比特幣，MSTR＆Saylor的策略：獲勝的Trifecta？

深入了解邁克爾·賽勒（Michael Saylor）的比特幣戰略，MSTR的表現如何，以及專家對比特幣未來的預測。 “更多比特幣”是最終的秘密嗎？

Bitcoin, MSTR & Saylor's Strategy: A Winning Trifecta?

比特幣，MSTR＆Saylor的策略：獲勝的Trifecta？

In the ever-evolving world of cryptocurrency, Michael Saylor and his company, Strategy (MSTR), have carved out a unique niche. Their aggressive Bitcoin acquisition strategy has not only turned heads but also delivered impressive results. Let's break down the key elements of this fascinating story.

在不斷發展的加密貨幣世界中，邁克爾·塞勒（Michael Saylor）及其公司戰略（MSTR）已經雕刻了一個獨特的利基市場。他們積極進取的比特幣採集策略不僅轉向了頭腦，而且取得了令人印象深刻的結果。讓我們分解這個有趣的故事的關鍵要素。

Saylor's Bold Bitcoin Bet

Saylor的大膽比特幣押注

Michael Saylor, the executive chairman of Strategy, is a staunch Bitcoin advocate. His belief in the cryptocurrency's long-term potential is unwavering, and he's putting his company's money where his mouth is. Strategy's approach is simple: accumulate as much Bitcoin as possible. As Saylor himself puts it, "The only thing better than Bitcoin is more Bitcoin."

戰略執行董事長邁克爾·塞勒（Michael Saylor）是一個堅定的比特幣擁護者。他對加密貨幣的長期潛力的信念是堅定不移的，他把公司的錢放在嘴裡。策略的方法很簡單：積累了盡可能多的比特幣。正如Saylor本人所說：“唯一比比特幣更好的是比特幣。”

MSTR: Outperforming Bitcoin?

MSTR：表現優於比特幣？

Here's where things get interesting. While Bitcoin's growth has been remarkable, Strategy's stock (MSTR) has actually outperformed the cryptocurrency itself. According to Saylor's recent post on X, over the past five years, MSTR has surged by a staggering 3,558%, dwarfing Bitcoin's 905% increase. Other major assets like the Nasdaq 100, S&P 500, gold, and real estate ETFs lag far behind. This begs the question: is investing in MSTR a better way to gain exposure to Bitcoin's upside?

這是事情變得有趣的地方。儘管比特幣的增長非常出色，但戰略的庫存（MSTR）實際上表現出了加密貨幣本身的表現。根據Saylor最近在X上發表的帖子，在過去的五年中，MSTR飆升了驚人的3,558％，使比特幣增長了905％。其他主要資產，例如納斯達克100，標準普爾500指數，黃金和房地產ETF落後於遠遠落後。這就引出了一個問題：在MSTR上投資是一種更好的方式來獲得對比特幣上漲空間的影響？

The Numbers Don't Lie: Strategy's Bitcoin Empire

數字不撒謊：策略的比特幣帝國

Strategy's commitment to Bitcoin is evident in its massive holdings. As of recent reports, the company holds over 601,550 BTC, valued at over $73 billion. This makes Strategy the undisputed leader among publicly traded companies in Bitcoin ownership. Their proactive BTC acquisition plan continues, with recent purchases adding thousands more coins to their balance sheet.

戰略對比特幣的承諾在其大量持有量中很明顯。截至最近的報導，該公司持有超過601,550 BTC，價值超過730億美元。這使得策略成為比特幣所有權公開交易公司中無可爭議的領導者。他們積極的BTC收購計劃仍在繼續，最近的購買增加了數千枚硬幣。

Industry Voices Chime In

行業聲音

Saylor's strategy has resonated with many in the crypto community. Lark Davis, a well-known crypto investor and educator, echoed Saylor's sentiment, stating, "Bitcoin is the only Strategy, Michael." This reinforces the bullish outlook and amplifies Bitcoin's appeal as an investment. Even financial author Robert Kiyosaki has reconfirmed his prediction of Bitcoin reaching $1 million by 2035, with a potential $200,000 to $250,000 target as early as next year.

Saylor的策略引起了加密社區中的許多人的共鳴。著名的加密投資者和教育家拉克·戴維斯（Lark Davis）回應了塞勒（Saylor）的觀點，他說：“比特幣是唯一的策略，邁克爾。”這加強了看漲的前景，並擴大了比特幣作為一項投資的吸引力。甚至金融作者羅伯特·基亞薩基（Robert Kiyosaki）也重新確認了他對比特幣到2035年達到100萬美元的預測，到明年最早可能有200,000至250,000美元的目標。

A Word of Caution (and a Class-Action Lawsuit)

一個謹慎的話（和集體訴訟）

Despite the optimistic outlook, there are challenges. Strategy and Saylor are currently defending against a class-action lawsuit that alleges the company failed to disclose an unrealized loss in Q1 2025. The suit claims that Strategy hid billions in markdowns, which could potentially impact their ability to continue their aggressive Bitcoin buying strategy. Investors should be aware of this potential risk factor.

儘管展望樂觀，但仍有挑戰。戰略和賽勒目前正在捍衛一項集體訴訟，該訴訟指控該公司未能在2025年第1季度披露未實現的損失。該訴訟聲稱策略隱藏了數十億美元的銷售，這可能會影響其繼續其積極的比特幣購買策略的能力。投資者應意識到這種潛在的危險因素。

The Future of Bitcoin and Corporate Treasuries

比特幣和公司國庫的未來

Strategy's success has prompted other companies to consider adding Bitcoin to their balance sheets. As more corporations embrace Bitcoin, the cryptocurrency's price could potentially skyrocket. The question isn't just whether Bitcoin will continue to rise, but how high it can go once corporate treasuries become staunch believers.

策略的成功促使其他公司考慮將比特幣添加到資產負債表中。隨著越來越多的公司接受比特幣，加密貨幣的價格可能會飛漲。這個問題不僅僅是比特幣是否會繼續上升，而且一旦公司國債成為堅定的信徒，它可以越高。

So, What's the Takeaway?

那麼，收穫是什麼？

Michael Saylor's "Bitcoin-first" approach has proven to be a winning strategy for Strategy. Whether it's the only strategy remains to be seen. But one thing is clear: Saylor's bold bet on Bitcoin has paid off handsomely, and it's changing the way investors and corporations think about cryptocurrency. The question is, will you join the party? Just remember to do your own research before diving in – and maybe grab a seat because this ride could get wild!

邁克爾·塞勒（Michael Saylor）的“比特幣優先”方法已被證明是戰略的勝利策略。這是否是唯一的策略還有待觀察。但是有一件事很清楚：塞勒大膽地賭比比特幣帶來了可觀的回報，這正在改變投資者和公司對加密貨幣的思考方式。問題是，您會參加聚會嗎？只要記住在潛水之前進行自己的研究 - 也許可以坐下來，因為這次旅程可能會變得瘋狂！