彼得·希夫认为迈克尔·塞勒可能抛售更多比特币

cryptonews.ruPublished on 2026-08-15Last updated on 2026-08-15

Abstract

彼得·希夫认为，如果公司微策略（Strategy）希望将其优先股STRC价格推回100美元的目标位，迈克·塞勒可能需要出售更多比特币和微策略股票。目前STRC价格仍低于95美元，尽管公司已动用出售资产所得资金回购股票。8月初，微策略出售了1637枚比特币，获得1.02亿美元，用于回购约115万股STRC；同时出售659万股MSTR股票，获得约6.531亿美元，使美元储备增至约46.5亿美元。此次股票回购是微策略10亿美元股票回购计划的第三次操作。希夫指出，为支撑优先股而进一步出售比特币和MSTR股票可能对比特币造成额外压力，使其表现再次逊于黄金。他认为比特币近期的疲软部分源于金价上涨——黄金价格已突破每盎司4300美元，而比特币则跌至6.2万美元区间。希夫预测黄金将进一步走强，从而对比特币施加更大压力。不过，美国劳动力市场数据疲软增强了市场对美联储政策放松的预期，这或将为包括加密货币在内的风险资产提供积极动力。

彼得·希夫认为，如果公司目标是使其优先股STRC回升至100美元的目标价位，迈克尔·塞勒可能需要抛售更多比特币和Strategy公司的股票。

尽管Strategy已利用出售资产所得资金回购股票，但STRC目前仍在95美元以下交易。

8月初，Strategy以1.02亿美元的价格出售了1637枚比特币，并将所得资金用于回购约115万股STRC股票。该公司还以6.531亿美元的价格出售了659万股MSTR股票，为其美元储备增加了约6.5亿美元，使其总储备达到46.5亿美元。

此次最新的STRC股票回购是Strategy公司10亿美元股票回购计划中的第三次操作。

彼得·希夫断言，为支持优先股而进一步抛售比特币和MSTR股票，将给比特币带来额外的下行压力。而比特币将再次输给黄金。

此外，这位经济学家认为，比特币疲软的原因在于近期金价上涨——黄金价格已升至4300美元上方，而比特币则跌至62000美元区间。

希夫预测黄金将进一步走强，从而对比特币施加更大的压力。不过，美国劳动力市场疲软的数据增强了市场对美联储政策转向宽松的预期，这可能使包括加密货币在内的风险资产获得积极提振。

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