比特幣，不僅是一種趨勢 - 財政部遊戲

梅利茲（Meliuz）是巴西金融科技領域的後起之秀，剛剛放下了一個重磅炸彈：它希望將其現金儲備的10％放在比特幣中。

Something big is brewing in Brazil, and it involves Bitcoin, fintech, and a company that's not afraid to shake things up. Enter Meliuz (BZRF3), a rising star in the Brazilian fintech space, just dropped a bombshell: it wants to put up to 10% of its cash reserves into Bitcoin.

巴西正在釀造大型東西，它涉及比特幣，金融科技和一家不怕動搖的公司。輸入巴西金融科技領域的後起之秀Meliuz（BZRF3），剛剛放下了一個重磅炸彈：它希望將多達10％的現金儲備放入比特幣中。

That's right - the cashback-focused company is pivoting hard into crypto, and the market is already showing its approval. In just five days, Meliuz shares shot up a whopping 27%, jumping from 3.28 to 3.76 Brazilian reals.

沒錯 - 以現金返還為中心的公司正在努力地進入加密貨幣，市場已經顯示出其認可。在短短五天內，梅利茲（Meliuz）的股價高達27％，從3.28躍升至3.76個巴西皇馬。

This isn't just a press release move - this is a full-scale shift in strategy that could redefine how fintech companies in Latin America manage their treasuries.

這不僅僅是新聞稿，這是戰略的全面轉變，可以重新定義拉丁美洲的金融科技公司如何管理其國庫。

Bitcoin: Not Just a Trend, But a Treasury Play

比特幣：不僅是一種趨勢，而且是國庫

In a recent statement, Meliuz outlined the core of its plan. It sees Bitcoin not just as an investment but as a strategic treasury asset, something to hold long-term, as a hedge and a value-preserving move.

在最近的一份聲明中，梅利茲概述了其計劃的核心。它不僅將比特幣視為一項投資，而且是一種戰略財政資產，可以長期持有對沖和具有價值的舉動。

"The generation of cash from operations is fundamental to the strategy of acquiring more Bitcoin over time," the company noted. Translation? Meliuz isn't here to make a quick trade. It's here to accumulate.

該公司指出：“從運營中產生的現金是隨著時間的推移獲得更多比特幣的策略的基礎。”翻譯？梅利茲（Meliuz）並不是為了快速交易。它在這裡積累。

And that approach is starting to mirror what some of the biggest names in crypto are already doing.

這種方法開始反映出加密貨幣中一些知名人士已經在做什麼。

Investors Are All In - But Not Everyone's Convinced

投資者都在 - 但不是每個人都相信

The market reacted quickly. That 27% surge wasn't just a blip; it was a vote of confidence from investors who believe this move could position Meliuz ahead of the curve.

市場反應迅速。那27％的激增不僅僅是一部分；這是投資者的信任投票，他們認為這一舉動可以在曲線之前定位梅利茲。

However, while the optimism is evident, not everyone is on board. The company also acknowledged that any shareholder opposed to the decision will be able to request the sale of their portion of the purchased Bitcoin and receive the corresponding value in an alienable and transferable manner, provided they held shares before the official announcement.

但是，儘管樂觀是顯而易見的，但並不是每個人都參加。該公司還承認，反對該決定的任何股東都將能夠要求出售其部分購買的比特幣的部分，並以可轉讓和可轉讓的方式獲得相應的價值，前提是他們在正式公告之前持有股票。

This clause highlights the seriousness of Meliuz's commitment. It's not backpedalling; it's giving dissenters a way out and forging ahead with its plan regardless.

該條款強調了梅利茲承諾的嚴重性。這不是回頭的；無論如何，它都為持不同政見者提供了出路，並為其計劃鍛造。

Following the Trend or Leading the Charge?

遵循趨勢還是領導費用？

Meliuz isn't alone in this venture. In Q1 2025, public companies added over 95,000 BTC to their balance sheets, pushing total corporate holdings to around 688,000 BTC, according to Bitwise data. This marks a 16.1% increase, highlighting the rapid integration of Bitcoin into corporate strategy.

梅利茲並不孤單。根據Bitwise數據，在2025年第1季度，上市公司將超過95,000 BTC增加到其資產負債表中，將公司的總持股量提高到約688,000 BTC。這標誌著增長16.1％，強調了比特幣與公司戰略的快速整合。

Other major players are already deep into this strategy. For instance, Rumble (NASDAQ:RUMBLE), the video-sharing platform, began its own crypto accumulation this year, joining the ranks of companies like MicroStrategy (NASDAQ:MBI) and Coinbase (NASDAQ:COIN) in this endeavor. Meanwhile, Michael Saylor's Strategy continues to set the tone for Bitcoin adoption in corporate finance, expanding its already massive digital asset portfolio.

其他主要參與者已經深入探討了這一策略。例如，視頻共享平台Rumble（NASDAQ：RUMBLE）今年開始了自己的加密貨幣積累，加入了MicroStrategy（Nasdaq：MBI）等公司的行列。同時，邁克爾·塞勒（Michael Saylor）的戰略繼續為公司融資中的比特幣採用，擴大了已經龐大的數字資產組合。

So where does Meliuz stand? Somewhere in between - not as aggressive as Strategy, but certainly braver than most of its regional peers.

那梅利茲站在哪裡？介於兩者之間的某個地方 - 不像戰略那樣具有侵略性，但肯定比大多數地區同行勇敢。

Why Now?

為什麼現在？

Timing is everything. With inflation still a global concern and fiat currency trust under pressure, Bitcoin is increasingly seen as a modern hedge. Meliuz is tapping into that sentiment while also using Bitcoin as a potential driver for long-term treasury growth.

時機就是一切。由於通貨膨脹仍然是全球關注和菲亞特貨幣在壓力下的信任，比特幣越來越被視為現代對沖。梅利茲（Meliuz）正在利用這種情緒，同時還使用比特幣作為長期財政增長的潛在驅動力。

This is more than a PR stunt; it's a calculated financial strategy, one that blends fintech innovation with crypto conviction.

這不僅僅是公關特技。這是一種經過計算的財務策略，將金融科技創新與加密貨幣定罪融合在一起。

And if the plan works, Meliuz could become a template for other fintechs in emerging markets looking to modernize their reserves and appeal to younger, crypto-savvy investors.

而且，如果該計劃有效，梅利茲（Meliuz）可能會成為希望現代化其儲備並吸引年輕，精通加密貨幣投資者的新興市場中其他金融科技的模板。

Final Thoughts

最後的想法

Meliuz's decision to invest in Bitcoin could be a turning point for Latin American fintech. It's bold, it's high-stakes, and it's already paying off in the short term with a stock rally that few saw coming.

梅利茲（Meliuz）對比特幣進行投資的決定可能是拉丁美洲金融科技（Latin American Fintech）的轉折點。它是大膽的，是高風險的，並且已經在短期內獲得了股票集會的回報。

But the real question is: will this move solidify Meliuz as a financial innovator, or will it be seen as a risky overreach?

但是真正的問題是：這一舉動是否會鞏固梅利茲（Meliuz）為金融創新者，還是將其視為危險的過度透露？

For now, the market seems to like what it sees. And if Bitcoin continues its upward trajectory, Meliuz may just have made one of the smartest moves in corporate finance this year.

就目前而言，市場似乎喜歡它所看到的。而且，如果比特幣繼續向上軌跡，梅利茲可能只是今年做出了最明智的企業融資舉動之一。