雅各布金 (Jacob King) 表示，如果 MicroStrategy 投資 XRP 而不是比特幣，它現在的價值將增加 60B 美元

金融專家和價值投資者 Jacob King 最近對 X 的分析強調了加密貨幣投資者的一個有趣的情況。

A recent analysis by financial expert and value investor Jacob King on X has highlighted an intriguing scenario for cryptocurrency investors.

金融專家和價值投資者 Jacob King 最近對 X 的分析強調了加密貨幣投資者的一個有趣的情況。

Jacob asserts that MicroStrategy, led by Michael Saylor, could have drastically boosted its return on investment (ROI) if the firm had allocated its $21.91 billion cryptocurrency portfolio to XRP rather than Bitcoin (BTC).

Jacob 斷言，如果由 Michael Saylor 領導的 MicroStrategy 將其 219.1 億美元的加密貨幣投資組合分配給 XRP 而不是比特幣 (BTC)，該公司可能會大幅提高其投資報酬率 (ROI)。

If Michael Saylor had bought $XRP instead of $BTC, MicroStrategy’s $21.91 billion investment would now be worth approximately $81.94 billion, yielding a 274% ROI.

如果 Michael Saylor 購買了 XRP 而不是 BTC，那麼 MicroStrategy 的 219.1 億美元投資現在價值約為 819.4 億美元，投資回報率為 274%。

That would be OVER $60 billion in additional profits! pic.twitter.com/zqMPx2Rwo6

這將帶來超過 600 億美元的額外利潤！ pic.twitter.com/zqMPx2Rwo6

— Jacob King (@JacobKinge) December 2, 2024

— 雅各金 (@JacobKinge) 2024 年 12 月 2 日

This scenario underscores the potential missed opportunities in their investment strategy. According to King’s calculations, such a move would have generated a 274% ROI, translating to $81.94 billion in value—over $60 billion more than its current Bitcoin holdings.

這種情況凸顯了他們的投資策略中可能錯失的機會。根據 King 的計算，此舉將產生 274% 的投資回報率，相當於 819.4 億美元的價值，比目前持有的比特幣多出 600 億美元以上。

King’s Analysis and Its Context

金的分析及其背景

The accompanying chart shared by King demonstrates a marked divergence in the price trajectories of XRP and Bitcoin. The visual comparison emphasizes XRP’s strong upward momentum relative to Bitcoin’s more subdued price performance during the same period.

King 分享的圖表顯示了 XRP 和比特幣的價格軌跡有明顯差異。視覺比較強調了 XRP 相對於同期比特幣價格表現更為疲軟的強勁上漲勢頭。

King’s argument reflects a hypothetical shift in MicroStrategy’s investment strategy, showcasing the potential impact of selecting a highly volatile but high-performing asset like XRP.

King 的論點反映了 MicroStrategy 投資策略的假設轉變，展示了選擇 XRP 等高波動性但高性能資產的潛在影響。

In response to this hypothetical scenario, another user, Andrew “Old IT Guy” Wade, emphasized several important considerations regarding altcoins like XRP. He pointed out that MicroStrategy’s investment would represent a substantial portion of XRP’s total market capitalization, potentially distorting the market.

針對這種假設場景，另一位用戶 Andrew「老 IT 人」Wade 強調了有關 XRP 等山寨幣的幾個重要考慮因素。他指出，MicroStrategy 的投資將佔 XRP 總市值的很大一部分，可能會扭曲市場。

Additionally, the large volume of XRP required for such an investment might destabilize the asset’s price if sold. Moreover, XRP carries a fundamentally different risk profile compared to Bitcoin, which many investors consider a more established and reliable store of value.

此外，此類投資所需的大量 XRP 如果出售，可能會破壞資產價格的穩定性。此外，與比特幣相比，瑞波幣的風險狀況截然不同，許多投資者認為比特幣是一種更成熟、更可靠的價值儲存手段。

From a financial perspective, Jacob King’s analysis underscores the importance of timing and asset selection in maximizing returns. While XRP’s recent performance has outpaced Bitcoin’s, it is crucial to recognize that past performance does not guarantee future results.

從財務角度來看，雅各布金的分析強調了時機和資產選擇對於最大化回報的重要性。雖然 XRP 最近的表現已經超過了比特幣，但重要的是要認識到過去的表現並不能保證未來的結果。

Additionally, investments of MicroStrategy’s scale would likely encounter liquidity and market impact challenges, especially in the case of altcoins with relatively smaller market capitalizations than Bitcoin.

此外，MicroStrategy 規模的投資可能會遇到流動性和市場影響方面的挑戰，特別是對於市值比比特幣相對較小的山寨幣而言。

Bitcoin remains the most widely adopted cryptocurrency, boasting a market cap of over $500 billion as of December 2024. Its liquidity, regulatory clarity, and acceptance as a digital gold standard provide a risk-adjusted appeal that aligns with MicroStrategy’s long-term strategy.

比特幣仍然是採用最廣泛的加密貨幣，截至2024 年12 月市值超過5000 億美元。戰略相一致。

Despite XRP’s growing adoption in cross-border payments and favorable developments in its legal disputes, it operates within a smaller ecosystem and remains subject to unique risks

儘管 XRP 在跨境支付的應用越來越廣泛，並且其法律糾紛也取得了有利的進展，但它在較小的生態系統中運行，並且仍然面臨獨特的風險

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Risk-Reward Considerations

風險回報考慮因素

The comparison between XRP and Bitcoin extends beyond ROI metrics. It includes broader considerations like market stability, regulatory environments, and investor perception. XRP has experienced significant price surges recently, driven by optimism surrounding its use cases and legal clarity in the U.S.

XRP 和比特幣之間的比較超出了投資報酬率指標。它包括更廣泛的考慮因素，例如市場穩定性、監管環境和投資者認知。由於對其用例的樂觀情緒和美國法律的明確性，XRP 最近經歷了大幅價格飆升

While Jacob King’s analysis showcases the hypothetical profitability of investing in XRP over Bitcoin, it also highlights the complexity of managing large-scale cryptocurrency investments. XRP’s recent price performance illustrates its potential for significant returns, yet its market dynamics and risk profile make it a fundamentally different asset compared to Bitcoin.

雖然 Jacob King 的分析展示了投資 XRP 相對於比特幣的假設獲利能力，但它也強調了管理大規模加密貨幣投資的複雜性。 XRP 最近的價格表現說明了其獲得豐厚回報的潛力，但其市場動態和風險狀況使其成為與比特幣截然不同的資產。

For institutional investors like MicroStrategy, the decision to prioritize Bitcoin over altcoins such as XRP reflects a strategic focus on stability, liquidity, and long-term growth. This discussion serves as a reminder of the multifaceted considerations that underpin investment decisions in the evolving cryptocurrency landscape.

對於像 MicroStrategy 這樣的機構投資者來說，優先考慮比特幣而不是 XRP 等山寨幣的決定反映了對穩定性、流動性和長期成長的策略重點。這次討論提醒人們，在不斷發展的加密貨幣環境中，支撐投資決策的多方面考慮因素。

This content is meant to inform and should not be considered financial advice. The views expressed in this article may include the author’s personal opinions and do not represent Times Tabloid’s opinion. Readers are urged to do in-depth research before making any investment decisions. Any action taken by the reader is strictly at their own risk. Times Tabloid is not responsible for any financial losses.

此內容旨在提供訊息，不應被視為財務建議。本文所表達的觀點可能包含作者的個人觀點，並不代表時代小報的意見。敦促讀者在做出任何投資決定之前進行深入研究。讀者採取的任何行動均需自行承擔風險。 《時代小報》對任何經濟損失不負任何責任。

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