微策略創辦人 Saylor 預測比特幣長期報酬將是標普 500 指數的 2 至 3 倍，重申每季買入且不賣幣。目前持有逾 71 萬顆，除非幣價跌至 8,000 美元才可能危及財務。
微策略創辦人承諾不賣比特幣
雖然比特幣（$BTC）近期滑落到 7 萬美元下方，但微策略（Strategy，股票代碼MSTR）創辦人 Michael Saylor 在昨日（2/10）接受《CNBC》節目採訪時，仍重申對比特幣長期表現的信心。
**Michael Saylor 預測，在未來四到八年內，比特幣的表現將是標普 500 指數（S&P 500）的兩倍甚至三倍。**波動性原本就是比特幣這類資產吸引力的一部分，具備多年投資視野的投資人，焦點應放在長期績效而非短期震盪。
他更駁斥了市場對於微策略可能因價格壓力而被迫拋售比特幣的擔憂，明確表示公司不會賣幣，並稱預計每一季都會持續買入比特幣。
微策略再買1142顆比特幣
微策略在本週一披露，近期斥資約 9,000 萬美元購入 1,142 顆比特幣，目前比特幣總持倉量達到 714,644 顆，佔比特幣固定總供應量的 3.4% 以上。
根據官網數據，目前微策略的比特幣平均成本（Avg Cost）為 76,056 美元，而取得成本（Acq Cost）為 54,353 美元。
只有比特幣跌到8000美元，才會危及資產負債表
為了回應外界對於公司財務穩健性的質疑，微策略執行長 Phong Le 近期向投資人說明，只有在比特幣價格暴跌約 90% 至 8,000 美元左右，並且在該低位維持五到六年，公司的資產負債表才會面臨嚴重的壓力。
Phong Le 在微策略第四季財報會議上也重申，微策略的策略是為長線設計，足以承受短期的價格波動，即便是像近期這樣的極端市場狀況。
雖然微策略因數位資產持倉的未實現損失，第四季財報呈現淨虧損，但仍強調其財務結構經過負責任的規劃，能度過困難的季度甚至數年的週期。
若滿足兩大條件，賣幣將成最終手段
雖然 Michael Saylor 堅持「永遠不賣」，但執行長 Phong Le 在去年底曾透露，若滿足兩大條件，公司可能會考慮出售比特幣：
- 微策略的 mNAV（市值淨資產價值）跌破 1，即公司市值低於其持有的比特幣價值。
- 微策略無法透過發行股票或債務籌集新資金，面臨資本市場關閉或融資成本過高的困境。
Phong Le 當時解釋，如果上述情況發生，為了保護每股比特幣收益，依照數學邏輯來看，出售比特幣是合理的選擇。但他強調，賣幣將是最後手段，微策略的公司政策並未改變。
他個人不希望微策略成為出售比特幣的公司，但在市場環境惡劣時，財務紀律必須凌駕於情感之上。
相關報導：
不是永遠不賣！微策略CEO：mNAV跌破1且無法募資時，將考慮賣掉比特幣
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