MicroStrategy重塑戰略，強調比特幣和AI重點

商業情報公司和比特幣國庫公司已正式將其品牌重塑為策略，反映了其對比特幣和人工智能的加深承諾。

Business intelligence firm and Bitcoin treasury company MicroStrategy has officially rebranded to Strategy, reflecting its deepened commitment to Bitcoin and artificial intelligence.

商業情報公司和比特幣國庫公司MicroStrategy已正式重塑了戰略，反映了其對比特幣和人工智能的加深承諾。

The company unveiled a new logo featuring a stylized “B,” emphasizing its Bitcoin strategy, alongside a brand color shift to orange, a nod to the cryptocurrency’s signature hue.

該公司推出了一個新的徽標，該徽標具有風格化的“ B”，強調了其比特幣策略，以及品牌色向橙色的品牌轉換，這是對加密貨幣標誌性色調的點頭。

Executive chairman Michael Saylor framed the rebrand as a natural evolution, aligning with the firm’s sharpened focus. “Strategy is one of the most powerful and positive words in the human language. It also represents a simplification of our company name to its most important, strategic core,” said Saylor. “After 35 years, our new brand perfectly represents our pursuit of perfection.”

執行董事長邁克爾·賽勒（Michael Saylor）將重塑的自然發展構成，與公司的重點保持一致。 “戰略是人類語言中最有力，最積極的話之一。這也代表了我們公司名稱的簡化，以其最重要，最重要的戰略核心。” Saylor說。 “ 35年後，我們的新品牌完美地代表了我們對完美的追求。”

Phong Le, President and CEO, underscored the company’s positioning at the intersection of Bitcoin and AI, calling the rebrand a powerful statement of its global ambition. The rebrand includes the launch of new websites for its business intelligence software and a merchandise store featuring Strategy-branded items.

總裁兼首席執行官Phong Le強調了該公司在比特幣和AI的交匯處的定位，稱品牌稱讚是其全球野心的有力聲明。品牌重塑包括為其商業智能軟件的新網站啟動，以及帶有策略品牌項目的商品商店。

The rebrand follows an aggressive expansion of Strategy’s Bitcoin holdings. The company disclosed that it acquired 218,887 BTC in the fourth quarter, spending $20.5 billion.

品牌重塑是在戰略比特幣持有的積極擴展之後。該公司透露，它在第四季度收購了218,887 BTC，支出了205億美元。

As of February 5, Strategy holds 471,107 BTC, valued at approximately $46 billion, with an acquisition cost of $30.3 billion, translating to an unrealized profit of nearly $16 billion.

截至2月5日，策略持有471,107 BTC，價值約460億美元，收購成本為303億美元，轉化為未實現的利潤近160億美元。

Strategy also continued its fundraising efforts to acquire additional Bitcoin, including a public offering of Strike Preferred Stock (STRK). The company secured $563 million through these offerings by January 31, with plans to issue up to 2.5 million STRK shares starting March 31, 2025, subject to regulatory approval.

策略還繼續籌款努力，以獲取其他比特幣，包括公開發行罷工優先股（Strk）。該公司在1月31日之前通過這些產品獲得了5.63億美元的收入，併計劃從2025年3月31日開始發行250萬股Strk股票，但要獲得法規批准。

Despite its success in Bitcoin accumulation, Strategy reported a mixed financial performance in its Q4 earnings. The company posted $120.7 million in revenue, falling short of analyst expectations of $123.25 million. Total revenue declined 3% year-over-year, while subscription services revenue grew 48.4% to $31.9 million. Other revenue streams, including product support and consulting services, saw declines.

儘管在比特幣積累方面取得了成功，但戰略報告了其第四季度收入中的財務狀況不佳。該公司的收入為1.207億美元，不超過分析師預期的1.232億美元。總收入同比下降3％，而訂閱服務收入增長了48.4％，達到3190萬美元。其他收入來源，包括產品支持和諮詢服務，也有所下降。

Strategy reported an adjusted loss of $3.2 per share for the quarter, below the forecast of -$0.12. The company ended Q4 with $38.1 million in cash and cash equivalents.

策略報告的調整後，該季度的每股3.2美元低於-0.12美元的預測。該公司以3810萬美元的現金和現金同等價值結束了第四季度。

CEO Phong Le remained optimistic, emphasizing Strategy’s leadership in digital asset adoption. “We have completed $20 billion of our $42 billion capital plan, significantly ahead of our initial timelines, while leading the digital transformation of capital in the financial markets,” he stated. “Looking ahead to the rest of 2025, we are well-positioned to further enhance shareholder value by leveraging the strong support from institutional and retail investors for our strategic plan.”

首席執行官Phong Le仍然樂觀，強調了戰略在採用數字資產方面的領導力。他說：“我們已經完成了200億美元的420億美元資本計劃，在我們的初始時間表之前，我們已經完成了200億美元的資本計劃，同時領導了金融市場的數字化轉型。” “展望2025年的其餘時間，我們的態度很好，可以通過利用機構和零售投資者的大力支持來進一步提高股東價值。”

As part of its forward-looking strategy, Strategy introduced a new metric, “BTC $ Gain,” targeting $10 billion in 2025. Additionally, Strategy will adopt fair value accounting for its Bitcoin holdings with its Q1 2025 results, a move CFO Andrew Kang said would enhance transparency and profitability metrics for its treasury operations.

作為其前瞻性戰略的一部分，策略引入了一個新的指標“ BTC $ GANT”，目標是2025年的100億美元。此外，策略將採用公允價值，以其Q1 2025的結果對其比特幣持有量進行核算。表示將提高其財政部運營的透明度和盈利能力。