在经济不确定性的情况下，比特币是避风港

根据彭博情报公司最近的一项分析，面对经济不确定性的日益严重，几家大型公开交易的美国公司可能很快就会采用比特币作为现金储备的一部分。

According to a recent analysis by Bloomberg Intelligence, several large publicly traded American companies could soon adopt bitcoin as part of their cash reserves, in the face of growing economic uncertainties.

根据彭博情报公司最近的一项分析，面对经济不确定性的日益严重，几家大型公开交易的美国公司可能很快就会采用比特币作为现金储备的一部分。

Bitcoin as a Safe Haven Amid Economic Uncertainties

在经济不确定性的情况下，比特币是避风港

Bloomberg Intelligence strategists have observed a major shift in bitcoin’s behavior in financial markets during the first quarter of 2025.

彭博情报策略师观察到，在2025年第一季度，比特币在金融市场的行为发生了重大转变。

According to Lu Yeung and Breanne Dougherty, the world’s leading cryptocurrency shows remarkable resilience against recent economic tensions, notably related to new tariffs. This phenomenon could convince CFOs to reconsider its role in corporate treasury strategy.

根据Lu Yeung和Breanne Dougherty的说法，全球领先的加密货币对最近的经济紧张局势表现出显着的韧性，这与新的关税有关。这种现象可以说服CFO重新考虑其在公司财政战略中的作用。

Historically, the price of bitcoin moved in strong correlation with US stock markets. However, this trend has significantly faded after what analysts call the “Liberation Day”.

从历史上看，比特币的价格与美国股票市场有很强的相关性。但是，在分析师称之为“解放日”之后，这种趋势已大大消失。

Even more surprising, bitcoin’s 10-day volatility is now lower than that of major American stock indices.

更令人惊讶的是，比特币的10天波动率现在低于美国主要股票指数。

David Lawant, head of research at FalconX, specifies that while bitcoin remains correlated with stocks, it no longer amplifies stock market risks as before:

Falconx研究负责人David Lawant指定，尽管比特币仍然与股票相关，但它不再像以前那样放大股票市场风险：

Bitcoin does not move independently, but it does not amplify stock market risk like it used to. That is the real important signal.

比特币不会独立移动，但不会像以前那样扩大股票市场风险。那是真正的重要信号。

Growing Adoption of BTC by Publicly Traded Companies

公开贸易公司对BTC的采用不断提高

This shift in bitcoin’s behavior occurs in a context of accelerated adoption by publicly traded companies.

比特币行为的这种转变发生在公开交易公司加速采用的情况下。

According to data from fund manager Bitwise, the total number of bitcoins held by public companies crossed the 700,000 BTC mark in the first quarter, reaching precisely 711,000 BTC according to the latest estimates.

根据基金经理Bitwise的数据，根据最新估计，公开公司持有的比特币总数越过了700,000 BTC的标记，恰好达到711,000 BTC。

In the last quarter alone, twelve new companies joined the bitcoin investment movement, confirming this underlying trend. Companies are increasingly seeking to diversify their cash reserves amid macroeconomic uncertainties.

仅在最后一个季度，十二家新公司就加入了比特币投资运动，证实了这一潜在趋势。在宏观经济不确定性的情况下，公司越来越寻求多元化的现金储备。

Strategy stands out as the largest institutional holder with investments totaling $35.6 billion in bitcoin. Its latest purchase, announced last Monday, amounts to $556 million, demonstrating continued confidence in this allocation strategy.

战略是最大的机构持有人，投资总计356亿美元。上周一宣布的最新购买价格为5.56亿美元，表明对这种分配策略的持续信心。

In the face of global economic uncertainties and bitcoin’s remarkable performance, many American companies could soon reconsider their traditional treasury management approach. This trend, driven by bitcoin’s increasing performance and resilience, could mark a major turning point in the institutional adoption of crypto.

面对全球经济不确定性和比特币的出色表现，许多美国公司很快就会重新考虑其传统的国库管理方法。这一趋势是由比特币提高的性能和韧性驱动的，这可能标志着加密货币机构采用的一个主要转折点。