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AQR创始人Cliff Asness质疑Strategy"可转债保护比特币投资"说法

AQR Capital Management创始人Cliff Asness在社交平台X上表示,他同意著名做空者Jim Chanos对Strategy创始人Michael Saylor的批评。争议焦点是Saylor声称公司通过可转换债券融资购买比特币具有下行保护,称"这类债务不会被强制偿还",且在比特币价格下跌时可用股票偿付。Asness和Chanos均认为这一说法有误,质疑Strategy是否有能力偿还通过可转换债券筹集的约100亿美元资金。

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2025-06-22 01:29:24
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