挪威的1.5万亿美元主权财富基金间接持有3,821比特币（4亿美元）

挪威的主权财富基金，政府养老基金全球（GPFG），其间接比特币的敞口同比增加了153％。

Norway’s sovereign wealth fund, the Government Pension Fund Global (GPFG), has indirectly increased its Bitcoin exposure by 153% year-over-year, reaching 3,821 BTC ($400 million) as of December 31, 2024, according to data compiled by K33.

根据K33收集的数据，挪威的主权财富基金是政府养老基金全球（GPFG），已间接增加了其比特币的曝光率，截至2024年12月31日，截至2024年12月31日，其比特币的风险同比增加了153％。

The fund, managed by Norges Bank Investment Management (NBIM) under Norway’s central bank and Ministry of Finance, holds over $1.5 trillion in assets across global equities, bonds, and real estate.

该基金由挪威中央银行和财政部根据NORGES银行投资管理（NBIM）管理，在全球股票，债券和房地产中持有超过1.5万亿美元的资产。

Its Bitcoin exposure stems from investments in firms with Bitcoin holdings, including MicroStrategy, Riot Platforms, MARA, Coinbase, Canaan, and Metaplanet, as highlighted by K33 Head of Research Vetle Lunde.

它的比特币接触源于对比特币控股公司的投资，包括MicroStrategy，Riot Platforms，Mara，Coinbase，Coinbase，Canaan和Metaplanet，这是K33 Research Vetle Lunde的主管。

Lunde clarified that the fund’s exposure to Bitcoin is likely an outcome of rule-based sector weighting rather than a strategic decision to prioritize cryptocurrency.

伦德澄清说，该基金对比特币的暴露可能是基于规则的部门加权的结果，而不是优先考虑加密货币的战略决策。

“NBIM’s mandate is to invest broadly in the global equity, fixed income, and real estate markets, with an allocation to each market segment based on its size and liquidity,” Lunde said in an email to Blockworks.

伦德在给Blockworks的电子邮件中说：“ NBIM的任务是在全球股权，固定收益和房地产市场上进行广泛的投资，并根据其规模和流动性分配给每个市场细分市场。”

“Its Bitcoin exposure is a result of this broad mandate and the fund’s significant holdings in a handful of companies that, in turn, have large Bitcoin positions.”

“它的比特币暴露是这项广泛任务的结果，以及该基金在少数公司中具有较大比特币头寸的公司的重要持有。”

MicroStrategy, the Nasdaq-listed business intelligence firm, accounts for the largest share of NBIM’s Bitcoin exposure. The fund holds 0.72% of MicroStrategy’s stock, valued at $514 million, which translates to 3,214 BTC.

纳斯达克上市商业情报公司MicroStrategy占NBIM比特币敞口最大的份额。该基金持有Microstrategy股票的0.72％，价值5.14亿美元，转化为3,214 BTC。

Despite reducing its overall ownership percentage from 0.89% in mid-2024, NBIM increased its absolute stock holdings from 1.12 million to 1.58 million shares, following MicroStrategy’s stock split in June 2024.

尽管在2024年6月MicroStrategy的股票拆分之后，尽管NBIM将其总体所有权百分比从2024年中期的0.89％降低到112万股，但NBIM的总体所有权百分比从2024年中期的0.89％降低到了158万股。

The fund's investments in MARA, Tesla, Coinbase, and Riot Platforms also contribute to its Bitcoin exposure, with MARA accounting for 315 BTC, Tesla for 106 BTC, Coinbase for 80 BTC, and Riot Platforms for 76 BTC.

该基金在Mara，Tesla，Coinbase和Riot平台上的投资也有助于其比特币的暴露，Mara核算BTC的315 BTC，Tesla的106 BTC，80 BTC的Coinbase，以及Riot Platforms，用于76 BTC。

Lunde highlighted that NBIM’s increased exposure to Riot and Metaplanet is particularly noteworthy.

隆德强调，NBIM对RIOT和Metaplanet的暴露量增加特别值得注意。

“NBIM started buying into Riot Platforms in 2023 and increased its holdings substantially throughout 2024,” Lunde said.

伦德说：“ NBIM从2023年开始购买Riot平台，并在整个2024年大幅增加了其持有量。”

“The fund now holds 0.2% of Riot Platforms, which is valued at $100 million and translates to 76 BTC of exposure.”

“该基金现在持有0.2％的Riot平台，该平台的价值为1亿美元，转化为76 BTC。”

The fund's investment in MicroStrategy dates back to 2009, with its value growing sevenfold over the past year, Blockworks previously reported.

Blockworks先前报道说，该基金对微观流通的投资可以追溯到2009年，其价值在过去一年中增长了七倍。

The rapid increase in NBIM’s indirect Bitcoin exposure reflects the growing integration of digital assets into traditional investment portfolios.

NBIM间接比特币暴露的迅速增加反映了数字资产与传统投资组合的日益增长的融合。

Since 2020, the fund’s Bitcoin exposure in U.S. dollar terms surged from $23 million to $356 million. At the individual level, Norway’s per capita exposure to Bitcoin through NBIM now stands at 68,837 sats ($64).

自2020年以来，该基金以美元计算的比特币风险从2300万美元飙升至3.56亿美元。在个人层面上，挪威通过NBIM暴露于比特币的人均暴露于68,837 SAT（64美元）。

Corporate Bitcoin treasury strategies, popularized by figures like MicroStrategy co-founder Michael Saylor and MARA CEO Fred Thiel, played a role in shaping this trend, Blockworks has covered.

公司比特币国库策略，由MicroStrategy联合创始人Michael Saylor和Mara CEO Fred Thiel等人物普及，在塑造这一趋势方面发挥了作用，Blockworks涵盖了这一趋势。