機構投資者已將數十億美元投入到比特幣（BTC）市場上，為供應衝擊奠定了基礎

在過去的兩年中，比特幣（BTC）市場記錄了大量現金流入，主要來自機構投資者。

KindlyMD, Inc. (NASDAQ:KDLY) disclosed Monday that it reached a definitive merger agreement with David Bailey’s Nakamoto Holdings to form a publicly traded bitcoin treasury vehicle.

Kindlymd，Inc。 （NASDAQ：KDLY）週一透露，它與David Bailey的Nakamoto Holdings達成了確定的合併協議，以形成公開交易的比特幣國庫工具。

What Happened: KindlyMD, an established provider of integrated healthcare services, will combine with investment firm Nakamoto to launch a company with a primary focus on bitcoin treasury holdings. The deal is valued at around $600 million and is expected to close in the fourth quarter of 2024, pending approval from KindlyMD and KindlyMD’s shareholders.

發生的事情是：綜合醫療服務的既定提供商KindlyMD將與Nakamoto的投資公司結合，以最初關注比特幣財政部持有的公司。該交易的價值約為6億美元，預計在2024年第四季度結束，待獲得KindlyMD和KindlyMD的股東的批准。

Following the merger, the newly formed company will be funded with a total of $710 million to invest in purchasing bitcoins for its treasury.

合併後，這家新成立的公司將獲得總計7.1億美元的資金，用於為其財政部購買比特幣。

The new company will join 193 more entities, which are collectively holding over 3.3 million bitcoins in treasuries, and several institutions and firms, including Strategy and Metaplanet, which is currently the largest bitcoin holder with over 126,000 BTCs.

這家新公司將加入更多的193個實體，該實體統治了超過330萬比特幣，以及包括戰略和Metaplanet在內的幾家機構和公司，該公司目前是目前最大的比特幣持有人，擁有超過126,000 BTC。

“We are excited to combine KindlyMD's expertise in healthcare with Nakamoto's passion for bitcoin to create a unique and valuable investment opportunity. Together, we will build a company that is poised for significant growth and success in the years to come," said John Rizvi, CEO of KindlyMD.

Kindlymd的首席執行官約翰·里茲維（John Rizvi）表示：“我們很高興將KindlyMD在醫療保健方面的專業知識與Nakamoto對比特幣創造獨特而有價值的投資機會的熱情相結合。我們將共同建立一家有望在未來幾年中為重大增長和成功的公司建立。”

“We are excited to be launching this unique investment vehicle that will allow investors to gain exposure to bitcoin in a new and innovative way. We believe that bitcoin is one of the best investment opportunities in the world today and we are committed to providing our investors with the highest quality investment experience,” added Bailey, who is also the founder and CEO of Nakamoto.

“我們很高興能推出這款獨特的投資工具，該工具將使投資者能夠以一種新的創新方式獲得對比特幣的敞口。我們相信比特幣是當今世界上最好的投資機會之一，我們致力於為投資者提供最高質量的投資經驗，” Bailey補充說，他也是Nakamoto的創始人兼首席執行官。

“Nakamoto’s vision is to bring bitcoin to the center of global capital markets, packaging it into equity, debt, preferred shares, and new hybrid structures that every investor can understand and own. Our mission is simple: list these instruments on every major exchange in the world.”

“納卡本的願景是將比特幣帶到全球資本市場的中心，將每個投資者都能理解和擁有的新混合結構包裝到股票，債務，首選股票和新的混合結構中。我們的使命很簡單：在世界上每個主要交易所列出這些工具。”

See Also: How To Invest In Bitcoin

另請參閱：如何投資比特幣

Why It’s Important: As the demand for bitcoin surges, especially from institutional investors in the past two years, the supply of the cryptocurrency on centralized exchanges has dropped drastically.

為什麼重要的是：隨著對比特幣激報的需求，尤其是在過去兩年中的機構投資者中，集中式交易所的加密貨幣供應急劇下降。

According to on-chain data analysis from CryptoQuant, the supply of bitcoin on exchanges has decreased from nearly 1 million to 2.4 million in the past two years.

根據CryptoQuant的鍊鍊數據分析，在過去兩年中，交易所供應比特幣的供應從近100萬下降到240萬。

With bitcoin’s total supply being 21 million, while long-term holders continue to accumulate bitcoin aggressively, it is evident that a supply shock is imminent, especially as institutions are increasing their demand for the cryptocurrency.

由於比特幣的總供應量為2100萬，而長期持有人則繼續積極積累比特幣，很明顯，供應衝擊是迫在眉睫的，尤其是隨著機構正在增加對加密貨幣的需求。

Earlier this year, several reports claimed that the U.S. government is planning to liquidate a portion of its vast treasury holdings in order to invest in bitcoin.

今年早些時候，一些報導稱，美國政府正計劃清算其龐大的財政部持股，以便投資比特幣。

Earlier this year, bitcoin’s price crashed to lows of $15,000, testing the key $14,000 support level. However, the cryptocurrency managed to recover, and by mid-August, it reached a high of $52,000 before encountering resistance and pulling back.

今年早些時候，比特幣的價格跌至15,000美元的低點，測試了14,000美元的支持水平。但是，加密貨幣設法恢復了，到8月中旬，它達到了52,000美元的最高水平，然後遇到了阻力和退縮。

Now, as the price hovers around $48,000, there are strong indications that bitcoin’s price is entering the parabolic phase within the established four-year cycles.

現在，隨著價格徘徊在48,000美元左右，有很強的跡象表明，比特幣的價格正在既定的四年周期內進入拋物線階段。

In the upcoming months, as we approach the 2025 bull run, we can anticipate further surges in bitcoin’s price against the U.S. dollar. Considering the diminishing returns theory, it is highly likely that bitcoin price will attain a peak of between $250k and $350k by year-end.

在接下來的幾個月中，隨著我們接近2025年公牛的運行，我們可以預料到比特幣的價格會進一步飆升。考慮到回報理論的降低，比特幣價格在年底時很可能達到25萬至3.5萬美元的高峰。

From a technical analysis perspective, bitcoin’s monthly RSI tends to reach approximately 90 percent at the apex of every macro bull cycle. Additionally, bitcoin’s monthly MACD line is currently above the signal line and the zero line, with the histograms continuing to rise, which signifies persistent cash inflows into the cryptocurrency.

從技術分析的角度來看，在每個宏觀牛週期的頂點，比特幣的每月RSI往往達到約90％。此外，比特幣的每月MACD線目前處於信號線和零線的上方，直方圖繼續上升，這表示持續的現金流入到加密貨幣中。

KindlyMD's stock trades on the Nasdaq Exchange: KDLY.

Kindlymd的股票交易在納斯達克交易所：KDly。