Bitcoin2026-06-28 22:01:21Galaxy Digital CEO: Bitcoin Drop Rooted in Strategy Confidence Crisis and Financing StrainMike Novogratz, CEO of Galaxy Digital, attributes Bitcoin's recent decline to a confidence crisis triggered by Strategy (formerly MicroStrategy). The company's premium equity issuance model is under severe pressure as STRC trades below its Bitcoin holdings' value. Annual dividend obligations have surged to ~$1.2 billion, with cash reserves covering only ~14 months. Macro headwinds from a strong dollar and hawkish central bank signals add to the pressure. The key technical support lies at $59,000-$60,000; a breakdown could open the door to $45,000. Novogratz sees a 50/50 probability of a rebound versus a deeper correction, with Strategy's balance sheet health becoming a systemic confidence signal for the Bitcoin market.1430
Bitcoin2026-06-27 11:45:35GMO Co-Founder Calls Bitcoin 'Useless and Speculative,' Predicts Gradual Demise资产管理公司 GMO 联合创始人 Jeremy Grantham 在 CNBC 采访中表示，比特币缺乏内在价值且无实际用途，最终将「悄无声息地逐渐消亡」而非突然崩盘。他提及其他比特币每个周期都曾从高点下跌至少 70%，当前已较去年 10 月高点下跌约 52%。1490
