Michael Saylor's MicroStrategy Not Alone In Bitcoin Acquisition, Says Bitwise Chief Investment Officer: 'It's A Bona Fide Megatrend'
Michael Saylor's MicroStrategy Not Alone In Bitcoin Acquisition, Says Bitwise Chief Investment Officer: 'It's A Bona Fide Megatrend'
Bitwise Chief Investment Officer Matt Hougan argued on Tuesday that associating the Bitcoin (CRYPTO: BTC) Treasury reserve strategy solely with MicroStrategy Inc. (NASDAQ:MSTR) would be inaccurate, as companies buying the apex cryptocurrency is now a "bona fide megatrend."
比特幣(CRYPTO: BTC)首席投資官馬特·霍根週二指出,將比特幣國庫儲備策略僅僅與MicroStrategy Inc.(NASDAQ:MSTR)關聯是不準確的,因爲購買這一頂級數字貨幣的公司現在已成爲 "真正的重大趨勢"。
What Happened: In a research note, Hougan stated that while the Michael Saylor-led firm walked away with most media attention, as many as 70 publicly traded companies and many private firms had Bitcoin on their balance sheets.
發生了什麼:在一份研究報告中,霍根表示,雖然邁克爾·塞勒領導的公司獲得了大部分媒體關注,但多達70家上市公司和許多私人公司在其資產負債表上持有比特幣。
"I've come away thinking that this is a much bigger trend than most people realize. In fact, I think it's a bona fide megatrend," Hougan added.
"我意識到這比大多數人想象的要大得多。事實上,我認爲這確實是一個真正的重大趨勢,"霍根補充道。
The analyst underlined that apart from cryptocurrency-focused firms like Coinbase and MARA Holdings, many non-cryptocurrency companies like Elon Musk's Tesla have stacked Bitcoin on their books.
分析師強調,除了Coinbase和MARA Holdings等專注於數字貨幣的公司外,許多非數字貨幣公司,如埃隆·馬斯克的特斯拉,也在其賬簿上積累了比特幣。
Companies other than MicroStrategy | Latest Bitcoin Acquisition |
MARA Holdings | $1.53 billion on Dec. 19, 2024 |
KULR Technology Group | $21 million on Jan. 6 |
Riot Platforms | $510 million on Dec. 13, 2024 |
除MicroStrategy外的公司 | 最新比特幣收購 |
MARA Holdings | $15.3億,2024年12月19日 |
KULR科技集團 | $2100萬在1月6日 |
Riot Platforms | $51000萬在2024年12月13日 |
According to BitcoinTreasuries.com, MicroStrategy was the largest corporate holder with over $43 billion in Bitcoin, followed by MARA with $4.36 billion worth of the leading digital asset. Tesla held about $944 million in Bitcoin as of this writing.
根據BitcoinTreasuries.com的數據,MicroStrategy是最大的企業持有者,持有超過$430億的比特幣,其次是MARA,持有價值$43.6億的領先數字資產。截至目前,特斯拉持有約$94400萬的比特幣。
Additionally, big private companies like SpaceX also boasted significant Bitcoin holdings, valued at over $800 million.
此外,像SpaceX這樣的巨型私人公司也宣稱擁有大量比特幣,價值超過$80000萬。
"That's significant. It means that, even today, MicroStrategy is less than 50% of the corporate BTC market. I suspect it'll be a small fraction of it eventually," Hougan said.
「這很重要。這意味着,即使到今天,MicroStrategy的企業比特幣市場份額也不足50%。我懷疑它最終會只佔很小的份額,」Hougan說。
See Also: Shytoshi Kusama Outlines TREAT Token's Usefulness Ahead Of Launch, Optimistic Whales Buy Up Shiba Inu
另請參閱:Shytoshi Kusama概述TREAt代幣在發佈前的實用性,樂觀的鯨魚購買了柴犬幣
The reputational risks linked with Bitcoin have considerably lessened in recent months, particularly after Donald Trump's victory, with top Washington officials showing increased acceptance of cryptocurrency, Hougan stated.
Hougan表示,與比特幣相關的聲譽風險在最近幾個月大幅減輕,特別是在特朗普獲勝後,華盛頓高層官員對數字貨幣的接受度有所提高。
Moreover, the Financial Accounting Standards Board introduced a new rule in December, changing how Bitcoin is accounted for in GAAP reporting.
此外,財務會計標準委員會在12月推出了一項新規則,改變了GAAP報告中比特幣的會計處理方式。
Hougan said that these factors could eventually cause the number of firms buying Bitcoin to "explode" in the coming years.
Hougan表示,這些因素最終可能導致購買比特幣的公司數量在未來幾年"激增"。
Why It Matters: MicroStrategy has been aggressively issuing convertible debt and other fixed-income securities to buy Bitcoin in recent months and appears prepared to employ all corporate maneuvers at its disposal to bolster its 21/21 plan.
重要性:MicroStrategy最近積極發行可轉換債務和其他固定收益證券以購買比特幣,並似乎準備採取所有可用的企業手段來支持其21/21計劃。
However, the strategy was drawn a fair bit of criticism.
但是,這一策略受到了相當多的批評。
Arthur Hayes, co-founder of cryptocurrency exchange BitMEX, expressed concerns over MicroStrategy's debt-powered Bitcoin buying strategy. In an interview with Benzinga, Hayes predicted challenging times for the firm when the top cryptocurrency loses volatility.
數字貨幣交易所BitMEX的聯合創始人Arthur Hayes對MicroStrategy的債務驅動比特幣購買策略表達了擔憂。在與Benzinga的採訪中,Hayes預測,當頂級數字貨幣失去波動性時,該公司將面臨嚴峻的挑戰。
Price Action: At the time of writing, Bitcoin was exchanging hands at $96,996.88, up 1.91% in the last 24 hours, according to data from Benzinga Pro.
價格動態:撰寫時,比特幣的交易價格爲96,996.88美元,在過去24小時內上漲了1.91%,數據來自Benzinga Pro。
Shares of MicroStrategy rose 4.19% to 342.17 during Tuesday's regular session and were up 0,56% in pre-market trading.
MicroStrategy的股票在週二的常規交易中上漲了4.19%,達到342.17,並在美股盤前上漲了0.56%。
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譯文內容由第三人軟體翻譯。
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