和朋友聊币股,基本中国背景的除实力雄厚,信奉长期主义,真心为行业的,否则不碰,有案例可循。声名狼藉的人股票,千万别碰,因为都是大家血的教训。
- Robinhood $Hood 的估值已经很高
- Coinbase $Coin 现价往上空间,看大市,业态的扩张需要时间,但的确还有想象力。
- 矿股去年跑输比特币,这几个月,不少投资人重新审视,而且不少拥有数量可观的比特币,除了挖矿外,甚至还买币、屯币,规模化效应不错。
- Strategy $MSTR 认可度高,比特币溢价看比特币走势、行情。
其他微策略的Copycats 模仿者, 要小心,“折扣”,没“溢价”是有原因的。
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