雅各布·金 (Jacob King) 表示，如果 MicroStrategy 投资 XRP 而不是比特币，它现在的价值将增加 60B 美元

金融专家和价值投资者 Jacob King 最近对 X 的分析强调了加密货币投资者的一个有趣的情况。

A recent analysis by financial expert and value investor Jacob King on X has highlighted an intriguing scenario for cryptocurrency investors.

金融专家和价值投资者 Jacob King 最近对 X 的分析强调了加密货币投资者的一个有趣的情况。

Jacob asserts that MicroStrategy, led by Michael Saylor, could have drastically boosted its return on investment (ROI) if the firm had allocated its $21.91 billion cryptocurrency portfolio to XRP rather than Bitcoin (BTC).

Jacob 断言，如果 Michael Saylor 领导的 MicroStrategy 将其 219.1 亿美元的加密货币投资组合分配给 XRP 而不是比特币 (BTC)，该公司可能会大幅提高其投资回报率 (ROI)。

If Michael Saylor had bought $XRP instead of $BTC, MicroStrategy’s $21.91 billion investment would now be worth approximately $81.94 billion, yielding a 274% ROI.

如果 Michael Saylor 购买了 XRP 而不是 BTC，那么 MicroStrategy 的 219.1 亿美元投资现在价值约为 819.4 亿美元，投资回报率为 274%。

That would be OVER $60 billion in additional profits! pic.twitter.com/zqMPx2Rwo6

这将带来超过 600 亿美元的额外利润！ pic.twitter.com/zqMPx2Rwo6

— Jacob King (@JacobKinge) December 2, 2024

— 雅各布·金 (@JacobKinge) 2024 年 12 月 2 日

This scenario underscores the potential missed opportunities in their investment strategy. According to King’s calculations, such a move would have generated a 274% ROI, translating to $81.94 billion in value—over $60 billion more than its current Bitcoin holdings.

这种情况凸显了他们的投资策略中可能错失的机会。根据 King 的计算，此举将产生 274% 的投资回报率，相当于 819.4 亿美元的价值，比其目前持有的比特币多出 600 亿美元以上。

King’s Analysis and Its Context

金的分析及其背景

The accompanying chart shared by King demonstrates a marked divergence in the price trajectories of XRP and Bitcoin. The visual comparison emphasizes XRP’s strong upward momentum relative to Bitcoin’s more subdued price performance during the same period.

King 分享的图表显示了 XRP 和比特币的价格轨迹存在明显差异。视觉比较强调了 XRP 相对于同期比特币价格表现更为疲弱的强劲上涨势头。

King’s argument reflects a hypothetical shift in MicroStrategy’s investment strategy, showcasing the potential impact of selecting a highly volatile but high-performing asset like XRP.

King 的论点反映了 MicroStrategy 投资策略的假设转变，展示了选择 XRP 等高波动性但高性能资产的潜在影响。

In response to this hypothetical scenario, another user, Andrew “Old IT Guy” Wade, emphasized several important considerations regarding altcoins like XRP. He pointed out that MicroStrategy’s investment would represent a substantial portion of XRP’s total market capitalization, potentially distorting the market.

针对这种假设场景，另一位用户 Andrew“老 IT 人”Wade 强调了有关 XRP 等山寨币的几个重要考虑因素。他指出，MicroStrategy 的投资将占 XRP 总市值的很大一部分，可能会扭曲市场。

Additionally, the large volume of XRP required for such an investment might destabilize the asset’s price if sold. Moreover, XRP carries a fundamentally different risk profile compared to Bitcoin, which many investors consider a more established and reliable store of value.

此外，此类投资所需的大量 XRP 如果出售，可能会破坏资产价格的稳定。此外，与比特币相比，瑞波币的风险状况截然不同，许多投资者认为比特币是一种更成熟、更可靠的价值储存手段。

From a financial perspective, Jacob King’s analysis underscores the importance of timing and asset selection in maximizing returns. While XRP’s recent performance has outpaced Bitcoin’s, it is crucial to recognize that past performance does not guarantee future results.

从财务角度来看，雅各布·金的分析强调了时机和资产选择对于最大化回报的重要性。虽然 XRP 最近的表现已经超过了比特币，但重要的是要认识到过去的表现并不能保证未来的结果。

Additionally, investments of MicroStrategy’s scale would likely encounter liquidity and market impact challenges, especially in the case of altcoins with relatively smaller market capitalizations than Bitcoin.

此外，MicroStrategy 规模的投资可能会遇到流动性和市场影响方面的挑战，特别是对于市值比比特币相对较小的山寨币而言。

Bitcoin remains the most widely adopted cryptocurrency, boasting a market cap of over $500 billion as of December 2024. Its liquidity, regulatory clarity, and acceptance as a digital gold standard provide a risk-adjusted appeal that aligns with MicroStrategy’s long-term strategy.

比特币仍然是采用最广泛的加密货币，截至 2024 年 12 月市值超过 5000 亿美元。其流动性、监管清晰度以及作为数字黄金标准的接受度提供了风险调整后的吸引力，与 MicroStrategy 的长期战略相一致。

Despite XRP’s growing adoption in cross-border payments and favorable developments in its legal disputes, it operates within a smaller ecosystem and remains subject to unique risks

尽管 XRP 在跨境支付中的应用越来越广泛，并且其法律纠纷也取得了有利的进展，但它在较小的生态系统中运行，并且仍然面临独特的风险

We are on twitter, follow us to connect with us :- @TimesTabloid1

我们在 Twitter 上，关注我们即可与我们联系：- @TimesTabloid1

— TimesTabloid (@TimesTabloid1) July 15, 2023

- TimesTabloid (@TimesTabloid1) 2023 年 7 月 15 日

Risk-Reward Considerations

风险回报考虑因素

The comparison between XRP and Bitcoin extends beyond ROI metrics. It includes broader considerations like market stability, regulatory environments, and investor perception. XRP has experienced significant price surges recently, driven by optimism surrounding its use cases and legal clarity in the U.S.

XRP 和比特币之间的比较超出了投资回报率指标。它包括更广泛的考虑因素，例如市场稳定性、监管环境和投资者认知。由于对其用例的乐观情绪和美国法律的明确性，XRP 最近经历了大幅价格飙升

While Jacob King’s analysis showcases the hypothetical profitability of investing in XRP over Bitcoin, it also highlights the complexity of managing large-scale cryptocurrency investments. XRP’s recent price performance illustrates its potential for significant returns, yet its market dynamics and risk profile make it a fundamentally different asset compared to Bitcoin.

虽然 Jacob King 的分析展示了投资 XRP 相对于比特币的假设盈利能力，但它也强调了管理大规模加密货币投资的复杂性。 XRP 最近的价格表现说明了其获得丰厚回报的潜力，但其市场动态和风险状况使其成为与比特币截然不同的资产。

For institutional investors like MicroStrategy, the decision to prioritize Bitcoin over altcoins such as XRP reflects a strategic focus on stability, liquidity, and long-term growth. This discussion serves as a reminder of the multifaceted considerations that underpin investment decisions in the evolving cryptocurrency landscape.

对于像 MicroStrategy 这样的机构投资者来说，优先考虑比特币而不是 XRP 等山寨币的决定反映了对稳定性、流动性和长期增长的战略重点。这次讨论提醒人们，在不断发展的加密货币环境中，支撑投资决策的多方面考虑因素。

This content is meant to inform and should not be considered financial advice. The views expressed in this article may include the author’s personal opinions and do not represent Times Tabloid’s opinion. Readers are urged to do in-depth research before making any investment decisions. Any action taken by the reader is strictly at their own risk. Times Tabloid is not responsible for any financial losses.

此内容旨在提供信息，不应被视为财务建议。本文表达的观点可能包含作者的个人观点，并不代表时代小报的意见。敦促读者在做出任何投资决定之前进行深入研究。读者采取的任何行动均需自行承担风险。 《时代小报》对任何经济损失不承担任何责任。

Follow us on Twitter, Facebook, Telegram, and Google News

在 Twitter、Facebook、Telegram 和 Google 新闻上关注我们