交易所交易基金 (ETF)、政府和 MicroStrategy (MSTR) 拥有近三分之一的已知比特币 (BTC) 持有量

Ki Young Ju 表示，ETF、政府和 MicroStrategy 拥有 31% 的已知 BTC 持有量，较 2023 年 12 月增加了 14%。

Exchange-traded funds (ETFs), governments and MicroStrategy (MSTR) own nearly one-third of all known Bitcoin (BTC) holdings.

交易所交易基金 (ETF)、政府和 MicroStrategy (MSTR) 拥有所有已知比特币 (BTC) 持有量的近三分之一。

The 31% of known BTC holdings owned by ETFs, governments and MicroStrategy represents a 14% increase from December 2023, according to Ki Young Ju, the founder and chief executive of the digital asset analytics firm CryptoQuant.

数字资产分析公司 CryptoQuant 的创始人兼首席执行官 Ki Young Ju 表示，ETF、政府和 MicroStrategy 拥有的已知 BTC 持有量中，有 31% 比 2023 年 12 月增加了 14%。

“Bitcoin Cap Table Update: ETFs, governments, and MSTR now account for 31% of all known Bitcoin holdings, up from 14% last year.”

“比特币上限表更新：ETF、政府和 MSTR 目前占所有已知比特币持有量的 31%，高于去年的 14%。”

Young Ju also discussed the importance of MicroStrategy’s BTC holdings.

Young Ju 还讨论了 MicroStrategy 持有 BTC 的重要性。

“Different forms of money require distinct gateways.

“不同形式的货币需要不同的网关。

Bitcoiners should recognize MSTR as a gateway bridging Nasdaq-100 money to Bitcoin.

比特币爱好者应该认识到 MSTR 是连接纳斯达克 100 指数资金与比特币的桥梁。

I don’t understand why some Bitcoiners dislike MSTR. They might raise concerns about self-custody, but very few people actually practice self-custody — just as only a few care about privacy breaches. MSTR’s Bitcoin bank model aligns well with the current adoption level.

我不明白为什么一些比特币爱好者不喜欢 MSTR。他们可能会引起对自我保管的担忧，但很少有人真正实行自我保管——就像只有少数人关心隐私泄露一样。 MSTR 的比特币银行模式与当前的采用水平非常吻合。

If the gateway’s active fund management enables the acquisition of a significant amount of Bitcoin with relatively little capital, that marks the success of a Bitcoin bank.

如果网关的主动资金管理能够以相对较少的资本收购大量比特币，则标志着比特币银行的成功。

Of course, there is always the risk of failure, so one should view it as entrusting funds to a bank with the goal of gaining more Bitcoin, using Bitcoin itself as the form of money.”

当然，失败的风险总是存在的，所以人们应该将其视为将资金委托给银行，目的是获得更多比特币，利用比特币本身作为货币形式。”

Bitcoin is trading at $93,895 at time of writing. The top-ranked crypto asset by market cap is down nearly 2% in the past 24 hours.

截至撰写本文时，比特币交易价格为 93,895 美元。按市值排名第一的加密资产在过去 24 小时内下跌了近 2%。