风云难测
11-28
想请教一下,中国大陆,股票,300394
002050
603232
002407
还可以持有-吗
@木头姐每天交易了什么:
为什么木头姐宁愿买BMNR却不直接买ETH
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靠BTC起死回生。现在各种币的微策略都有:ETH、HYPE、TRC...无穷无尽</p>\n<p>那么问题就来了,木头姐为什么不直接买币/ETF?这是我最好奇的问题!研究后发现还真有原因。<br></p>\n<p>以BMNR为例<br></p>\n<p>原业务:比特币挖矿+托管服务原先营收并不是很好,可以看下图</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98915e1cc7c1ce4399e16e6d50d55ea5\" tg-width=\"1170\" tg-height=\"1125\"><span></span></p>\n<p>现阶段是狂买ETH,可以看到排行榜里,BMNR是排第一最大持有ETH公司。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2285362d2cd4e7453429cb6e8d7c7cc6\" tg-width=\"1282\" tg-height=\"329\"><span></span></p>\n<p>1.机构为什么选币股?</p>\n<p>操作更方便</p>\n<p>买美股比买币简单多了</p>\n<p>很多公司财库还没批准买币</p>\n<p>税务、审计标准更清晰</p>\n<p>美股交易体系更成熟</p>\n<p>2.天然杠杆效应</p>\n<p>合规交易所只能买现货</p>\n<p>币股天然提供加密货币杠杆敞口</p>\n<p>涨起来比币本身更猛</p>\n<p>3.专业管理想象空间</p>\n<p>知名策略师Tomas Lee当董事长</p>\n<p>可以做质押、DeFi生息</p>\n<p>更多业务衍生可能</p>\n<p>BMNR股东团队<span class=\"Apple-tab-span\"></span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f421579706aa3270f6e122d834f53d97\" tg-width=\"1170\" tg-height=\"2532\"><span></span></p>\n<p>-木头姐的ARK公司持股3.21%-Peter Thiel(美国知名企业家)持股2.94%</p>\n<p>-Ethereum Tower LLC(以太坊相关企业)持股1.92%</p>\n<p>-Jonathan Bates(个人投资者)持股0.40%</p>\n<p>-Thomas Lee(金融知名投资人)持股0.26%</p>\n<p>币涨,币股涨,币跌,币股跌,甚至还有币股杠杆ETF。反正控制风险就对了,如果是囤币的,买币股是完全可以的。</p></body></html>","htmlText":"<html><head></head><body><p>最近美股最火的板块就是\"币股”,简单说就是那些疯狂囤币的上市公司~</p>\n<p>聊聊什么是币股?简单来讲就是那些原本业务不咋样,转头疯狂买币建国库的公司,最有名的是微策略(MSTR) 靠BTC起死回生。现在各种币的微策略都有:ETH、HYPE、TRC...无穷无尽</p>\n<p>那么问题就来了,木头姐为什么不直接买币/ETF?这是我最好奇的问题!研究后发现还真有原因。<br></p>\n<p>以BMNR为例<br></p>\n<p>原业务:比特币挖矿+托管服务原先营收并不是很好,可以看下图</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98915e1cc7c1ce4399e16e6d50d55ea5\" tg-width=\"1170\" tg-height=\"1125\"><span></span></p>\n<p>现阶段是狂买ETH,可以看到排行榜里,BMNR是排第一最大持有ETH公司。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2285362d2cd4e7453429cb6e8d7c7cc6\" tg-width=\"1282\" tg-height=\"329\"><span></span></p>\n<p>1.机构为什么选币股?</p>\n<p>操作更方便</p>\n<p>买美股比买币简单多了</p>\n<p>很多公司财库还没批准买币</p>\n<p>税务、审计标准更清晰</p>\n<p>美股交易体系更成熟</p>\n<p>2.天然杠杆效应</p>\n<p>合规交易所只能买现货</p>\n<p>币股天然提供加密货币杠杆敞口</p>\n<p>涨起来比币本身更猛</p>\n<p>3.专业管理想象空间</p>\n<p>知名策略师Tomas Lee当董事长</p>\n<p>可以做质押、DeFi生息</p>\n<p>更多业务衍生可能</p>\n<p>BMNR股东团队<span class=\"Apple-tab-span\"></span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f421579706aa3270f6e122d834f53d97\" tg-width=\"1170\" tg-height=\"2532\"><span></span></p>\n<p>-木头姐的ARK公司持股3.21%-Peter Thiel(美国知名企业家)持股2.94%</p>\n<p>-Ethereum Tower LLC(以太坊相关企业)持股1.92%</p>\n<p>-Jonathan Bates(个人投资者)持股0.40%</p>\n<p>-Thomas Lee(金融知名投资人)持股0.26%</p>\n<p>币涨,币股涨,币跌,币股跌,甚至还有币股杠杆ETF。反正控制风险就对了,如果是囤币的,买币股是完全可以的。</p></body></html>","text":"最近美股最火的板块就是\"币股”,简单说就是那些疯狂囤币的上市公司~ 聊聊什么是币股?简单来讲就是那些原本业务不咋样,转头疯狂买币建国库的公司,最有名的是微策略(MSTR) 靠BTC起死回生。现在各种币的微策略都有:ETH、HYPE、TRC...无穷无尽 那么问题就来了,木头姐为什么不直接买币/ETF?这是我最好奇的问题!研究后发现还真有原因。 以BMNR为例 原业务:比特币挖矿+托管服务原先营收并不是很好,可以看下图 现阶段是狂买ETH,可以看到排行榜里,BMNR是排第一最大持有ETH公司。 1.机构为什么选币股? 操作更方便 买美股比买币简单多了 很多公司财库还没批准买币 税务、审计标准更清晰 美股交易体系更成熟 2.天然杠杆效应 合规交易所只能买现货 币股天然提供加密货币杠杆敞口 涨起来比币本身更猛 3.专业管理想象空间 知名策略师Tomas Lee当董事长 可以做质押、DeFi生息 更多业务衍生可能 BMNR股东团队 -木头姐的ARK公司持股3.21%-Peter Thiel(美国知名企业家)持股2.94% -Ethereum Tower LLC(以太坊相关企业)持股1.92% -Jonathan Bates(个人投资者)持股0.40% -Thomas Lee(金融知名投资人)持股0.26% 币涨,币股涨,币跌,币股跌,甚至还有币股杠杆ETF。反正控制风险就对了,如果是囤币的,买币股是完全可以的。","highlighted":1,"essential":1,"paper":2,"link":"https://laohu8.com/post/473883968930160","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["BMNR","ETH","ETH.USD.HKCC"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":972,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":261,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":62,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/504794769322336"}
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