· 个股论点
我在$114k做多比特币，但在$4.2k卖出以太坊。我不认为我在任何地方说过要在$3k以上买入ETH。 $MSTR在比特币行情中历史上通常在净资产值(NAV)的1.6-2倍之间交易。最近市场做空MSTR/做多BTC，因此NAV低于1.5倍，在比特币行情（通常在10月上涨）中可能有修正空间。 长期来看，鉴于其持有的BTC数量，MSTR被国有化纳入美国财政部的可能性最大。我不认为ETH或BMNR对美国政府的战略重要性。 否则，我建议你直接做多底层资产如BTC，或者如果你真的相信它，就做多ETH，而不是购买这些资产。
I'm long Bitcoin at $114k, but sell Ethereum at $4.2k. I don't think I said to buy ETH anywhere above $3k+. $MSTR has historically been trading between 1.6-2x NAV during Bitcoin runs. Recently it's been short MSTR/long BTC, so NAV is under 1.5x and there's potential for recorrection on a Bitcoin run (which usually goes up in Oct). Long term, MSTR probably has the highest likelihood of being nationalized into the US treasury given how much BTC they have. I don't see ETH OR BMNR being a strategic importance for the US gov. Otherwise I'd just recommend longing the underlying asset like BTC, or ETH if you really believed in it compared to buying the asset.