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币股进入到比较危险的阶段了
股性价比不如币了
和MSTR不一样的是
其他的仿盘都是通过pipe或者atm融资买币的,这玩意简单来说就是无限增发,无限稀释
MSTR虽然也卖股票,但还是有很大量的债权和可转债,付出的成本是利息和公司股票的波动性
币股基本都卖了,会挪一部分利润来买币
然后加仓了$Glxy和$Futu
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