比特币风云录:MicroStrategy的百倍飞跃与巴菲特的遗憾

marsbitPublished on 2024-08-11Last updated on 2024-08-12

自2020年8月10日首次购买比特币以来,MicroStrategy的股票价值上涨了1000%。与此同时,沃伦·巴菲特及其公司伯克希尔·哈撒韦却未能抓住这一机会。

2020年8月10日,MicroStrategy首次购入比特币,成为首家将加密货币作为主要财政储备资产的上市公司。四年后,这一大胆的举措已发展成公司的一项关键战略,超越了沃伦·巴菲特的伯克希尔·哈撒韦的回报。

MicroStrategy 因比特币获利 53.8 亿美元

截至2024年8月10日,MicroStrategy持有226,500枚比特币,市值达137.71亿美元,购买成本约为37,000美元。当前比特币价格约为59,000美元,MicroStrategy目前的未实现利润约为53.9亿美元。

MicroStrategy

MicroStrategy 历史上的比特币购买情况。来源:SaylorTracker.com

尽管获得了可观的收益,Michael Saylor的公司仍然保持其比特币持有量,并选择不变现任何累计资产。公司表示将继续增持比特币,最近一次购买发生在8月1日。

Michael Saylor击败传奇人物沃伦·巴菲特

MicroStrategy的MSTR股票对其比特币购买做出了积极反应,自2020年8月以来上涨了约1000%。相比之下,这一增幅是比特币回报的1.5倍,是标准普尔500指数(SPX)回报的16.25倍。

MicroStrategy自 2020 年 8 月以来,MSTR 与 BTC/USD 和 SPX 的表现。资料来源:TradingView

有趣的是,自MicroStrategy首次购买比特币以来,沃伦·巴菲特的伯克希尔·哈撒韦A类股票(BRK.A)的表现显著逊色于MSTR。BRK.A在此期间仅上涨了104.75%,而巴菲特对比特币的持续负面态度使伯克希尔未能涉足加密投资。

2018年,巴菲特称比特币为“平方的老鼠药”。他的亲密伙伴、已故的查理·芒格在2021年进一步预测比特币价格将崩溃至零,称其为令人厌恶的产品。

尽管如此,比特币和MicroStrategy在近年来的表现优于巴菲特的主要股票投资,如苹果公司、美国运通和美国银行。

MicroStrategy自 2020 年 8 月以来,MSTR 与 BRK.A、AAPL、BAC 和 AXP 的回报率对比。来源:TradingView

然而,一些交易员表示打算做空MSTR股票,投资公司Kerrisdale Capital认为其与比特币相比存在“难以辩解的溢价”。

Kerrisdale Capital首席投资官Sahm Adrangi对Cointelegraph表示:“软件业务的价值大约在十亿到十五亿之间,并不值很多。”

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363 Total ViewsPublished 2025.05.13Updated 2025.05.13

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