶🌸 @RoseWyclifmndv ·

@lanhubiji I bet nobody's more adventurous than me 🎤🎱 I'm not shady, you'll see.

original · zh

@lanhubiji 应该没人比我玩的开了吧🎤🎱 我福不黑不信你看

谢先生 @xie4439 ·

@lanhubiji Decentralization is the beginning of maturity; a decrease in concentration acts as a pressure relief valve for any market.

original · zh

@lanhubiji 分散才是成熟的开始,集中度下降对任何一个市场都是减压阀。

W1nter @W1nterDawn ·

@lanhubiji Goodness, I used to guess every day when he would buy coins, now I have to guess one more thing: when he will sell them 😭

original · zh

@lanhubiji 好家伙,以前天天猜它哪天买币,现在还得多猜一项:哪天卖😭

Kyle @KKH18cm ·

@lanhubiji 這六月就知道的事 有心人士拿來冷飯熱炒而已

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丹秋🌸 @DeliaThere1xc3 ·

@lanhubiji I'm so lewd 🥋🦆 Anyone want to give a sharp critique of my luck?

original · zh

@lanhubiji 我果然太涩了🥋🦆有人想锐评一下我的福嘛

婉婷🌸 @WinniEdiedccx ·

@lanhubiji I bet nobody's more adventurous than me 🐱😼 I'm not shady, you'll see.

original · zh

@lanhubiji 应该没人比我玩的开了吧🐱😼 我福不黑不信你看

Will Yang @Will_Yang_ · 19K

@lanhubiji I didn't expect anyone to believe this. x.com/will_yang_/status/208373…

original · zh

@lanhubiji 这也有人信我是没想到的https://x.com/will_yang_/status/2083733626823262690?s=46&t=akNrvwH7J8CfQVwvmQ4AfQ

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Double @0xDouble77 ·

@lanhubiji It's good that their strategy isn't going to backfire; it's more stable and growing alongside Bitcoin. Their aggressive preferred stock strategy seems like a burden now. It would have been better if they had issued fewer shares earlier. Sigh.

original · zh

@lanhubiji strategy不暴雷,稳一点,跟大饼一起成长挺好,感觉他们激进的优先股策略,现在来看是个负担。哪怕之前少发一些也好啊,哎

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