Odaily星球日报讯 来自 Empire 的 Jason Yanowitz 认为,如果没有 MicroStrategy 创始人 Michael Saylor 在去年年底到今年进行的超过 200 亿美元的支出狂潮,比特币的价格会远低于现在。由此,他认为这使我们处于本轮周期的早期。此外,他提到:“我们还没有看到足够的风险投资,它‘非常 PvP’。”他的看法得到了 CMS Holdings 的 Dan Matuszewski 的支持,后者表示:“我的猜测是 2021 年的余波仍然存在。流动性基本上不存在,因此无法实质性推动流动或收集流入,风险投资仍然是替代投资的衡量标准。”(Blockworks)
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