迈克尔·塞勒（Michael Saylor）没有发布预测或放弃图表故障

他发布了一套西装，一个冲浪板和三个词：“加入。”木板是橙色的，用比特币（BTC）徽标品牌，并漂浮在地球上方。

This is a statement by Michael Saylor, CEO of Strategy (formerly MicroStrategy) (NASDAQ:MSTR). It is still relevant in light of recent events.

这是战略首席执行官迈克尔·塞勒（Michael Saylor）（以前是MicroStrategy）（NASDAQ：MSTR）的声明。鉴于最近的事件，它仍然很重要。

The scene opens with Saylor himself, casually dressed in a suit and sunglasses, standing on a surfboard. Behind him, the Earth hangs in the distance, and above it floats an orange surfboard. It is branded with a Bitcoin (BTC) logo and the Strategy logo.

场景与塞勒本人开放，穿着西装和太阳镜，站在冲浪板上。在他身后，地球悬挂在远处，上方浮出一个橙色冲浪板。它具有比特币（BTC）徽标和策略徽标的品牌。

Saylor did not post any market forecasts or drop a chart breakdown. He did not post a new BTC purchase or a cryptic quote about market cycles. He posted a suit, a surfboard and three words: "Get On Board."

Saylor没有发布任何市场预测或放弃图表细分。他没有发布新的BTC购买或有关市场周期的神秘报价。他发布了一套西装，一个冲浪板和三个词：“加入。”

For anyone still questioning where Strategy stands on Bitcoin, this is the latest in a long line of statements that are not really about market timing — they are about alignment.

对于仍然质疑战略在比特币上的任何人来说，这是一长串陈述中的最新信息，这些陈述与市场时机无关 - 它们是关于一致的。

Saylor is not just trying to ride the wave of the market up. He is positioning the company as part of the current itself.

Saylor不仅试图绕过市场的浪潮。他将公司定位为当前本身的一部分。

Strategy now holds 538,200 BTC — worth just over $50 billion at current prices — which puts the company in a category of its own. Its market cap has reached $94 billion, with enterprise value close behind at $104 billion.

现在的策略持有538,200 BTC（以当前价格价值超过500亿美元），这使该公司属于自己的类别。它的市值已达到940亿美元，企业价值落后于1040亿美元。

These are not small numbers, but they are the result of a single, outsized bet on one asset.

这些不是很小的数字，但它们是对一个资产进行单一大规模下注的结果。

Saylors post is not signaling a shift in strategy to a "balanced portfolio" or anything like that. If anything, it is reinforcing the message that this is not a hedge but a commitment.

Saylors帖子并没有表示策略转移到“平衡投资组合”之类的东西。如果有的话，它正在加强这样的信息：这不是树篱，而是一项承诺。

Get On ₿oard pic.twitter.com/OuU9DDkM3J

获取₿oardpic.twitter.com/ouu9ddkm3j

The context here matters. Over the past year, MSTR has gained 162%. Since the start of its Bitcoin strategy, it is up more than 2,700%. And yet, the stock is down 6% in the last three months.

这里的上下文很重要。在过去的一年中，MSTR上涨了162％。自比特币战略开始以来，它的增长超过2700％。然而，在过去三个月中，该股票下跌了6％。

Bitcoin, too, has cooled after a big move upward, now trading just below $93,000. There is momentum but also hesitation — some investors are clearly waiting for clarity on the next move.

比特币也在向上大幅移动后冷却，现在交易刚刚低于93,000美元。有动力，但也有犹豫 - 一些投资者显然在等待下一步行动的清晰度。

Whether or not you agree with the strategy, the message is clear: Strategy is not here to diversify away from Bitcoin. It is here to be the most leveraged version of it on the public market.

无论您是否同意该策略，信息都很明确：在这里策略不是要远离比特币。在这里，它是公共市场上它最杠杆化的版本。

If anything, that makes it the riskiest play. But it is also the one that offers the greatest potential returns — and in the current market climate, that might be exactly what some investors are looking for.

如果有的话，这使它成为最危险的游戏。但这也是提供最大潜在回报的人 - 在当前的市场氛围中，这可能正是某些投资者正在寻找的东西。