邁克爾·塞勒（Michael Saylor）沒有發布預測或放棄圖表故障

他發布了一套西裝，一個衝浪板和三個詞：“加入。”木板是橙色的，用比特幣（BTC）徽標品牌，並漂浮在地球上方。

This is a statement by Michael Saylor, CEO of Strategy (formerly MicroStrategy) (NASDAQ:MSTR). It is still relevant in light of recent events.

這是戰略首席執行官邁克爾·塞勒（Michael Saylor）（以前是MicroStrategy）（NASDAQ：MSTR）的聲明。鑑於最近的事件，它仍然很重要。

The scene opens with Saylor himself, casually dressed in a suit and sunglasses, standing on a surfboard. Behind him, the Earth hangs in the distance, and above it floats an orange surfboard. It is branded with a Bitcoin (BTC) logo and the Strategy logo.

場景與塞勒本人開放，穿著西裝和太陽鏡，站在衝浪板上。在他身後，地球懸掛在遠處，上方浮出一個橙色衝浪板。它具有比特幣（BTC）徽標和策略徽標的品牌。

Saylor did not post any market forecasts or drop a chart breakdown. He did not post a new BTC purchase or a cryptic quote about market cycles. He posted a suit, a surfboard and three words: "Get On Board."

Saylor沒有發布任何市場預測或放棄圖表細分。他沒有發布新的BTC購買或有關市場週期的神秘報價。他發布了一套西裝，一個衝浪板和三個詞：“加入。”

For anyone still questioning where Strategy stands on Bitcoin, this is the latest in a long line of statements that are not really about market timing — they are about alignment.

對於仍然質疑戰略在比特幣上的任何人來說，這是一長串陳述中的最新信息，這些陳述與市場時機無關 - 它們是關於一致的。

Saylor is not just trying to ride the wave of the market up. He is positioning the company as part of the current itself.

Saylor不僅試圖繞過市場的浪潮。他將公司定位為當前本身的一部分。

Strategy now holds 538,200 BTC — worth just over $50 billion at current prices — which puts the company in a category of its own. Its market cap has reached $94 billion, with enterprise value close behind at $104 billion.

現在的策略持有538,200 BTC（以當前價格價值超過500億美元），這使該公司屬於自己的類別。它的市值已達到940億美元，企業價值落後於1040億美元。

These are not small numbers, but they are the result of a single, outsized bet on one asset.

這些不是很小的數字，但它們是對一個資產進行單一大規模下注的結果。

Saylors post is not signaling a shift in strategy to a "balanced portfolio" or anything like that. If anything, it is reinforcing the message that this is not a hedge but a commitment.

Saylors帖子並沒有表示策略轉移到“平衡投資組合”之類的東西。如果有的話，它正在加強這樣的信息：這不是樹籬，而是一項承諾。

Get On ₿oard pic.twitter.com/OuU9DDkM3J

獲取₿oardpic.twitter.com/ouu9ddkm3j

The context here matters. Over the past year, MSTR has gained 162%. Since the start of its Bitcoin strategy, it is up more than 2,700%. And yet, the stock is down 6% in the last three months.

這裡的上下文很重要。在過去的一年中，MSTR上漲了162％。自比特幣戰略開始以來，它的增長超過2700％。然而，在過去三個月中，該股票下跌了6％。

Bitcoin, too, has cooled after a big move upward, now trading just below $93,000. There is momentum but also hesitation — some investors are clearly waiting for clarity on the next move.

比特幣也在向上大幅移動後冷卻，現在交易剛剛低於93,000美元。有動力，但也有猶豫 - 一些投資者顯然在等待下一步行動的清晰度。

Whether or not you agree with the strategy, the message is clear: Strategy is not here to diversify away from Bitcoin. It is here to be the most leveraged version of it on the public market.

無論您是否同意該策略，信息都很明確：在這裡策略不是要遠離比特幣。在這裡，它是公共市場上它最槓桿化的版本。

If anything, that makes it the riskiest play. But it is also the one that offers the greatest potential returns — and in the current market climate, that might be exactly what some investors are looking for.

如果有的話，這使它成為最危險的遊戲。但這也是提供最大潛在回報的人 - 在當前的市場氛圍中，這可能正是某些投資者正在尋找的東西。