銀行正在通過Microstrategy（MSTR）股票積累比特幣

隨著比特幣繼續邁向主流採用的道路，銀行正在悄悄地接觸領先的加密貨幣- 不是直接購買比特幣，而是通過投資MicroStrategy（MSTR）（MSTR）股票，這是BTC的最大企業持有人。

As Bitcoin continues its path toward mainstream adoption, banks are quietly gaining exposure to the leading cryptocurrency—not by buying Bitcoin directly, but by investing in MicroStrategy (MSTR) shares, the largest corporate holder of BTC.

隨著比特幣繼續邁向主流採用的道路，銀行正在悄悄地接觸領先的加密貨幣，而不是直接購買比特幣，而是通過投資MicroStrategy（MSTR）（MSTR）股票，BTC的最大企業持有人。

According to NASDAQ data, banks now indirectly hold nearly 40,000 BTC, worth over $4 billion at current prices ($104,646 per BTC). Meanwhile, the U.S. government owns over 270,000 BTC ($28 billion), and under Trump’s presidency, it is expected to hold or even accumulate more.

根據納斯達克數據的數據，銀行現在間接持有近40,000 BTC，目前的價格超過40億美元（每BTC 104,646美元）。同時，美國政府擁有超過270,000 BTC（280億美元），在特朗普擔任總統期間，預計將舉行甚至更多。

With institutional accumulation at an all-time high, central banks now showing interest in Bitcoin, and bullish price predictions targeting $175K–$200K in 2025, are financial institutions quietly preparing for the next Bitcoin supercycle?

隨著機構積累的歷史高，中央銀行現在對比特幣表現出興趣，而看漲的價格預測針對$ 175K- 2025年的$ 200K，金融機構是否正在悄悄為下一個比特幣超級自行車做準備？

Banks are accumulating Bitcoin via MicroStrategy, which acts as a proxy due to its substantial BTC holdings.

銀行正在通過MicroStrategy積累比特幣，由於其大量的BTC持有量，該銀行是代理人。

Financial institutions are gaining Bitcoin exposure through their investments in MicroStrategy (MSTR) shares, which act as a proxy due to the company’s substantial BTC holdings.

金融機構正在通過對MicroStrategy（MSTR）股票的投資獲得比特幣的風險，該股票由於該公司的大量BTC持股而成為代理人。

By investing in MSTR, banks are indirectly accumulating Bitcoin, as the company holds over 132,500 BTC, valued at around $13.8 billion at the time of writing.

通過對MSTR的投資，銀行間接積累了比特幣，因為該公司持有132,500 BTC，在寫作時價值約為138億美元。

According to NASDAQ data, banks collectively hold nearly 40,000 BTC, worth over $4 billion, through their MSTR investments. Here’s a breakdown of some of their indirect Bitcoin holdings:

根據納斯達克數據的數據，銀行通過MSTR投資共同持有近40,000 BTC，價值超過40億美元的BTC。這是他們一些間接比特幣持有的細分：

Bank of America: 7,630 BTC

美國銀行：7,630 BTC

Goldman Sachs: 4,420 BTC

高盛：4,420 BTC

JPMorgan Chase: 3,200 BTC

摩根大通：3,200 BTC

Bank of New York Mellon: 2,700 BTC

紐約梅隆銀行：2,700 BTC

With institutions accumulating behind the scenes, Bitcoin’s supply on exchanges continues to dwindle, setting the stage for a potential supply shock.

隨著機構在幕後的積累，比特幣在交流中的供應繼續減少，為潛在的供應衝擊奠定了基礎。

U.S. Government Might Buy More Bitcoin

美國政府可能會購買更多比特幣

Alongside institutional investors, the U.S. government is now one of the largest Bitcoin holders in the world, controlling over 270,000 BTC ($28 billion).

與機構投資者一起，美國政府現在是世界上最大的比特幣持有人之一，控制了超過270,000 BTC（280億美元）。

The U.S. government acquired a significant portion of its BTC holdings after the Silk Road bust in 2014, when the government seized around 144,000 BTC.

2014年，政府佔領了大約144,000 BTC，美國政府在絲綢之路破產後獲得了大部分BTC持股。

Over the years, the U.S. Marshals Service has continued to sell off batches of the seized Bitcoin, with the last sale being 19,000 BTC in December 2022.

多年來，美國元帥服務部門繼續出售被扣押的比特幣的批次，最後一次銷售是2022年12月的19,000 BTC。

However, if the U.S. decides to actively accumulate Bitcoin, it could trigger a wave of institutional buying as other nations and private investors rush to secure their share before supply dwindles further.

但是，如果美國決定積極積累比特幣，它可能會引發機構購買的浪潮，因為其他國家和私人投資者都急於在供應進一步減少之前確保其份額。

The Governor of the Czech National Bank, AleÅ¡ Michl, has proposed allocating up to 5% of the bank’s reserves into Bitcoin.

捷克國家銀行的州長Aleå‘Michl已提議將多達5％的銀行儲量分配給比特幣。

With the CNB holding approximately €140 billion in reserves, this move could mean an allocation of around €7 billion ($7.5B) in BTC.

隨著CNB的儲量約為1400億歐元，此舉可能意味著BTC的分配約為70億（7.5B）。

If the Czech central bank does decide to purchase Bitcoin, it will join a small but growing group of central banks that are directly or indirectly accumulating BTC.

如果捷克中央銀行確實決定購買比特幣，它將加入直接或間接積累BTC的一小部分但不斷增長的中央銀行。

Currently, the U.S. Federal Reserve is banned from buying Bitcoin directly, but it could still allocate a portion of its reserves to an institution like MicroStrategy, which in turn holds a large amount of BTC.

目前，美國聯邦儲備被禁止直接購買比特幣，但它仍然可以將其部分儲量分配給像MicroStrategy這樣的機構，而MicroStrategy又有大量BTC。

As central banks join institutional investors in accumulating Bitcoin, this could be the final trigger for the next massive Bitcoin bull run.

隨著中央銀行加入機構投資者積累比特幣，這可能是下一次大規模比特幣公牛運行的最終觸發因素。

Bitcoin Price Predictions: $175K–$200K in 2025?

比特幣價格預測：2025年$ 175K $ 2025？

With banks and governments stockpiling BTC, analysts are setting bold price targets for 2025:

隨著銀行和政府庫存BTC的庫存，分析師正在為2025年設定大膽的價格目標：

PlanB’s Stock-to-Flow Cross-Asset Model (SFAC) predicts Bitcoin will reach $175,000 by 2025.

PLANB的股票轉換跨組件（SFAC）預測，到2025年，比特幣將達到175,000美元。

According to IntoTheBlock co-founder Juan Pellicer, Bitcoin’s realized price could hit $200,000 in 2025.

根據Intotheblock聯合創始人Juan Pellicer的說法，比特幣的實現價格可能在2025年達到200,000美元。

Institutions preparing for a Bitcoin supply shock could drive the price to $175K–$200K in 2025, pushing it to new all-time highs much faster than expected.

準備比特幣供應衝擊的機構可能會將價格提高到2025年的$ 175K $ 200k，將其推向新的歷史高度比預期的要快得多。