到2030年，标准普尔500年的25％的公司将拥有比特币作为长期资产 - 建筑师合作伙伴的Elliot Chun预测

据专注于技术中心的金融咨询公司Architect Partners的合伙人Elliot Chun表示，到2030年，标准普尔500指数上市的公司中有25％预计将将比特币作为长期资产。

By 2030, an estimated 25% of companies listed on the S&P 500 could be holding Bitcoin as a long-term asset, according to Elliot Chun, a partner at Architect Partners, a financial advisory firm with a focus on the technology sector.

据财务咨询公司Architect Partners的合伙人Elliot Chun称，到2030年，标准普尔500指数上市的公司中有25％可能将比特币作为长期资产。

In a blog post on Wednesday, Chun discussed the increasing pressure on treasury managers to consider adding Bitcoin to their portfolios. This urgency stems from the prospect of potential gains versus the risk of job security should they forgo such an investment opportunity.

在周三的博客文章中，朱恩讨论了国库经理考虑考虑在其投资组合中添加比特币的压力越来越大。这种紧迫性源于潜在收益的前景，如果他们放弃了这样的投资机会，就会出现工作保障的风险。

“If you tried it and it worked, you’re a genius. If it didn’t work, at least you made an attempt. But if you didn’t try and don’t have a good story for not trying, then your position might be in a spot,” Chun remarked.

“如果您尝试过它并且它奏效了，那您是一个天才。如果它不起作用，至少您尝试了尝试。但是，如果您没有尝试并且没有一个不尝试的好故事，那么您的位置可能处于现场，” Chun说。

At present, only Tesla (NASDAQ:TSLA) and Block (NYSE:SQ) have Bitcoin in their balance sheets among the S&P 500 firms. To reach Chun’s prediction of 125 companies by 2030, at least 123 more would need to begin investing in Bitcoin.

目前，只有特斯拉（NASDAQ：TSLA）和Block（NYSE：SQ）在标准普尔500年的公司中拥有比特币。为了到达Chun对125家公司的预测，到2030年，至少需要越来越多123个公司开始投资比特币。

Among the 89 public companies that own Bitcoin, MicroStrategy (NASDAQ:MSTR) is the largest institutional holder. Recent developments, such as GameStop’s (NYSE:GME) $1.3 billion offering of convertible notes to fund further Bitcoin acquisition, suggest that more firms may soon join this group.

在拥有比特币的89家上市公司中，MicroStrategy（NASDAQ：MSTR）是最大的机构持有人。最近的发展，例如GameStop（NYSE：GME）13亿美元提供可转换票据以资助进一步的比特币收购，这表明更多公司可能很快加入了该集团。

Industry leaders, including ARK Invest’s Cathie Wood and Galaxy Digital’s Mike Novogratz, have made predictions of Bitcoin reaching valuations between $500,000 and $1,000,000 by 2030.

包括ARK Invest的Cathie Wood和Galaxy Digital的Mike Novogratz在内的行业领导者已经预测了比特币到2030美元到2030美元之间的估值在500,000至1,000,000美元之间。

Companies that have adopted Bitcoin treasury strategies have often seen a positive correlation with their share prices. For instance, MicroStrategy’s stock has surged over 2,000% since its initial Bitcoin investment in August 2020, significantly outpacing both Bitcoin and the S&P 500 during the same period.

采用比特币国库策略的公司经常与其股价有正相关。例如，自2020年8月最初的比特币投资以来，MicroStrategy的股票已飙升了2,000％以上，同期在同一时期大大超过了比特币和标准普尔500指数。

However, Chun cautioned against firms attempting to replicate MicroStrategy’s success, suggesting they are likely to be met with disappointment. He highlighted the distinction between utilising Bitcoin for treasury diversification and fundamentally restructuring business models to lead in Bitcoin holdings.

但是，Chun警告说，试图复制Microstrategy成功的公司，表明他们很可能会感到失望。他强调了利用比特币进行国库多元化和从根本上重组业务模型之间的区别。

Despite its increased adoption, Chun described Bitcoin as an “unproven strategy” for companies seeking to mitigate inflation risks or diversify treasury management.

尽管采用的采用量增加，但对于寻求减轻通货膨胀风险或多元化财政部管理的公司而言，比特币将比特币描述为“未经证实的战略”。

However, he argued that Bitcoin offers greater flexibility as a treasury asset compared to gold, which poses logistical challenges for storage and transportation. Earlier this month, Bitwise launched the Bitwise Bitcoin Standard Corporations ETF (NYSE:BITC), which aims to track companies holding at least 1,000 Bitcoin in their corporate treasuries. This ETF underscores the growing institutional interest in cryptocurrency investments.

但是，他认为比特币与黄金相比，比特币作为国库资产具有更大的灵活性，这对存储和运输提出了后勤挑战。本月初，Bitwise推出了比特币标准公司ETF（NYSE：BITC），该公司的目的是跟踪拥有至少1,000个比特币在公司国库中的公司。该ETF强调了加密货币投资中日益增长的机构兴趣。