挪威的1.5萬億美元主權財富基金間接持有3,821比特幣（4億美元）

挪威的主權財富基金，政府養老基金全球（GPFG），其間接比特幣的敞口同比增加了153％。

Norway’s sovereign wealth fund, the Government Pension Fund Global (GPFG), has indirectly increased its Bitcoin exposure by 153% year-over-year, reaching 3,821 BTC ($400 million) as of December 31, 2024, according to data compiled by K33.

根據K33收集的數據，挪威的主權財富基金是政府養老基金全球（GPFG），已間接增加了其比特幣的曝光率，截至2024年12月31日，截至2024年12月31日，其比特幣的風險同比增加了153％。

The fund, managed by Norges Bank Investment Management (NBIM) under Norway’s central bank and Ministry of Finance, holds over $1.5 trillion in assets across global equities, bonds, and real estate.

該基金由挪威中央銀行和財政部根據NORGES銀行投資管理（NBIM）管理，在全球股票，債券和房地產中持有超過1.5萬億美元的資產。

Its Bitcoin exposure stems from investments in firms with Bitcoin holdings, including MicroStrategy, Riot Platforms, MARA, Coinbase, Canaan, and Metaplanet, as highlighted by K33 Head of Research Vetle Lunde.

它的比特幣接觸源於對比特幣控股公司的投資，包括MicroStrategy，Riot Platforms，Mara，Coinbase，Coinbase，Canaan和Metaplanet，這是K33 Research Vetle Lunde的主管。

Lunde clarified that the fund’s exposure to Bitcoin is likely an outcome of rule-based sector weighting rather than a strategic decision to prioritize cryptocurrency.

倫德澄清說，該基金對比特幣的暴露可能是基於規則的部門加權的結果，而不是優先考慮加密貨幣的戰略決策。

“NBIM’s mandate is to invest broadly in the global equity, fixed income, and real estate markets, with an allocation to each market segment based on its size and liquidity,” Lunde said in an email to Blockworks.

倫德在給Blockworks的電子郵件中說：“ NBIM的任務是在全球股權，固定收益和房地產市場上進行廣泛的投資，並根據其規模和流動性分配給每個市場細分市場。”

“Its Bitcoin exposure is a result of this broad mandate and the fund’s significant holdings in a handful of companies that, in turn, have large Bitcoin positions.”

“它的比特幣暴露是這項廣泛任務的結果，以及該基金在少數公司中具有較大比特幣頭寸的公司的重要持有。”

MicroStrategy, the Nasdaq-listed business intelligence firm, accounts for the largest share of NBIM’s Bitcoin exposure. The fund holds 0.72% of MicroStrategy’s stock, valued at $514 million, which translates to 3,214 BTC.

納斯達克上市商業情報公司MicroStrategy佔NBIM比特幣敞口最大的份額。該基金持有Microstrategy股票的0.72％，價值5.14億美元，轉化為3,214 BTC。

Despite reducing its overall ownership percentage from 0.89% in mid-2024, NBIM increased its absolute stock holdings from 1.12 million to 1.58 million shares, following MicroStrategy’s stock split in June 2024.

儘管在2024年6月MicroStrategy的股票拆分之後，儘管NBIM將其總體所有權百分比從2024年中期的0.89％降低到112萬股，但NBIM的總體所有權百分比從2024年中期的0.89％降低到了158萬股。

The fund's investments in MARA, Tesla, Coinbase, and Riot Platforms also contribute to its Bitcoin exposure, with MARA accounting for 315 BTC, Tesla for 106 BTC, Coinbase for 80 BTC, and Riot Platforms for 76 BTC.

該基金在Mara，Tesla，Coinbase和Riot平台上的投資也有助於其比特幣的暴露，Mara核算BTC的315 BTC，Tesla的106 BTC，80 BTC的Coinbase，以及Riot Platforms，用於76 BTC。

Lunde highlighted that NBIM’s increased exposure to Riot and Metaplanet is particularly noteworthy.

隆德強調，NBIM對RIOT和Metaplanet的暴露量增加特別值得注意。

“NBIM started buying into Riot Platforms in 2023 and increased its holdings substantially throughout 2024,” Lunde said.

倫德說：“ NBIM從2023年開始購買Riot平台，並在整個2024年大幅增加了其持有量。”

“The fund now holds 0.2% of Riot Platforms, which is valued at $100 million and translates to 76 BTC of exposure.”

“該基金現在持有0.2％的Riot平台，該平台的價值為1億美元，轉化為76 BTC。”

The fund's investment in MicroStrategy dates back to 2009, with its value growing sevenfold over the past year, Blockworks previously reported.

Blockworks先前報導說，該基金對微觀流通的投資可以追溯到2009年，其價值在過去一年中增長了七倍。

The rapid increase in NBIM’s indirect Bitcoin exposure reflects the growing integration of digital assets into traditional investment portfolios.

NBIM間接比特幣暴露的迅速增加反映了數字資產與傳統投資組合的日益增長的融合。

Since 2020, the fund’s Bitcoin exposure in U.S. dollar terms surged from $23 million to $356 million. At the individual level, Norway’s per capita exposure to Bitcoin through NBIM now stands at 68,837 sats ($64).

自2020年以來，該基金以美元計算的比特幣風險從2300萬美元飆升至3.56億美元。在個人層面上，挪威通過NBIM暴露於比特幣的人均暴露於68,837 SAT（64美元）。

Corporate Bitcoin treasury strategies, popularized by figures like MicroStrategy co-founder Michael Saylor and MARA CEO Fred Thiel, played a role in shaping this trend, Blockworks has covered.

公司比特幣國庫策略，由MicroStrategy聯合創始人Michael Saylor和Mara CEO Fred Thiel等人物普及，在塑造這一趨勢方面發揮了作用，Blockworks涵蓋了這一趨勢。