挪威的主權財富基金認為，間接比特幣（BTC）在2024年增加了153％

現在，BTC在公司和民族國家中的採用量增加了，現在反映在不一定會直接接觸的金融工具中

Norges Bank Investment Management (NBIM), the entity that oversees Norway’s sovereign wealth fund, saw its indirect Bitcoin (BTC) exposure multiply over the course of 2024. According to an X post by Vetle Lunde, Head of Research at K33 Research, NBIM’s indirect BTC exposure grew from 2,446 BTC on June 30, 2024, to 3,821 BTC at the time of writing.

Norges銀行投資管理（NBIM）是監督挪威的主權財富基金的實體，其間接比特幣（BTC）的暴露量在2024年的過程中倍增。 BTC的暴露量從2024年6月30日的2,446 BTC增長到寫作時的3,821 BTC。

This marks an increase of approximately 153% in NBIM’s BTC exposure over the year, rising from 1,507 BTC at the end of 2023 to 3,821 BTC by the close of 2024. Lunde noted that this exposure is a result of NBIM’s sector-based investment strategies, rather than a deliberate effort to acquire Bitcoin.

這標誌著一年中NBIM的BTC暴露量增加了約153％，到2024年結束時從2023年底的1,507 BTC增加到3,821 BTC。而不是故意購買比特幣的努力。

As Lunde puts it:

正如隆德所說：

“NBIM’s indirect exposure is one of the strongest examples of how BTC is slipping into any well-diversified portfolio, and the growth is a testament to the market maturing and BTC ending up in any well-diversified portfolio, intended or not.”

“ NBIM的間接接觸是BTC如何滑入任何多樣化的投資組合的最強大的例子之一，而且增長是市場成熟和BTC最終以任何多樣化的投資組合的目的證明。”

Highlighting the integration of Bitcoin into major institutional investment strategies, Lunde also pointed out that NBIM has increased its exposure to Bitcoin-related entities. This includes mining firm Riot Platforms (NASDAQ:RIOT) and Japanese company Metaplanet.

倫德強調將比特幣整合到主要的機構投資策略中，還指出，NBIM增加了其對比特幣相關實體的接觸。這包括採礦公司RIOT平台（NASDAQ：RIOT）和日本公司Metaplanet。

Moreover, NBIM’s substantial investment in MicroStrategy (NASDAQ:MSTR) also continues, despite earlier expectations of reduced exposure.

此外，儘管較早期望暴露量減少，但NBIM對微觀的大量投資（NASDAQ：MSTR）也繼續進行。

As of December 31, 2024, Norway’s per capita indirect BTC exposure stood at $64. Meanwhile, NBIM’s BTC exposure in USD terms has grown from $23 million in 2020 to $356 million in 2024.

截至2024年12月31日，挪威的人均間接BTC暴露量為64美元。同時，NBIM的BTC曝光率從2020年的2300萬美元增長到2024年的3.56億美元。

Bitcoin Adoption Among Sovereign Funds

比特幣在主權資金中採用

While corporate adoption of BTC has been a growing trend in recent years, sovereign funds around the world are also warming up to the flagship cryptocurrency. A recent report by Fidelity Digital Assets suggests that Bitcoin adoption by nation-states and government treasuries will drive the next wave of crypto expansion.

儘管近年來，公司對BTC的採用一直是一種增長的趨勢，但世界各地的主權基金也正在升級為旗艦加密貨幣。富達數字資產的最新報告表明，民族國家和政府國債的比特幣採用將推動下一波加密貨幣擴張。

As David Bailey, CEO of Bitcoin Magazine, predicted in October 2024, there is an “undercurrent of Bitcoin nation-state adoption” occurring behind the scenes, which is likely to pick up in the coming years.

正如比特幣雜誌首席執行官戴維·貝利（David Bailey）在2024年10月預測的那樣，幕後有“比特幣民族國家收養的暗流”，在未來幾年中很可能會發生。

In the United States, a bill was introduced by a Kansas state senator that would allocate up to 10% of public employee retirement funds into Bitcoin ETFs. Another bill in North Dakota aims to expand digital asset investments, including BTC, as a hedge against inflation.

在美國，一名堪薩斯州參議員提出了一項法案，該法案最多將公共僱員退休資金的10％分配給比特幣ETF。北達科他州的另一項法案旨在擴大包括BTC在內的數字資產投資，以抵抗通貨膨脹。

Furthermore, a report by Bitwise argues that BTC possesses characteristics that make it a potential form of ‘portfolio insurance’ against sovereign default risks. At press time, BTC trades at $101,868, down 0.6% in the past 24 hours.

此外，Bitwise的一份報告認為，BTC具有使其成為主權違約風險的“投資組合保險”的潛在形式。發稿時，BTC的交易價格為101,868美元，在過去24小時內下跌0.6％。