越來越多的公共公司可能開始大量購買比特幣

這就是伯恩斯坦（Bernstein）的研究人員。

A growing number of public firms may begin purchasing Bitcoin in substantial quantities in the next five years, with more than $300 billion potentially entering the cryptocurrency by 2030.

在未來五年內，越來越多的上市公司可能會開始大量購買比特幣，到2030年，超過3000億美元可能會進入加密貨幣。

That’s what researchers at Bernstein, an asset manager that monitors corporate appetite for Bitcoin, say in a new report. Their estimates hinge on the assumption that additional firms will follow in the footsteps of Strategy’s tactics of retaining Bitcoin as a central component of their balance sheets.

這就是伯恩斯坦（Bernstein）的研究人員。他們的估計取決於假設策略將比特幣保留為資產負債表的核心組成部分的腳步的假設將遵循其他公司的腳步。

Strategy Sets The Tone

策略設定了基調

MicroStrategy, now doing business under the name Strategy, has already made waves with its aggressive Bitcoin buys. The firm now sits with 555,450 BTC. That inventory has cost them approximately $38 billion, with an average of $68,550 per coin. Recently, they purchased another 1,895 BTC for $180 million.

現在按名稱策略開展業務的MicroStrategy已經通過其積極的比特幣購買了浪潮。該公司現在以555,450 BTC坐在。該庫存使他們花費了約380億美元，平均每枚硬幣為68,550美元。最近，他們以1.8億美元的價格購買了另外1,895 BTC。

Bernstein believes that this strategy gains traction. Its report states companies with sluggish growth and plenty of excess cash could be attracted to Bitcoin as an alternative destination to invest their cash.

伯恩斯坦認為，這種策略獲得了吸引力。它的報告指出，增長遲鈍，大量現金可能會吸引比特幣作為投資現金的替代目的地。

Between 2025 and 2030, listed firms alone could steer some $205 billion toward Bitcoin. Adding to that is another $124 billion which could be made by companies following Strategy’s systematic blueprint to investment in the top crypto.

在2025年至2030年之間，僅上市公司就可以將約2050億美元轉向比特幣。此外還有另外1,240億美元，這是由策略系統地投資於頂級加密貨幣的系統藍圖後可以製造的。

Treasuries Could Fuel Demand

國庫可能會加油需求

In Bernstein’s words, some movement, no matter how little, would lead to a great impact. This gigantic flow would amount to $190 billion if just 20% of related firms were to transfer 25% of their treasury balance into an investment in Bitcoin. These firms have very low growth and few compelling investment opportunities. That could make Bitcoin simply look good for capital investment for them.

用伯恩斯坦的話說，有些運動，無論多麼少，都會帶來巨大的影響。如果只有20％的相關公司將其財政部餘額的25％轉移到對比特幣的投資中，那麼這種巨大的流量將達到1900億美元。這些公司的增長非常低，很少有引人注目的投資機會。這可能會使比特幣對他們的資本投資看起來不錯。

Currently, public companies already possess approximately 720,898 BTC, which is valued at almost $68 billion. That’s a significant increase from the 1.3% of the total supply of Bitcoin that they had in late 2023. Today, it’s 3.4%. Private companies are not far behind, possessing approximately 398,323 BTC, valued at a little over $37 billion.

目前，上市公司已經擁有約720,898 BTC，價值近680億美元。這比2023年底的總比特幣總供應量的1.3％大幅增加。今天，這是3.4％。私營公司不遠，擁有約398,323 BTC，價值超過370億美元。

The surge in corporate Bitcoin ownership is occurring alongside evolving regulation and accounting practices. These changes might be facilitating more ease of access for companies to look into Bitcoin with less bureaucratic red tape. Additionally, with fewer coins on the market and easier access to capital, businesses might become the force behind increased demand—and possibly even prices.

公司比特幣所有權的激增正在與不斷發展的法規和會計慣例同時。這些變化可能會促進公司以更少的官僚繁文tape節來調查比特幣的便利性。此外，隨著市場上的硬幣越來越少，可以更容易獲得資本，企業可能會成為需求增加甚至價格的力量。

Bernstein highlights Strategy’s role in this revolution. The company has developed systems and tools that enable it to continue purchasing Bitcoin, even through challenging market periods. Not every company can follow suit, but the framework exists for others to attempt it.

伯恩斯坦強調了戰略在這場革命中的作用。該公司開發了系統和工具，使其能夠繼續購買比特幣，即使是通過具有挑戰性的市場時期也是如此。並非每個公司都可以效仿，但是存在框架供其他公司嘗試。