少昊
2025-05-15 22:44:20
Jim Chanos, the veteran investor who made his name shorting Enron, is betting on bitcoin (BTC) trade while shorting Strategy (MSTR), the largest corporate holder of the biggest cryptocurrency.
In an interview at the Sohn Investment Conference in New York with CNBC, Chanos detailed the bet. “We’re selling MicroStrategy stock and buying bitcoin,” Chanos said, calling it an arbitrage move: “Basically buying something for $1, selling it for $2.50.”
Strategy started acquiring bitcoin in 2020 and has since morphed into a bitcoin proxy for investors. The firm has issued debt and equity to accumulate the cryptocurrency, and now has a 568,840 BTC hoard bought at an average cost of $69,287 per coin.