MicroStrategy重塑战略，强调比特币和AI重点

商业情报公司和比特币国库公司已正式将其品牌重塑为策略，反映了其对比特币和人工智能的加深承诺。

Business intelligence firm and Bitcoin treasury company MicroStrategy has officially rebranded to Strategy, reflecting its deepened commitment to Bitcoin and artificial intelligence.

商业情报公司和比特币国库公司MicroStrategy已正式重塑了战略，反映了其对比特币和人工智能的加深承诺。

The company unveiled a new logo featuring a stylized “B,” emphasizing its Bitcoin strategy, alongside a brand color shift to orange, a nod to the cryptocurrency’s signature hue.

该公司推出了一个新的徽标，该徽标具有风格化的“ B”，强调了其比特币策略，以及品牌色向橙色的品牌转换，这是对加密货币标志性色调的点头。

Executive chairman Michael Saylor framed the rebrand as a natural evolution, aligning with the firm’s sharpened focus. “Strategy is one of the most powerful and positive words in the human language. It also represents a simplification of our company name to its most important, strategic core,” said Saylor. “After 35 years, our new brand perfectly represents our pursuit of perfection.”

执行董事长迈克尔·塞勒（Michael Saylor）将重塑的自然进化构成，与该公司的重点保持一致。 “战略是人类语言中最有力，最积极的话之一。这也代表了我们公司名称的简化，以其最重要，最重要的战略核心。” Saylor说。 “ 35年后，我们的新品牌完美地代表了我们对完美的追求。”

Phong Le, President and CEO, underscored the company’s positioning at the intersection of Bitcoin and AI, calling the rebrand a powerful statement of its global ambition. The rebrand includes the launch of new websites for its business intelligence software and a merchandise store featuring Strategy-branded items.

总裁兼首席执行官Phong Le强调了该公司在比特币和AI的交汇处的定位，称品牌称赞是其全球野心的有力声明。品牌重塑包括为其商业智能软件的新网站启动，以及带有策略品牌项目的商品商店。

The rebrand follows an aggressive expansion of Strategy’s Bitcoin holdings. The company disclosed that it acquired 218,887 BTC in the fourth quarter, spending $20.5 billion.

品牌重塑是在战略比特币持有的积极扩展之后。该公司透露，它在第四季度收购了218,887 BTC，支出了205亿美元。

As of February 5, Strategy holds 471,107 BTC, valued at approximately $46 billion, with an acquisition cost of $30.3 billion, translating to an unrealized profit of nearly $16 billion.

截至2月5日，策略持有471,107 BTC，价值约460亿美元，收购成本为303亿美元，转化为未实现的利润近160亿美元。

Strategy also continued its fundraising efforts to acquire additional Bitcoin, including a public offering of Strike Preferred Stock (STRK). The company secured $563 million through these offerings by January 31, with plans to issue up to 2.5 million STRK shares starting March 31, 2025, subject to regulatory approval.

策略还继续筹款努力，以获取其他比特币，包括公开发行罢工优先股（Strk）。该公司在1月31日之前通过这些产品获得了5.63亿美元的收入，并计划从2025年3月31日开始发行250万股Strk股票，但要获得法规批准。

Despite its success in Bitcoin accumulation, Strategy reported a mixed financial performance in its Q4 earnings. The company posted $120.7 million in revenue, falling short of analyst expectations of $123.25 million. Total revenue declined 3% year-over-year, while subscription services revenue grew 48.4% to $31.9 million. Other revenue streams, including product support and consulting services, saw declines.

尽管在比特币积累方面取得了成功，但战略报告了其第四季度收入中的财务状况不佳。该公司的收入为1.207亿美元，不超过分析师预期的1.232亿美元。总收入同比下降3％，而订阅服务收入增长了48.4％，达到3190万美元。其他收入来源，包括产品支持和咨询服务，也有所下降。

Strategy reported an adjusted loss of $3.2 per share for the quarter, below the forecast of -$0.12. The company ended Q4 with $38.1 million in cash and cash equivalents.

策略报告的调整后，该季度的每股3.2美元低于-0.12美元的预测。该公司以3810万美元的现金和现金同等价值结束了第四季度。

CEO Phong Le remained optimistic, emphasizing Strategy’s leadership in digital asset adoption. “We have completed $20 billion of our $42 billion capital plan, significantly ahead of our initial timelines, while leading the digital transformation of capital in the financial markets,” he stated. “Looking ahead to the rest of 2025, we are well-positioned to further enhance shareholder value by leveraging the strong support from institutional and retail investors for our strategic plan.”

首席执行官Phong Le仍然乐观，强调了战略在采用数字资产方面的领导力。他说：“我们已经完成了200亿美元的420亿美元资本计划，在我们的初始时间表之前，我们已经完成了200亿美元的资本计划，同时领导了金融市场的数字化转型。” “展望2025年的其余时间，我们的态度很好，可以通过利用机构和零售投资者的大力支持来进一步提高股东价值。”

As part of its forward-looking strategy, Strategy introduced a new metric, “BTC $ Gain,” targeting $10 billion in 2025. Additionally, Strategy will adopt fair value accounting for its Bitcoin holdings with its Q1 2025 results, a move CFO Andrew Kang said would enhance transparency and profitability metrics for its treasury operations.

作为其前瞻性战略的一部分，策略引入了一个新的指标“ BTC $ GANT”，目标是2025年的100亿美元。此外，策略将采用公允价值，以其Q1 2025的结果对其比特币持有量进行核算。表示将提高其财政部运营的透明度和盈利能力。