昨晚的美股微策略板块,堪比前几天币圈的 1011 行情。 有趣的是 Tom Lee 在昨天表示,大多数微策略公司泡沫已破裂(暗示除了自己的 BMNR 之外。 不少公司的 mNAV 已经小于 1(公司持有加密的价值,低于公司的市值),包括今年夏季的版本之子,日本微策略 Metaplanet 也跌破了这个比例。
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