华尔街比特币矿商 MARA 购买更多比特币，模仿 MicroStrategy 的债务转 BTC 策略

华尔街公开上市的比特币矿商 MARA（纳斯达克股票代码：MARA）通过 10 亿美元的零息可转换票据发行收购了 6,474 枚比特币 (BTC)，使其总持有量达到 34,797 枚比特币。

Wall Street Bitcoin mining company Marathon Digital (NASDAQ: MARA) has disclosed further details regarding its recent Bitcoin (BTC) acquisitions, fueled by a $1 billion zero-interest convertible note offering.

华尔街比特币矿业公司 Marathon Digital（纳斯达克股票代码：MARA）披露了有关其近期比特币（BTC）收购的更多细节，此次收购的推动因素是 10 亿美元的零息可转换票据发行。

According to a recent statement, the company has acquired a total of 6,474 Bitcoin (BTC) at an average price of $95,395 per coin. The initial purchase involved 5,771 BTC, and the latest addition brought 703 BTC to the company's cryptocurrency treasury. This strategic move has increased MARA's total Bitcoin holdings to approximately 34,797 BTC, which is currently valued at $3.3 billion.

根据最近的一份声明，该公司已以平均每枚 95,395 美元的价格购买了总计 6,474 个比特币 (BTC)。最初的购买涉及 5,771 BTC，最新的购买为该公司的加密货币金库带来了 703 BTC。这一战略举措使 MARA 的比特币总持有量增加至约 34,797 BTC，目前价值 33 亿美元。

The development comes a week after MARA announced the completion of its $1 billion offering of 0% convertible senior notes due 2030. The total includes an additional $150 million in notes, which were issued following the initial purchasers' full exercise of their option to purchase within a 13-day window from the issuance date.

一周前，MARA 宣布完成发行 10 亿美元、2030 年到期、利率为 0% 的可转换优先票据。总额包括另外 1.5 亿美元的票据，这些票据是在初始购买者充分行使购买选择权后发行的。自发行之日起 13 天的窗口期。

With our 0% $1 billion convertible notes offering, we are excited to share an update:

通过我们 0% 10 亿美元可转换票据发行，我们很高兴与大家分享最新消息：

- Acquired an additional 703 BTC, bringing the total to 6,474 BTC, at an average price of $95,395 per BTC

- 额外获得 703 BTC，使总量达到 6,474 BTC，平均价格为每 BTC 95,395 美元

- YTD BTC Yield Per Share: 36.7%

- 年初至今比特币每股收益率：36.7%

- Total owned BTC: ~34,794 BTC, currently valued at… pic.twitter.com/bzbunlyBRN

- 拥有的 BTC 总数：~34,794 BTC，目前估值为… pic.twitter.com/bzbunlyBRN

Moreover, the company has executed a partial buyback of its 2026 notes to the tune of $200 million and maintains about $160 million in reserve for future Bitcoin acquisitions during market dips.

此外，该公司还部分回购了 2 亿美元的 2026 年票据，并为未来市场下跌期间收购比特币保留了约 1.6 亿美元的储备。

As Finance Magnates reported this week, the Wall Street Bitcoin mining giant issued a warning about the United States’ need to secure a dominant position in BTC holdings and mining activity. MARA wants the government to start building crypto reserves to mitigate the potential risk of future de-dollarization of international markets.

正如《Finance Magnates》本周报道的那样，这家华尔街比特币矿业巨头发出警告，称美国需要确保在比特币持有和挖矿活动中的主导地位。 MARA 希望政府开始建立加密货币储备，以减轻未来国际市场去美元化的潜在风险。

MicroStrategy Style

微策略风格

The broader landscape of corporate Bitcoin holdings continues to evolve, with River Financial reporting that 62 publicly traded companies now implement Bitcoin treasury strategies as of November 2024.

企业持有比特币的更广泛格局持续发展，River Financial 报告称，截至 2024 年 11 月，已有 62 家上市公司实施比特币金库策略。

62 public companies now have a bitcoin treasury strategy.

62 家上市公司现已制定了比特币金库策略。

Private companies are estimated in the thousands, with 1000 business clients on https://t.co/FoI3dat56g alone. pic.twitter.com/m9Qdz5HkL8

据估计，私营公司有数千家，仅 https://t.co/FoI3dat56g 就有 1000 个商业客户。 pic.twitter.com/m9Qdz5HkL8

MARA's strategy is similar to that of MicroStrategy (NASDAQ: MSTR), which has become known for its aggressive Bitcoin acquisition approach through debt financing. This trend highlights a growing movement among corporate institutions to utilize convertible debt for cryptocurrency investments.

MARA 的策略与 MicroStrategy（纳斯达克股票代码：MSTR）类似，后者因通过债务融资积极收购比特币而闻名。这一趋势凸显了企业机构利用可转换债务进行加密货币投资的趋势日益明显。

According to Bitcoin Treasuries data, MARA is currently the second-largest publicly listed Bitcoin holder. However, it is significantly behind MSTR, whose crypto holdings reached 386,000 BTC, tenfold higher than the BTC miner's stack.

根据比特币国债数据，MARA 目前是第二大公开上市的比特币持有者。然而，它远远落后于 MSTR，后者的加密货币持有量达到 386,000 BTC，是 BTC 矿商的十倍。