EPISODE · Feb 13, 2026 · 7 MIN
币圈人生036:比特币以太币财库公司接下来该抛盘还是坚守币圈信仰?
from 币圈人生 · host Ferrochild
先看矿业背景最典型的案例。2月9日,Cango Inc.披露,在公开市场出售4451枚比特币,净收益约3点05亿美元,并将全部资金用于偿还一笔以BTC为抵押的贷款。出售规模接近此前持仓的一半,卖出后账面仅剩3645枚BTC。Cango原本是一家汽车交易服务平台,2024年11月转型为比特币矿企,并将BTC作为核心储备资产,策略偏向HODL加矿业积累。牛市中,这种模式可以自我强化,币价上涨带动资产净值上升,再通过抵押融资扩张算力。但矿业天然是高资本开支行业,矿机采购、矿场建设、电力合同都需要前期投入。
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币圈人生036:比特币以太币财库公司接下来该抛盘还是坚守币圈信仰?
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