捷克國家銀行探索不斷擴大的投資組合，從挪威的比特幣暴露中獲取線索

CNB的銀行董事會在周四會議上批准了一項分析，以擴大其國際儲備。

The Czech National Bank is exploring expanding its investment portfolio as global institutions, like the Norwegian sovereign wealth fund, show increasing exposure to assets like Bitcoin.

捷克國家銀行（Czech National Bank）正在探索擴大其投資組合，因為挪威主權財富基金（Norwegian Sovereign Wealth Fund）等全球機構顯示，對比特幣等資產的敞口增加。

What Happened: The CNB’s Bank Board on Thursday approved an analysis into broadening its international reserves.

發生的事情：CNB的銀行董事會周四批准了擴大國際儲備的分析。

The decision follows two years of increasing diversification efforts and was brought on by a proposal from Governor Aleš Michl.

該決定是在增加了兩年的多元化工作之後，並由州長AlešMichl提出的提議提出。

The aim is to assess the viability and benefits of incorporating new asset classes into their reserves, considering diversification and returns.

目的是評估考慮多元化和回報的新資產類別的可行性和好處。

The analysis is underway and no immediate changes are anticipated. Once completed, the Bank Board will decide on any further actions.

分析正在進行中，預計不會立即進行更改。完成後，銀行董事會將決定採取任何進一步行動。

Also Read: ‘Bitcoin Will Not Be Considered For Central Bank Reserves,’ ECB President Christine Lagarde Says

另請閱讀：“比特幣不會考慮中央銀行儲備金，”歐洲央行總裁克里斯汀·拉加德（Christine Lagarde）說

Why It Matters: This move by the Czech central bank mirrors a broader trend of institutional funds subtly embracing assets like Bitcoin.

它為什麼重要：捷克中央銀行的這一舉動反映了機構資金巧妙地包含比特幣等資產的更廣泛趨勢。

Notably, the Norwegian sovereign wealth fund (NBIM) has also seen significant growth in its Bitcoin holdings, albeit indirectly.

值得注意的是，挪威主權財富基金（NBIM）也看到了其比特幣持有量的顯著增長，儘管是間接的。

According to Vetle Lunde, Head of Research at K33, the NBIM now holds 3,821 BTC.

根據K33研究主管Vetle Lunde的說法，NBIM現在擁有3,821 BTC。

This signifies a substantial increase of 1,375 BTC since June 30, 2024, and a 2,314 BTC jump year-on-year.

這表明自2024年6月30日以來，BTC的大幅增長1,375，同比增長了2,314 BTC。

Its BTC holdings have grown by 153% compared to the end of 2023, underscoring the rapid maturation of Bitcoin as an investment asset.

與2023年底相比，它的BTC持有量增長了153％，強調了比特幣作為投資資產的迅速成熟。

Lunde clarified that the NBIM’s Bitcoin exposure isn’t a result of a deliberate direct purchase.

倫德澄清說，NBIM的比特幣曝光不是故意直接購買的結果。

It is rather an outcome of rule-based sector weighting, where companies that have exposure to Bitcoin have grown in value.

這是基於規則的部門加權的結果，在這種情況下，有價值的公司的價值增長。

Lunde added that increased NBIM holdings in companies like Riot Platforms RIOT and Metaplanet highlight this indirect trend.

倫德補充說，在Riot Platforms Riot和Metaplanet等公司中的NBIM持有量增加了這一間接趨勢。

He further noted that the per capita indirect exposure to Bitcoin in Norway via the NBIM translates to 68,837 sats (approximately $64) per person by the end of 2024.

他進一步指出，挪威通過NBIM在挪威的比特幣間接接觸，到2024年底，人均每人68,837 SAT（約合64美元）。

The financial impact of the NBIM’s indirect Bitcoin exposure has skyrocketed from $23 million in 2020 to a substantial $356 million in 2024.

NBIM間接比特幣風險的財務影響從2020年的2300萬美元飆升至2024年的3.56億美元。

This comes as Bitcoin’s growth is reaching more of the traditional institutions through sector weighted strategies, whether intentionally or not.

這是因為無論是否有意，比特幣的增長正在通過行業加權策略達到更多傳統機構。

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