周三，比特币日内涨幅扩大至近3%，突破11.7万美元；以太币涨超4%，报4308.8美元；加密货币概念 股持续上攻，Strategy(MSTR.US)涨超6%，MARA Holdings(MARA.US)涨超5%，CleanSpark(CLSK.US) 涨超4.9%，Sharplink Gaming(SBET.US)涨超5%，Coinbase(COIN.US)涨超3%。消息面上，据Crypto In America报道，美国财政部正准备正式放宽一项拟议规则。该规则原将根据《企业替代最低税》(CAMT) 法案，对Strategy等公司持有的未实现比特币收益征收15%的税款。CAMT法案要求大型公司就其财务 报表收入缴纳最低税。 根据现行会计准则，公司需按市值计价其持有的加密货币，这意味着即使不出售，其账面利润(未实现 收益)也将被征税。此前，Strategy和Coinbase等公司曾致信财政部，认为对数字资产的未实现收益征税 是不公平的，会迫使美国公司出售资产以缴税，从而在全球竞争中处于不利地位。 ...

智通财经APP获悉，周三，比特币日内涨幅扩大至近3%，突破11.7万美元；以太币涨超4%，报4308.8美 元；加密货币概念股持续上攻，Strategy(MSTR.US)涨超6%，MARA Holdings(MARA.US)涨超5%， CleanSpark(CLSK.US)涨超4.9%，Sharplink Gaming(SBET.US)涨超5%，Coinbase(COIN.US)涨超3%。消 息面上，据Crypto In America报道，美国财政部正准备正式放宽一项拟议规则。该规则原将根据《企业 替代最低税》（CAMT）法案，对Strategy等公司持有的未实现比特币收益征收15%的税款。CAMT法案 要求大型公司就其财务报表收入缴纳最低税。 根据现行会计准则，公司需按市值计价其持有的加密货币，这意味着即使不出售，其账面利润（未实现 收益）也将被征税。此前，Strategy和Coinbase等公司曾致信财政部，认为对数字资产的未实现收益征 税是不公平的，会迫使美国公司出售资产以缴税，从而在全球竞争中处于不利地位。 ...

Strategy (MSTR) will post a profit for the second quarter in a row in the third quarter thanks to a rise in the price of bitcoin (BTC). That would again qualify the company for potential S&P 500 inclusion.According to Jeff Walton, Chief Risk Officer of Strive, Strategy will have earned about $2.9 billion, or $10 per share thanks to bitcoin's move from about the $107,000 level to $114,000 at quarter's end. Over the past four quarters, MSTR will have earned roughly $22.80 per share. The analysis factors in ...

In the latest close session, Strategy (MSTR) was down 1.29% at $322.22. The stock fell short of the S&P 500, which registered a gain of 0.41% for the day. Elsewhere, the Dow saw an upswing of 0.18%, while the tech-heavy Nasdaq appreciated by 0.31%. Shares of the business software company have depreciated by 2.39% over the course of the past month, underperforming the Finance sector's gain of 1.64%, and the S&P 500's gain of 3.15%.The investment community will be closely monitoring the performance of Strateg ...

MicroStrategy Incorporated (NASDAQ:MSTR) is one of the best strong buy stocks to invest in according to Wall Street. In a report released on September 15, Gautam Chhugani from Bernstein maintained a Buy rating on MicroStrategy Incorporated (NASDAQ:MSTR) and set a price target of $600.00. Strategy Incorporated (MSTR): Jim Cramer Shares Rather Cryptic Take About Firm However, on September 16, Monness analyst Gustavo Gala reiterated a Sell rating on MicroStrategy Incorporated (NASDAQ:MSTR) and set a price t ...

Michael Saylor, MicroStrategy's executive chairman, says the company's new digital credit product "Stretch" strips away volatility and risk from Bitcoin. He tells Romaine Bostick and Katie Greifeld on The Close that MicroStrategy has launched four credit instruments this year worth $4 billion, with more to come. ...

公司融资与比特币持仓 - 公司通过最新按市价发行筹集1.281亿美元 [1] - 公司以约113,048美元的平均价格额外收购196枚比特币，总价值约2210万美元 [1] - 截至9月28日，公司持有约64万枚比特币，平均购买价格为73,983美元 [1][6] 股价表现与长期增长 - 公司股价当前上涨约5% [1] - 从5年周线图低点至今，股价涨幅超过2300% [4] - 在加密货币板块中，公司股价表现在3年周线图上远超Coinbase、Riot和Marathon等同行 [5] 与比特币的价格相关性 - 公司股价与比特币价格呈现高度正相关性，13周相关性显著 [4] - 由于公司持有大量比特币，其股价走势与比特币价格方向基本一致 [4] 技术分析观点 - 股价图表呈现下降楔形形态，这通常被视为看涨模式 [8] - 关键技术阻力位在358美元附近，突破后可能向400美元水平迈进 [9] - 成交量分布显示重要交易区间在330美元左右 [10] - 当前股价虽上涨，但仍低于330美元水平 [11] 期权市场活动 - 10月17日到期的期权预期波动率为正负12.6% [12] - 近期交易了38.3万份期权，其中三分之二为看涨期权 [13] - 今日期权交易活跃度低于5日移动平均线 [13] - 出现大额短期交易，涉及10月3日到期的312.50、330、335、345美元看涨期权，各7500手，总支出2470万美元，但大部分头寸在7分钟后平仓 [14][15] 市场评论与争议 - Peter Schiff评论公司持有的695亿美元比特币为“愚人金”，认为其纸面收益无法在不引发市场崩盘的情况下变现 [5][6]

Strategy (MSTR), the world’s largest corporate Bitcoin holder, has added to its massive reserves despite BTC’s brief drop to $108,000. The company announced the purchase of 196 BTC for roughly $22.1 million at an average price of $113,048 per coin, bringing its total holdings to 640,031 BTC, worth about $47.35 billion at an average cost of $73,983 per BTC. A smaller but strategic addition The acquisition, funded through common stock issued under an at-the-market (ATM) program and perpetual preferred sto ...

公司动态：Strategy Inc 比特币持仓 - 公司通过SEC文件披露，以2210万美元购买了196枚比特币，使其总持仓量增至640,031枚比特币 [1] - 此次购买资金来源于公司的ATM股权计划，公司在9月22日至28日期间出售了总计1.281亿美元的优先股和普通股，部分收益用于比特币收购 [2] - 此次增持后，公司对比特币的总投资达到473.5亿美元，平均购买价格为每枚73,983美元 [2] 行业资金流向 - 数字资产产品上周出现8.12亿美元的资金外流，美国市场领跑，流出额达10亿美元，而瑞士、加拿大和德国则录得资金流入 [3] - 比特币产品出现7.19亿美元的资金外流，但报告指出缺乏做空比特币的资金流入，表明抛售压力并非由强烈的信念驱动 [3] - 以太坊产品录得4.09亿美元的资金赎回，而Solana产品在美国ETF决策前吸引了2.91亿美元的资金流入 [4] 比特币技术分析 - 比特币价格在捍卫其上升趋势线支撑后，交易价格接近114,000美元 [5][6] - 价格在0.236斐波那契回撤位111,294美元上方企稳，近期阻力位在20日和50日指数移动平均线之间，即112,791美元至113,277美元 [6] - 若突破该阻力区域，可能上探116,000美元及0.618斐波那契回撤位117,896美元附近 [6] - 下行支撑位设于111,784美元，更深层支撑在108,380美元，此处200日指数移动平均线与通道底部重合 [7] 市场结构与情绪 - 公司的资产配置行为表明，资产负债表式的比特币采用正开始重塑其市场结构 [8] - 尽管数字资产基金出现周度资金外流，公司仍增持比特币至64万枚，显示出公司国库正在成为周期性投资者资金流的制衡力量 [9] - 加密货币恐惧与贪婪指数从37升至49，标志着市场情绪从恐惧转向中性 [10] - 这种分化凸显了一个关键转折点，比特币的价格方向正越来越多地由长期机构锚定者而非短期市场情绪所决定 [10]

According to its September 29 Form 8-K, Strategy Inc. (MSTR) raised $128.1 million through its at-the-market programs between September 22–28 but deployed just $22.1 million on 196 BTC. The bulk of proceeds are likely for preferred stock dividends which will be paid on September 30. As of September 28, Strategy’s aggregate bitcoin holdings stood at 640,031 BTC. Get these headlines directly to your inbox: subscribe to Blockspace. Strategy sold 101,713 shares of its 10.00% Series A perpetual “STRF” preferre ...