安聯購買 MicroStrategy 比特幣支援的可轉換票據發行 25% 的股份

Allianz SE 是歐洲第二大、德國最大的保險公司，已收購了 MicroStrategy 最近發行的可轉換票據近 25% 的股份。這項投資標誌著一家主要金融機構對比特幣的大力認可。

Europe’s second-largest insurance company and Germany’s largest, Allianz SE (ETR:ALV), has acquired nearly 25% of MicroStrategy’s recent convertible note offering.

歐洲第二大保險公司和德國最大的保險公司 Allianz SE (ETR:ALV) 已收購 MicroStrategy 最近發行的可轉換票據近 25% 的股份。

Allianz purchased 24.75% of MicroStrategy’s $2.6 billion note sale, which was intended for institutional investors and closed on November 21. The investment was made across four of Allianz’s sub-organizations, according to Bloomberg Terminal data shared by the pseudonymous analyst Petruschki in a November 22 post on X: “German insurance giant Allianz bought 24.75% of MicroStrategy’s 2031 bond.”

Allianz 購買了MicroStrategy 26 億美元票據銷售的24.75%，該票據銷售面向機構投資者，並於11 月21 日結束。 Allianz 的四個子組織中進行的。

He further detailed: “The positions were filed in July and October. The shares are held by the following sub-organizations: Allianz Global Investors Luxembourg 14.34%, Allianz Global Investors of America LP 6.64%, Nicholas Applegate Capital Management Inc. 3.74%, and Allianz Global Investors GmbH 0.04%.”

他進一步詳細說明：「這些職位是在七月和十月提交的。這些股份由下列子機構持有：Allianz Global Investors Luxembourg 14.34%、Allianz Global Investors of America LP 6.64%、Nicholas Applegate Capital Management Inc. 3.74%、Allianz Global Investors GmbH 0.04%。

MicroStrategy, known as the world’s largest corporate holder of Bitcoin, initially announced a $1.75 billion aggregate principal amount of notes on November 18. However, due to strong institutional demand, the company upsized the offering to $2.6 billion just two days later.

MicroStrategy 被稱為全球最大的比特幣企業持有者，最初於11 月18 日宣布發行本金總額為17.5 億美元的票據。億美元。

The completion of the note offering on November 21 raised $3 billion in capital, indicating that initial purchasers exercised the option to buy the maximum amount of additional notes available. Michael Saylor, founder and Executive Chairman of MicroStrategy, confirmed the successful closure of the offering.

票據發行於 11 月 21 日完成，籌集了 30 億美元的資金，這表明初始購買者行使了購買最大數量額外票據的選擇權。 MicroStrategy 創辦人兼執行主席 Michael Saylor 證實此次發行已成功完成。

The allocation of the convertible notes showcases a diverse range of institutional investors. Allianz stands as the largest investor with 149,455 shares, accounting for 24.75% of the total offering. Calamos Partners follows with 37,329 shares (6.18%), and Context Capital Management holds 30,500 shares (5.05%).

可轉換票據的分配顯示了機構投資者的多元化。安聯集團以149,455股為第一大投資者，佔發行總量的24.75%。 Calamos Partners 持有 37,329 股（6.18%），Context Capital Management 持有 30,500 股（5.05%）。

Other notable investors include State Street Corp with 8,307 shares (1.38%) and FMR LLC with 7,199 shares (1.19%). BlackRock, Schroders PLC, and the Royal Bank of Canada also participated, each holding less than 1% of the shares.

其他著名投資者包括持有 8,307 股（1.38%）的道富銀行（State Street Corp）和持有 7,199 股（1.19%）的 FMR LLC。貝萊德(BlackRock)、施羅德(Schroders PLC)和加拿大皇家銀行(Royal Bank of Canada)也參與其中，各自持有不到1%的股份。

This influx of institutional capital comes at a pivotal moment for Bitcoin, as the cryptocurrency approaches the historical milestone of $100,000. The investment by Allianz is seen by many as a strong vote of confidence in Bitcoin’s long-term potential.

隨著比特幣接近 10 萬美元的歷史里程碑，機構資本的湧入正值比特幣的關鍵時刻。許多人認為安聯的投資是對比特幣長期潛力的強烈信任票。

Patrick Dotson, Co-Founder and COO of Synnax, commented on the development via X: “In yet again another example of Wall Street FOMO (among those asset managers not allowed to invest directly in Bitcoin), MSTR just issued a $2.6bn Convertible Bond, upsizing it by a whopping $850m from the initial offer. The interest MSTR will pay? ZERO. […] In case you wonder who is handing money on a silver plate to MSTR to buy more Bitcoin. […] Do you see any retail on the list? No, blame Wall Street, not Saylor.”

Synnax 聯合創始人兼首席營運長Patrick Dotson 透過X 評論了這一進展：「這又是華爾街FOMO 的另一個例子（在那些不允許直接投資比特幣的資產管理公司中），MSTR 剛剛發行了26 億美元的可轉換債券，比最初的報價增加了 8.5 億美元。 MSTR將支付利息？零。 […] 如果你想知道誰正在把銀盤上的錢交給 MSTR 來購買更多比特幣。 [...]您在名單上看到任何零售嗎？不，這要怪華爾街，而不是塞勒。

At press time, BTC trades at $97,812.

截至發稿時，BTC 交易價格為 97,812 美元。