最新报道:Bitcoin treasury firm Strategy (MSTR) faced criticism for abandoning its self-imposed mNAV threshold of 2.5x to issue equity for BTC purchases, causing a 20% stock drop before recent recovery. The company acquired 4,048 more bitcoin, raising total holdings to 636,505 BTC, funded through equity and preferred stock sales. Benchmark analysts defended the move as a rational adjustment to restore flexibility, attributing recent underperformance to premium compression rather than mismanagement. They maintained a $705 price target, citing MSTR as a clean bitcoin exposure vehicle, and highlighted its potential S&P 500 candidacy despite earnings volatility concerns. Shares rose nearly 3% to $341.