Metaplanet的BTC藏匿處現在比El Salvador大

5月12日，日本的戰略Metaplanet宣布了另外1,241枚比特幣[BTC]購買，將其整體儲藏在6,796 BTC中。

On May 12, Japan’s Strategy, a firm engaged in capital raising and management services, disclosed in a statement that it had purchased an additional 1,241 Bitcoin, bringing its total BTC stash to 6,796.

5月12日，一家從事資本籌集和管理服務的公司的策略在一份聲明中披露，它購買了另外的1,241個比特幣，將其BTC的總儲備總額提高到6,796。

The BTC holdings are worth over $700 million at current market prices. Interestingly, Strategy has now surpassed El Salvador’s Bitcoin holdings, which stood at 6,174 BTC (valued at $642 million) according to Bitcoin Office data.

BTC持有的價值超過7億美元，目前的市場價格。有趣的是，根據比特幣辦公室的數據，戰略現在已經超過了薩爾瓦多的比特幣持有量，該比特幣的比特幣持有量為6,174（價值6.42億美元）。

El Salvador initiated its Bitcoin acquisition plan in 2021, while Strategy began its BTC buying spree last year with the goal of acquiring 10,000 Bitcoin by the end of 2025.

埃爾·薩爾瓦多（El Salvador）於2021年啟動了其比特幣收購計劃，而戰略於去年開始了BTC購買狂潮，目的是在2025年底之前收購10,000個比特幣。

The Tokyo-based firm uses the Strategy playbook, which includes a capital raising model based on debt and equity issuance.

這家總部位於東京的公司使用策略劇本，其中包括基於債務和股權發行的資本籌集模式。

For instance, Strategy’s MSTR shareholders have benefited significantly from the firm’s massive Bitcoin exposure. In the past year, MSTR stock has soared by 238%, compared to a 63% increase in Bitcoin. However, Strategy share price performance has been even more impressive.

例如，戰略的MST股東從公司的大規模比特幣風險中受益匪淺。在過去的一年中，MST的股票飆升了238％，而比特幣增加了63％。但是，策略股價績效更加令人印象深刻。

From a yearly perspective, Strategy share price has surged by 1,800%, while on a YTD basis, the share price has risen by 58%.

從每年的角度來看，戰略股價上漲了1,800％，而在YTD的基礎上，股價上漲了58％。

YTD, MSTR has rallied by 28%, and Bitcoin has gained 6%. This indicates that Strategy has outperformed both in terms of price performance, despite having a smaller Bitcoin stash than Strategy.

YTD，MSTR漲幅為28％，比特幣上漲了6％。這表明，儘管比特幣藏匿的藏品比策略要小，但策略在價格績效方面表現出色。

Several public firms have joined the Bitcoin corporate treasury bandwagon to offer shareholders better Strategy-like returns. Public companies alone have acquired 724K Bitcoin, worth $75B, or about 3.4% of the total Bitcoin supply, according to Bitbo.

幾家上市公司已經加入了比特幣公司財政潮流，為股東提供更好的戰略回報。 Bitbo的數據顯示，僅上市公司就購買了724K比特幣，價值75B美元，約佔比特幣供應總額的3.4％。

In total, institutional and nation-state adoption of Bitcoin comprises approximately 15% of the total supply, which is over 3 million Bitcoin, or $330B. This institutional and government adoption has become a significant factor driving Bitcoin price.output: 12th May, 2024 – Japan’s Strategy, a firm engaged in capital raising and management services, has announced the purchase of an additional 1,241 Bitcoin, bringing its total BTC stash to 5,555, a report by CC Today has revealed.

比特幣的機構和民族國家總體採用總計佔總供應量的約15％，即超過300萬比特幣，或330B美元。這種機構和政府採用已成為駕駛比特幣價格的重要因素：2024年5月12日 - 日本的戰略是一家從事資本籌集和管理服務的公司，宣布購買了另外1,241個比特幣，將其BTC總儲藏量帶到了5,555，這是CC的一份報告。

The BTC holdings are worth over $700 million at current market prices. Interestingly, Strategy has now flipped El Salvador’s holding, which was at 6,174 BTC (worth $642 million) per Bitcoin Office data.

BTC持有的價值超過7億美元，目前的市場價格。有趣的是，策略現在已經翻轉了薩爾瓦多的控股，該控股的持有量為6174 BTC（價值6.42億美元）。

El Salvador began its BTC acquisition plan in 2021, while Strategy jumped on the trend last year.

埃爾·薩爾瓦多（El Salvador）於2021年開始了BTC收購計劃，而去年的策略則持續了這一趨勢。

In fact, the Tokyo-based firm has a target of buying 10,000 BTC by the end of 2025.

實際上，這家總部位於東京的公司的目標是到2025年底購買10,000 BTC。

With more than six months left to go and about 30% shy of the target, the company could even surpass the 10K BTC mark if the aggressive buying trend remains on track.

如果剩下六個多月的時間，並且比目標差30％，那麼如果積極進取的購買趨勢保持正軌，該公司甚至可能會超過10K BTC標記。

The firm uses the Strategy playbook, including the capital raising model based on debt and equity issuance.

該公司使用策略劇本，包括基於債務和股權發行的資本籌集模式。

Source: Metaplanet (Capital raising model)

資料來源：Metaplanet（資本籌集模型）

Strategy (formerly MicroStrategy) has an overwhelming stash of 568,840 BTC as of the time of writing. The massive BTC exposure has allowed the firm’s MSTR shareholders to benefit handsomely.

截至寫作時，策略（以前是MicroStrategy）的壓倒性藏匿處為568,840 BTC。大規模的BTC敞口使公司的MSTR股東能夠從中受益匪淺。

From a year-over-year basis, MSTR has jumped 238% while BTC gained 63%. But Metaplanet share has offered better returns than MSTR and BTC.

從同比的基礎上，MSTR增長了238％，而BTC上漲了63％。但是，Metaplanet Share提供了比MSTR和BTC更好的回報。

On a yearly basis, Metaplanet increased by 1,800% while on YTD (year-to-date), the share price rose 58%.

每年，Metaplanet增長了1,800％，而在YTD（年初至今），股價上漲了58％。

On YTD returns, MSTR rallied 28% while BTC pumped 6%, meaning Metaplanet outperformed on the price front, despite having relatively less BTC stash than Strategy.

在YTD回報率上，MSTR升高了28％，而BTC泵次6％，這意味著Metaplanet在價格方面的表現要比BTC的儲藏率較小，而不是策略。

Source: TradingView (BTC vs MSTR, Metaplanet performance)

資料來源：TradingView（BTC vs MSTR，Metaplanet性能）

That said, several public firms have jumped on the BTC corporate treasury bandwagon to offer shareholders better Metplanet-like returns.

話雖如此，幾家公共公司已經跳上了BTC公司財政部潮流，為股東提供更好的類似Metplanet的回報。

According to Bitbo, public companies alone have acquired 724K BTC (worth $75B) or about 3.4% of the total BTC supply.

根據Bitbo的數據，僅上市公司就購買了724K BTC（價值75B美元），約佔BTC總供應總額的3.4％。

Overall, the BTC adoption by countries and firms (public and private) accounts for 15% of the total supply (over 3 million BTC) or $330B.

總體而言，國家和公司（公共和私人）的BTC採用佔總供應量的15％（超過300萬BTC）或$ 330B。

Simply put, institutional and nation-state adoption has become a significant catalyst for the BTC price.

簡而言之，機構和民族國家的採用已成為BTC價格的重要催化劑。