捷克国家银行探索不断扩大的投资组合，从挪威的比特币暴露中获取线索

CNB的银行董事会在周四会议上批准了一项分析，以扩大其国际储备。

The Czech National Bank is exploring expanding its investment portfolio as global institutions, like the Norwegian sovereign wealth fund, show increasing exposure to assets like Bitcoin.

捷克国家银行（Czech National Bank）正在探索扩大其投资组合，因为挪威主权财富基金（Norwegian Sovereign Wealth Fund）等全球机构显示，对比特币等资产的敞口增加。

What Happened: The CNB’s Bank Board on Thursday approved an analysis into broadening its international reserves.

发生的事情：CNB的银行董事会周四批准了扩大国际储备的分析。

The decision follows two years of increasing diversification efforts and was brought on by a proposal from Governor Aleš Michl.

该决定是在增加了两年的多元化工作之后，并由州长AlešMichl提出的提议提出。

The aim is to assess the viability and benefits of incorporating new asset classes into their reserves, considering diversification and returns.

目的是评估考虑多元化和回报的新资产类别的可行性和好处。

The analysis is underway and no immediate changes are anticipated. Once completed, the Bank Board will decide on any further actions.

分析正在进行中，预计不会立即进行更改。完成后，银行董事会将决定采取任何进一步行动。

Also Read: ‘Bitcoin Will Not Be Considered For Central Bank Reserves,’ ECB President Christine Lagarde Says

另请阅读：“比特币不会考虑中央银行储备金，”欧洲央行总裁克里斯汀·拉加德（Christine Lagarde）说

Why It Matters: This move by the Czech central bank mirrors a broader trend of institutional funds subtly embracing assets like Bitcoin.

它为什么重要：捷克中央银行的这一举动反映了机构资金巧妙地包含比特币等资产的更广泛趋势。

Notably, the Norwegian sovereign wealth fund (NBIM) has also seen significant growth in its Bitcoin holdings, albeit indirectly.

值得注意的是，挪威主权财富基金（NBIM）也看到了其比特币持有量的显着增长，尽管是间接的。

According to Vetle Lunde, Head of Research at K33, the NBIM now holds 3,821 BTC.

根据K33研究主管Vetle Lunde的说法，NBIM现在拥有3,821 BTC。

This signifies a substantial increase of 1,375 BTC since June 30, 2024, and a 2,314 BTC jump year-on-year.

这表明自2024年6月30日以来，BTC的大幅增长1,375，同比增长了2,314 BTC。

Its BTC holdings have grown by 153% compared to the end of 2023, underscoring the rapid maturation of Bitcoin as an investment asset.

与2023年底相比，它的BTC持有量增长了153％，强调了比特币作为投资资产的迅速成熟。

Lunde clarified that the NBIM’s Bitcoin exposure isn’t a result of a deliberate direct purchase.

伦德澄清说，NBIM的比特币曝光不是故意直接购买的结果。

It is rather an outcome of rule-based sector weighting, where companies that have exposure to Bitcoin have grown in value.

这是基于规则的部门加权的结果，在这种情况下，有价值的公司的价值增长。

Lunde added that increased NBIM holdings in companies like Riot Platforms RIOT and Metaplanet highlight this indirect trend.

伦德补充说，在Riot Platforms Riot和Metaplanet等公司中的NBIM持有量增加了这一间接趋势。

He further noted that the per capita indirect exposure to Bitcoin in Norway via the NBIM translates to 68,837 sats (approximately $64) per person by the end of 2024.

他进一步指出，挪威通过NBIM在挪威的比特币间接接触，到2024年底，人均每人68,837 SAT（约合64美元）。

The financial impact of the NBIM’s indirect Bitcoin exposure has skyrocketed from $23 million in 2020 to a substantial $356 million in 2024.

NBIM间接比特币风险的财务影响从2020年的2300万美元飙升至2024年的3.56亿美元。

This comes as Bitcoin’s growth is reaching more of the traditional institutions through sector weighted strategies, whether intentionally or not.

这是因为无论是否有意，比特币的增长正在通过行业加权策略达到更多传统机构。

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