在經濟不確定性的情況下，比特幣是避風港

根據彭博情報公司最近的一項分析，面對經濟不確定性的日益嚴重，幾家大型公開交易的美國公司可能很快就會採用比特幣作為現金儲備的一部分。

According to a recent analysis by Bloomberg Intelligence, several large publicly traded American companies could soon adopt bitcoin as part of their cash reserves, in the face of growing economic uncertainties.

根據彭博情報公司最近的一項分析，面對經濟不確定性的日益嚴重，幾家大型公開交易的美國公司可能很快就會採用比特幣作為現金儲備的一部分。

Bitcoin as a Safe Haven Amid Economic Uncertainties

在經濟不確定性的情況下，比特幣是避風港

Bloomberg Intelligence strategists have observed a major shift in bitcoin’s behavior in financial markets during the first quarter of 2025.

彭博情報策略師觀察到，在2025年第一季度，比特幣在金融市場的行為發生了重大轉變。

According to Lu Yeung and Breanne Dougherty, the world’s leading cryptocurrency shows remarkable resilience against recent economic tensions, notably related to new tariffs. This phenomenon could convince CFOs to reconsider its role in corporate treasury strategy.

根據Lu Yeung和Breanne Dougherty的說法，全球領先的加密貨幣對最近的經濟緊張局勢表現出顯著的韌性，這與新的關稅有關。這種現象可以說服CFO重新考慮其在公司財政戰略中的作用。

Historically, the price of bitcoin moved in strong correlation with US stock markets. However, this trend has significantly faded after what analysts call the “Liberation Day”.

從歷史上看，比特幣的價格與美國股票市場有很強的相關性。但是，在分析師稱之為“解放日”之後，這種趨勢已大大消失。

Even more surprising, bitcoin’s 10-day volatility is now lower than that of major American stock indices.

更令人驚訝的是，比特幣的10天波動率現在低於美國主要股票指數。

David Lawant, head of research at FalconX, specifies that while bitcoin remains correlated with stocks, it no longer amplifies stock market risks as before:

Falconx研究負責人David Lawant指定，儘管比特幣仍然與股票相關，但它不再像以前那樣放大股票市場風險：

Bitcoin does not move independently, but it does not amplify stock market risk like it used to. That is the real important signal.

比特幣不會獨立移動，但不會像以前那樣擴大股票市場風險。那是真正的重要信號。

Growing Adoption of BTC by Publicly Traded Companies

公開貿易公司對BTC的採用不斷提高

This shift in bitcoin’s behavior occurs in a context of accelerated adoption by publicly traded companies.

比特幣行為的這種轉變發生在公開交易公司加速採用的情況下。

According to data from fund manager Bitwise, the total number of bitcoins held by public companies crossed the 700,000 BTC mark in the first quarter, reaching precisely 711,000 BTC according to the latest estimates.

根據基金經理Bitwise的數據，根據最新估計，公開公司持有的比特幣總數越過了700,000 BTC的標記，恰好達到711,000 BTC。

In the last quarter alone, twelve new companies joined the bitcoin investment movement, confirming this underlying trend. Companies are increasingly seeking to diversify their cash reserves amid macroeconomic uncertainties.

僅在最後一個季度，十二家新公司就加入了比特幣投資運動，證實了這一潛在趨勢。在宏觀經濟不確定性的情況下，公司越來越尋求多元化的現金儲備。

Strategy stands out as the largest institutional holder with investments totaling $35.6 billion in bitcoin. Its latest purchase, announced last Monday, amounts to $556 million, demonstrating continued confidence in this allocation strategy.

戰略是最大的機構持有人，投資總計356億美元。上週一宣布的最新購買價格為5.56億美元，表明對這種分配策略的持續信心。

In the face of global economic uncertainties and bitcoin’s remarkable performance, many American companies could soon reconsider their traditional treasury management approach. This trend, driven by bitcoin’s increasing performance and resilience, could mark a major turning point in the institutional adoption of crypto.

面對全球經濟不確定性和比特幣的出色表現，許多美國公司很快就會重新考慮其傳統的國庫管理方法。這一趨勢是由比特幣提高的性能和韌性驅動的，這可能標誌著加密貨幣機構採用的一個主要轉折點。