Fundador da SkyBridge: A estratégia de investimento da MicroStrategy é sustentável, a menos que haja um colapso sistêmico de 6-7 anos no BTC

“Deep Tide TechFlow News, on December 24th, according to Business Insider, Steve Sosnick, Chief Strategist at Interactive Brokers, pointed out that MicroStrategy is currently in a “self-fulfilling feedback loop”: buying BTC through the issuance of convertible bonds to boost prices, and then continuing to issue bonds to expand investments. Although the current paper profit is about $41 billion, considering the unstable profitability of the company’s software main business and the convertible bond scale has exceeded $7 billion, this strategy carries significant risks. Sosnick emphasized that such investment models are often difficult to sustain, and the key is when to reach a turning point.”

No entanto, Anthony Scaramucci, fundador da SkyBridge Capital, um fundo de hedge, acredita que a estrutura de dívida da MicroStrategy é principalmente de longo prazo e adota um método de emissão rolante, e a estratégia de investimento da empresa é sustentável, a menos que ocorra um colapso sistêmico no mercado de BTC que dure 6-7 anos.