Am 6. Februar fiel BTC unter 65.000 US-Dollar und die Hälfte der zehn größten BTC-Staatsanleihenbesitzer ging unter. Der Papierverlust von Strategy belief sich auf 8,32 Milliarden US-Dollar, wobei die 713.502 BTC bei einer Kostenbasis von 54,3 Milliarden US-Dollar etwa 45,9 Milliarden US-Dollar wert waren. Ihr mNAV stürzte auf das 0,85-fache ab, was bedeutet, dass der Markt die Aktien von Strategy jetzt weniger bewertet als die von ihm gehaltenen Bitcoin.
Quelle: https://www.coingecko.com/learn/february-6-crash-top-corporate-btc-treasuries
https://i.redd.it/yh3qgtoh66jg1.png
7 Kommentare
No because over a longer term it goes to higher levels.
No matter how bad I’ve messed up, I’ve never been part of a $10B loss.
Check ou EMJX’s reverse merger (from SRXH), is a gen 2 treasury designed to prevent this
„is bitcoin dead?“
Buy CEPO?
saylor literally turned his software company into a leveraged btc etf and now everyones surprised it went bad during a dip lol. the strategy isnt broken though, its just high risk high reward. if btc goes to 120k these companies are gonna look like geniuses again. the real question is whether any of them get margin called before the recovery. mstr trading below nav is actually a buy signal if you believe btc isnt dead which it clearly isnt
saylor literally turned his software company into a leveraged btc etf and now everyones surprised it went bad during a dip lol. the strategy isnt broken though, its just high risk high reward. if btc goes to 120k these companies are gonna look like geniuses again. the real question is whether any of them get margin called before the recovery. mstr trading below nav is actually a buy signal if you believe btc isnt dead which it clearly isnt