#加密市场观察

The start of December has not been smooth for the stock market, but "CryptoTreasury Companies" are becoming the leaders of market recovery!🐂

🔍 Key Highlights:

1️⃣ Main Force of Rebound: Led by MicroStrategy (MSTR), companies like MARA and Coinbase that hold a large amount of Bitcoin or are closely related to the business have quickly rebounded after a brief sell-off and are leading the market in gains.

2️⃣ Confidence Anchor: Although Bitcoin prices fluctuate between $84,000 and $91,000, institutions have not retreated. MSTR continues to increase its holdings (currently holding about 650,000 BTC), injecting strong confidence into the market.

3️⃣ New Trend: The link between the stock market and the cryptocurrency world is becoming deeper. Traditional investors are starting to view these "Bitcoin concept stocks" as high beta liquidity proxy indicators — if the crypto market is stable, then tech growth stocks are also stable.

💡 My Viewpoint:

This further confirms that the "Bitcoin Standard" is solidifying its position on corporate balance sheets. When market panic occurs, companies with quality hard assets (BTC) demonstrate stronger resilience. This is not just a rebound; it is capital voting with its feet!💸