web3: Foreign media: Calacanis claims that Saylor "has changed the Bitcoin game"
U.Today
6h ago
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Foreign media reports that early investors in Uber questioned whether Strategy's Bitcoin holdings and financing methods would affect the long-term upward potential of BTC.
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外媒称,早期 Uber 投资人 Jason Calacanis 认为,比特币未必能升至 25 万美元,更不用说 100 万美元。他把矛头指向 Michael Saylor 和 Strategy,称后者通过持续买入和复杂融资,改变了比特币市场的运行方式。

Calacanis的质疑

Calacanis 在 X 上表示,Saylor 试图“包揽”比特币,并围绕这一资产做了大量金融安排。他认为,这种做法让比特币的市场结构发生变化,也削弱了外界对其继续大幅上涨的信心。

他还多次批评 Strategy,称这家公司是“买比特币最绕的方式”。在他看来,想要配置比特币的人,直接买 BTC 就够了,不必通过一家不断加仓的上市公司来间接持有。

比特币还能吸引多少新资金

Calacanis 进一步质疑,比特币是否还能持续吸引足够多的新买家。他认为,过去几年里,追求上涨和投机的资金,已经转向了其他更有吸引力的标的。

这也是他判断比特币上行空间受限的原因之一。按照他的说法,如果新的支持者增长放缓,比特币价格要继续大幅上行会更困难。

市场并非一致看空

并非所有人都认同这一判断。Bitwise 首席执行官 Hunter Horsley 在 X 上直接回应称,Calacanis 的看法是错的。

文章同时提到,Anthony Scaramucci 仍然看多比特币,只是他把当前环境描述为熊市。这也显示出,围绕比特币长期价格目标,市场分歧仍然明显。

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