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MicroStrategy 首席执行官 Michael Saylor 重申,该公司的比特币(BTC)投资策略是资本市场的数字化转型,而不是短期“故障”。
MicroStrategy CEO Michael Saylor has highlighted the company's Bitcoin (BTC) investment strategy as a digital transformation in capital markets, rather than a short-term “glitch.” Known for its enterprise software, MicroStrategy holds the largest corporate Bitcoin position globally.
MicroStrategy 首席执行官 Michael Saylor 强调该公司的比特币 (BTC) 投资策略是资本市场的数字化转型,而不是短期“故障”。 MicroStrategy 以其企业软件而闻名,拥有全球最大的企业比特币仓位。
Since its initial $250 million Bitcoin purchase in August 2020, the company's BTC holdings have soared to over $15 billion. Saylor emphasizes that the strategy represents a shift toward digital assets, not a temporary phenomenon.
自 2020 年 8 月首次购买 2.5 亿美元比特币以来,该公司的 BTC 持有量已飙升至超过 150 亿美元。塞勒强调,该战略代表着向数字资产的转变,而不是暂时的现象。
Bitcoin Strategy Fuels New Capital Models
比特币策略推动新的资本模式
MicroStrategy has used its Bitcoin reserves to develop new funding models. In addition to its software business, the firm operates a Bitcoin securitization venture, raising over $3 billion through convertible bonds and equity offerings to acquire more Bitcoin. According to Saylor, MicroStrategy's shares offer a 1.5x return on Bitcoin with lower volatility than traditional investment assets.
MicroStrategy 已利用其比特币储备来开发新的融资模式。除了软件业务外,该公司还经营一家比特币证券化企业,通过可转换债券和股票发行筹集了超过 30 亿美元资金来收购更多比特币。 Saylor 表示,MicroStrategy 的股票提供比特币 1.5 倍的回报,且波动性低于传统投资资产。
This aggressive investment strategy has helped MicroStrategy outpace traditional investments, including real estate. Saylor mentioned that the company generates consistent cash flow, which it uses to invest in Bitcoin, creating a “City Bitcoin,” a term used to describe digital wealth accumulation.
这种积极的投资策略帮助 MicroStrategy 超越了包括房地产在内的传统投资。塞勒提到,该公司产生稳定的现金流,用于投资比特币,创造了“城市比特币”,这个术语用于描述数字财富积累。
MicroStrategy's “City Bitcoin” Concept
MicroStrategy 的“城市比特币”概念
Saylor likened MicroStrategy's approach to Bitcoin to building a digital financial ecosystem. By issuing securities to acquire Bitcoin, the firm creates scarcity in the market, which drives up the Bitcoin price and MicroStrategy's market value. This has led to significant volatility in the options market, with open interest jumping from $3 million to $40 billion.
Saylor 将 MicroStrategy 的比特币方法比作构建数字金融生态系统。通过发行证券来获取比特币,该公司造成了市场稀缺性,从而推高了比特币价格和 MicroStrategy 的市值。这导致期权市场大幅波动,未平仓合约从 300 万美元跃升至 400 亿美元。
Saylor compared MicroStrategy's Bitcoin-backed bonds to a petrochemical refinery. He explained that the company transforms “crude capital” into safer financial instruments, such as fixed income securities and public equity linked to Bitcoin. These instruments allow investors to gain exposure to Bitcoin with downside protection and upside potential.
Saylor 将 MicroStrategy 的比特币支持债券比作石化炼油厂。他解释说,该公司将“原始资本”转化为更安全的金融工具,例如与比特币挂钩的固定收益证券和公共股权。这些工具使投资者能够获得具有下行保护和上行潜力的比特币敞口。
Saylor on Market Inefficiencies, MicroStrategy's Performance
Saylor 谈市场效率低下和 MicroStrategy 的表现
Saylor expressed his belief that Bitcoin can address inefficiencies in traditional capital markets, which hold an estimated $900 trillion in global assets. He asserted that Bitcoin, an “invisible, indestructible digital asset,” provides better capital flow and security than 20th-century physical assets. Moreover, he stated that the firm's strategy embodies a digital evolution rather than a market anomaly.
Saylor 表示,他相信比特币可以解决传统资本市场的低效率问题,传统资本市场持有估计 900 万亿美元的全球资产。他声称,比特币是一种“看不见、坚不可摧的数字资产”,比 20 世纪的实物资产提供更好的资本流动和安全性。此外,他表示该公司的战略体现了数字化演变,而不是市场异常。
MicroStrategy's unique investment model, according to Saylor, enables investors to capitalize on Bitcoin's growth with lower risk and greater stability. The company's stock reached a market capitalization of $43 billion at its peak, largely driven by the firm's focus on Bitcoin accumulation and securitization.
Saylor 表示,MicroStrategy 独特的投资模式使投资者能够以更低的风险和更高的稳定性利用比特币的增长。该公司股票的市值在巅峰时期达到了 430 亿美元,这主要是由于该公司对比特币积累和证券化的关注。
MicroStrategy as Gateway for Institutions into Bitcoin
MicroStrategy 作为机构进入比特币的门户
MicroStrategy aims to serve as an institutional gateway for investors to gain exposure to Bitcoin. It offers various portfolio instruments like long, short, hedged, and arbitrage options, providing investors with a stable and transparent route. As a result, institutional investors view MicroStrategy as a stable and credible issuer of Bitcoin-backed securities.
MicroStrategy 旨在成为投资者接触比特币的机构门户。它提供多头、空头、对冲、套利等多种投资组合工具,为投资者提供稳定、透明的投资路径。因此,机构投资者将 MicroStrategy 视为稳定且可信的比特币支持证券发行人。
According to Saylor, the company's success is due to its size and agility. By consistently focusing on Bitcoin, MicroStrategy has outpaced larger firms like Apple and Microsoft in Bitcoin acquisition. Saylor emphasized that this approach is not merely an investment trend but a new paradigm in capital markets.
Saylor 表示,该公司的成功归功于其规模和敏捷性。通过持续关注比特币,MicroStrategy 在比特币收购方面超过了苹果和微软等大公司。 Saylor强调,这种做法不仅仅是一种投资趋势,而且是资本市场的新范式。
Future Outlook for Bitcoin, Financial Markets
比特币、金融市场的未来展望
Saylor believes that MicroStrategy's unique model of capitalizing on Bitcoin could prompt other companies to reconsider their investment strategies. He suggests that firms may consider Bitcoin investments over stock buybacks to achieve more efficiency in capital allocation. As the BTC price rises, Saylor indicated that more traditional companies would integrate digital assets into their balance sheets, enhancing broader adoption.
Saylor 认为,MicroStrategy 独特的比特币资本化模式可能会促使其他公司重新考虑其投资策略。他建议公司可以考虑投资比特币而不是股票回购,以提高资本配置效率。 Saylor 表示,随着 BTC 价格上涨,更多传统公司会将数字资产整合到其资产负债表中,从而促进更广泛的采用。
Furthermore, he stated that MicroStrategy's future plan involves continuing its Bitcoin accumulation, aiming for a target yield of 4% to 8%. He mentioned that this growth would depend on its ability to raise capital and invest it effectively in Bitcoin-related securities. By transforming volatile capital into fixed income, MicroStrategy aims to offer more stable returns to investors.
此外,他表示MicroStrategy未来的计划包括继续积累比特币,目标收益率为4%至8%。他提到,这种增长将取决于其筹集资金并将其有效投资于比特币相关证券的能力。通过将波动性资本转化为固定收益,MicroStrategy 旨在为投资者提供更稳定的回报。
Saylor concluded that Bitcoin adoption will continue as investors shift from analog assets to digital assets. This shift, he believes, is part of an ongoing evolution in capital markets, aligning with the broader trend toward digital transformation.
Saylor 的结论是,随着投资者从模拟资产转向数字资产,比特币的采用将会继续。他认为,这种转变是资本市场持续演变的一部分,与数字化转型的更广泛趋势保持一致。
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