伯克希爾·海瑟薇（BRK.B）可以以347B $ 347B的戰爭箱購買比特幣供應的18％

格雷格·阿貝爾（Greg Abel）並沒有表明沃倫·巴菲特（Warren Buffett）的反比位幣立場發生了變化。

Key takeaways:

關鍵要點：

Berkshire can easily surpass Strategy’s BTC stash

伯克希爾可以輕鬆地超越策略的BTC藏匿處

Berkshire is known for its massive cash reserves and U.S. Treasury bill holdings, which totaled a record $347 billion at the end of Q4 2024. This amount represents about 32% of the company’s $1.1 trillion market capitalization.

伯克希爾以其龐大的現金儲備和美國國庫券控股而聞名，在第4季度2024年末，總計3470億美元。這筆款項約佔該公司11萬億美元市值的32％。

The company could purchase approximately 3.52 million BTC if it uses the cryptocurrency at May’s approximate price of $95,000. This equates to about 17.88% of Bitcoin’s circulating supply of 19.69 million coins.

如果5月份以95,000美元的價格使用加密貨幣，則該公司可以購買約352萬BTC。這相當於比特幣循環1,969萬硬幣的17.88％。

If the company tapped only its estimated $295.98 billion in U.S. Treasury, it could buy around 3.12 million BTC, or 15.85% of the circulating supply, positioning it as a dominant player in the crypto market.

如果該公司在美國財政部僅估計估計估計的2.9598億美元，則可以購買約312萬BTC，佔循環供應量的15.85％，將其定位為加密貨幣市場中的主要參與者。

Berkshire Hathaway is 20th Century Bitcoin.

伯克希爾·海瑟薇（Berkshire Hathaway）是20世紀的比特幣。

Such a move would easily eclipse Nasdaq-listed Strategy Inc. (formerly MicroStrategy), the world’s largest corporate Bitcoin holder, which owns 553,555 BTC worth approximately $52.2 billion as of May 6.

這樣的舉動將很容易蝕過納斯達克上市的戰略公司（以前是微觀策略），這是世界上最大的公司比特幣持有人，截至5月6日，它擁有553,555 BTC，價值約522億美元。

In other words, Berkshire can theoretically match Strategy’s stash with roughly one-sixth of its cash pile if it converts it to Bitcoin.

換句話說，伯克希爾理論上可以將策略的藏匿處與大約六分之一的現金堆相提並論，如果將其轉換為比特幣。

Related: Strategy, Semler bag 2K Bitcoin as price edged toward $100K last week

相關：策略，Semler Bag 2K比特幣，價格上週價格為10萬美元

Bernstein analysts forecast roughly $330 billion in corporate treasury-driven inflows into Bitcoin by 2029, with $205 billion expected from listed companies between 2025 and 2029.

伯恩斯坦分析師預測，到2029年，大約3,300億美元的公司財政部驅動的企業流入比特幣，預計將在2025年至2029年之間上市公司的2050億美元。

Much of this, analysts say, will come from smaller, slower-growing companies trying to copy Strategy Inc.’s Bitcoin strategy. They see it as one of the few ways to boost their value when other growth options are scarce.

分析師說，其中大部分將來自試圖複製戰略公司比特幣戰略的較小，較慢的公司。他們將其視為當其他增長選擇稀缺時提高其價值的幾種方法之一。

Bernstein’s bull case anticipates an additional $124 billion of Bitcoin purchases from Strategy alone, backed by the company’s recently upsized capital-raising plans, which aim to secure $84 billion by 2027, nearly double its previous target.

伯恩斯坦（Bernstein）的公牛案預計，僅憑戰略就可以額外購買1.24億美元的比特幣，並得到該公司最近升級的資本施加計劃的支持，該計劃的目的是到2027年獲得840億美元，幾乎是其先前目標的兩倍。

Is Greg Abel pro-crypto?

格雷格·亞伯（Greg Abel）是親克萊普托（Cro-Crypto）嗎？

Whether Berkshire would buy Bitcoin under Abel’s leadership is speculative.

伯克希爾是否會在亞伯的領導下購買比特幣。

The new Berkshire Hathaway leader has not publicly indicated a shift from Buffett’s value-investing philosophy, prioritizing assets with tangible cash flows over speculative ones like Bitcoin, which Buffett once termed “rat poison squared.”

這位新伯克希爾·哈撒韋（New Berkshire Hathaway）領導人尚未公開表示從巴菲特（Buffett）的價值投資理念轉變，而是用切實的現金流優先考慮資產，而不是像比特幣這樣的投機性，而比特幣（Buffett）曾經稱為“老鼠毒藥平方”。

BTC’s price has climbed by nearly 900% since Buffett’s criticism in May 2018.

自巴菲特2018年5月批評以來，BTC的價格上漲了近900％。

However, Berkshire, despite its anti-crypto stance, has indirect exposure in the sector through investments in crypto-friendly companies like Nu Holdings and Jefferies Financial Group, which holds shares in BlackRock’s iShares Bitcoin Trust (IBIT).

但是，儘管伯克希爾（Berkshire）具有反克雷普托（Crypto）的立場，但通過對Nu Holdings和Jefferies Financial Group等加密友好的公司進行投資，在該行業中卻有間接的曝光率，該公司持有BlackRock的Ishares Bithares Bitcoin Trust（IBIT）的股票。

The strategy is similar to how Berkshire approached gold, which Buffett repeatedly ridiculed for lacking productivity. However, Berkshire surprised markets by buying Barrick Gold shares (a gold mining company) in 2020, though it later sold that position.

該策略類似於伯克希爾（Berkshire）接近黃金的方式，巴菲特因缺乏生產力而反复嘲笑。然而，伯克希爾在2020年購買巴里克黃金股票（一家黃金礦業公司），使市場感到驚訝，儘管後來又出售了該職位。

Under Abel, Berkshire may not dive straight into Bitcoin, but its cautious, indirect approach could expand as markets evolve. Whether that leads to full adoption or careful toe-dipping remains to be seen.

在亞伯（Abel）的領導下，伯克希爾（Berkshire）可能不會直接潛入比特幣，但是​​隨著市場的發展，其謹慎的間接方法可能會擴大。這是否導致完全採用或仔細傾斜的腳趾仍然有待觀察。

This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision.

本文不包含投資建議或建議。每個投資和交易舉動都涉及風險，讀者在做出決定時應進行自己的研究。