MicroStrategy 考慮在納斯達克 100 指數納入後收購比特幣

MicroStrategy 聯合創始人 Michael Saylor 引發了人們對另一個重大比特幣收購的猜測。這是繼該公司最近

Michael Saylor, co-founder and former CEO of business intelligence firm MicroStrategy, has hinted at another major Bitcoin acquisition by the company.

商業情報公司 MicroStrategy 的聯合創始人兼前執行長 Michael Saylor 暗示該公司將進行另一項重大比特幣收購。

This comes hot on the heels of MicroStrategy’s recent inclusion in the Nasdaq-100 Index, a significant milestone in the company’s journey that highlights its growing influence in the tech and financial sectors.

緊接著 MicroStrategy 最近被納入納斯達克 100 指數，這是該公司發展歷程中的一個重要里程碑，凸顯了其在科技和金融領域日益增長的影響力。

Bitcoin Acquisition on the Horizon?

比特幣收購即將到來？

On Dec. 15, Saylor took to Twitter to ask his followers a cryptic question. He shared a screenshot of the SaylorTracker, a portfolio tracker that highlights each Bitcoin acquisition made by the company. Notably, these acquisitions are usually marked with a green color in the tracker.

12 月 15 日，塞勒在 Twitter 上向他的追隨者詢問了一個神秘的問題。他分享了 SaylorTracker 的螢幕截圖，這是一個投資組合追蹤器，突出顯示了該公司進行的每筆比特幣收購。值得注意的是，這些採集通常在追蹤器中以綠色標示。

However, as Saylor points out in his tweet, one might wonder if the tracker is missing a green marker, alluding to a possible new Bitcoin acquisition that has yet to be officially announced.

然而，正如塞勒在他的推文中指出的那樣，人們可能想知道追蹤器是否缺少綠色標記，暗示可能尚未正式宣布的新比特幣收購。

This cryptic hint has sparked speculation within the crypto community, leading many to believe that another large-scale Bitcoin purchase by MicroStrategy could be imminent.

這一神秘的暗示引發了加密社群內部的猜測，導致許多人相信 MicroStrategy 可能即將再次大規模購買比特幣。

Over the past five weeks, Saylor has dropped subtle hints on social media about Bitcoin purchases, which were later followed by official announcements of large-scale acquisitions by the subsequent Monday.

在過去的五周里，塞勒在社交媒體上暗示了有關比特幣購買的微妙暗示，隨後在接下來的周一正式宣布了大規模收購。

During this time, MicroStrategy rapidly expanded its Bitcoin holdings, adding over 171,000 BTC to its portfolio, an investment that now exceeds $15 billion.

在此期間，MicroStrategy 迅速擴大了其比特幣持有量，在其投資組合中增加了超過 171,000 枚比特幣，目前投資額已超過 150 億美元。

If a new acquisition is confirmed, it would also mark MicroStrategy’s first Bitcoin purchase since its inclusion in the Nasdaq-100 Index on Dec. 13.

如果新的收購得到確認，這也將標誌著 MicroStrategy 自 12 月 13 日納入納斯達克 100 指數以來首次購買比特幣。

This inclusion has been met with much excitement from the crypto community, as it could potentially pave the way for MicroStrategy to be included in the S&P 500, which tracks the performance of the 500 largest companies in the United States.

這項納入引起了加密貨幣社群的極大興奮，因為它可能為 MicroStrategy 被納入標準普爾 500 指數（追蹤美國 500 家最大公司的業績）鋪平道路。

According to James Van Straten of CoinDesk, the only remaining criterion for MicroStrategy to be included in the S&P 500 is achieving positive earnings over the past four quarters.

CoinDesk 的 James Van Straten 表示，MicroStrategy 被納入標準普爾 500 指數的唯一標準是在過去四個季度實現正收益。

“On a theoretical basis, once FASB is implemented in Q1 2025 and with a BTC price of $120,000 and no increase to their BTC holdings, MSTR will have $25 billion of net income. MSTR could be included as early as Q2 2025,” Van Straten predicted.

「從理論上講，一旦 FASB 在 2025 年第一季實施，在 BTC 價格為 12 萬美元且不增加 BTC 持有量的情況下，MSTR 將擁有 250 億美元的淨利潤。 MSTR 最早可能會在 2025 年第二季納入其中，」Van Straten 預測。

Marathon Digital Eyes Nasdaq-100 Entry

馬拉松數字眼納斯達克 100 指數入場

As MicroStrategy cements its position among the “Nasdaq 100 Magnificent Seven,” another company is working hard to follow suit. Marathon Digital Holdings, a large-scale Bitcoin miner, is making a strong push to join the prestigious index.

隨著 MicroStrategy 鞏固其在「納斯達克 100 強七強」中的地位，另一家公司正在努力效仿。大型比特幣礦商 Marathon Digital Holdings 正在大力推動加入這項享有盛譽的指數。

Interestingly, Saylor has tipped Marathon to be the next likely Bitcoin-focused firm to secure a Nasdaq-100 spot. In a Dec. 14 post, he responded to a congratulatory message from Marathon CEO Fred Thiel, expressing confidence in the company’s upward trajectory.

有趣的是，Saylor 預計 Marathon 可能會成為下一家獲得納斯達克 100 指數席位的專注於比特幣的公司。在 12 月 14 日的貼文中，他回覆了 Marathon 執行長 Fred Thiel 的賀信，表達了對公司上升軌蹟的信心。

“Thanks Fred. I expect MARA will be the next,” Saylor stated in the post.

「謝謝弗雷德。我預計 MARA 將成為下一個。

While Marathon still faces a challenging road ahead, considering that it currently has a market capitalization below $10 billion, which is significantly lower than the figures MicroStrategy achieved prior to its inclusion, the company is certainly making waves with its Bitcoin strategy.

儘管 Marathon 仍面臨著充滿挑戰的道路，考慮到其目前的市值低於 100 億美元，遠低於 MicroStrategy 在被納入之前所取得的數字，但該公司無疑正在以其比特幣戰略掀起波瀾。

In fact, Marathon has been aggressively expanding its Bitcoin strategy, spending over $1 billion this month alone to increase its reserves to 40,435 BTC, which are now valued at nearly $3.9 billion.

事實上，Marathon 一直在積極擴大其比特幣策略，光是本月就花費了超過 10 億美元，將儲備增加至 40,435 BTC，目前價值近 39 億美元。

This acquisition also solidifies Marathon’s position as the second-largest corporate Bitcoin holder, trailing only MicroStrategy. As the company continues to grow its Bitcoin portfolio, it is becoming a key contender in the evolving landscape of institutional crypto investment.

此次收購也鞏固了 Marathon 作為第二大企業比特幣持有者的地位，僅次於 MicroStrategy。隨著該公司不斷擴大其比特幣投資組合，它正在成為不斷發展的機構加密投資領域的主要競爭者。