Bitcoin Banks出現：公司加密庫庫中的執行報價

探索比特幣銀行和公司加密貨幣庫的興起，其中包括大衛·貝利（David Bailey）和邁克·諾維格拉茨（Mike Novogratz）等行業領導者對不斷發展的景觀的見解。

Bitcoin Banks Emerge: Exec Quotes on Corporate Crypto Treasuries

Bitcoin Banks出現：公司加密庫庫中的執行報價

Corporate treasuries are increasingly embracing crypto, with Bitcoin leading the charge. But the rise of altcoins and 'Bitcoin banks' is reshaping the narrative. What does it all mean for the future of finance?

公司國庫越來越擁抱加密，比特幣領導了這一指控。但是Altcoins和“比特幣銀行”的興起正在重塑敘述。這對金融的未來意味著什麼？

The Rise of Bitcoin Banks

比特幣銀行的興起

According to David Bailey, CEO of Bitcoin treasury firm Nakamoto, 'The Bitcoin treasury company of the fiat system is a bank. Today we are building Bitcoin Banks. If you’re afraid of that term, call them Bitcoin financial institutions.' This signifies a pivotal shift where Bitcoin is no longer just a digital asset but the foundation of new financial institutions.

根據比特幣財政部Nakamoto首席執行官David Bailey的說法，菲亞特系統的比特幣財政部公司是一家銀行。今天，我們正在建造比特幣銀行。如果您擔心這個學期，請稱他們為比特幣金融機構。這表示比特幣不再僅僅是數字資產，而是新金融機構的基礎。

Bailey emphasizes that the success of these 'Bitcoin banks' hinges on their ability to effectively build and monetize their balance sheets. Those who execute well will thrive, while weaker players risk acquisition or fading away.

貝利強調，這些“比特幣銀行”的成功取決於它們有效地建立和貨幣資產負債表的能力。那些執行良好的人會蓬勃發展，而較弱的玩家有風險獲取或消失。

Altcoins: A Distraction or Diversification?

AltCoins：分心還是多樣化？

While Bitcoin and Ethereum dominate corporate crypto reserves, some companies are experimenting with altcoins. Bailey warns that this could 'muddle the narrative' and weaken the case for digital assets in corporate treasuries. The entire treasury sector is being tested, he argues, by toxic financing and failed altcoins.

儘管比特幣和以太坊佔據了公司加密儲備的主導地位，但一些公司正在嘗試AltCoins。貝利警告說，這可能會“混淆敘事”，並削弱公司國庫中數字資產的案件。他認為，通過有毒融資和山寨幣失敗，正在測試整個財政部的整個財政部。

Novogratz Weighs In

Novogratz體重

Galaxy Digital CEO Mike Novogratz believes that treasury firms diversifying into Ethereum and other cryptocurrencies may be contributing to Bitcoin's sideways trading. 'Bitcoin’s at a consolidation right now,' Novogratz stated. 'Partly because you’re seeing a lot of these treasury companies in other coins take their shot.'

Galaxy Digital CEO Mike Novogratz認為，將多元化為以太坊和其他加密貨幣多樣化的財政部可能會導致比特幣的側向交易。諾瓦格拉茨說：“比特幣正在整合。” “部分是因為您看到了其他硬幣中的許多財政公司。”

Capital Group's $6 Billion Bitcoin Bet

Capital Group的60億美元比特幣押注

Capital Group's aggressive Bitcoin investment approach has converted a $1 billion gamble into more than $6 billion in only four years, challenging the conservative foundation of the business. Mark Casey's strategy emphasizes 'Bitcoin treasury businesses'—public corporations with Bitcoin on their balance sheets, demonstrating a unique approach to gaining Bitcoin exposure.

Capital Group積極進取的比特幣投資方法已將10億美元的賭博轉變為四年來超過60億美元，挑戰了該業務的保守基礎。馬克·凱西（Mark Casey）的策略強調了“比特幣國庫業務” ​​- 公共公司的資產負債表上有比特幣，這表明了一種獨特的方法來獲得比特幣的風險。

The Big Picture: Institutional Adoption

大局：機構採用

Despite a slowdown in corporate Bitcoin hoarding in August 2025, overall institutional holdings have reached 3.68 million BTC, valued at approximately $400 billion. This indicates a significant shift in traditional investing, with digital assets becoming increasingly integrated into institutional portfolios.

儘管企業比特幣在2025年8月的ho積放緩，但整體機構持有量已達到368萬BTC，價值約為4000億美元。這表明傳統投資發生了重大變化，數字資產越來越多地整合到機構投資組合中。

Final Thoughts

最後的想法

The world of Bitcoin banks and corporate crypto treasuries is evolving rapidly. As David Bailey put it, being short on Bitcoin banks is essentially betting against Bitcoin's foundational role in the global financial system. Buckle up, folks, because this is gonna be a wild ride. Who knew finance could be this much fun?

比特幣銀行和企業加密貨幣的世界正在迅速發展。正如戴維·貝利（David Bailey）所說的那樣，對比特幣銀行的缺乏本質上是針對比特幣在全球金融體系中的基本作用的押注。伙計們，搭扣，因為這將是一個瘋狂的旅程。誰知道金融會這麼有趣？