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巨然
先算笔实在账:上市公司持有130万枚$BTC,14个月增31%,Strategy贡献了71%的增量。
我觉得是利好,但不等于机构全面进场:增长太靠一家。如果它放慢增持,新增需求可能减弱,这是我的推测。
我选稳阵,先看增持是否扩散,不凭这条消息追热度。你是求稳等更多公司跟进,还是愿意冒险押大户继续加码?

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