现在做空最怕的是尾部风险，就是有可能突然飙升。 所以不如做多加密货币， $CRCL $COIN $HOOD $MSTR

Michael Saylor @Saylor, arguably one of the most exposed to this technology if it ever actually arrives through $MSTR, has a great take on the hypothetical “quantum computer threat” to Bitcoin, that he says is 30–40 years away! $BTC $BTQ $IONQ $LAES $RGTI $QUBT $QBTS “If a quantum computer that Google had actually threatened cryptography today, Google’s own engineers would already be shipping upgrades to their encryption stack, and they would be huddled with Microsoft’s engineers right now, because $GOOG and $MSFT would be the two biggest losers. And if they weren’t doing it, Zuckerberg would be doing it at $META.” They’re not - because the tech is nowhere near ready. No one who actually builds this stuff is panicking today. Quantum is not NOW, despite what these hype-driven CEOs like to imply. Video credit courtesy of Impact Theory.

Retail Is Concentrated - And It’s Mostly Risk‑On. They are not positioned for what's coming! Some of the top Retail concentrations: - $ASTS - $NVDA - $NBIS - $IREN - $AMZN - $GLXY - $ALT - $TSLA - $SLS - $META - $PLTR - $AVGO - $CRWV - $MSTR - $COIN What stands out Strong risk‑on tilt: - Crypto/BTC proxies (IREN, GLXY, COIN, MSTR, IBIT + miners) and AI/infra momentum (NVDA, AVGO, CRWV, PLTR). Only a small defensive/cash anchor allocation: SGOV/VTI/VOO/VUG are in the list but much further down. Takeaway: Retail looks growth‑heavy, crypto‑tilted, momentum‑driven. They are not prepared for what's coming!

This is pure manipulation of retail investors by @saylor and $MSTR Adding well known faces like Tom Lee to an analyst call should be banned. The whole purpose is to have unbiased objective questions who represent the investors!

是的， $MSTR 根本没有倒闭风险或者短期liquidate的可能。因为它并不是一个拿别人的钱做投资的机构，他没有挤兑风险。他现在其实是一个烟头公司，他持有的资产价值高于公司本身。 但是这并不代表 $MSTR 就不会下跌，毕竟他也不会卖掉比特币分给投资人（他卖掉可能比特币会直接崩塌）

发现华尔街观点跟币圈似乎不太一样了吗 MSTR今天在美国可是一枝独秀，走势一直比BTC强很多 https://t.co/YWtr1ov5a5