Saylor 和 MicroStrategy 已將比特幣合法化為金融資產

請記住，我們從今年開始就批准了比特幣 ETF。這使得任何擁有經紀帳戶的人都可以接觸比特幣。

There’s even more craziness happening in the world of crypto.

加密世界裡還發生了更多瘋狂的事。

And I’m not just talking about MicroStrategy (Nasdaq: MSTR) entering the Nasdaq-100 today.

我今天談論的不僅僅是 MicroStrategy（納斯達克股票代碼：MSTR）進入納斯達克 100 指數。

As I told you last Friday, this move is going to help perpetuate the infinite money loop that drives MicroStrategy’s bitcoin (BTC) investing strategy.

正如我上週五告訴您的那樣，此舉將有助於維持推動 MicroStrategy 比特幣 (BTC) 投資策略的無限資金循環。

That’s because any ETF that mirrors the Nasdaq-100 will have to add MicroStrategy stock.

這是因為任何反映 Nasdaq-100 指數的 ETF 都必須添加 MicroStrategy 股票。

Of course, that means the stock will likely go up with more buyers. Which means Chairman Michael Saylor has more capital to buy bitcoin.

當然，這意味著股票可能會因更多買家而上漲。這意味著董事長邁克爾塞勒有更多的資金來購買比特幣。

And the infinite money loop keeps spinning.

無限的金錢循環不斷旋轉。

But I believe there’s a bigger story here…

但我相信這裡有一個更大的故事...

Saylor and MicroStrategy have legitimized bitcoin as a financial asset. He’s made bitcoin into something investors will accept as collateral, which can be borrowed against. Like how you would borrow against your house for a mortgage or against your car for an auto loan.

Saylor 和 MicroStrategy 已將比特幣合法化為金融資產。他將比特幣變成了投資者願意接受的抵押品，可以用來借貸。就像您如何以房屋為抵押貸款或以汽車為汽車貸款一樣。

And this makes a great bookend for 2024.

這是 2024 年的一個很棒的書擋。

Remember, we began this year with the approval of bitcoin ETFs. That made it possible for anyone with a brokerage account to gain exposure to bitcoin.

請記住，我們從今年開始就批准了比特幣 ETF。這使得任何擁有經紀帳戶的人都可以接觸比特幣。

And now, MicroStrategy’s inclusion into the Nasdaq-100 has legitimized bitcoin as an asset that’s acceptable for Wall Street to lend against.

現在，MicroStrategy 被納入納斯達克 100 指數，使比特幣合法化為華爾街可以接受的借貸抵押資產。

We will look back at 2024 and think of it as the year crypto started eating the financial system.

我們將回顧 2024 年，並將其視為加密貨幣開始蠶食金融體系的一年。

Of course, bitcoin is just a distraction.

當然，比特幣只是一種幹擾。

When it rallies, smaller altcoins tend to rally even more.

當它上漲時，較小的山寨幣往往會上漲更多。

Speaking of which…

說到這裡…

Let me catch you up with the latest crypto craziness.

讓我為您介紹最新的加密貨幣瘋狂。

Did He Say Fartcoin?

他說的是屁幣嗎？

Last Tuesday Degen News — an account that shares meme coin information — posted this message on X:

上週二 Degen News（分享 Meme 幣資訊的帳號）在 X 上發布了以下消息：

You’re reading that right. A two-month-old meme coin called Fartcoin reached a $900 million market cap.

你沒看錯。兩個月前推出的名為「Fartcoin」的迷因幣市值達到 9 億美元。

To put that into perspective, MicroStrategy’s market cap was only around 30% larger than that when it started buying bitcoin in 2020.

從這個角度來看，MicroStrategy 的市值僅比 2020 年開始購買比特幣時增加了 30% 左右。

But MicroStrategy was already a 30-year-old software business by then.

但那時 MicroStrategy 已經是一家擁有 30 年歷史的軟體公司。

Anyway, this new Fartcoin got the attention of a gold and silver investor who was convinced that meme coins like Fartcoins are a scam.

不管怎樣，這種新的 Fartcoin 引起了一位黃金和白銀投資者的注意，他們相信像 Fartcoins 這樣的迷因幣是一個騙局。

So what did he do?

那他做了什麼？

Naturally, he created his own meme coin called Unicorn Fart Dust.

當然，他創造了自己的迷因幣，名為「獨角獸屁塵」。

I’ll let X user @RealAceSpadez explain what happened next:

我會讓 X 用戶 @RealAceSpadez 解釋接下來發生的事情：

This is actually hilarious apparently a boomer whos a gold and silver maxi heard about $Fartcoin hitting 500m Market cap and decided to create his OWN memecoin as a social experiment in the crypto space named “Unicorn Fart Dust” $UFD cause that’s how he sees money in crypto as nothing but that 😂it’s currently on http://pump.fun

這實際上很搞笑，顯然是一個嬰兒潮一代，他穿著黃金和白銀的長裙，聽說$Fartcoin 市值達到5 億美元，並決定創建自己的memecoin，作為加密貨幣領域的一項社會實驗，名為「獨角獸屁塵」$UFD，因為這就是他看待金錢的方式在加密貨幣中只不過是😂它目前位於http://pump.fun

He has a YouTube channel he included on his http://pump.fun page that and he streamed a live video showing exactly why he’s doing it and his view on the space from a Boomers perspective, he will be providing updates on that channel as time goes on if this actually last and what happens… He explicitly claims that his page is strictly for gold and silver but he “couldn’t resist” diving into this crypto thing.

他在自己的http://pump.fun 頁面上開設了一個YouTube 頻道，並播放了一段現場視頻，準確地展示了他這樣做的原因以及他從嬰兒潮一代的角度對該領域的看法，他將在該頻道上提供最新資訊時間會繼續下去，如果這種情況真的持續下去，會發生什麼……他明確聲稱他的頁面嚴格針對黃金和白銀，但他「無法抗拒」深入研究這個加密貨幣。

It would be hilarious if this thing sends and we completely shatter his perspective on the reality of this space. Could be a great learning experience for him and a great opportunity for someone older to get introduced to a space they never really cared for.

如果這個東西被送出去並且我們完全粉碎了他對這個空間現實的看法，那就太搞笑了。對他來說，這可能是一次很好的學習經歷，對於年紀較大的人來說，這可能是一次很好的機會，讓他們了解一個他們從未真正關心過的空間。

This could open the door to him realizing so much more about the crypto space in general. Let’s show him silver and gold are cooool, but you need some crypto meme coins in your life brother 🤣

這可能為他打開一扇大門，讓他對加密貨幣領域有更多的了解。讓我們告訴他銀和金很酷，但你的生活中需要一些加密貨幣硬幣，兄弟🤣

I slightly edited the content above, but “Boomer” remark aside that pretty much sums up the situation from last week.

我稍微編輯了上面的內容，但撇開“Boomer”的評論不談，這幾乎總結了上週的情況。

But here’s where we stand today.

但這就是我們今天的立場。

As I write to you this morning Fartcoin has dropped from a $1 billion valuation to a market cap of just shy of $658 million.

當我今天早上寫信給你時，Fartcoin 的估值已從 10 億美元跌至略低於 6.58 億美元的市值。

While Unicorn Fart Dust now has a market cap of over $107 million.

而Unicorn Fart Dust現在的市值超過1.07億美元。

What a wonderful time to be alive!

活著是多麼美好的時光！

Be Careful Out There

外出時要小心

In all seriousness, I don’t want you to read this and make the rash decision to buy one of these meme coins.

嚴肅地說，我不希望你讀到這篇文章並草率決定購買其中一個迷因幣。

Even the X user who wrote that post notes: “Do what you want, HIGH RISK play NFA DYOR if you get in, I mean the guy told us NOT to buy.”

就連寫這篇文章的 X 用戶也指出：“做你想做的事，如果你進去了，就玩 NFA DYOR，這是高風險，我的意思是那個人告訴我們不要買。”

I bolded the relevant part.

我把相關部分加粗了。

I’m only showing you this so you can get a feel for how crazy things are in the crypto space right now.

我向您展示這一點只是為了讓您了解目前加密貨幣領域的情況有多瘋狂。

Obviously, there’s money to be made here.

顯然，這裡有錢可賺。

Based on MicroStrategy’s entry into the Nasdaq-100 I see bitcoin going up and to

根據 MicroStrategy 進入納斯達克 100 指數，我認為比特幣將會上漲