到2030年，標準普爾500年的25％的公司將擁有比特幣作為長期資產 - 建築師合作夥伴的Elliot Chun預測

據專注於技術中心的金融諮詢公司Architect Partners的合夥人Elliot Chun表示，到2030年，標準普爾500指數上市的公司中有25％預計將將比特幣作為長期資產。

By 2030, an estimated 25% of companies listed on the S&P 500 could be holding Bitcoin as a long-term asset, according to Elliot Chun, a partner at Architect Partners, a financial advisory firm with a focus on the technology sector.

據財務諮詢公司Architect Partners的合夥人Elliot Chun稱，到2030年，標準普爾500指數上市的公司中有25％可能將比特幣作為長期資產。

In a blog post on Wednesday, Chun discussed the increasing pressure on treasury managers to consider adding Bitcoin to their portfolios. This urgency stems from the prospect of potential gains versus the risk of job security should they forgo such an investment opportunity.

在周三的博客文章中，朱恩討論了國庫經理考慮考慮在其投資組合中添加比特幣的壓力越來越大。這種緊迫性源於潛在收益的前景，如果他們放棄了這樣的投資機會，就會出現工作保障的風險。

“If you tried it and it worked, you’re a genius. If it didn’t work, at least you made an attempt. But if you didn’t try and don’t have a good story for not trying, then your position might be in a spot,” Chun remarked.

“如果您嘗試過它並且它奏效了，那您是一個天才。如果它不起作用，至少您嘗試了嘗試。但是，如果您沒有嘗試並且沒有一個不嘗試的好故事，那麼您的位置可能處於現場，” Chun說。

At present, only Tesla (NASDAQ:TSLA) and Block (NYSE:SQ) have Bitcoin in their balance sheets among the S&P 500 firms. To reach Chun’s prediction of 125 companies by 2030, at least 123 more would need to begin investing in Bitcoin.

目前，只有特斯拉（NASDAQ：TSLA）和Block（NYSE：SQ）在標準普爾500年的公司中擁有比特幣。為了到達Chun對125家公司的預測，到2030年，至少需要越來越多123個公司開始投資比特幣。

Among the 89 public companies that own Bitcoin, MicroStrategy (NASDAQ:MSTR) is the largest institutional holder. Recent developments, such as GameStop’s (NYSE:GME) $1.3 billion offering of convertible notes to fund further Bitcoin acquisition, suggest that more firms may soon join this group.

在擁有比特幣的89家上市公司中，MicroStrategy（NASDAQ：MSTR）是最大的機構持有人。最近的發展，例如GameStop（NYSE：GME）13億美元提供可轉換票據以資助進一步的比特幣收購，這表明更多公司可能很快加入了該集團。

Industry leaders, including ARK Invest’s Cathie Wood and Galaxy Digital’s Mike Novogratz, have made predictions of Bitcoin reaching valuations between $500,000 and $1,000,000 by 2030.

包括ARK Invest的Cathie Wood和Galaxy Digital的Mike Novogratz在內的行業領導者已經預測了比特幣到2030美元到2030美元之間的估值在500,000至1,000,000美元之間。

Companies that have adopted Bitcoin treasury strategies have often seen a positive correlation with their share prices. For instance, MicroStrategy’s stock has surged over 2,000% since its initial Bitcoin investment in August 2020, significantly outpacing both Bitcoin and the S&P 500 during the same period.

採用比特幣國庫策略的公司經常與其股價有正相關。例如，自2020年8月最初的比特幣投資以來，MicroStrategy的股票已飆升了2,000％以上，同期在同一時期大大超過了比特幣和標準普爾500指數。

However, Chun cautioned against firms attempting to replicate MicroStrategy’s success, suggesting they are likely to be met with disappointment. He highlighted the distinction between utilising Bitcoin for treasury diversification and fundamentally restructuring business models to lead in Bitcoin holdings.

但是，Chun警告說，試圖複製Microstrategy成功的公司，表明他們很可能會感到失望。他強調了利用比特幣進行國庫多元化和從根本上重組業務模型之間的區別。

Despite its increased adoption, Chun described Bitcoin as an “unproven strategy” for companies seeking to mitigate inflation risks or diversify treasury management.

儘管採用的採用增加了，但對於尋求減輕通貨膨脹風險或多元化財政部管理的公司而言，比特幣將比特幣描述為“未經證實的戰略”。

However, he argued that Bitcoin offers greater flexibility as a treasury asset compared to gold, which poses logistical challenges for storage and transportation. Earlier this month, Bitwise launched the Bitwise Bitcoin Standard Corporations ETF (NYSE:BITC), which aims to track companies holding at least 1,000 Bitcoin in their corporate treasuries. This ETF underscores the growing institutional interest in cryptocurrency investments.

但是，他認為比特幣與黃金相比，比特幣作為國庫資產具有更大的靈活性，這對存儲和運輸提出了後勤挑戰。本月初，Bitwise推出了比特幣標準公司ETF（NYSE：BITC），該公司的目的是跟踪擁有至少1,000個比特幣在公司國庫中的公司。該ETF強調了加密貨幣投資中日益增長的機構興趣。