重磅:卢森堡财政大臣吉勒·罗斯透露,该国主权财富基金,已将其1%的资产配置于比特币,并预计其他国家很快也会效仿。与此同时,MSTR的市值已跌破其持有的比特币价值。市场正在给予MSTR比特币的折价。您认为这预示着什么?这意味着市场更看重恐惧而非数学。数学总是最终的赢家。当然,比特币冷存储是一个更好的选择。好消息,SOFR-IORB的利差也明显回落,流动性正在恢复。
JUST IN: 🇱🇺 Luxembourg’s Finance Minister Gilles Roth revealed that the country’s sovereign wealth fund has allocated 1% of its assets to Bitcoin — and he expects other nations to follow soon. Meanwhile, MicroStrategy’s ($MSTR) market cap has now fallen below the value of its underlying Bitcoin holdings (<1.0 mNAV). In other words, the market is giving investors a discount on MicroStrategy’s Bitcoin. What do you think this signals?