AB Kuai.Dong
AB Kuai.Dong
$BMNR
币圈打架，隔壁微策略也打架。 知名做空机构 Kerrisdale，昨夜发表了对 ETH 微策略 BMNR 强烈看空观点，并宣布已开始全面做空！ 它们认为，这些微策略公司，通过不断增发、出售股票、募资，来购买以太坊的策略已逐渐失效，很多投资者感觉到了疲劳。 甚至隔壁的龙头，比特币微策略 MSTR，都开始放缓了步伐。如果连拥有大批信仰者的 MSTR，如果都守不住，那其它公司更不可能了。 希望这次做空不会成功，毕竟 Tom Lee 预测的 10 月 ETH 5500，老哥可千万别出事。
Kerrisdale Capital
Kerrisdale Capital @KerrisdaleCap · 
We're short $BMNR. Report at https://t.co/3bqQCVvys0. The DAT playbook has become basic & unoriginal: as near-identical copycats overwhelm the market, premiums are collapsing and the ability to issue shares well above NAV to boost ETH-per-share is disappearing. RIP DATs🪦🥲 1/8
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