标准普尔500年的四分之一公司可能会在2030年之前将比特币持有：报告

加入我们的电报频道，以保持最新的新闻报道。

A quarter of S&P 500 firms could be holding Bitcoin on their balance sheets by 2030, according to an analysis by tech-focused financial advisory firm Architect Partners.

根据以技术为重点的金融咨询公司Architect Partners的分析，到2030年，标准普尔500家公司中有四分之一可能会在资产负债表上持有比特币。

“Why? Because those managing treasury assets won’t be able to say they didn’t at least try,” said partner Elliot Chun in a March 28 blog post. “If you tried it and it worked, you’re a genius. If you tried it and it didn’t work, you at least tried. Either way, you likely keep your job. But if you didn’t try it and can’t provide a good reason, your job may be at risk.”

“为什么？因为那些管理国库资产的人将无法说他们至少没有尝试。” “如果您尝试过它，并且它奏效了，那么您是一个天才。如果您尝试过它，并且它不起作用，那么您至少尝试过。无论哪种方式，您都可能保留工作。但是，如果您没有尝试并且无法提供充分的理由，那么您的工作可能会有风险。”

Companies Trying To Replicate Strategy’s Strategy Are Setting Themselves Up For Failure

试图复制战略战略的公司正在为失败而准备

Strategy (formerly MicroStrategy), which is led by executive Chair Michael Saylor, was the first major company to add Bitcoin to its reserves. Since Strategy started its BTC acquisitions in August 2020, its share price has skyrocketed around 2,074%, the analyst noted.

由执行董事迈克尔·塞勒（Michael Saylor）领导的战略（以前是微型策略）是第一家在其储备中增加比特币的主要公司。分析师指出，自战略于2020年8月开始其BTC收购以来，其股价飙升了约2,074％。

More Bitcoin, Less Risk pic.twitter.com/xkgB5ANk5w

更多比特币，更少的风险pic.twitter.com/xkgb5ank5w

— Michael Saylor⚡️ (@saylor) March 29, 2025

- 迈克尔·塞勒⚡️（@saylor）2025年3月29日

That far exceeds the 65% and 781% gains posted by the S&P 500 index and Bitcoin, respectively, during the same period.

在同一时期，标准普尔500指数和比特币分别超过了标准普尔500指数和比特币的65％和781％的收益。

Other companies have since started to experiment with adding BTC to their reserves. Around 89 other companies have followed Strategy’s lead, according to data from bitcointreasuries.net.

此后，其他公司开始尝试将BTC添加到其储备中。根据BitCoinReasuries.net的数据，大约有89家公司遵循了战略的领先优势。

However, Chun warned that a company adding BTC to its treasury won’t necessarily see the same gains that Strategy’s stock has seen in the past few years.

但是，Chun警告说，一家将BTC添加到财政部中的公司不一定会看到与过去几年中策略的股票相同的收益。

Companies who are following Strategy’s lead “in hopes of replicating MSTR’s performance are positioning for disappointment,” the analyst wrote in the blog post. “MSTR is one-of-one, similar to Tether and its stablecoin dominance,” Chun added.

分析师在博客文章中写道，遵循策略的负责人“希望复制MST的表现，希望复制MSTR的表现都处于失望状态”。 Chun补充说：“ MSTR是独一无二的，类似于Tether及其稳定的主导地位。”