MicroStrategy 考虑在纳斯达克 100 指数纳入后收购比特币

MicroStrategy 联合创始人 Michael Saylor 引发了对另一笔重大比特币收购的猜测。这是继该公司最近

Michael Saylor, co-founder and former CEO of business intelligence firm MicroStrategy, has hinted at another major Bitcoin acquisition by the company.

商业情报公司 MicroStrategy 的联合创始人兼前首席执行官 Michael Saylor 暗示该公司将进行另一项重大比特币收购。

This comes hot on the heels of MicroStrategy’s recent inclusion in the Nasdaq-100 Index, a significant milestone in the company’s journey that highlights its growing influence in the tech and financial sectors.

紧接着 MicroStrategy 最近被纳入纳斯达克 100 指数，这是该公司发展历程中的一个重要里程碑，凸显了其在科技和金融领域日益增长的影响力。

Bitcoin Acquisition on the Horizon?

比特币收购即将到来？

On Dec. 15, Saylor took to Twitter to ask his followers a cryptic question. He shared a screenshot of the SaylorTracker, a portfolio tracker that highlights each Bitcoin acquisition made by the company. Notably, these acquisitions are usually marked with a green color in the tracker.

12 月 15 日，塞勒在 Twitter 上向他的追随者询问了一个神秘的问题。他分享了 SaylorTracker 的屏幕截图，这是一个投资组合跟踪器，突出显示了该公司进行的每笔比特币收购。值得注意的是，这些采集通常在跟踪器中用绿色标记。

However, as Saylor points out in his tweet, one might wonder if the tracker is missing a green marker, alluding to a possible new Bitcoin acquisition that has yet to be officially announced.

然而，正如塞勒在他的推文中指出的那样，人们可能想知道跟踪器是否缺少绿色标记，暗示可能尚未正式宣布的新比特币收购。

This cryptic hint has sparked speculation within the crypto community, leading many to believe that another large-scale Bitcoin purchase by MicroStrategy could be imminent.

这一神秘的暗示引发了加密社区内部的猜测，让许多人相信 MicroStrategy 可能即将再次大规模购买比特币。

Over the past five weeks, Saylor has dropped subtle hints on social media about Bitcoin purchases, which were later followed by official announcements of large-scale acquisitions by the subsequent Monday.

在过去的五周里，塞勒在社交媒体上暗示了有关比特币购买的微妙暗示，随后在接下来的周一正式宣布了大规模收购。

During this time, MicroStrategy rapidly expanded its Bitcoin holdings, adding over 171,000 BTC to its portfolio, an investment that now exceeds $15 billion.

在此期间，MicroStrategy 迅速扩大了其比特币持有量，在其投资组合中增加了超过 171,000 枚比特币，目前投资额已超过 150 亿美元。

If a new acquisition is confirmed, it would also mark MicroStrategy’s first Bitcoin purchase since its inclusion in the Nasdaq-100 Index on Dec. 13.

如果新的收购得到确认，这也将标志着 MicroStrategy 自 12 月 13 日纳入纳斯达克 100 指数以来首次购买比特币。

This inclusion has been met with much excitement from the crypto community, as it could potentially pave the way for MicroStrategy to be included in the S&P 500, which tracks the performance of the 500 largest companies in the United States.

这一纳入引起了加密社区的极大关注，因为它可能为 MicroStrategy 被纳入标准普尔 500 指数（追踪美国 500 家最大公司的业绩）铺平道路。

According to James Van Straten of CoinDesk, the only remaining criterion for MicroStrategy to be included in the S&P 500 is achieving positive earnings over the past four quarters.

CoinDesk 的 James Van Straten 表示，MicroStrategy 被纳入标准普尔 500 指数的唯一标准是在过去四个季度实现正收益。

“On a theoretical basis, once FASB is implemented in Q1 2025 and with a BTC price of $120,000 and no increase to their BTC holdings, MSTR will have $25 billion of net income. MSTR could be included as early as Q2 2025,” Van Straten predicted.

“从理论上讲，一旦 FASB 在 2025 年第一季度实施，在 BTC 价格为 12 万美元且不增加 BTC 持有量的情况下，MSTR 将拥有 250 亿美元的净利润。 MSTR 最早可能会在 2025 年第二季度纳入其中，”Van Straten 预测。

Marathon Digital Eyes Nasdaq-100 Entry

马拉松数码眼纳斯达克 100 指数入场

As MicroStrategy cements its position among the “Nasdaq 100 Magnificent Seven,” another company is working hard to follow suit. Marathon Digital Holdings, a large-scale Bitcoin miner, is making a strong push to join the prestigious index.

随着 MicroStrategy 巩固其在“纳斯达克 100 强七强”中的地位，另一家公司正在努力效仿。大型比特币矿商 Marathon Digital Holdings 正在大力推动加入这一享有盛誉的指数。

Interestingly, Saylor has tipped Marathon to be the next likely Bitcoin-focused firm to secure a Nasdaq-100 spot. In a Dec. 14 post, he responded to a congratulatory message from Marathon CEO Fred Thiel, expressing confidence in the company’s upward trajectory.

有趣的是，Saylor 预计 Marathon 可能成为下一家获得纳斯达克 100 指数席位的专注于比特币的公司。在 12 月 14 日的帖子中，他回复了 Marathon 首席执行官 Fred Thiel 的贺信，表达了对公司上升轨迹的信心。

“Thanks Fred. I expect MARA will be the next,” Saylor stated in the post.

“谢谢弗雷德。我预计 MARA 将成为下一个。”塞勒在帖子中说道。

While Marathon still faces a challenging road ahead, considering that it currently has a market capitalization below $10 billion, which is significantly lower than the figures MicroStrategy achieved prior to its inclusion, the company is certainly making waves with its Bitcoin strategy.

尽管 Marathon 仍面临着充满挑战的道路，考虑到其目前的市值低于 100 亿美元，远低于 MicroStrategy 在被纳入之前实现的数字，但该公司无疑正在以其比特币战略掀起波澜。

In fact, Marathon has been aggressively expanding its Bitcoin strategy, spending over $1 billion this month alone to increase its reserves to 40,435 BTC, which are now valued at nearly $3.9 billion.

事实上，Marathon 一直在积极扩大其比特币战略，仅本月就花费了超过 10 亿美元，将其储备增加至 40,435 BTC，目前价值近 39 亿美元。

This acquisition also solidifies Marathon’s position as the second-largest corporate Bitcoin holder, trailing only MicroStrategy. As the company continues to grow its Bitcoin portfolio, it is becoming a key contender in the evolving landscape of institutional crypto investment.

此次收购还巩固了 Marathon 作为第二大企业比特币持有者的地位，仅次于 MicroStrategy。随着该公司不断扩大其比特币投资组合，它正在成为不断发展的机构加密投资领域的主要竞争者。