最新报道:Bitcoin-holding companies are seeing shrinking stock premiums despite BTC's all-time highs, with NYDIG analyst Greg Cipolaro warning of potential instability due to share unlocks, profit-taking, and limited strategy differentiation. Many firms trade at or below recent fundraising values, and upcoming mergers or public listings could trigger significant shareholder sales. Cipolaro suggests share buybacks as a remedy if stocks fall below NAV. The sector, holding 840,000 BTC led by Strategy’s 76% share, has raised billions betting on Bitcoin as corporate treasury assets.