Capital Group的比特幣押注：從懷疑論到華爾街的信徒

以保守投資而聞名的Capital Group已邁向比特幣。本文探討了該公司60億美元的比特幣投資。

Capital Group's Bitcoin Bet: From Skeptic to Believer on Wall Street

Capital Group的比特幣押注：從懷疑論到華爾街的信徒

Wall Street is buzzing as Capital Group, a mutual fund giant with a 94-year history, significantly increased its Bitcoin-related holdings. Initially skeptical, the firm now holds over $6 billion in Bitcoin investments, signaling a shift in institutional sentiment towards crypto.

華爾街作為一家擁有94年曆史的共同基金巨頭的Capital Group嗡嗡作響，大大增加了與比特幣相關的持股。最初，該公司現在持有超過60億美元的比特幣投資，這表明機構情緒轉向加密貨幣。

Capital Group Embraces Bitcoin

資本集團擁抱比特幣

Mark Casey, a portfolio manager at Capital Group, has been instrumental in the firm's Bitcoin journey. Influenced by investment gurus like Benjamin Graham and Warren Buffett, Casey sees Bitcoin as a compelling asset.

Capital Group的投資組合經理Mark Casey在公司的比特幣之旅中發揮了重要作用。受到本傑明·格雷厄姆（Benjamin Graham）和沃倫·巴菲特（Warren Buffett）等投資大師的影響，凱西認為比特幣是令人信服的資產。

"I just love Bitcoin, I just think it is so interesting," Casey stated. This statement highlights the growing acceptance of Bitcoin among traditional finance players.

凱西說：“我只是喜歡比特幣，我只是認為這很有趣。”該聲明強調了傳統金融參與者對比特幣的越來越多。

Investing in Bitcoin Treasuries

投資比特幣國庫

Capital Group primarily invests in Bitcoin through Bitcoin treasury companies. These are publicly traded firms that hold Bitcoin on their balance sheets. One of their most significant investments is in Strategy (formerly MicroStrategy), a company that has fully embraced Bitcoin under the leadership of Michael Saylor.

Capital Group主要通過比特幣國庫公司對比特幣進行投資。這些是公開交易的公司，可在資產負債表上持有比特幣。他們最重要的投資之一是在戰略上（以前是Microstrategy），該公司在邁克爾·塞勒（Michael Saylor）的領導下完全接受了比特幣。

In 2021, Capital Group acquired a 12.3% stake in Strategy for over $500 million. This stake, despite some dilution, is now valued at approximately $6.2 billion, driven by a 2,200% surge in Strategy’s stock over five years.

2021年，Capital Group以超過5億美元的價格收購了12.3％的戰略股份。儘管有一定的稀釋，但該股份現在的價值約為62億美元，這是由於戰略股票在五年內激增了2200％。

Bitcoin as a Commodity

比特幣作為商品

Casey and his colleagues analyze Bitcoin companies similarly to how they assess firms in the gold or oil industries. "We view Bitcoin as a commodity," he explained, indicating a mature perspective on the digital asset.

Casey和他的同事分析比特幣公司類似於如何評估黃金或石油行業中的公司。他解釋說：“我們將比特幣視為一種商品。”

Capital Group's Bitcoin exposure also includes investments in Japan-based Metaplanet and mining company Mara Holdings.

Capital Group的比特幣接觸還包括對日本的Metaplanet和採礦公司Mara Holdings的投資。

The Broader Trend of Corporate Bitcoin Treasuries

公司比特幣國庫的更廣泛趨勢

Corporate Bitcoin treasuries now hold over 1 million BTC, worth more than $117 billion. Strategy leads the pack with 636,505 BTC. Companies like Metaplanet and Semler Scientific have aggressive accumulation targets, aiming to significantly increase their Bitcoin holdings.

公司比特幣國庫現在擁有超過100萬BTC，價值超過1,170億美元。策略以636,505 BTC領先。 Metaplanet和Semler Scientific等公司具有積極的積累目標，旨在顯著增加其比特幣持有量。

Polkadot Joins the Game

Polkadot加入遊戲

Not to be left out, Polkadot has launched Polkadot Capital Group to attract Wall Street investors and integrate traditional finance with its blockchain. This initiative aims to bridge the gap between blockchain and institutional finance, offering tools for tokenizing real-world assets.

毫無疑問，Polkadot推出了Polkadot Capital Group，以吸引華爾街投資者，並將傳統財務與其區塊鏈融合在一起。該計劃旨在彌合區塊鍊和機構財務之間的差距，從而為實現現實世界的資產提供工具。

Final Thoughts

最後的想法

The increasing involvement of firms like Capital Group and Polkadot signifies a growing acceptance of Bitcoin and blockchain technology within traditional financial circles. What was once considered a fringe investment is now becoming a mainstream asset class. Who knows, maybe your grandma will be asking you about your Bitcoin investments at Thanksgiving dinner! Get ready for the revolution!

諸如Capital Group和Polkadot之類的公司的參與度越來越多，這意味著在傳統金融界內對比特幣和區塊鏈技術的接受程度越來越大。曾經被認為是邊緣投資的東西現在已成為主流資產類別。誰知道，也許您的奶奶會在感恩節晚餐中向您詢問您的比特幣投資！為革命做好準備！