交易所交易基金 (ETF)、政府和 MicroStrategy (MSTR) 擁有近三分之一的已知比特幣 (BTC) 持有量

Ki Young Ju 表示，ETF、政府和 MicroStrategy 擁有 31% 的已知 BTC 持有量，較 2023 年 12 月增加了 14%。

Exchange-traded funds (ETFs), governments and MicroStrategy (MSTR) own nearly one-third of all known Bitcoin (BTC) holdings.

交易所交易基金 (ETF)、政府和 MicroStrategy (MSTR) 擁有所有已知比特幣 (BTC) 持有量的近三分之一。

The 31% of known BTC holdings owned by ETFs, governments and MicroStrategy represents a 14% increase from December 2023, according to Ki Young Ju, the founder and chief executive of the digital asset analytics firm CryptoQuant.

數位資產分析公司 CryptoQuant 的創辦人兼執行長 Ki Young Ju 表示，ETF、政府和 MicroStrategy 擁有的已知 BTC 持有量中，有 31% 比 2023 年 12 月增加了 14%。

“Bitcoin Cap Table Update: ETFs, governments, and MSTR now account for 31% of all known Bitcoin holdings, up from 14% last year.”

“比特幣上限表更新：ETF、政府和 MSTR 目前佔所有已知比特幣持有量的 31%，高於去年的 14%。”

Young Ju also discussed the importance of MicroStrategy’s BTC holdings.

Young Ju 也討論了 MicroStrategy 持有 BTC 的重要性。

“Different forms of money require distinct gateways.

「不同形式的貨幣需要不同的網關。

Bitcoiners should recognize MSTR as a gateway bridging Nasdaq-100 money to Bitcoin.

比特幣愛好者應該認識到 MSTR 是連接納斯達克 100 指數資金與比特幣的橋樑。

I don’t understand why some Bitcoiners dislike MSTR. They might raise concerns about self-custody, but very few people actually practice self-custody — just as only a few care about privacy breaches. MSTR’s Bitcoin bank model aligns well with the current adoption level.

我不明白為什麼有些比特幣愛好者不喜歡 MSTR。他們可能會引起對自我保管的擔憂，但很少有人真正實行自我保管——就像只有少數人關心隱私洩露一樣。 MSTR 的比特幣銀行模式與目前的採用水準非常吻合。

If the gateway’s active fund management enables the acquisition of a significant amount of Bitcoin with relatively little capital, that marks the success of a Bitcoin bank.

如果網關的主動資金管理能夠以相對較少的資本收購大量比特幣，則標誌著比特幣銀行的成功。

Of course, there is always the risk of failure, so one should view it as entrusting funds to a bank with the goal of gaining more Bitcoin, using Bitcoin itself as the form of money.”

當然，失敗的風險總是存在的，所以人們應該將其視為將資金委託給銀行，目的是獲得更多比特幣，利用比特幣本身作為貨幣形式。

Bitcoin is trading at $93,895 at time of writing. The top-ranked crypto asset by market cap is down nearly 2% in the past 24 hours.

截至撰寫本文時，比特幣交易價格為 93,895 美元。按市值排名第一的加密資產在過去 24 小時內下跌了近 2%。