WuBlockchain@WuBlockchainX
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Arthur Hayes: Strategy's Business Model May Be Losing Its Relevance
On August 22, 2026, BitMEX co-founder Arthur Hayes @CryptoHayes said in an interview that the slowdown in Bitcoin’s price growth had caused its second derivative to turn negative, leading Strategy’s financial engineering model to collapse. Founder Michael Saylor now faces a difficult choice: issue more shares, sell BTC, or stop paying dividends.
Hayes argued that MSTR has lost its influence and no longer has a justification for trading at a premium. For investors seeking Bitcoin exposure through the stock market, he believes directly buying a Bitcoin ETF such as IBIT is the more rational choice, rather than investing in MSTR, which depends heavily on absolute control of a single individual. Once the premium disappears, the entire strategy will cease to work.
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Arthur Hayes警告MSTR商业模式正失去相关性。因BTC价格增长放缓，其金融工程模型面临崩溃风险。Hayes认为MSTR不再具备溢价理由，建议投资者转向IBIT等BTC ETF，以规避对单一创始人依赖及溢价消失带来的策略失效风险。
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