Saylor 和 MicroStrategy 使比特币作为金融资产合法化

请记住，我们从今年开始就批准了比特币 ETF。这使得任何拥有经纪账户的人都可以接触比特币。

There’s even more craziness happening in the world of crypto.

加密世界里还发生了更多疯狂的事情。

And I’m not just talking about MicroStrategy (Nasdaq: MSTR) entering the Nasdaq-100 today.

我今天谈论的不仅仅是 MicroStrategy（纳斯达克股票代码：MSTR）进入纳斯达克 100 指数。

As I told you last Friday, this move is going to help perpetuate the infinite money loop that drives MicroStrategy’s bitcoin (BTC) investing strategy.

正如我上周五告诉您的那样，此举将有助于维持推动 MicroStrategy 比特币 (BTC) 投资策略的无限资金循环。

That’s because any ETF that mirrors the Nasdaq-100 will have to add MicroStrategy stock.

这是因为任何反映 Nasdaq-100 指数的 ETF 都必须添加 MicroStrategy 股票。

Of course, that means the stock will likely go up with more buyers. Which means Chairman Michael Saylor has more capital to buy bitcoin.

当然，这意味着股票可能会因更多买家而上涨。这意味着董事长迈克尔塞勒有更多的资金来购买比特币。

And the infinite money loop keeps spinning.

无限的金钱循环不断旋转。

But I believe there’s a bigger story here…

但我相信这里有一个更大的故事......

Saylor and MicroStrategy have legitimized bitcoin as a financial asset. He’s made bitcoin into something investors will accept as collateral, which can be borrowed against. Like how you would borrow against your house for a mortgage or against your car for an auto loan.

Saylor 和 MicroStrategy 已将比特币合法化为金融资产。他将比特币变成了投资者愿意接受的抵押品，可以用来借贷。就像您如何以房屋为抵押贷款或以汽车为汽车贷款一样。

And this makes a great bookend for 2024.

这是 2024 年的一个很棒的书挡。

Remember, we began this year with the approval of bitcoin ETFs. That made it possible for anyone with a brokerage account to gain exposure to bitcoin.

请记住，我们从今年开始就批准了比特币 ETF。这使得任何拥有经纪账户的人都可以接触比特币。

And now, MicroStrategy’s inclusion into the Nasdaq-100 has legitimized bitcoin as an asset that’s acceptable for Wall Street to lend against.

现在，MicroStrategy 被纳入纳斯达克 100 指数，使比特币合法化为华尔街可以接受的借贷抵押资产。

We will look back at 2024 and think of it as the year crypto started eating the financial system.

我们将回顾 2024 年，并将其视为加密货币开始蚕食金融体系的一年。

Of course, bitcoin is just a distraction.

当然，比特币只是一种干扰。

When it rallies, smaller altcoins tend to rally even more.

当它上涨时，较小的山寨币往往会上涨得更多。

Speaking of which…

说到这……

Let me catch you up with the latest crypto craziness.

让我为您介绍最新的加密货币疯狂。

Did He Say Fartcoin?

他说的是屁币吗？

Last Tuesday Degen News — an account that shares meme coin information — posted this message on X:

上周二 Degen News——一个分享 meme 币信息的账户——在 X 上发布了这条消息：

You’re reading that right. A two-month-old meme coin called Fartcoin reached a $900 million market cap.

你没看错。两个月前推出的名为“Fartcoin”的模因币市值达到 9 亿美元。

To put that into perspective, MicroStrategy’s market cap was only around 30% larger than that when it started buying bitcoin in 2020.

从这个角度来看，MicroStrategy 的市值仅比 2020 年开始购买比特币时增加了 30% 左右。

But MicroStrategy was already a 30-year-old software business by then.

但那时 MicroStrategy 已经是一家拥有 30 年历史的软件公司。

Anyway, this new Fartcoin got the attention of a gold and silver investor who was convinced that meme coins like Fartcoins are a scam.

不管怎样，这种新的 Fartcoin 引起了一位黄金和白银投资者的注意，他们相信像 Fartcoins 这样的模因币是一个骗局。

So what did he do?

那么他做了什么？

Naturally, he created his own meme coin called Unicorn Fart Dust.

当然，他创造了自己的模因币，名为“独角兽屁尘”。

I’ll let X user @RealAceSpadez explain what happened next:

我会让 X 用户 @RealAceSpadez 解释接下来发生的事情：

This is actually hilarious apparently a boomer whos a gold and silver maxi heard about $Fartcoin hitting 500m Market cap and decided to create his OWN memecoin as a social experiment in the crypto space named “Unicorn Fart Dust” $UFD cause that’s how he sees money in crypto as nothing but that 😂it’s currently on http://pump.fun

这实际上很搞笑，显然是一个婴儿潮一代，他穿着黄金和白银的长裙，听说 $Fartcoin 市值达到 5 亿美元，并决定创建自己的模因币，作为加密货币领域的一项社会实验，名为“独角兽屁尘”$UFD，因为这就是他看待金钱的方式在加密货币中什么也没有，但它目前位于 http://pump.fun

He has a YouTube channel he included on his http://pump.fun page that and he streamed a live video showing exactly why he’s doing it and his view on the space from a Boomers perspective, he will be providing updates on that channel as time goes on if this actually last and what happens… He explicitly claims that his page is strictly for gold and silver but he “couldn’t resist” diving into this crypto thing.

他在自己的 http://pump.fun 页面上开设了一个 YouTube 频道，并播放了一段现场视频，准确展示了他这样做的原因以及他从婴儿潮一代的角度对该领域的看法，他将在该频道上提供最新信息时间会继续下去，如果这种情况真的持续下去，会发生什么……他明确声称他的页面严格针对黄金和白银，但他“无法抗拒”深入研究这个加密货币。

It would be hilarious if this thing sends and we completely shatter his perspective on the reality of this space. Could be a great learning experience for him and a great opportunity for someone older to get introduced to a space they never really cared for.

如果这个东西发送出去并且我们完全粉碎了他对这个空间现实的看法，那就太搞笑了。对于他来说，这可能是一次很好的学习经历，对于年纪较大的人来说，这可能是一次很好的机会，让他们了解一个他们从未真正关心过的空间。

This could open the door to him realizing so much more about the crypto space in general. Let’s show him silver and gold are cooool, but you need some crypto meme coins in your life brother 🤣

这可能为他打开一扇大门，让他对加密货币领域有更多的了解。让我们告诉他银和金很酷，但是你的生活中需要一些加密货币硬币，兄弟🤣

I slightly edited the content above, but “Boomer” remark aside that pretty much sums up the situation from last week.

我稍微编辑了上面的内容，但撇开“Boomer”的评论不谈，这几乎总结了上周的情况。

But here’s where we stand today.

但这就是我们今天的立场。

As I write to you this morning Fartcoin has dropped from a $1 billion valuation to a market cap of just shy of $658 million.

当我今天早上写信给你时，Fartcoin 的估值已从 10 亿美元跌至略低于 6.58 亿美元的市值。

While Unicorn Fart Dust now has a market cap of over $107 million.

而Unicorn Fart Dust现在的市值超过1.07亿美元。

What a wonderful time to be alive!

活着是多么美好的时光啊！

Be Careful Out There

外出时要小心

In all seriousness, I don’t want you to read this and make the rash decision to buy one of these meme coins.

严肃地说，我不希望你读到这篇文章并草率决定购买其中一个模因币。

Even the X user who wrote that post notes: “Do what you want, HIGH RISK play NFA DYOR if you get in, I mean the guy told us NOT to buy.”

就连写那篇帖子的 X 用户也指出：“做你想做的事，如果你进去了，就玩 NFA DYOR，这是高风险，我的意思是那家伙告诉我们不要买。”

I bolded the relevant part.

我把相关部分加粗了。

I’m only showing you this so you can get a feel for how crazy things are in the crypto space right now.

我向您展示这一点只是为了让您了解目前加密货币领域的情况有多么疯狂。

Obviously, there’s money to be made here.

显然，这里有钱可赚。

Based on MicroStrategy’s entry into the Nasdaq-100 I see bitcoin going up and to

根据 MicroStrategy 进入纳斯达克 100 指数，我认为比特币将会上涨