「大空头」Michael Burry最新持仓：加码做空美光与英伟达，增持Lululemon等多只个股
7 月 31 日，「大空头」原型人物 Michael Burry 今日通过其 Substack 账号披露个人最新持仓调整表示，已进一步加码对美光科技（MU）的空头仓位，建仓均价约 880 美元；同时继续增加对英伟达（NVDA）的空头敞口，并加码做空半导体 ETF SOXX，均价约为 506 美元。与此同时，Burry…
Michael Saylor's Strategy boosted cash reserve to $3.75 billion, repurchased $25 million of STRC
The company last week raised $544.5 million in cash via sales of its common stock. Source：CoinDesk
A panicking Fed is just what the bond market needs, says Bank of America’s chief strategist
New Fed Chairman Kevin Warsh probably needs to hike soon to reassure the long end of the Treasury curve, says Bank of America strategist Michael Hartnett.…
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Bond-market weakness makes a strong investment case for this unloved sector, strategist says
Michael Darda says the yield on the 10year Treasury will fall, so he likes beleaguered home builders. Source：MarketWatch
Bitcoin's biggest advocate, Michael Saylor, says new plan to clean up the blockchain is 'a bad idea'
Michael Saylor argues that a new proposal, BIP110, to temporarily block "spam" data from the Bitcoin blockchain would undermine the network's neutrality and…
Strategy became a symbol of the dot-com crash: Could history repeat?
MicroStrategy blew up during the dotcom era, before Michael Saylor transformed it into the world's largest corporate Bitcoin holder. Did he learn his lesson?…
Michael Saylor’s Strategy added $467 million in cash, made no changes to bitcoin holdings
The company raised the fresh cash via sales of common stock; its USD Reserve now stands at $3 billion. Source：CoinDesk
Bitcoin bulls Michael Saylor, Adam Back slam BIP-110 Ordinals proposal
The ongoing debate comes despite a broad downturn in Ordinals transaction activity over the last two years. Source：Cointelegraph
‘Can’t buy bonds, can’t sell stocks.’ Bank of America tells investors what they can do.
Real thirtyyear interest rates are at a high since November 2008, financial conditions are tight and Michael Hartnett tells investors to prepare for a chilly…
AI contracts, not bitcoin, now drive miner valuations, and Cipher and TeraWulf look cheap
Compass Point analysts Michael Donovan and Ed Engel said markets are giving little credit to future AI data center pipelines despite billions of dollars in…
Michael Saylor's Strategy dramatically ups pace of bitcoin sales, raising $216 million
The company sold 3,588 bitcoin last week to replenish its dollar reserves for dividends on its preferred stock. Source：CoinDesk