比特幣，現貨需求和塞勒：真正的呢？

分析比特幣的現貨需求，邁克爾·賽勒（Michael Saylor）的影響力以及對BTC在合併市場中的未來意味著什麼。

Bitcoin's been doing its thing, but what's the real story with spot demand, especially with figures like Michael Saylor making moves? Let's dive in.

比特幣一直在做自己的事情，但是現場需求的真實故事是什麼，尤其是在邁克爾·塞勒（Michael Saylor）做動作之類的人物中？讓我們潛水。

Saylor's Strategy and Corporate Bitcoin Adoption

Saylor的策略和公司比特幣採用

Michael Saylor and Strategy (formerly MicroStrategy) are close to hitting a milestone, potentially holding 600K BTC. Saylor signaled a fresh purchase. They currently hold 597,325 BTC, valued at $64.57 billion. Corporate adoption is soaring, with treasury companies following Strategy’s lead.

邁克爾·塞勒（Michael Saylor）和戰略（以前為MicroStrategy）接近達到一個里程碑，有可能擁有60萬BTC。塞勒（Saylor）表示新的購買。他們目前持有597,325 BTC，價值645.7億美元。公司採用飆升，國庫公司遵循戰略的領先優勢。

Spot Demand: The Missing Piece?

點需求：缺少的作品？

Despite the big buys from Strategy and other companies, a CryptoQuant report points out that overall spot demand for Bitcoin isn't keeping pace. Demand has contracted by -895K over the last 30 days, and ETF and MSTR purchases are slowing compared to December. This lack of demand is keeping BTC in a consolidation phase.

儘管從戰略和其他公司購買了大量收購，但加密報告指出，比特幣的總體需求並沒有跟上步伐。在過去的30天中，需求量為-895k，與12月相比，ETF和MST的購買速度正在放緩。缺乏需求是將BTC保持在合併階段。

One indicator of this slowing demand is Bitcoin's nearly empty mempool, showing minimal retail spot demand.

需求放緩的一個指標是比特幣幾乎空的Mempool，顯示出最小的零售點需求。

Scaramucci's Take: Will the Treasury Trend Fade?

Scaramucci的看法：財政趨勢會消失嗎？

SkyBridge Capital's Anthony Scaramucci suggests the trend of companies holding BTC in their treasury might fade. While acknowledging Saylor's unique position, he advises investors to consider the underlying costs associated with these treasury companies.

Skybridge Capital的Anthony Scaramucci表明，將BTC持有BTC的公司可能會消失。在承認Saylor的獨特立場時，他建議投資者考慮與這些財政公司相關的基本成本。

Macro Factors and Bitcoin's Strength

宏觀因素和比特幣的實力

Despite regulatory challenges and fiscal policies, Bitcoin's fundamentals remain strong. Some argue that government actions inadvertently boost Bitcoin's appeal as a hedge against inflation and monetary instability.

儘管有監管挑戰和財政政策，但比特幣的基本面仍然很大。一些人認為，政府行動無意間提高了比特幣的吸引力，以對沖通貨膨脹和貨幣不穩定。

Final Thoughts

最後的想法

Bitcoin's journey is a mix of institutional interest, fluctuating demand, and broader economic forces. Whether it's Saylor's next big buy or shifts in market sentiment, keeping an eye on these trends is key.

比特幣的旅程是機構利益，需求波動和更廣泛的經濟力量的結合。無論是Saylor的下一個大買還是市場情緒轉移，關注這些趨勢都是關鍵。