MicroStrategy 的比特币押注获得回报，MSTR 股票以 358% 的年涨幅位列 2024 年世界资产表现最佳

MicroStrategy 在 2024 年积极的比特币 [BTC] 购买热潮似乎已经得到了回报。据 Galaxy Research 称，该公司的股票 MSTR 以 358% 的年涨幅位居 2024 年全球资产表现榜首位。

MicroStrategy’s aggressive Bitcoin buying spree paid off handsomely in 2024, with the firm’s stock MSTR topping the world asset performers list with a 358% yearly gain.

MicroStrategy 积极的比特币购买热潮在 2024 年获得了丰厚的回报，该公司的股票 MSTR 以 358% 的年涨幅位居全球资产表现榜榜首。

Galaxy Research’s data showed that MSTR shared the first spot with Palantir Technologies (PLTR), a software company that also offered data analytics solutions to cryptocurrency firms.

Galaxy Research 的数据显示，MSTR 与 Palantir Technologies (PLTR) 并列第一，后者是一家软件公司，也为加密货币公司提供数据分析解决方案。

BTC ranked third, while Nvidia came in second. Alex Thorn, head of firmwide research at Galaxy Digital, noted that the top two performers were related to Bitcoin.

BTC 排名第三，Nvidia 排名第二。 Galaxy Digital 全公司研究主管 Alex Thorn 指出，表现最好的两个都与比特币有关。

“Even on a risk-adjusted basis (sharpe), MSTR finished 1st and BTC was 3rd. 2 of top 3 assets in 2024 were Bitcoin-related,” he added.

“即使在风险调整的基础上（夏普），MSTR 仍排名第一，BTC 排名第三。 2024 年排名前 3 的资产中有 2 个与比特币相关。”他补充道。

MicroStrategy’s remarkable yearly performance was no surprise, given its founder and former CEO Michael Saylor’s status as a Bitcoin maxi who maintained that the cryptocurrency will always outshine most U.S. stocks.

鉴于 MicroStrategy 创始人兼前首席执行官迈克尔·塞勒 (Michael Saylor) 的比特币大佬地位，他坚持认为加密货币将永远超越大多数美国股票，MicroStrategy 出色的年度业绩并不令人意外。

To capitalize on BTC’s growth, the firm acquired a substantial amount of the cryptocurrency (446.4K BTC) and controlled 2.2% of the total supply as of late 2024.

为了利用 BTC 的增长，该公司收购了大量的加密货币（446.4K BTC），并截至 2024 年底控制了总供应量的 2.2%。

Interestingly, the most aggressive buying spree occurred in Q4 2024. In November alone, the firm acquired over 107K BTC, to the tune of over $10B, in two transactions.

有趣的是，最激进的购买热潮发生在 2024 年第四季度。仅在 11 月，该公司就在两笔交易中收购了超过 107K BTC，价值超过 10B 美元。

While the pace of acquisition slowed in December, the firm was set to launch a massive equity issuance program to accelerate its BTC strategy. It recently announced plans to increase MSTR’s share count to over 10 billion to achieve its targets.

尽管 12 月份收购步伐放缓，但该公司仍准备启动大规模股票发行计划，以加速其 BTC 战略。它最近宣布计划将 MSTR 的股份数量增加到超过 100 亿股，以实现其目标。

It remained to be seen if MSTR's bold bet on BTC would pay off again in 2025. In the meantime, the stock was down 46% following a massive BTC sell-off during the holiday season.

MSTR 对 BTC 的大胆押注是否会在 2025 年再次获得回报还有待观察。与此同时，在假期期间 BTC 大规模抛售后，该股下跌了 46%。

Over the same period, BTC dropped from $108K to a low of $92K before attempting a rebound to $97K in early January.

同一时期，BTC 从 10.8 万美元跌至 9.2 万美元的低点，然后在 1 月初尝试反弹至 9.7 万美元。

However, the MSTR decline eased at the confluence of a price gap and the golden ratio 61.8% Fibonacci level (around $300).

然而，在价格差距和黄金比例 61.8% 斐波那契水平（约 300 美元）汇合处，MSTR 跌势有所缓解。

Some market commentators believed the recent low and weak sentiment could provide the best discount for buying MSTR.

一些市场评论员认为，近期的低迷情绪可能为买入 MSTR 提供最佳折扣。