比特币财库公司策略分化:Nakamoto Holdings 减仓套现,Strategy 持仓不动

BTC-0,1%

Gate News 消息,4 月 3 日,比特币财库公司在持续市场压力下呈现不同策略:Strategy 保持巨额 BTC 储备不动,而 Nakamoto Holdings 则出售比特币调整资产负债表。Nakamoto Holdings 今年 3 月出售约 284 枚比特币,单价约 7.04 万美元,低于历史成本,总计套现约 2000 万美元,用于运营资金和并购相关投资。公司 BTC 持仓降至 5000 余枚,并伴随对日本公司 Metaplanet 的股权减持。相较之下,Strategy 暂停买入,但仍持有约 762,000 枚 BTC,继续维持企业最大比特币持有者地位。此外,新罕布什尔州拟发行比特币支持的市政债券,已获穆迪 Ba2 投机级评级,预计筹资 1 亿美元,用于公共基础设施建设。数字资产管理公司 CoinShares 通过与 SPAC Vine Hill Capital 合并后在纳斯达克上市,为公募市场投资者提供接触加密资产产品和基础设施的机会。

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