GameStop，比特幣和財政策略：紐約公司Crypto Moves的一分鐘

Gamestop在像MicroStrategy這樣的公司的腳步之後，更深入地研究了比特幣。是改變遊戲規則還是冒險的賭注？

Yo, what's the deal with GameStop, Bitcoin, and this whole treasury strategy thing? Let's break it down. GameStop is making some serious power moves in the crypto space, and everyone's got an opinion. From meme stock madness to Bitcoin buys, buckle up, buttercup.

喲，GameStop，Bitcoin和整個國庫策略有什麼關係？讓我們分解。 GameStop在加密貨幣領域進行了一些嚴重的動力，每個人都有意見。從模因庫存瘋狂到比特幣購買，扣緊，毛cup。

GameStop Goes Crypto: A Timeline

GameStop Going Crypto：時間軸

So, here's the lowdown. Back in March 2025, GameStop's board gave the green light to add Bitcoin to their treasury reserves. Word on the street is CEO Ryan Cohen's pow-wow with MicroStrategy's Michael Saylor (at Mar-a-Lago, no less!) sparked this whole crypto adventure.

所以，這是下降。早在2025年3月，GameStop的董事會就將綠燈贈送到了他們的財政部儲備中。街上的消息是首席執行官瑞安·科恩（Ryan Cohen）的戰俘，與Microstrategy的Michael Saylor（在Mar-A-Lago，不少！）引發了整個加密貨幣冒險。

Big Money, Big Plans?

大錢，大計劃？

GameStop went on a fundraising spree, raking in billions through convertible notes. We're talking an initial $1.3 billion, then another $1.75 billion that ballooned to $2.25 billion. If they max out all the options, they could be sitting on a cool $2.7 billion. That's a lot of cheddar.

GameStop進行了籌款狂潮，通過可轉換筆記在數十億美元進行了狂歡。我們正在談論最初的13億美元，然後再說17.5億美元，達到了22.5億美元。如果他們最大化所有選擇，他們可能會坐在27億美元上。切達大家很多。

Bitcoin Bonanza (and a Bit of a Bust)

比特幣大富翁（有點胸圍）

Between May and June 2025, GameStop snagged 4,710 Bitcoin for around $513 million in cash. That puts them in the big leagues, like, 13th largest corporate Bitcoin holder worldwide. But here's the kicker: while the announcement initially gave the stock a little bump, it quickly tanked. Investors? Not so sure about this whole thing.

在2025年5月至6月之間，GameStop以5.13億美元的現金搶購了4,710個比特幣。這使他們進入了大聯盟，例如全球第13大公司比特幣持有人。但這是踢球者：雖然宣布最初給股票帶來了一點顛簸，但它很快就陷入了困境。投資者？對整個事情不太確定。

The Market's Mixed Signals

市場的混合信號

Even with an extra $450 million raise, GameStop's shares have been trading sideways. Meanwhile, other companies like Metaplanet and DigiAsia Corp saw their stock prices skyrocket after announcing Bitcoin buys. What gives?

即使增加了4.5億美元的加薪，GameStop的股票也在側面交易。同時，其他公司（例如Metaplanet和Digiasia Corp）宣布購買比特幣後，其股價飆升。什麼給？

Is Bitcoin Enough?

比特幣足夠嗎？

According to Vincent Liu at Kronos Research, just buying Bitcoin isn't enough. You need a solid strategy to protect your capital and boost liquidity. Without a clear plan, it might not pay off in the long run.

根據Kronos Research的Vincent Liu的說法，僅購買比特幣還不夠。您需要一項可靠的策略來保護您的資本並提高流動性。沒有明確的計劃，從長遠來看，它可能無法獲得回報。

GameStop's Crypto Past (and Present)

GameStop的加密過去（和現在）

Let's not forget, GameStop's already dipped its toes in the crypto pool with a crypto wallet and NFT marketplace. But those ventures? Shuttered due to regulatory headaches. Remember the meme stock mania of 2021? That's GameStop's claim to fame. A short squeeze sent the stock to the moon, screwing over hedge funds left and right.

不要忘記，GameStop已經用加密錢包和NFT市場將其腳趾浸入了加密貨幣池中。但是那些冒險呢？因監管頭痛而關閉。還記得2021年的Meme股票躁狂症嗎？那是GameStop聲名狼藉的聲稱。短暫的擠壓將庫存送到月球上，左右擰上樹籬資金。

Hayes's Hot Take: Bitcoin to the Moon?

海耶斯的熱門：比特幣到月球上？

Arthur Hayes, the BitMEX co-founder, is super bullish on Bitcoin. He thinks favorable U.S. regulations, like the SLR exemption and the Genius Act, could send Bitcoin to new all-time highs. He's telling investors to ignore the political noise and focus on the market signals. Stablecoin market cap is up, baby! Hayes sees this as a major crypto rally in the making.

Bitmex聯合創始人亞瑟·海斯（Arthur Hayes）在比特幣上是超級看好的。他認為，像SLR豁免和《天才法》這樣有利的美國法規可能會將比特幣送到新的歷史最高點。他告訴投資者忽略政治噪音，並專注於市場信號。 stablecoin市值升起，寶貝！海耶斯將其視為製作中的主要加密集會。

Mega Matrix Joins the Party

巨型矩陣加入聚會

Even Mega Matrix Inc., a streaming platform, is getting in on the action. They bought 12 Bitcoin as part of their new treasury strategy. They're hedging against inflation and currency debasement, just like the big boys. It seems everyone wants a piece of the pie.

即使是流媒體平台的Mega Matrix Inc.也在採取行動。他們購買了12個比特幣，作為他們新的國庫策略的一部分。就像大男孩一樣，他們正在反對通貨膨脹和貨幣貶低。似乎每個人都想要一塊餡餅。

The Bottom Line

底線

GameStop's Bitcoin gamble is a wild ride. It's risky, it's bold, and it might just work. But it's not as easy as just buying Bitcoin and hoping for the best. You need a solid plan, a bit of luck, and maybe a sprinkle of meme magic. Will GameStop's crypto strategy pay off? Only time will tell.

GameStop的比特幣賭博是一次瘋狂的旅程。這是有風險的，大膽，可能只是奏效。但這並不像購買比特幣並希望最好的那樣容易。您需要一個紮實的計劃，運氣，也許還有一堆模因魔術。 GameStop的加密策略會回報嗎？只有時間會證明。

So, there you have it. GameStop diving headfirst into the Bitcoin pool. Will they sink or swim? Grab your popcorn, folks. This is gonna be good.

所以，你有。 GameStop首先跳入比特幣池。他們會下沉還是游泳？抓住你的爆米花，伙計們。這會很好。