· 个股论点

点评 TSSI、BKKT 及 Moonshot 的市值与前景。

涉及标的:

中文翻译

TSSI 在市值约 2 亿美元时确实令人惊叹。 BKKT 2025 年第一季度的净营业亏损为 -1900 万美元,但比特币升值加上成本削减应该能帮他们一把,毕竟他们只有 2 亿美元的小市值。 Moonshot 要么市值达到 25 亿美元(从当前水平涨 10 倍),要么破产。

英文原文

TSSI is quite amazing back when they were $200m or so. BKKT has -19M net operating income loss for Q1 2025 but Bitcoin appreciation + cost cutting should help them out a bit with their small $200m market cap. Moonshot is a 2.5B market cap (10x from here) or bankruptcy.

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