MicroStrategy 的比特幣押注獲得回報，MSTR 股票以 358% 的年漲幅位列 2024 年世界資產表現最佳

MicroStrategy 在 2024 年積極的比特幣 [BTC] 購買熱潮似乎已經得到了回報。據 Galaxy Research 稱，該公司的股票 MSTR 以 358% 的年漲幅位居 2024 年全球資產表現榜首位。

MicroStrategy’s aggressive Bitcoin buying spree paid off handsomely in 2024, with the firm’s stock MSTR topping the world asset performers list with a 358% yearly gain.

MicroStrategy 積極的比特幣購買熱潮在 2024 年獲得了豐厚的回報，該公司的股票 MSTR 以 358% 的年漲幅位居全球資產表現榜榜首。

Galaxy Research’s data showed that MSTR shared the first spot with Palantir Technologies (PLTR), a software company that also offered data analytics solutions to cryptocurrency firms.

Galaxy Research 的數據顯示，MSTR 與 Palantir Technologies (PLTR) 並列第一，這是一家軟體公司，也為加密貨幣公司提供數據分析解決方案。

BTC ranked third, while Nvidia came in second. Alex Thorn, head of firmwide research at Galaxy Digital, noted that the top two performers were related to Bitcoin.

BTC 排名第三，Nvidia 排名第二。 Galaxy Digital 全公司研究主管 Alex Thorn 指出，表現最好的兩位都與比特幣有關。

“Even on a risk-adjusted basis (sharpe), MSTR finished 1st and BTC was 3rd. 2 of top 3 assets in 2024 were Bitcoin-related,” he added.

「即使在風險調整的基礎上（夏普），MSTR 仍排名第一，BTC 排名第三。 2024 年排名前 3 的資產中有 2 個與比特幣相關。

MicroStrategy’s remarkable yearly performance was no surprise, given its founder and former CEO Michael Saylor’s status as a Bitcoin maxi who maintained that the cryptocurrency will always outshine most U.S. stocks.

MicroStrategy 的出色年度表現並不令人意外，因為其創始人兼前執行長 Michael Saylor 是比特幣大佬，他堅稱加密貨幣將永遠超越大多數美國股票。

To capitalize on BTC’s growth, the firm acquired a substantial amount of the cryptocurrency (446.4K BTC) and controlled 2.2% of the total supply as of late 2024.

為了利用 BTC 的成長，該公司收購了大量的加密貨幣（446.4K BTC），並截至 2024 年底控制了總供應量的 2.2%。

Interestingly, the most aggressive buying spree occurred in Q4 2024. In November alone, the firm acquired over 107K BTC, to the tune of over $10B, in two transactions.

有趣的是，最激進的購買熱潮發生在 2024 年第四季。

While the pace of acquisition slowed in December, the firm was set to launch a massive equity issuance program to accelerate its BTC strategy. It recently announced plans to increase MSTR’s share count to over 10 billion to achieve its targets.

儘管 12 月收購步伐放緩，但該公司仍準備啟動大規模股票發行計劃，以加速其 BTC 策略。它最近宣布計劃將 MSTR 的股份數量增加到超過 100 億股，以實現其目標。

It remained to be seen if MSTR's bold bet on BTC would pay off again in 2025. In the meantime, the stock was down 46% following a massive BTC sell-off during the holiday season.

MSTR 對 BTC 的大膽押注是否會在 2025 年再次獲得回報還有待觀察。

Over the same period, BTC dropped from $108K to a low of $92K before attempting a rebound to $97K in early January.

同一時期，BTC 從 10.8 萬美元跌至 9.2 萬美元的低點，然後在 1 月初嘗試反彈至 9.7 萬美元。

However, the MSTR decline eased at the confluence of a price gap and the golden ratio 61.8% Fibonacci level (around $300).

然而，在價格差距和黃金比例 61.8% 斐波那契水平（約 300 美元）匯合處，MSTR 跌勢有所緩解。

Some market commentators believed the recent low and weak sentiment could provide the best discount for buying MSTR.

一些市場評論員認為，近期的低迷情緒可能為買入 MSTR 提供最佳折扣。