Nakamoto Holdings抛售比特币维持运营,Metaplanet逆势增持显现机构信心

BTC0,39%

Gate News 消息,本周顶级比特币管理公司Nakamoto Holdings披露,已出售部分比特币储备以维持运营,当比特币价格较历史高点下跌近50%之际,此举引发市场关注。Nakamoto 3月份出售了284枚比特币,总价值约2000万美元,平均售价约7万美元,而购入成本为118171美元。该公司目前持有5058枚比特币,价值约3.38亿美元,位列全球第20大比特币管理公司。

分析师Satish Patel指出,中本聪及其他依赖资产积累而非自给自足运营的数字资产管理公司(DAT)面临“巨大压力”。折价反映了结构性担忧,包括股权稀释风险、运营亏损及强制抛售对投资者信心的冲击。Nakamoto虽受限制,但在2月份收购了媒体公司BTC Inc和对冲基金UTXO Management,以期增加现金流。其纳斯达克上市股票周四下跌3%,较5月份历史高点下跌近95%。

与此形成对比,日本数字资产管理公司Metaplanet持续增持比特币,近期收购约5075枚比特币,总价值约4.05亿美元,成为全球第三大DAT。尽管其股价仍远低于去年峰值,比6月份历史高点低84%,该公司未出售任何加密货币,显示出坚定的买入策略。

Patel表示,虽然行业面临压力,但部分DAT通过持续收购比特币和优化现金流布局,力图在市场低迷期增强资产控制能力。这种策略可能为投资者提供信号:在比特币波动加剧的背景下,机构增持与抛售并存,未来市场动向仍高度依赖公司运营和资本安排。

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