安德鲁·康（Andrew Kang）大胆地押注比特币：

机械资本的创始人安德鲁·康（Andrew Kang）通过占用了2亿美元的职位，使他的比特币曝光率翻了一番，这表明对比特币的向上轨迹有着强烈的信心。

Key Takeaways:

关键要点：

* Andrew Kang, founder of Mechanism Capital, has doubled his Bitcoin (BTC) exposure with a $200 million long position.

*机制资本的创始人安德鲁·康（Andrew Kang）的比特币（BTC）曝光率翻了一番，头寸为2亿美元。

* The new $100 million bet was made through a crypto wallet that is reportedly linked to Kang, and it is estimated to have a potential gain or loss (PnL) of $6.8 million, according to Arkham.

*据报道，新的1亿美元赌注是通过与康（Kang）有关的加密钱包进行的，据估计，它的潜在利益或损失（PNL）为680万美元。

* The move comes as institutional investors are becoming increasingly optimistic on Bitcoin following its halving earlier in 2025 and favorable macro trends.

*此举是随着机构投资者在2025年初减半和有利的宏观趋势后对比特币变得越来越乐观的。

* Among the factors fueling bullish sentiment are the potential for the Federal Reserve to cut interest rates, strong inflows into Bitcoin ETFs, and ongoing progress on crypto regulation.

*助长看涨情绪的因素中，美联储有可能降低利率，大量流入比特币ETF以及加密监管方面的持续进展。

Bitcoin Reaches New Highs as Institutional Optimism Soars: Pay Attention to These TrendsNow entering its fourth year of trading in an unprecedented bull market, Bitcoin (BTC) price has hit a new 2025 high. The crypto behemoth briefly touched the $72,000 mark on 12 April, quickly retracing to $71,500.

随着机构乐观的飙升，比特币达到了新的高点：注意这些趋势，以在史无前例的牛市中进入交易的第四年，比特币（BTC）的价格已经达到了2025年的新高。加密庞然大物在4月12日短暂触及了$ 72,000的大关，迅速回顾至71,500美元。

This price surge coincides with fresh claims from crypto analytics firm Arkham that a crypto wallet, which they’re linking to Mechanism Capital founder Andrew Kang, has placed an additional $100 million long position on Bitcoin.

这种价格飙升与加密分析公司阿卡姆（Arkham）的新索赔相吻合，即加密钱包（Crypto Wallet）与机械资本创始人安德鲁·康（Andrew Kang）联系在一起，它在比特币上又增加了1亿美元的长度位置。

.

。

Andrew Kang just doubled his Bitcoin position.

安德鲁·康（Andrew Kang）只是将他的比特币位置翻了一番。

This wallet has now placed a $100M long on BTC at an estimated PNL of $6.8M.

现在，这个钱包已经在BTC上以估计为680万美元的PNL售价1亿美元。

It’s likely that this is part of a larger position being taken by Mechanism Capital, which is currently investing out of a $1.5 billion fund.

这很可能是机构资本正在采取更大职位的一部分，机构资本目前正在从15亿美元的基金中进行投资。

We'll be watching closely to see how this position plays out.

我们将仔细观察该位置是如何发挥作用的。

— Arkham (@ArkhamHQ) April 12, 2025

-Arkham（@khamhq）2025年4月12日

According to the firm, the new long position is part of a larger $1.5 billion fund that Mechanism Capital is investing out of this year.

该公司称，新的长期头寸是该机制资本今年投资的15亿美元基金的一部分。

Known for his significant roles in crypto startups and ventures, including investing in DeFi protocols early on, Kang is recognized for his willingness to take substantial directional bets during periods of market volatility.

康（Kang）以在加密初创企业和风险投资中的重要作用，包括对Defi协议进行投资，以他在市场波动期间进行大量定向下注而受到认可。

Earlier this year, Mechanism Capital participated in a $150 million funding round for blockchain startup Magic Labs. The firm is also a seed investor in several Web3 companies, including cryptocurrency exchange FTX and blockchain gaming startup Axie Infinity.

今年早些时候，机制资本为区块链创业魔术实验室提供了1.5亿美元的资金。该公司还是多家Web3公司的种子投资者，包括加密货币交易所FTX和区块链游戏初创公司Axie Infinity。

As reported by Blockware earlier this year, Kang is a serial entrepreneur who founded his own advertising agency, Adzooma, at the age of 17. He later went on to become the youngest investor in a U.S. hedge fund.

正如Blockware今年早些时候所报道的那样，Kang是一位连续企业家，他17岁时创立了自己的广告公司Adzooma。后来他继续成为美国对冲基金中最年轻的投资者。

After graduating from the University of Oxford with a degree in philosophy, politics, and economics, Kang founded Mechanism Capital in 2020 with the aim of investing in the decentralized future.

在牛津大学获得哲学，政治和经济学学位后，康在2020年创立了机制资本，目的是投资于分散的未来。

The crypto investment firm focuses on both early-stage startups and later-stage companies across various sectors of the digital asset class, including DeFi, Web3, and blockchain gaming.

这家加密投资公司专注于数字资产类别类别的各个领域的早期初创公司和后期公司，包括DEFI，WEB3和区块链游戏。

Among its notable investments are a $200 million debt financing for crypto lending platform BlockFi in 2022 and a $100 million investment in cryptocurrency exchange FTX.

它的著名投资包括2022年加密贷款平台Blockfi的债务融资2亿美元，以及对加密货币交易所FTX的1亿美元投资。

Mechanism Capital also participated in a $150 million funding round for Magic Labs, a blockchain startup developing a new generation of consumer products and services.

机构资本还参加了魔术实验室的1.5亿美元资金，这是一个开发新一代消费产品和服务的区块链初创公司。

Earlier this year, crypto analytics firm Glassnode reported that the majority of Bitcoin whales have increased their BTC holdings despite the recent price pullback.

今年早些时候，加密分析公司GlassNode报告说，尽管最近的价格下跌，大多数比特币鲸已经增加了BTC持有量。

The crypto analytics firm found that while there was a decrease in the total number of ‘large’ Bitcoin wallets—defined as wallets holding 100 to 10,000 BTC—from 1,508 in December 2024 to 1,477 in February 2025, the collective balance held by these wallets rose from 5,688,780 BTC to 5,984,865 BTC during the same period.

The crypto analytics firm found that while there was a decrease in the total number of 'large' Bitcoin wallets—defined as wallets holding 100 to 10,000 BTC—from 1,508 in December 2024 to 1,477 in February 2025, the collective balance held by these wallets rose from 5,688,780 BTC to 5,984,865 BTC during the same period.

This finding suggests that a smaller number of major Bitcoin investors have been actively accumulating more coins, indicating a potential shift in institutional interest toward greater bullish outlooks on Bitcoin’s long-term price trajectory.

这一发现表明，少数主要的比特币投资者一直在积极积累更多的硬币，这表明机构利益的潜在转变向比特币长期价格轨迹的更大看涨前景。

As crypto analysts and investors eagerly anticipate the next moves in the cryptocurrency market, all eyes will be on the key trends and developments that could propel Bitcoin and other digital assets to new heights in 2025 and beyond.

正如加密分析师和投资者急切地期待加密货币市场的下一个动作一样，所有的目光都将集中在2025年及以后推动比特币和其他数字资产的关键趋势和发展上。