半山預覽代幣解鎖項目 | #第20期 以下是經過優化潤飾、邏輯更流暢、語感更專業的繁體中文版本:昨日比特幣(BTC)進一步下挫,最低觸及 83,786 786 美元,以太幣(ETH)同步跌至 2,718 美元,貝萊德(BlackRock)現貨比特幣 ETF 持續出現淨流出。 針對這波加密貨幣市場暴跌,BitMEX 聯合創始人 Arthur Hayes 發文指出,主因在於日本央行釋放出 12 月可能加息的強烈訊號。目前美元兌日元匯率於 155-160 區間高檔震盪,顯示日本央行立場轉趨鷹派。Threshold Network 聯創 Maclane Wilkison 亦表示:「日本央行即將升息的訊號收緊了全球流動性預期,重創風險資產信心。」 另一方面,MicroStrategy 執行長 Phong Le 強調,除非公司股價長期跌破淨資產價值(NAV)、且無法取得新資金,否則絕不會考慮出售手中比特幣。然而市場仍擔憂,若比特幣價格持續疲弱,MicroStrategy 可能因現金流不足以支付股息而被迫拋售持幣。針對此疑慮,MicroStrategy 於昨(30)日晚間發布重大公告,宣佈設立規模高達 14.4 億美元的美元現金儲備,專款專用於支付優先股股息及既有債務利息。該筆資金來源為公司依據「隨銷售計畫」(ATM)發行 A 類普通股所取得之收益。目前公司將維持至少可支應未來 12 個月股息需求的儲備規模,長期目標則是建立足以覆蓋 24 個月以上股息的緩衝資金池,以徹底消除市場對強制賣幣的擔憂。 半山預覽本週代幣解鎖項目: #ENA #BMEX #WMTX #RED
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