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데이터: mNAV가 1을 넘지 않는 DAT 회사는 단 4곳만 남았고, Strategy의 미실현 이익은 12%로 감소했습니다

2025-11-21 17:28:19

据 blockworks 数据显示,目前仅有 4 家加密货币财库(DAT)公司的净资产价值(mNAV)未跌破 1,包括一家 SOL 财库公司(SOLAI Limited)、一家 BONK 财库公司(Bonk Inc.),以及两家 ETH 财库公司(Bit Digital 和 GameSquare Holdings)。此外,Strategy 和 BitMine 两大财库公司的 mNAV 分别跌至 0.87 和 0.73。

据链上分析平台 Lookonchain(@lookonchain)数据,随着市场下跌,Strategy 以平均价格 74,433 美元买入的 649,870 枚比特币(价值 545.2 亿美元),目前未实现利润为 61.5 亿美元(+12.72%)。Bitmine 以平均价格约 4,010 美元买入的 3,559,879 枚以太坊(价值 97.5 亿美元),目前未实现亏损为 45.2 亿美元(-31.67%)。

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