现在是做空 Micro Strategy 的好时机。但各位，做空 Micro Strategy 要小心。那股票真的可能让你吃大亏。你必须非常小心。
Now's a good time to short Micro Strategy. Be careful shorting Micro Strategy, folks. That one can really bite you in the you know what. You got to be very careful.
Macro，
Macro,
Micro Strategy，有意思的东西。我说过，盯着它。我说 Sailor 没有在做 ATM。他上周做了一次 ATM。他这周又做了一次 ATM，这是好消息。
Micro Strategy, interesting thing. I said, watch it. I said Sailor's not ATMing. He did an ATM last week. He did an ATM this week, which is great news.
现在这里有一点令人担忧的地方，因为这是一个代理标的，而市场是休市的，Bitcoin 却在狂飙，周日晚上就在狂飙。我们有一个缺口。这就是这里的缺口。通常非代理标的的缺口倾向于被回补。
所以我们这里有大约 10 美元的缺口，在 153 和 164 之间，10 或 11 美元。这个缺口会再次被回补吗？我不知道。我不这么认为。也许如果 Bitcoin 跌回 82K，是的，它会被回补。
但我们不知道 Bitcoin 会不会那样做。但无论如何，这一直非常非常强。
Now there is something concerning here because this is a proxy and the markets are closed from Bitcoin's on a rampage and that was on a rampage Sunday night. We have a gap. This is the gap here.
Now typically nonproxies gaps tend to fill. So we have that gap here of about 10 bucks between 153 and 164 10 or $11. Will that fill again? I don't know. I don't think so. Maybe if Bitcoin goes back down to 82K, yes, it will fill.
But we don't know if Bitcoin's going to do that. But either way, this has been very very strong.
我认为Circle、HOD、Hood、Robin Hood、MSTR，对MSTR不太感兴趣，我的看法，但我，你知道，这是我密切关注的东西，寻找一个进场理由，无论做多还是做空。
I think Circle, HOD, Hood, Robin Hood, MSTR, not too interesting in MSTR, my take, but I, you know, it's something I'm watching closely, looking for a reason to get in whether long or short.
MicroStrategy 进行了数月来的首次累计买入，这同样是个好消息。
MicroStrategy made its first cumulative purchase in months, which is also great news.
现在，我们回到 Michael Saylor。他们买入了 950 枚比特币。所以金额并不算大，但好消息是 Michael Saylor 没有通过融资计划卖出股票，这很棒。这对 MicroStrategy 股价的走势非常有利。
Now, we return to Michael Saylor. They bought 950 Bitcoins. So it wasn't a huge amount, but the good news is that Michael Saylor didn't sell shares through the financing program, and that's great.
This is excellent for the price movement of " MicroStrategy" stock.
Strategy，也就是 MicroStrategy，基本上就是加密货币，但是一种杠杆操作，略微偏向加密货币，是加密货币、我应该说比特币的全球最大企业持有者，不是加密货币。看它今早向上跳空，上涨 11%，徘徊在 200 日移动均线上方。
在 145 附近强势收盘，给了我们一个不错的理由，向上冲击近期高点 197。我们看看会发生什么，但在这笔 MicroStrategy 交易的底部，有很多良好的构筑正在发生。
Strategy, which is MicroStrategy, which is basically crypto, but a leverage play, slightly on the crypto, the the largest corporate holder in the world of crypto, of Bitcoin, I should say, not crypto.
And look at it kind of gapped up this morning up 11% and hovering above the 200-day moving average. A strong close about 145 gives us a nice little reason to run up to that recent high of 197.
We'll see what happens, but there's a lot of good construction going on at the bottom of this MicroStrategy trade.
我们来谈谈 MicroStrategy。有一个我关心的水平，各位。现在，我们这里有这条可爱的小趋势线。我们在 2026 年 2 月触底，你可以看到我们就在这里触及了它。我们也在那里找到了一些不错的小支撑。
我正在观察这个区间，看如果比特币继续上涨，MicroStrategy 股票是否可能出现拒绝。我们还有你看到的这个缺口回补，我们收在这里。抱歉，更确切地说，我们收在了这里。这将是 5 月 22 日。
如果这种情况继续延伸，这两条线将开始相交。所以，这大约会在 164 到也许 160 左右。因此，4 美元的区间大约就是我在观察的 MicroStrategy 股票的强阻力。但要小心试图与比特币阵营对赌，因为当比特币开始动起来时，MicroStrategy 也会跟着动。
Let's talk about MicroStrategy. There's a level I care about, guys. Now, we have this lovely little trend line here. We reached the bottom in February 2026, and you can see that we touched it right here .
We also found some good little support there. I am watching this range for the possibility of rejection on MicroStrategy stock if Bitcoin continues to rise. And we have this gap filler that you see where we closed here.
Sorry , rather, we've closed here . This will be on May 22nd. If this continues to extend, these two lines will begin to intersect. So, this would be around 164 to maybe 160 approximately.
So, the $4 range is around what I'm watching as strong resistance on MicroStrategy stock. But beware of trying to bet against the Bitcoin crowd, because when Bitcoin starts to move, well, MicroStrategy will move too .
你知道我有一阵子没看的是什么吗？MSTR。它现在就是一塌糊涂。大概在130左右吧。我真不敢相信你喜欢那只股票。
You know what I haven't looked at in a while? MSTR. I just uh it's it's it's it's in the crapper. I mean, it's like 130 something probably. I can't believe you love that stock.
我们有他的片段，当时价格是现在的三倍，他说那是个庞氏骗局。不，我是说我现在是空仓。我只是在里面做了一些空头宽跨式，但到这个时候我觉得它已经失去光彩了。它已经不再是个因素了。
We have clips of him saying it's a Ponzi scheme when it was three times the price it is now. No, I mean I'm flat it right now. I just have some short strangles on in there, but at this point I think it's it's lost it's lost its luster. It doesn't it's a nonfactor anymore.
也许再过几天，比特币在反弹。它已经改变了性格。注意这些天它只是低成交量，而现在在高位上涨时是强劲成交量，在下跌时成交量较弱。这对 Bitcoin 是建设性的，对 Micro Strategy 也一样。看起来类似。
Maybe a couple days Bitcoin is bouncing. It's changed its personality. Notice all these days where it's kind of just la volume and now it's strong volume on high moves and on moves lower it's weaker volume.
That's constructive for Bitcoin for Micro Strategy. looks similar.
