微软（MSFT）股东大会讨论比特币（BTC）投资提案

微软即将于 12 月 10 日召开的股东大会将引起广泛关注。这家科技巨头探索比特币 [BTC] 投资的一项值得注意的提议将成为会议议程的一部分。

Microsoft’s upcoming shareholder meeting on December 10 will feature a proposal to explore Bitcoin [BTC] investments. The proposal, filed with the U.S. Securities and Exchange Commission (SEC), suggests that Microsoft consider allocating a portion of its assets to BTC as a hedge against inflation and broader economic shifts.

微软即将于 12 月 10 日召开的股东大会将提出探索比特币 [BTC] 投资的提案。该提案向美国证券交易委员会（SEC）提交，建议微软考虑将其部分资产分配给比特币，以对冲通胀和更广泛的经济变化。

However, Microsoft’s board has advised a vote against this proposal, stating that the company has already given careful consideration to such strategies.

然而，微软董事会建议投票反对这一提议，并表示该公司已经仔细考虑了此类策略。

According to a company statement opposing the proposal, Microsoft highlighted its past evaluations of Bitcoin and other cryptocurrencies in considering strategies to deploy its assets. The statement also noted that Microsoft continues to monitor trends and developments related to cryptocurrencies to inform future decision making.

根据反对该提议的公司声明，微软在考虑部署其资产的策略时强调了其过去对比特币和其他加密货币的评估。该声明还指出，微软将继续监控与加密货币相关的趋势和发展，为未来的决策提供信息。

The proposal, which was initiated by the National Center for Public Policy Research (NCPPR), points out that MicroStrategy’s approach to Bitcoin investments, despite operating on a smaller scale than Microsoft, outperformed Microsoft’s stock by over 300% in the past year.

该提案由国家公共政策研究中心（NCPPR）发起，提案指出，尽管 MicroStrategy 的比特币投资规模比微软小，但过去一年的表现却比微软股票高出 300% 以上。

The NCPPR also highlighted the growing trend of institutional and corporate interest in BTC, including through spot Bitcoin ETFs, and argues that, although Bitcoin remains volatile, it could act as a potential hedge against inflation and declining corporate bond yields.

NCPPR 还强调了机构和企业对 BTC 的兴趣不断增长的趋势，包括通过现货比特币 ETF 进行投资，并认为，尽管比特币仍然不稳定，但它可以作为对抗通胀和企业债券收益率下降的潜在对冲工具。

“At minimum, companies should evaluate the benefits of holding some, even just 1% of its assets in Bitcoin,” the proposal reads.

该提案写道：“至少，公司应该评估持有部分资产，甚至仅持有 1% 的比特币资产的好处。”

Top Bitcoin Holders and Their Impact on the Market

顶级比特币持有者及其对市场的影响

The institutional holdings of BTC have grown significantly over time, with top holders including Satoshi Nakamoto, Binance, BlackRock, Grayscale, and MicroStrategy continuing to increase their stakes in the leading cryptocurrency.

随着时间的推移，比特币的机构持有量大幅增加，包括中本聪、币安、贝莱德、Grayscale 和 MicroStrategy 在内的顶级持有者继续增加其在领先加密货币中的持股。

The race to secure Bitcoin has reached a point where BTC ETFs are now approaching the total holdings attributed to Nakamoto, as highlighted by Bloomberg ETF analyst Eric Balchunas.

正如彭博 ETF 分析师 Eric Balchunas 所强调的那样，比特币 ETF 的争夺已经达到了一个阶段，目前 BTC ETF 的持有量已经接近中本聪的总持仓量。

MicroStrategy’s strategy has inspired entities like Japan’s Metaplanet to raise 10 billion Yen through a fresh stock issuance as part of its 11th series of Stock Acquisition Rights.

MicroStrategy 的战略激励日本 Metaplanet 等实体通过发行新股筹集 100 亿日元，作为其第 11 批股票收购权的一部分。

Tesla’s Q3 report also reveals its status as the fourth-largest BTC holder among U.S.-listed firms, trailing behind MicroStrategy, Marathon Digital Holdings, and Riot Platforms.

特斯拉第三季度报告还揭示了其作为美国上市公司中第四大比特币持有者的地位，落后于 MicroStrategy、Marathon Digital Holdings 和 Riot Platforms。

Meanwhile, SpaceX's 8,285 BTC, valued at roughly $560 million, positions it as the seventh-largest private Bitcoin holder.

与此同时，SpaceX 拥有 8,285 枚比特币，价值约 5.6 亿美元，使其成为第七大私人比特币持有者。

As of October 25, BTC was trading at $67,576.65, up 1.02% in the past 24 hours, according to CoinMarketCap.

根据 CoinMarketCap 的数据，截至 10 月 25 日，BTC 交易价格为 67,576.65 美元，过去 24 小时上涨 1.02%。

In contrast, Microsoft (MSFT) shares saw minimal movement, closing at $424.7 on October 24 with a slight uptick of 0.03%, as reported by Google Finance. By October 25, MSFT shares had edged up further to $424.73, up 0.13%.

相比之下，据谷歌财经报道，微软 (MSFT) 股价变动最小，10 月 24 日收于 424.7 美元，小幅上涨 0.03%。截至 10 月 25 日，MSFT 股价进一步上涨至 424.73 美元，涨幅为 0.13%。