现在是做空 Micro Strategy 的好时机。但各位，做空 Micro Strategy 要小心。那股票真的可能让你吃大亏。你必须非常小心。
Now's a good time to short Micro Strategy. Be careful shorting Micro Strategy, folks. That one can really bite you in the you know what. You got to be very careful.
我刚买了 MSTR。比特币最近有所异动，聊天室里有人说：“我们为什么不看看 MSTR？”那看起来是个多好的水平，就在 84-85 美元附近。一次不错的小幅上涨，但随后它遇到了一个小问题。
I just bought MSTR. Bitcoin has been on the move a bit lately, and in the chat they said: "Why don't we look at MSTR?" What a great level that seemed to be, down there around 84-85 dollars.
A nice small rise, but then it ran into a small problem.
你有没有把 MSTR 与 IBIT 或加密货币本身做过比较？我也不喜欢 MSTR，因为我认为它是一个有缺陷的产品。你为什么要付钱让别人替你买比特币？这行不通，而且存在管理不善：在绝对低点卖出，然后在价格上涨时又买回来。
do you ever look at MSTR in comparison to IBIT or crypto itself? And I don't like MSTR either because I think it is a defective product. Why would you pay someone else to buy Bitcoin for you?
It doesn't work, and there is mismanagement: selling at the absolute low and then buying again when the price rises.
我们来看一下 Bitcoin、Micro Strategy 以及其他一些储备公司。
Well, let's have a look at uh Bitcoin and Micro Strategy and some other treasuries.
储备公司 Micro Strategy 购入了 1665 枚 Bitcoin，并回购了 1.52 亿美元的投资。
Treasury our micro strategy. The treasury company acquires 1665 Bitcoin and put bought back 152 million invest.
记住，他们手上有 60 亿美元现金，用来让人们对他们能拿到 STRC 的股息抱有信心。首先，Micro Strategy 又回来了。当他们卖出少量 Bitcoin 时，市场再次陷入恐慌。
Remember, they have 6 billion in a cash bag to give people confidence that they'll get their dividend on STRC. First of all, Micro Strategy is back. When they sold a little bit of Bitcoin, the market freaked out again.
Micro Strategy 他们买了比特币，但资金从哪来？还有华尔街，华尔街在做什么？
Micro Strategy they bought Bitcoin but how do they fund it and also Wall Street what is Wall Street doing?
在当前这个周期阶段，你是在看MicroStrategy与特斯拉的对比走势图，还是这个机会已经过去了？MicroStrategy和特斯拉，是一对组合。
Are you looking at a microstrategy chart versus Tesla at this stage of the cycle, or has the opportunity passed? You know, microstrategy and Tesla, a pair.
自2020年9月起，我一直在重仓投资MicroStrategy。我的第三个视频讲的就是一笔针对MicroStrategy的期权交易。
I have been heavily investing in MicroStrategy since September 2020. My third video ever was specifically about an options trade on MicroStrategy.
Macro，
Macro,
Micro Strategy，有意思的东西。我说过，盯着它。我说 Sailor 没有在做 ATM。他上周做了一次 ATM。他这周又做了一次 ATM，这是好消息。
Micro Strategy, interesting thing. I said, watch it. I said Sailor's not ATMing. He did an ATM last week. He did an ATM this week, which is great news.
现在这里有一点令人担忧的地方，因为这是一个代理标的，而市场是休市的，Bitcoin 却在狂飙，周日晚上就在狂飙。我们有一个缺口。这就是这里的缺口。通常非代理标的的缺口倾向于被回补。
所以我们这里有大约 10 美元的缺口，在 153 和 164 之间，10 或 11 美元。这个缺口会再次被回补吗？我不知道。我不这么认为。也许如果 Bitcoin 跌回 82K，是的，它会被回补。
但我们不知道 Bitcoin 会不会那样做。但无论如何，这一直非常非常强。
Now there is something concerning here because this is a proxy and the markets are closed from Bitcoin's on a rampage and that was on a rampage Sunday night. We have a gap. This is the gap here.
Now typically nonproxies gaps tend to fill. So we have that gap here of about 10 bucks between 153 and 164 10 or $11. Will that fill again? I don't know. I don't think so. Maybe if Bitcoin goes back down to 82K, yes, it will fill.
But we don't know if Bitcoin's going to do that. But either way, this has been very very strong.
我认为Circle、HOD、Hood、Robin Hood、MSTR，对MSTR不太感兴趣，我的看法，但我，你知道，这是我密切关注的东西，寻找一个进场理由，无论做多还是做空。
I think Circle, HOD, Hood, Robin Hood, MSTR, not too interesting in MSTR, my take, but I, you know, it's something I'm watching closely, looking for a reason to get in whether long or short.
MicroStrategy 进行了数月来的首次累计买入，这同样是个好消息。
MicroStrategy made its first cumulative purchase in months, which is also great news.
现在，我们回到 Michael Saylor。他们买入了 950 枚比特币。所以金额并不算大，但好消息是 Michael Saylor 没有通过融资计划卖出股票，这很棒。这对 MicroStrategy 股价的走势非常有利。
Now, we return to Michael Saylor. They bought 950 Bitcoins. So it wasn't a huge amount, but the good news is that Michael Saylor didn't sell shares through the financing program, and that's great.
This is excellent for the price movement of " MicroStrategy" stock.
