迈克尔·塞勒（Michael Saylor）比特币战略：执行董事长长期押注数字黄金

塞勒（Saylor）是公司领导者中最响亮的比特币最大爱好者之一，因此他的声明“没有橙色点的关税”以一波猜测打入了市场。

Executive chairman of Strategy (formerly MicroStrategy) (Nasdaq: MSTR) Michael Saylor created another enigmatic post on X (formerly Twitter) on April 13.

迈克尔·塞勒（Michael Saylor）迈克尔·塞勒（Michael Saylor）于4月13日在X（以前为Twitter）上创建了另一个神秘的帖子。

Saylor is one of the loudest Bitcoin max enthusiasts among corporate leaders, so his statement "No tariffs on orange dots" hit the market with a wave of speculation. The statement "No tariffs on orange dots" may point to Strategy's plans for a substantial Bitcoin purchase.

塞勒（Saylor）是公司领导者中最响亮的比特币最大发烧友之一，因此他的声明“没有橙色点的关税”散发出了一波猜测。声明“没有橙色的关税”可能指出了策略购买大量比特币的计划。

Earlier this year, Strategy’s BTC purchases were plotted on charts as “orange dots” by crypto enthusiasts.

今年早些时候，加密爱好者将策略的BTC购买绘制为“橙色点”。

According to an announcement on March 31, Strategy acquired 528,185 BTC. At the time of the purchase at the beginning of 2025, it was estimated to be worth $38 billion.

根据3月31日的公告，战略收购了528,185 BTC。在2025年初购买时，估计价值380亿美元。

During the market downturn, Saylor purchased 22,048 BTC, which at the time of writing is valued at almost $1.9 billion. This showcases the long-term Bitcoin strategy and buy-the-dip method that Saylor is using.

在市场低迷时期，塞勒购买了22,048 BTC，在写作时，该BTC的价值接近19亿美元。这展示了Saylor正在使用的长期比特币策略和购买浸入方法。

Saylor is a huge fan of Bitcoin and often speaks about the cryptocurrency. Since 2020, Saylor has stated on several occasions that Bitcoin has the properties of digital gold while presenting greater value than fiat currencies in times of currency devaluation.

Saylor是比特币的忠实拥护者，经常谈论加密货币。自2020年以来，塞勒（Saylor）在几次中指出，比特币具有数字黄金的特性，同时在货币贬值时具有比法定货币更高的价值。

In periods of economic instability, inflation growth and worldwide political conflicts, Bitcoin functions as a hedge strategy, although it remains highly risky because of its volatility.

在经济不稳定时期，通货膨胀增长和全球政治冲突的时期，比特币是对冲策略，尽管由于其波动性仍然很高。

The executive leadership of Saylor converted Strategy from an analytical software provider into an entity recognized as the biggest public investor of Bitcoin. The firm continues its core analytics software business and Bitcoin is the primary asset in its financial holdings.

Saylor的执行领导将战略从分析软件提供商转变为一个被公认为比特币公共投资者的实体。该公司继续其核心分析软件业务，比特币是其财务持有的主要资产。

This makes Strategy one of the most observed companies in the crypto sphere as it adopts an experimental approach which receives both positive and negative reactions from market observers.

这使得战略成为加密货币领域中最受观察到的公司之一，因为它采用了一种实验方法，该方法从市场观察者那里获得正面反应和负面反应。

The timing of Saylor’s current statement is also interesting. The fourth Bitcoin halving event reduced mining rewards from 6.25 BTC to 3.125 BTC.

Saylor当前陈述的时机也很有趣。第四个比特币减半事件将采矿奖励从6.25 BTC降低到3.125 BTC。

The past has shown that such price spikes often ignite future major bull markets while institutional investors are actively increasing their interest.

过去表明，这种价格峰值通常会激发未来的主要牛市，而机构投资者正在积极增加其兴趣。

Bitcoin has become an accepted mainstream asset class after the U.S. approved spot Bitcoin ETFs which in turn triggered increased demand.

在美国批准的现场比特币ETF之后，比特币已成为公认的主流资产类别，这反过来触发了需求的增加。

Chart 1- Analyzed on April 14, 2025

图1-分析于2025年4月14日

As seen in the above chart, Bitcoin prices experience significant market booms again due to the actions that Saylor communicates on his Twitter.

从上图中可以看出，由于塞勒在他的Twitter上交流的行动，比特币价格再次出现了明显的市场繁荣。

Past announcements by Saylor have induced temporary market price increases while some market players use his company’s movements to carry out purchases.

塞勒（Saylor）过去的公告引起了临时市场价格上涨，而某些市场参与者则使用公司的动作进行购买。

The perception of Strategy as a major player brings greater price fluctuations to the crypto market.

对战略作为主要参与者的看法为加密货币市场带来了更大的价格波动。

Saylor’s business strategy has successfully promoted the message that Bitcoin should be included in corporate accounting records.

Saylor的业务策略成功地推广了一个信息，即比特币应包括在公司会计记录中。

Other than Strategy, the purchase agreement was followed by Tesla (NASDAQ:TSLA) and Block (NYSE:SQ), who joined the market in a more restrained fashion.

除策略外，采购协议之后是特斯拉（NASDAQ：TSLA）和Block（NYSE：SQ），他们以更加约束的方式加入了市场。

Another confirmed major Bitcoin purchase by companies could restart corporate Bitcoin adoption while traditional financial groups are showing increasing interest toward crypto.

公司的另一个确认的主要比特币购买可以重新启动公司比特币的采用，而传统金融集团对加密货币的兴趣越来越高。

Will Michael Saylor’s actions push the Bitcoin price to new highs?

迈克尔·塞勒（Michael Saylor）的行动会将比特币价格推向新高点吗？

The positive outlooks come with associated dangers. The strategic plan depends heavily on one strategic asset but critics see this high concentration as dangerous.

积极的前景带来了相关的危险。战略计划在很大程度上取决于一种战略资产，但批评家认为这种高集中度是危险的。

The long-term performance of Bitcoin has been positive but its short-term stability is still extremely unstable. A sudden price drop would affect both Strategy’s economic standing and its shareholders’ attitude.

比特币的长期性能是积极的，但其短期稳定性仍然非常不稳定。突然的价格下跌将影响战略的经济地位及其股东的态度。

Moreover, regulatory uncertainty still looms. Crypto regulations across various countries are presented with inconsistent standards that may sometimes be viewed as hostile although the U.S. Securities and Exchange Commission (SEC) has eased its stance towards Exchange-Traded Fund (ETF) approvals.

此外，监管不确定性仍然隐约可见。尽管美国证券交易委员会（SEC）已减轻了对交易所交易基金（ETF）批准的立场，但各个国家的加密法规都具有不一致的标准，有时可能被视为敌对。

Any negative regulatory changes would affect Bitcoin prices as well as the business strategies institutions create that depend on Bitcoin.

任何负面的监管变化都会影响比特币价格以及依赖比特币的业务策略。

Will Michael Saylor Bitcoin moves continue to dominate market trends?

迈克尔·塞勒（Michael Saylor）比特币的举动会继续占据市场趋势吗？

Although whether Saylor is indeed making another major Bitcoin acquisition remains to be seen, the collective message shows Strategy’s continued commitment to Bitcoin ownership.

尽管Saylor是否确实在进行另一个主要的比特币获取尚待观察，但集体信息表明策略对比特币所有权的持续承诺。

Companies are more likely to invest in Bitcoin beyond speculative usage as a strategic financial reserve in times of economic challenges and the crypto markets advance.

在经济挑战时期和加密货币市场的前进，公司更有可能投资于投机性用法以外的战略金融储备。

The market will continue to follow Michael Saylor’s cryptocurrency actions and his cryptic posts.

市场将继续遵循迈克尔·塞勒（Michael Saylor）的加密货币行动和他的神秘帖子。

The modern cryptocurrency environment shows undeniable signs that Saylor’s leadership has largely impacted its progress whatever your opinions may be about his broad perspective.

现代的加密货币环境表明，不可否认的是，塞勒的领导能力在很大程度上影响了它的进步，无论您对他的广泛观点的看法如何。