探索戰略的比特幣積累策略如何導航地緣政治不確定性和市場波動。是大膽的舉動還是計算出的風險？

Bitcoin Strategy Amid Geopolitical Fears: Riding the Wave with Saylor?

在地緣政治恐懼的情況下，比特幣策略：與塞勒一起騎行？

In a world riddled with geopolitical tensions, Bitcoin's role as a safe haven and investment strategy is under constant scrutiny. Strategy, led by Michael Saylor, continues its unwavering Bitcoin accumulation, even amidst market dips fueled by global uncertainties. Is this a high-stakes gamble or a calculated move?

在一個充滿地緣政治緊張局勢的世界中，比特幣作為避風港和投資策略的作用一直受到審查。由邁克爾·塞勒（Michael Saylor）領導的戰略繼續其堅定不移的比特幣積累，甚至在全球不確定性推動的市場中傾斜。這是高風險賭博還是計算出的舉動？

Saylor's "Buy the Top Forever" Strategy

Saylor的“永遠購買頂級”策略

Strategy, known for its aggressive Bitcoin acquisition strategy, recently added 245 BTC for $26 million. This purchase, averaging $105,856 per coin, occurred during a period when Bitcoin prices slumped due to escalating geopolitical fears. This latest buy brings their total holdings to 592,345 BTC, acquired for $41.9 billion at an average price of $70,681 per coin.

以其積極的比特幣獲取策略而聞名的策略最近以2600萬美元的價格增加了245 BTC。這次購買的平均每枚硬幣為105,856美元，發生在比特幣價格由於地緣政治恐懼升級而下降的時期。最新的買入將其總股份提高到592,345 BTC，以419億美元的價格以每枚硬幣70,681美元的價格收購。

Saylor's philosophy of “buying the top forever” underscores a long-term belief in Bitcoin's value. He has even stated he would buy “$1 billion a day of Bitcoin at $1 million a coin.”

塞勒（Saylor）的“永遠購買頂級”的哲學強調了對比特幣價值的長期信念。他甚至表示，他將以每天的100萬美元的價格購買“每天10億美元的比特幣”。

Geopolitical Fears and Bitcoin's Price Swings

地緣政治恐懼和比特幣的價格波動

The recent market volatility, influenced by events like U.S. strikes against Iran, highlights Bitcoin's sensitivity to geopolitical events. While Strategy continues its accumulation strategy, other firms are also innovating in the crypto space. For example, Ferro Capital has launched a digital assets strategy that capitalizes on inefficiencies and mispricings arising from options market volatility, aiming to generate stable returns through systematic volatility trading strategies.

最近的市場波動受到美國對伊朗的罷工等事件的影響，強調了比特幣對地緣政治事件的敏感性。儘管戰略繼續其積累策略，但其他公司也在加密貨幣領域進行創新。例如，Ferro Capital啟動了一種數字資產策略，該戰略利用了效率低下和因期權市場波動而產生的錯誤表達，旨在通過系統的波動性交易策略產生穩定的回報。

Other Players and Strategies

其他玩家和策略

Other companies are also making waves in the Bitcoin space. Sequans, for example, announced plans to raise $384 million to launch a Bitcoin treasury, signaling a growing trend among publicly-listed companies to incorporate Bitcoin into their financial strategies. This move mirrors similar actions by healthcare, mining, and media companies, reinforcing Bitcoin's appeal as a long-term investment.

其他公司也在比特幣領域揮舞著浪潮。例如，Seemans宣布了計劃籌集3.84億美元來推出比特幣財政部的計劃，這表明，公開上市公司的趨勢不斷增長，將比特幣納入其財務策略。此舉反映了醫療保健，採礦和媒體公司的類似行動，這加強了比特幣作為長期投資的吸引力。

Ethereum's Resilience Amidst Uncertainty

以太坊在不確定性中的彈性

While Bitcoin grabs headlines, Ethereum's network shows robust growth. Despite price corrections driven by Middle East tensions, Ethereum's weekly new addresses have surged, indicating strong underlying network activity and potential for future price rebounds.

當比特幣佔據頭條新聞時，以太坊的網絡顯示出強大的增長。儘管中東緊張局勢驅動了價格糾正，但以太坊的每週新地址仍在飆升，表明網絡活動的強大和未來價格籃板的潛力。

A New Yorker's Take

紐約人

So, is Strategy's approach genius or madness? Only time will tell. But one thing's for sure: in the concrete jungle where dreams are made of, bold moves often pay off. Whether it's buying the dip or "buying the top forever," the Bitcoin game is never boring. Who knows, maybe I should put some of my bodega run money into BTC...

那麼，戰略的方法天才還是瘋狂？只有時間會證明。但是可以肯定的是：在夢想中的混凝土叢林中，大膽的舉動經常得到回報。無論是購買蘸醬還是“永遠購買頂部”，比特幣遊戲從來都不是無聊的。誰知道，也許我應該把我的一些Bodega跑到BTC中...