從MicroStrategy到Tesla：這34家上市公司持有699,387 BTC，超過720億美元

Tradfi與比特幣的關係不斷發展，現在有34家公共公司持有699387 BTC的總和超過720億美元。微觀策略仍然是無可爭議的領導者

TradFi’s dabbling in Bitcoin continues, with 34 public corporations now holding a combined 699,387 BTC—worth over $72 billion. MicroStrategy, the reigning queen of crypto treasury strategies, leads the pack with 555,450 BTC.

Tradfi在比特幣中涉足，仍有34家公共公司持有699,387 BTC，超過720億美元。 MicroStrategy是加密貨幣策略的統治女王，以555,450 BTC領先。

While some view these Bitcoin treasury strategies as bullish catalysts, the data tells a more nuanced story: adding BTC to a balance sheet isn’t a guaranteed stock booster.

儘管有些人將這些比特幣國庫策略視為看漲的催化劑，但數據講述了一個更加細微的故事：將BTC添加到資產負債表中並不是保證的股票助推器。

Outliers like Metaplanet have seen incredible surges—over 3,000%—since their BTC entry, but many others have seen far more modest gains, or even declines, in the same period.

由於BTC的進入，像Metaplanet這樣的異常值已經看到了令人難以置信的激報（3,000％），但在同一時期，許多其他人的收益率在同一時期看到了更為適中的收益，甚至下降了。

Metaplanet Inc.

Metaplanet, a Japanese public company, has quickly transformed from a traditional business—formerly involved in hotel operations—into one of Asia’s most aggressive Bitcoin-focused firms. Its transformation shows how some TradFi players are reshaping their models around digital assets.

日本上市公司Metaplanet迅速從一家傳統業務（從事酒店運營中參與）迅速轉變為亞洲最具侵略性的比特幣公司之一。它的轉型表明，一些Tradfi玩家如何重塑其圍繞數字資產的模型。

Since launching its Bitcoin Income Generation strategy in late 2024 and pivoting sharply toward crypto, 88% of its Q1 FY2025 revenue—¥770 million ($5.2 million)—came from Bitcoin option premium harvesting.

自2024年底制定其比特幣收入生成戰略並急劇向加密貨幣透露率以來，在其第一季度財政部收入中，有88％的收入（520萬日元（520萬美元）） - 比特幣期權保費收穫。

The company first added Bitcoin to its balance sheet in April 2024 and currently holds 5,555 BTC, which is valued at approximately $576.8 million.

該公司於2024年4月首次將比特幣添加到其資產負債表中，目前持有5,555 BTC，價值約為5.768億美元。

Since that initial move, the company’s stock has soared over 3,000%, with recent filings showing a 15x increase in share price year-to-date.

自從最初的舉動以來，該公司的股票飆升了3,000％以上，最近的文件顯示，股價每年至今上漲15倍。

The firm’s aggressive BTC accumulation strategy—aiming for 10,000 BTC by year-end—has drawn growing investor interest, expanding its shareholder base by 500% in a year.

該公司積極的BTC積累策略（按年底為10,000 BTC）吸引了不斷增長的投資者權益，一年中將其股東基礎增加了500％。

Despite short-term valuation losses due to Bitcoin price fluctuations, Metaplanet reported ¥13.5 billion in unrealized BTC gains as of May 12, signaling strong confidence in its long-term crypto positioning.

儘管由於比特幣的價格波動造成的短期估值損失，但截至5月12日，Metaplanet報告的未實現的BTC收益未實現的135億日元，這表明對其長期加密定位的信心強烈。