6.7 Investments CryptoQuant建议Strategy暂停比特币购买，重建现金储备，并警告出售比特币或损害股东价值。
CryptoQuant建议Strategy暂停比特币购买，专注于重建现金储备。自2026年初以来，公司的现金储备已下降38%，而年化分红义务在不到六个月内从3亿美元激增至12亿美元。 由于现金储备减少和分红承诺增加，STRC优先股分红的覆盖率从七年以上骤降至仅14个月。同时，STRC的价值也降至82.50美元，较100美元面值折价17.5%，主要原因是财务基本面恶化，而非市场波动。 CryptoQuant警告称，若为筹集现金而出售比特币，可能会损害股东价值。因此，建议暂停进一步的比特币收购，以恢复流动性并稳定公司财务状况。
CryptoQuant warns Michael Saylor’s Strategy to halt Bitcoin buys as cash reserves plunge 38%
Bitcoin Accumulation Strategy Paused — What It Means for Investors
CryptoQuant suggests a pause in bitcoin purchases by Strategy
Michael Saylor’s Strategy Should Pause Bitcoin Buys; CryptoQuant
CryptoQuant Urges Strategy to Halt Bitcoin Purchases — Here’s Why It Matters
Strategy Should Halt Bitcoin Purchases to Restore Liquidity, Says CryptoQuant
CryptoQuant: Strategy Should Pause Bitcoin Purchases and Rebuild Cash Reserves
CryptoQuant Research Head Urges Strategy to Halt Bitcoin Purchases and Rebuild Cash Reserves
Strategy should pause Bitcoin purchases and strengthen its cash reserves, asserts CryptoQuant
CryptoQuant says Strategy should pause bitcoin purchases and rebuild cash reserves
