当比特币現貨ETF在全球市場掀起機構配置熱潮,一家歷經近百年風雨的美國快餐品牌正以激進姿態擁抱加密浪潮。Steak 'n Shake近日宣布斥資1000萬美元購入比特幣,構建戰略數字資產儲備,這並非單純追逐潮流的財務操作,而是這家深陷關店困境的老牌連鎖,在商業模式迭代乏力後的破局之舉。 創立於1934年的Steak 'n Shake,曾以"現磨牛排漢堡"的透明化理念贏得幾代消費者青睞,巔峰時期門店數量達626家。但2018年後,品牌陷入持續衰退:近六年內關閉超200家門店,從全服務餐廳轉型自助點餐與特許經營模式,高管層大幅變動,即便實現盈利也多依賴關店縮減成本而非業務增長。在麥當勞、溫蒂等巨頭擠壓下,這家百年品牌亟需找到差異化競爭力,而比特幣投資成為其重構商業邏輯的關鍵抓手。
The burn proposal is done, but inflation is still huges 150M UNI unlock each year vs just 3.9M burned. Big whales are stacking though top 100 wallets added 12.4M UNI in the last 8 weeks.
Unlocks wrap up in September, then real supply squeeze hits this could be explosive On the charts, price is stuck between lower/mid Bollinger bands, MACD flat, volume low momentum fading, but the buildup is massive.