LarkDavis@LarkDavisX
·5.7K 阅读·twitter
Bitcoin's down 54% and everyone's acting like it's over.
Bernstein ran the numbers, past cycles bottomed out at 75 to 90%. They're sticking with their $150K year-end target too.
Strategy still bought $14B of BTC in 2026 while miners were dumping.
Panic's retail. Accumulation is institutional. Make of that what you want.
12050
5.7K 阅读
01AI 解读
AI 速读
Lark Davis 指出比特币虽跌 54% 但非周期底部，引用 Bernstein 数据称历史底部跌幅为 75-90%，并维持年底 $150K 目标。强调 MicroStrategy 在矿工抛售时仍买入 $140 亿，认为当前是散户恐慌、机构吸筹阶段，长期看涨。
02立场与情绪分析
立场分析
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强烈看多
Lark Davis 指出比特币虽跌 54% 但非周期底部，引用 Bernstein 数据称历史底部跌幅为 75-90%，并维持年底 $150K 目标。强调 MicroStrategy 在矿工抛售时仍买入 $140 亿，认为当前是散户恐慌、机构吸筹阶段，长期看涨。
+0.85
看空 −1.0中立 0看多 +1.0
情绪强度+0.9
表达置信度+0.85
技术深度+0.6
主观程度+0.4
紧迫程度+0.3
观点独创性+0.5
03市场影响归因
短期可能因散户恐慌继续承压，但机构大额买入提供强力支撑。市场情绪将从极度悲观转向理性，预计价格将在震荡中逐步企稳并开启新一轮上涨周期。
BTC 价格走势
BTC
EVENT · 推文发布
推文前 1H
$65,440.15
00:25
推文发布
$65,476.53
01:20
推文后 30MIN
+0.15%
推文后 1H
+0.17%
推文后 24H
+1.54%
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