比特币，不仅是一种趋势 - 财政部游戏

梅利兹（Meliuz）是巴西金融科技领域的后起之秀，刚刚放下了一个重磅炸弹：它希望将其现金储备的10％放在比特币中。

Something big is brewing in Brazil, and it involves Bitcoin, fintech, and a company that's not afraid to shake things up. Enter Meliuz (BZRF3), a rising star in the Brazilian fintech space, just dropped a bombshell: it wants to put up to 10% of its cash reserves into Bitcoin.

巴西正在酿造大型东西，它涉及比特币，金融科技和一家不怕动摇的公司。输入巴西金融科技领域的后起之秀Meliuz（BZRF3），刚刚放下了一个重磅炸弹：它希望将多达10％的现金储备放入比特币中。

That's right - the cashback-focused company is pivoting hard into crypto, and the market is already showing its approval. In just five days, Meliuz shares shot up a whopping 27%, jumping from 3.28 to 3.76 Brazilian reals.

没错 - 以现金返还为中心的公司正在努力地进入加密货币，市场已经显示出其认可。在短短五天内，梅利兹（Meliuz）的股价高达27％，从3.28跃升至3.76个巴西皇马。

This isn't just a press release move - this is a full-scale shift in strategy that could redefine how fintech companies in Latin America manage their treasuries.

这不仅仅是新闻稿，这是战略的全面转变，可以重新定义拉丁美洲的金融科技公司如何管理其国库。

Bitcoin: Not Just a Trend, But a Treasury Play

比特币：不仅是一种趋势，而且是国库

In a recent statement, Meliuz outlined the core of its plan. It sees Bitcoin not just as an investment but as a strategic treasury asset, something to hold long-term, as a hedge and a value-preserving move.

在最近的一份声明中，梅利兹概述了其计划的核心。它不仅将比特币视为一项投资，而且是一种战略财政资产，可以长期持有对冲和具有价值的举动。

"The generation of cash from operations is fundamental to the strategy of acquiring more Bitcoin over time," the company noted. Translation? Meliuz isn't here to make a quick trade. It's here to accumulate.

该公司指出：“从运营中产生的现金是随着时间的推移获得更多比特币的策略的基础。”翻译？梅利兹（Meliuz）并不是为了快速交易。它在这里积累。

And that approach is starting to mirror what some of the biggest names in crypto are already doing.

这种方法开始反映出加密货币中一些知名人士已经在做什么。

Investors Are All In - But Not Everyone's Convinced

投资者都在 - 但不是每个人都相信

The market reacted quickly. That 27% surge wasn't just a blip; it was a vote of confidence from investors who believe this move could position Meliuz ahead of the curve.

市场反应迅速。那27％的激增不仅仅是一部分；这是投资者的信任投票，他们认为这一举动可以在曲线之前定位梅利兹。

However, while the optimism is evident, not everyone is on board. The company also acknowledged that any shareholder opposed to the decision will be able to request the sale of their portion of the purchased Bitcoin and receive the corresponding value in an alienable and transferable manner, provided they held shares before the official announcement.

但是，尽管乐观是显而易见的，但并不是每个人都参加。该公司还承认，反对该决定的任何股东都将能够要求出售其部分购买的比特币的部分，并以可转让和可转让的方式获得相应的价值，前提是他们在正式公告之前持有股票。

This clause highlights the seriousness of Meliuz's commitment. It's not backpedalling; it's giving dissenters a way out and forging ahead with its plan regardless.

该条款强调了梅利兹承诺的严重性。这不是回头的；无论如何，它都为持不同政见者提供了出路，并为其计划锻造。

Following the Trend or Leading the Charge?

遵循趋势还是领导费用？

Meliuz isn't alone in this venture. In Q1 2025, public companies added over 95,000 BTC to their balance sheets, pushing total corporate holdings to around 688,000 BTC, according to Bitwise data. This marks a 16.1% increase, highlighting the rapid integration of Bitcoin into corporate strategy.

梅利兹并不孤单。根据Bitwise数据，在2025年第1季度，上市公司将超过95,000 BTC增加到其资产负债表中，将公司的总持股量提高到约688,000 BTC。这标志着增长16.1％，强调了比特币与公司战略的快速整合。

Other major players are already deep into this strategy. For instance, Rumble (NASDAQ:RUMBLE), the video-sharing platform, began its own crypto accumulation this year, joining the ranks of companies like MicroStrategy (NASDAQ:MBI) and Coinbase (NASDAQ:COIN) in this endeavor. Meanwhile, Michael Saylor's Strategy continues to set the tone for Bitcoin adoption in corporate finance, expanding its already massive digital asset portfolio.

其他主要参与者已经深入探讨了这一策略。例如，视频共享平台Rumble（NASDAQ：RUMBLE）今年开始了自己的加密货币积累，加入了MicroStrategy（Nasdaq：MBI）等公司的行列。同时，迈克尔·塞勒（Michael Saylor）的战略继续为公司融资中的比特币采用，扩大了已经庞大的数字资产组合。

So where does Meliuz stand? Somewhere in between - not as aggressive as Strategy, but certainly braver than most of its regional peers.

那梅利兹站在哪里？介于两者之间的某个地方 - 不像战略那样具有侵略性，但肯定比大多数地区同行勇敢。

Why Now?

为什么现在？

Timing is everything. With inflation still a global concern and fiat currency trust under pressure, Bitcoin is increasingly seen as a modern hedge. Meliuz is tapping into that sentiment while also using Bitcoin as a potential driver for long-term treasury growth.

时机就是一切。由于通货膨胀仍然是全球关注和菲亚特货币在压力下的信任，比特币越来越被视为现代对冲。梅利兹（Meliuz）正在利用这种情绪，同时还使用比特币作为长期财政增长的潜在驱动力。

This is more than a PR stunt; it's a calculated financial strategy, one that blends fintech innovation with crypto conviction.

这不仅仅是公关特技。这是一种经过计算的财务策略，将金融科技创新与加密货币定罪融合在一起。

And if the plan works, Meliuz could become a template for other fintechs in emerging markets looking to modernize their reserves and appeal to younger, crypto-savvy investors.

而且，如果该计划有效，梅利兹（Meliuz）可能会成为希望现代化其储备并吸引年轻，精通加密货币投资者的新兴市场中其他金融科技的模板。

Final Thoughts

最后的想法

Meliuz's decision to invest in Bitcoin could be a turning point for Latin American fintech. It's bold, it's high-stakes, and it's already paying off in the short term with a stock rally that few saw coming.

梅利兹（Meliuz）对比特币进行投资的决定可能是拉丁美洲金融科技（Latin American Fintech）的转折点。它是大胆的，是高风险的，并且已经在短期内获得了股票集会的回报。

But the real question is: will this move solidify Meliuz as a financial innovator, or will it be seen as a risky overreach?

但是真正的问题是：这一举动是否会巩固梅利兹（Meliuz）为金融创新者，还是将其视为危险的过度透露？

For now, the market seems to like what it sees. And if Bitcoin continues its upward trajectory, Meliuz may just have made one of the smartest moves in corporate finance this year.

就目前而言，市场似乎喜欢它所看到的。而且，如果比特币继续向上轨迹，梅利兹可能只是今年做出了最明智的企业融资举动之一。