抄底btc挖矿股票？我们可以分析下股票供求关系

之前在文章 btc 新高回落，抄底挖矿股票还是交易所coinbase 里分析了抄底交易所还是挖矿股票

也在文章Coinbase 现货交易量接近百亿，牛市提前进入中期里感觉 crypto 进入了牛市中期

从独特性来说，coin 几乎是交易所的唯一选择，mstr 对于不能买 btc etf 的投资者来说是类 btc etf 的唯一选择。

coin 、 mstr 涨到今天，也没增发股票的，mstr 是发可转债来买币，这两个市场上流动股票都没有增加，

到底要不是抄底挖矿股票，我其实有点担心，因为这一轮币股的明显供应多了很多，也就是投资者选择多了很多，那而挖矿股本来的逻辑是打折买 btc，但当挖矿的公司太多，算力增长过快的时候，打折买 btc 就变成了溢价买 btc 了，特别美国挖矿公司管理费用巨高，挖矿公司逻辑就可能开始破裂了。

从股票供求关系来看，挖矿股票，都是在使劲增发股票融资，上周五 9 亿美元市值的Bitfarms宣布了3.75 亿美元ATM 融资计划。这么多挖矿公司，公司几乎是完全不珍惜股票，使劲增发，公司都这样子，作为一个小股东，凭啥要觉得股票很值钱呢。而且股票供应量使劲增多，当投资者有更多确定的选择，为啥要继续来这里呢？

经过持续高波动，挖矿股的 iv 已经持续走高，如果保守一点抄底，或许 sell put 是一个不错的选择

$MicroStrategy Incorporated(MSTR)$ $Marathon Digital Holdings Inc(MARA)$ $CleanSpark, Inc.(CLSK)$

修改于：03-12

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

说你逗你还真逗00
03-12
说你逗你还真逗00
sell put 是一个不错的选择，试试去，
港谷小子
03-12
港谷小子
coin 、 mstr有搞头，感谢推荐
股友之家00
03-12
股友之家00
crypto 进入了牛市中期，买买买
vision
03-12
vision
你sp了哪张？

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