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Saylor的平均入場價接近74K,已經悄然成爲整個市場關注的焦點。
他的公司持有接近640千 $BTC ,成本基礎大約在這個水平。隨着最近的下跌,利潤幾乎持平,任何低於74千的推動都會使這個頭寸處於虧損狀態。
因爲他們持有現貨而不是槓杆期貨,所以沒有清算風險。真正的壓力在於資產負債表。如果比特幣在他們的入場價下停留太久,將會收緊債務計劃,使再融資變得更加復雜。
捍衛74K並不是關於一個被迫的事件。它是關於公司在市場測試該水平時能保持舒適的時間有多長。
#Bitcoin #Saylor #CryptoMarket