MicroStrategy（MSTR）Eyes S＆P 500進入，比特幣的$ 15B Q2驅動器驅動力巨大的動力； BTC Holdings現在領導所有上市公司。

分析師稱MSTR稱為加密貨幣的“ 500磅大猩猩”，通過智能工具和積極的比特幣策略重塑了市場。

MicroStrategy (MSTR) is once again grabbing attention, but this time it's not just about the company's Bitcoin buys. As BTC hit a new all-time high of $109,500, setting the stage for a staggering $15 billion gain in a single quarter and potentially pushing MSTR into the S&P 500 for the first time ever. However, beyond the massive numbers, industry figures like Jeff Walton highlight how MSTR is silently reshaping the entire crypto investment landscape.

MicroStrategy（MSTR）再次引起人們的注意，但這一次不僅僅是公司的比特幣購買。隨著BTC的新歷史最高點109,500美元，為單個季度帶來了驚人的150億美元增長，並有史以來首次將MSTR推入標準普爾500指數。但是，除了大量數字之外，傑夫·沃爾頓（Jeff Walton）等行業人物強調了MSTR默默地重塑整個加密投資格局。

Apex Bitcoin Accumulator:

Apex比特幣累加器：

According to Walton, in the last eight months alone, MSTR has managed to accumulate 324,000 BTC, which is 105,000 BTC more than every other company that holds BTC on their balance sheet COMBINED. This makes MicroStrategy the undisputed leader in corporate Bitcoin holdings.

根據沃爾頓的說法，僅在過去的八個月中，MSTR就設法累積了324,000 BTC，比其他所有在資產負債表上持有BTC的公司多105,000 BTC。這使MicroStrategy成為公司比特幣控股中無可爭議的領導者。

While short-term market shifts may raise eyebrows, Walton encourages investors to "zoom out." He argues that MicroStrategy's aggressive accumulation isn't just about speculative plays, but rather long-term structural shifts. "This ecosystem exists because of MSTR's continued accumulation," he remarked.

儘管短期市場的轉變可能會引起人們的注意，但沃爾頓鼓勵投資者“放大”。他認為，MicroStrategy的積極積累不僅僅是投機性的戲劇，而是長期的結構轉變。他說：“由於MSTR的持續積累，這個生態系統存在。”

Not Just Holding—Redefining Investment Infrastructure:

不只是持有 - 重新定義投資基礎設施：

Further highlighting MSTR's role, Walton calls it the "500 lb Gorilla" of crypto, pulling money out of traditional markets like real estate and bonds and redirecting it into Bitcoin using smart financial tools like STRK and STRF.

沃爾頓（Walton）進一步強調了MSTR的角色，稱其為加密的“ 500磅大猩猩”，將資金從房地產和債券等傳統市場中撤出，並使用STRK和Strf等智能財務工具將其重定向到比特幣中。

He also says MicroStrategy is "the moon that controls gravity," meaning its moves have a big impact on the whole crypto market. When MSTR makes a move, it influences everything around it.

他還說，MicroStrategy是“控制重力的月球”，這意味著它的舉動對整個加密市場產生了重大影響。當MSTR採取行動時，它會影響周圍的一切。

Strong Performance Since the 21/21 Plan:

自21/21計劃以來的表現很強：

Since announcing its "21/21 plan" on October 30, 2024, MicroStrategy's stock has surged 63.9%, outperforming Bitcoin's own 47.1% rise in the same period. While critics argue that the growth could be even better, Walton counters that the current trajectory is impressive enough and the future holds more promise.

自2024年10月30日宣布其“ 21/21計劃”以來，MicroStrategy的股票飆升了63.9％，在同一時期，比特幣自己的47.1％上漲了47.1％。儘管批評家認為增長可能會更好，但沃爾頓反駁說，目前的軌跡足夠令人印象深刻，未來有更多的希望。

I’m sure a good chunk of the “negative on MSTR” folks are bots or engagement farming. I for one appreciate your signal though the noise right now 🫡.MSTR is the kind of stock I’d like to keep for decades and Saylor is building a foundation of granite to make this feasible.

我敢肯定，大部分“對MSTR”的人是機器人或訂婚耕作。我要感激您的信號，儘管現在的噪音🫡.mstr是我要保留數十年的庫存，而Saylor正在建立花崗岩的基礎，以使這種可行。

He also noted that most of the recent FUD (fear, uncertainty, doubt) around MicroStrategy comes from low-engagement accounts, possibly bots or trolls, echoing the sentiment manipulation seen in stocks like GME.

他還指出，圍繞微觀造影的最近大多數FUD（恐懼，不確定性，懷疑）都來自低參與者的帳戶，可能是機器人或巨魔，回應了在GME等股票中看到的情緒操縱。

S&P 500 Entry Could Change the Game:

標普500條目可能會改變遊戲：

BTC ATH!$MSTR Q2 Pro Forma earningsWith BTC at $109,500, $MSTR has ~ $15B single quarter gainEstimated EPS of Q2 ~ $54 per share (7.7 P/E ratio) This would qualify $MSTR for S&P 500 for the first time, leading to Billions of dollars in passive inflows. Massive win for shareholders and a testament to the company's Bitcoin strategy. Could spark interest from other institutions. pic.twitter.com/XcdAmFMFMr

BTC Ath！ $ MSTR Q2 Pro Forma Enalings with BTC的$ 109,500，$ MSTR的每股Q2〜 $ 54股票的每股收益為$ 15B，每股54美元（7.7 p/e比率），這將使$ MSTR有資格在第一次獲得標準普爾500級，導致數十億美元在被動流入中。股東的巨大勝利和對公司比特幣戰略的證明。可能引發其他機構的興趣。 pic.twitter.com/xcdamfmfmr

If Bitcoin continues trading at its highs, MicroStrategy is poised to report a massive Q2 earnings surge, which would amount to around $54 per share, resulting in a price-to-earnings ratio of just 7.7. This level of performance could finally push MSTR into the S&P 500, paving the way for billions in passive investment funds to flow into the company's stock.

如果比特幣繼續以高價交易，MicroStrategy有望報告巨大的第二季度收益率，這將達到每股54美元左右，導致價值僅為7.7。這種績效水平最終可能會將MSTR推到標準普爾500指數，為數十億美元的被動投資基金鋪平了道路，使其流入了公司的股票。

The entry would not only be a win for shareholders but also a major validation of MicroStrategy's bold, high-stakes Bitcoin strategy, potentially sparking interest from other institutional players to join the crypto market.

該條目不僅是股東的勝利，而且是對Microstrategy大膽，高風險比特幣戰略的重大驗證，也可能引起其他機構參與者加入加密貨幣市場的興趣。

Never Miss a Beat in the Crypto World!

永遠不要錯過加密世界中的節拍！

Stay ahead with breaking news, expert analysis, and real-time updates on the latest trends in Bitcoin, altcoins, DeFi, NFTs, and more.

在Breaking News，專家分析以及對比特幣，Altcoins，Defi，NFTS等最新趨勢的實時更新中保持領先地位。

FAQs

常見問題解答

MicroStrategy's "21/21 plan" (now expanded to "42/42 plan") aimed to raise $42 billion ($21B equity, $21B debt) to further acquire Bitcoin by 2027, solidifying its treasury strategy.

MicroStrategy的“ 21/21計劃”（現已擴展到“ 42/42計劃”）旨在籌集420億美元（21B股權，$ 21B債務），以在2027年之前進一步收購比特幣，從而鞏固其財政部策略。

MicroStrategy holds 576,230 BTC, making it one of the largest corporate Bitcoin holders.

MicroStrategy擁有576,230 BTC，使其成為最大的公司比特幣持有人之一。

Investors allege MSTR misled them on $5.91 B fair-value losses from new Bitcoin accounting rules (ASU 2023-08).

投資者稱，MSTR誤導了他們$ 5.91 B的$ 5.91 B公平價值損失（ASU 2023-08）。