BTC，亞洲和戰爭搖擺不定：在不確定時期導航加密貨幣

比特幣在亞洲的戰爭搖擺不定，因為機構需求和長期資本承諾重新定義了其市場行為。另外，Procap的大規模BTC購買信號不斷增加公司的採用。

BTC, Asia, and War Jitters: Navigating Crypto in Uncertain Times

BTC，亞洲和戰爭搖擺不定：在不確定時期導航加密貨幣

Bitcoin's resilience in Asia, despite geopolitical tensions, highlights its evolving role in the global financial landscape. Institutional investment and strategic corporate adoption are key trends shaping BTC's future.

儘管地緣政治緊張局勢，但比特幣在亞洲的韌性強調了其在全球金融環境中不斷發展的作用。機構投資和戰略公司採用是塑造BTC未來的關鍵趨勢。

Bitcoin Shrugs Off War Jitters

比特幣聳聳肩戰爭

Despite recent geopolitical tensions, including events in the Middle East, Bitcoin has shown remarkable resilience. Part of this is due to its increasing correlation with traditional markets. As noted in a recent report from Glassnode and Avenir Group, Bitcoin's sensitivity to macroeconomic indicators reflects its growing integration into the broader financial system. Institutional infrastructure has reshaped how capital engages with Bitcoin, making its market behavior increasingly governed by structural liquidity and long-term positioning.

儘管最近的地緣政治緊張局勢，包括中東的事件，但比特幣仍表現出顯著的韌性。部分原因是由於它與傳統市場的相關性增加。正如GlassNode和Avenir Group最近的一份報告中指出的那樣，比特幣對宏觀經濟指標的敏感性反映了其不斷增長的整合到更廣泛的金融體系中。機構基礎設施重塑了資本如何與比特幣交往，使其市場行為越來越受結構流動性和長期定位的影響。

Semir Gabeljic from Pythagoras Investments points to significant ETF inflows as a major driver, noting inflows of $1.1 billion last week and $350 million just today alone. Spencer Yang from Fractal Bitcoin adds that the asset class's fundamentals remain unchanged despite conflict, and bullish market sentiment may be on the horizon.

來自畢達哥拉斯投資的Semir Gabeljic指出，ETF的大量流入是主要的驅動因素，上週指出了11億美元的流入，僅在今天就出現了3.5億美元。分形比特幣的Spencer Yang補充說，儘管衝突，資產類別的基本面仍然沒有變化，看漲的市場情緒可能正在範圍內。

The Rise of Bitcoin Dominance

比特幣優勢的興起

Tim Draper argues that Bitcoin is becoming the new home for crypto innovation, absorbing ideas once exclusive to altcoins. Bitcoin's dominance, a metric equivalent to its market share, has risen significantly, indicating Bitcoin's reassertion of control over the crypto ecosystem.

蒂姆·德雷珀（Tim Draper）認為，比特幣正在成為加密創新的新家，吸收了曾經是altcoins的想法。比特幣的主導地位，等同於其市場份額的指標，已經顯著上升，表明比特幣對加密生態系統的控制重新確定。

Draper compares this to how Microsoft consolidated the software revolution, integrating or cloning early success stories. Similarly, Bitcoin is now incorporating innovations like smart contracts, DeFi, ordinals, and low-cost layer 2s. Developers are increasingly gravitating toward Bitcoin due to its security and value.

Draper將其與Microsoft如何合併軟件革命，整合或克隆早期成功案例進行了比較。同樣，比特幣現在結合了諸如智能合約，DEFI，ORDINAL和低成本第2層之類的創新。由於其安全性和價值，開發人員越來越傾向於比特幣。

ProCap's Bold Bitcoin Move

Procap的大膽比特幣移動

ProCap BTC, a Bitcoin-native financial firm, recently purchased 3,724 BTC worth approximately $395 million, signaling a significant step towards going public as ProCap Financial. This acquisition, following a $1 billion merger with SPAC Columbus Circle Capital, demonstrates a commitment to holding Bitcoin as a core treasury reserve.

Procap BTC是一家比特幣本金公司，最近購買了3,724 BTC，價值約3.95億美元，這標誌著朝著公開公開為Procap Financial的重要一步。在與SPAC Columbus Circle Capital合併10億美元之後，此次收購表明，將比特幣作為核心國庫預備役的承諾。

ProCap's strategy mirrors that of MicroStrategy, aiming to accumulate nearly $1 billion in Bitcoin holdings. This move highlights a rising trend of public companies shifting balance sheets toward Bitcoin, diversifying reserves, and anchoring long-term value.

Procap的策略反映了MicroStrategy的策略，旨在積累近10億美元的比特幣持有量。這一舉動強調了上市公司將資產負債表轉移到比特幣，多樣化的儲量和固定長期價值的趨勢上不斷上升。

Hedera's Telecom Integration in Southeast Asia

Hedera在東南亞的電信集成

The Hedera Foundation's partnership with The Binary Holdings is bringing Hedera-powered decentralized applications (dApps) into the telecommunications landscape in Indonesia and the Philippines. This collaboration leverages the expansive distribution capabilities of The Binary Holdings within regional telecom ecosystems, integrating Hedera-backed applications into OneWave, a decentralized app store embedded within mobile apps of major telecom providers.

Hedera基金會與二進制控股公司的合作關係正在將Hedera驅動的分散申請（DAPP）帶入印度尼西亞和菲律賓的電信領域。該協作利用了區域電信生態系統中二進製文件的擴展分銷能力，將Hedera支持的應用程序集成到OneWave中，這是一個分散的App Store，該應用程序嵌入了主要電信提供商的移動應用程序中。

This initiative aims to connect blockchain technology with mainstream telecom platforms, unlocking new possibilities across industries and user bases in Southeast Asia. User interactions within these integrated dApps will be rewarded with $BNRY tokens, incentivizing engagement and promoting recurring activity.

該計劃旨在將區塊鏈技術與主流電信平台聯繫起來，從而解開東南亞行業和用戶群之間的新可能性。這些集成的DAPP中的用戶互動將獲得$ bnry令牌，激勵參與度並促進重複活動。

Final Thoughts

最後的想法

From weathering war jitters to absorbing altcoin innovations and seeing massive corporate buys, Bitcoin is proving it's not just a flash in the pan. As institutions and corporations increasingly embrace BTC, and innovative integrations like Hedera's telecom partnership emerge, it's clear that Bitcoin and the broader crypto ecosystem are here to stay. Who knows, maybe one day we'll all be paying for our morning coffee with crypto while discussing the latest geopolitical developments – or maybe not. Either way, it's bound to be an interesting ride!

從風化的戰爭煩惱到吸收山寨幣創新並看到大量公司購買，比特幣證明這不僅僅是鍋中的閃光燈。隨著機構和公司越來越擁抱BTC，以及諸如Hedera的電信合作夥伴關係之類的創新整合，很明顯，比特幣和更廣泛的加密生態系統將留在這裡。誰知道，也許有一天我們都會在討論最新的地緣政治發展時與加密貨幣一起為早上的咖啡付費 - 或者不是。無論哪種方式，這必然會是一個有趣的旅程！