機構採用已成為 2024 年加密貨幣的主導敘述

比特幣今年以來漲幅近130%，多次突破歷史新高。目前徘徊在10萬美元的心理關卡附近。

Cryptocurrency has entered the mainstream conversation more than ever before in 2023, with the U.S. approval of spot bitcoin (BTC) exchange-traded funds and a growing number of companies pledging to buy the largest cryptocurrency for their treasuries.

2023 年，隨著美國批准現貨比特幣 (BTC) 交易所交易基金以及越來越多的公司承諾購買最大的加密貨幣作為其國庫券，加密貨幣比以往任何時候都更進入主流對話。

Bitcoin has surged almost 130% this year, breaking record highs on several occasions. It is currently trading at around $98,000. The ETFs that were approved in January have seen net inflows of $36 billion and gathered over 1 million BTC.

比特幣今年以來已飆升近130%，多次突破歷史新高。目前交易價格約為 98,000 美元。 1 月批准的 ETF 已淨流入 360 億美元，聚集了超過 100 萬比特幣。

Meanwhile, the trend of publicly traded companies adding bitcoin to their corporate treasury is accelerating. KULR Technology (KULR) became the latest company to announce such a move.

同時，上市公司將比特幣添加到公司財務中的趨勢正在加速。 KULR Technology (KULR) 成為最新一家宣布這項措施的公司。

The Houston, Texas-based company, which manufactures energy storage products for the space and defense industries, said it purchased 217.18 BTC for $21 million and is allocating up to 90% of the surplus cash from now on to BTC, as part of its treasury management strategy.

這家總部位於德克薩斯州休斯頓的公司為航太和國防工業生產儲能產品，該公司表示，它以2,100 萬美元購買了217.18 BTC，並從現在起將高達90% 的剩餘現金分配給BTC ，作為其財務的一部分管理策略。

"We believe that bitcoin is a scarce, digital and decentralized store of value that aligns well with our long-term value creation strategy," KULR CEO Michael Moen said in a statement.

KULR 執行長 Michael Moen 在聲明中表示：「我們相信比特幣是一種稀缺的、數位化的、去中心化的價值儲存手段，與我們的長期價值創造策略非常契合。

"This initial bitcoin purchase is a prudent allocation of our excess cash, and we will continue to evaluate bitcoin and other emerging technologies for future value-accretive opportunities within the parameters of our treasury management strategy."

“最初購買比特幣是對我們多餘現金的審慎分配，我們將繼續評估比特幣和其他新興技術，以在我們的財務管理策略範圍內尋找未來的增值機會。”

The maker of lithium-ion batteries for space applications, satellites and deep-sea technologies added that it sold a portion of its class A common stock to a single institutional investor at a price of $100 per share, raising $30 million in proceeds, which were used to buy bitcoin.

這家用於太空應用、衛星和深海技術的鋰離子電池製造商補充說，它以每股 100 美元的價格向單一機構投資者出售了部分 A 類普通股，籌集了 3000 萬美元的收益，用來購買比特幣。

In another development, Bitwise Asset Management, which already has spot bitcoin and ether ETFs, has applied for an exchange-traded fund that will track the shares of companies that hold at least 1,000 BTC in treasury.

另一項進展是，已經擁有現貨比特幣和以太幣 ETF 的 Bitwise Asset Management 已申請設立一隻交易所交易基金，該基金將追蹤持有至少 1,000 BTC 庫存的公司的股票。

Other requirements for the fund, called Bitwise Bitcoin Standard Corporations ETF, are a market capitalization of at least $100 million, a minimum average daily liquidity of at least $1 million and a public free float of less than 10%, according to the filing, dated Dec. 26.

該基金名為 Bitwise Bitcoin Standard Corporations ETF，其他要求包括市值至少 1 億美元、每日平均流動性至少為 100 萬美元，以及公眾自由流通量低於 10%。

Meanwhile, a second filing on Thursday was made by Strive Asset Management, which was co-founded by Vivek Ramaswamy, a former political appointee in the administration of U.S. President-elect Donald Trump.

與此同時，Strive Asset Management 於週四提交了第二份文件，該公司由美國當選總統唐納德·特朗普政府的前政治任命者維韋克·拉馬斯瓦米 (Vivek Ramaswamy) 共同創立。

The Bitcoin Bond ETF will offer exposure through derivative instruments such as MicroStrategy's convertible securities in an actively managed ETF.

比特幣債券 ETF 將透過衍生性工具提供曝險，例如主動管理 ETF 中的 MicroStrategy 可轉換證券。

The bonds have been massively successful, with the 0% coupon bond maturing in 2027 trading at 150% above par and outperforming bitcoin since inception.

這些債券取得了巨大成功，將於 2027 年到期的 0% 息票債券的交易價格比面值高出 150%，自推出以來表現優於比特幣。

"Since our inception, Strive has highlighted the long-term investment risks posed by the global fiat debt crisis, inflation, and geopolitical unrest," Strive CEO Matt Cole told CoinDesk.

Strive 執行長 Matt Cole 告訴 CoinDesk：“自成立以來，Strive 一直強調全球法定債務危機、通貨膨脹和地緣政治動盪帶來的長期投資風險。”

"We firmly believe that there is no better long-term investment to hedge against these risks than measured exposure to bitcoin."

“我們堅信，沒有比衡量比特幣風險更好的長期投資來對沖這些風險了。”

"Strive's first of many planned bitcoin solutions will democratize access to bitcoin bonds, which are bonds issued by corporations to purchase bitcoin. We believe that these bonds offer attractive risk-adjusted returns to bitcoin, yet they are not available for direct purchase by most investors," he added.

「Strive 計畫中的第一個比特幣解決方案將實現比特幣債券的民主化，比特幣債券是企業為購買比特幣而發行的債券。我們相信，這些債券為比特幣提供了有吸引力的風險調整回報，但大多數投資者無法直接購買它們，」他補充道。