比特幣可能是到2045年的公司而非人所有的人，Moon Inc.的傑西·邁爾斯（Jesse Myers）

根據Moon Inc.的比特幣戰略負責人傑西·邁爾斯（Jesse Myers），公司可能在2045年最終擁有所有比特幣的一半。這大約是1050萬個硬幣。

According to Moon Inc.’s head of Bitcoin strategy, companies could end up owning half of all Bitcoin by 2045. That’s about 10.5 million coins.

根據Moon Inc.的比特幣戰略負責人，到2045年，公司可能最終擁有所有比特幣的一半。這大約是1,050萬枚硬幣。

The claim was made by Jesse Myers in an X thread on May 23. It started with a post on the ambitious capital gains of Strategy, which is rolling up a Bitcoin treasury.

該主張是由傑西·邁爾斯（Jesse Myers）在5月23日的X線程中提出的。它始於雄心勃勃的策略收益的文章，該戰略正在滾動比特幣財政部。

At last check, Strategy’s stash is 576,320 BTC, which is worth about $62.24 billion. But if Bitcoin keeps rising, Strategy could see its holdings hit $70 trillion by 2045. To reach that number, each unit would need to trade for more than $120 million—a rise of over 1,000x from today.

最後檢查，戰略的儲藏量為576,320 BTC，價值約622.4億美元。但是，如果比特幣不斷上升，戰略可能會在2045年看到其持股達到70萬億美元。為了達到這一數字，每個單位都需要以超過1.2億美元的價格交易，從今天開始，超過1,000倍。

"It baffles me that people aren’t more interested in Strategy’s capital gains. They’ll own $70T of Bitcoin in 20 years, making it by far the most valuable company in the history of the world," said Myers.

邁爾斯說：“令我感到困惑的是，人們對策略的資本收益不太感興趣。他們將在20年內擁有70噸比特幣，這使其成為迄今為止世界歷史上最有價值的公司。”

"Bitcoin Treasury Companies will hold 50% of all BTC, way more than most Bitcoiners are prepared for."

“比特幣國庫公司將持有所有BTC的50％，這比大多數比特幣的準備都要多。”

Those interested in learning more about how and why can read the full thread here.

那些有興趣了解有關如何以及為什麼可以在此處閱讀完整線程的人。

Corporate Bitcoin Hoard On The Rise

公司比特幣ho積在興起

Based on reports, companies and ETFs now control roughly 3.23 million BTC. That’s about 15% of the total 21 million supply. At today’s price, that stash is worth around $348.25 billion.

根據報告，公司和ETF現在控制大約323萬BTC。這大約是2100萬供應的15％。以今天的價格，那個儲藏店的價值約為3482.5億美元。

According to a report by Bitcoin Visuals, institutions are quickly scooping up more BTC. In fact, they purchased an all-time high of 60,000 coins in April alone.

根據比特幣視覺效果的報告，機構正在迅速挖出更多BTC。實際上，他們僅在四月就購買了歷史最高的60,000個硬幣。

This surge in institutional demand comes amid a broader shift in investor sentiment towards digital assets.

在投資者對數字資產的更大轉變之中，機構需求的激增到來。

As institutions buy more BTC, they will push that share up to 50%, claims Myers. This will leave less coins for retail investors, governments and other entities.

邁爾斯聲稱，隨著機構購買更多BTC，他們將把這一比例提高到50％。這將為散戶投資者，政府和其他實體留下更少的硬幣。

To set the stage, there is $1000T of asset value in the world.

為了設定舞台，世界上有$ 1000T的資產價值。

Bitcoin is just 0.2%

比特幣僅為0.2％

According to the World Bank, the total value of global assets in 2023 is estimated to be around $1,000 trillion.

根據世界銀行的數據，2023年全球資產的總價值估計約為1,000萬億美元。

Of that amount, Bitcoin makes up a small fraction—about 0.2%.

其中，比特幣佔小部分 - 大約0.2％。

A large portion of the global asset value is held in bonds. At last count, there is $318 trillion in bonds outstanding.

全球資產價值的很大一部分以債券持有。最後，有31.8萬億美元的債券未償還。

If even a small slice of that bond pile hunts for a “hard money” store of value, it will boost demand for BTC.

如果即使一小部分債券堆都會尋找價值的“硬錢”存儲，它將提高對BTC的需求。

New Players Joining In

加入的新球員

On April 24, Strike founder Jack Mallers launched Twenty One Capital. This new Bitcoin treasury company has backing from Tether, SoftBank and Cantor Fitzgerald. Its goal is to offer a “capital-efficient” way for investors to gain Bitcoin exposure.

4月24日，Strike創始人Jack Mallers推出了21個首都。這家新的比特幣美國財政部有來自Tether，Softbank和Cantor Fitzgerald的支持。它的目標是為投資者提供一種“資本效率”方式獲得比特幣風險。

However, firms like this will need to find large pools of cash and move carefully in markets that aren’0 always deep enough for huge buys.

但是，像這樣的公司將需要找到大量現金庫，並在始終深入的市場中仔細搬遷，以供大量購買。

This has implications for Myers’s view, which raises several questions. Will bond managers really shift large chunks of money into Bitcoin?

這對邁爾斯的觀點產生了影響，這引發了幾個問題。債券管理人員真的會將大部分資金轉移到比特幣中嗎？

Can companies add millions of coins without sending prices through the roof? And how will rules from regulators shape this corporate buying spree?

公司可以在不通過屋頂發送價格的情況下增加數百萬個硬幣嗎？監管機構的規則將如何塑造這種公司購買狂潮？

We’ll be watching new SEC filings, fund flow reports and any signals on digital-asset rules. Those clues will tell us whether Myers is being visionary or simply dreaming big.

我們將觀看新的SEC文件，資金流報告以及有關數字資產規則的任何信號。這些線索會告訴我們邁爾斯是有遠見的還是只是夢想大。