NVIDIA可能正在準備進入比特幣的戰略飛躍

在加密貨幣和技術社區中激發了人們的猜測，NVIDIA可能正在準備進行比特幣的戰略飛躍。

Nvidia, one of the world’s most valuable tech companies, may be making a move into Bitcoin, according to several reports.

根據幾份報告，NVIDIA是世界上最有價值的科技公司之一，可能正在搬到比特幣。

As one of the leading manufacturers of graphics processing units (GPUs), Nvidia is already deeply involved in the cryptocurrency industry. Its high-performance GPUs are used by miners to process transactions and by developers to build blockchain applications.

作為圖形處理單元（GPU）的主要製造商之一，NVIDIA已經深入參與了加密貨幣行業。礦工使用其高性能GPU來處理交易和開發人員來構建區塊鏈應用程序。

However, recent speculation suggests that Nvidia could be going one step further by adding Bitcoin to its corporate treasury, much like how MicroStrategy has done over the past few years.

但是，最近的猜測表明，NVIDIA可以通過將比特幣添加到其公司財政部，就像MicroStrategy在過去幾年中所做的一樣。

If true, this decision could signal a powerful shift in institutional adoption of crypto and potentially push Bitcoin into a new phase of growth.

如果是真的，這一決定可能表明，加密貨幣的機構採用和可能將比特幣推向了新的增長階段。

But first, let’s take a look at why Nvidia might be interested in Bitcoin.

但是首先，讓我們看看為什麼Nvidia可能對比特幣感興趣。

Nvidia’s stock has dropped more than 24% since the start of 2025

自2025年初以來，NVIDIA的股票已下跌超過24％

Nvidia, now valued at over $2.7 trillion, has seen significant volatility in recent months.

NVIDIA的價值超過2.7萬億美元，最近幾個月已經顯著波動。

Its stock has dropped 24% since the beginning of 2025, largely due to global economic concerns, rising inflation, and geopolitical tensions—especially between the U.S. and China.

自2025年初以來，其股票下降了24％，這主要是由於全球經濟問題，通貨膨脹率上升和地緣政治緊張局勢，尤其是在美國和中國之間。

These macroeconomic pressures are prompting more public companies to explore ways to protect their capital.

這些宏觀經濟壓力促使更多的上市公司探索保護其資本的方法。

Enter Bitcoin.

輸入比特幣。

The cryptocurrency has become an increasingly popular hedge against inflation and currency devaluation, especially among tech companies.

加密貨幣已成為越來越受歡迎的對沖通貨膨脹和貨幣貶值，尤其是在科技公司之間。

Earlier this year, for instance, a Japanese investment firm called Metaplanet issued ¥3.6 billion worth of 0% ordinary bonds specifically to purchase more Bitcoin—highlighting the lengths to which institutions are going to gain crypto exposure.

例如，今年早些時候，一家名為Metaplanet的日本投資公司發行了36億日元的普通債券，專門用於購買更多的比特幣，這是一項高明的機構將獲得加密貨幣敞口的長度。

In addition to its role in blockchain development, Nvidia is also a major supplier to China’s largest tech companies, making it particularly vulnerable to any trade disputes between the two superpowers.

除了其在區塊鏈開發中的作用外，NVIDIA還是中國最大的科技公司的主要供應商，使其特別容易受到兩個超級大國之間任何貿易爭端的影響。

Adding Bitcoin to its reserves could serve as a hedge against future instability, especially with the Chinese yuan depreciating sharply in recent months due to the trade war.

將比特幣添加到其儲備中可能會對未來的不穩定造成對沖，尤其是由於近幾個月中，中國人民幣在貿易戰中急劇貶值。

It’s also worth noting that Nvidia wouldn’t be the first tech giant to include Bitcoin in its treasury.

還值得注意的是，NVIDIA並不是第一個將比特幣納入國庫中的技術巨頭。

Earlier this year, SEI (formerly known as ServiceNow) announced plans to allocate a portion of its corporate treasury to Bitcoin in the second half of 2025.

今年早些時候，SEI（以前稱為ServiceNow）宣布計劃在2025年下半年將其一部分公司財政部分配給比特幣。

This decision followed a successful year for SEI, which saw its stock price triple in value as it navigated the fast-growing market for enterprise software solutions.

這一決定是在SEI成功的一年之後的，因為它在企業軟件解決方案的快速增長市場中導航了其價值三倍。

But perhaps the clearest example comes from MicroStrategy. Since 2020, the software company has been accumulating BTC and transforming itself into one of the most talked-about institutional Bitcoin holders.

但是也許最明確的例子來自微型薄層。自2020年以來，該軟件公司一直在積累BTC，並將自己轉變為最受關注的機構比特幣持有者之一。

This bold move paid off handsomely—the company’s stock has soared over 3,000% in five years, driven largely by the performance of Bitcoin. In comparison, Nvidia’s 916% gain during the same period pales in comparison.

這一大膽的舉動充滿了好處 - 該公司的股票在五年內飆升了3,000％以上，這在很大程度上是由於比特幣的表現所驅動的。相比之下，相比之下，NVIDIA在同一時期的916％上漲了。

This strategy was masterminded by MicroStrategy’s founder Michael Saylor, a fervent believer in using Bitcoin as a store of value to guard against inflation and currency devaluation. Bitcoin’s decentralized nature, finite supply, and rising global acceptance make it an increasingly attractive financial hedge for corporations looking to preserve capital in uncertain economic times.

Microstrategy的創始人Michael Saylor策劃了這一策略，他堅信使用比特幣作為一種價值存儲，以防止通貨膨脹和貨幣貶值。比特幣的分散性質，有限的供應和全球接受的上升使其成為希望在不確定的經濟時期保存資本的公司越來越有吸引力的金融對沖。

As inflation continues to erode the value of fiat currencies, Bitcoin offers an alternative that holds its purchasing power over time. In 2025 alone, Bitcoin has climbed more than 715%, reaching a price of over $96,000 at the time of writing.

隨著通貨膨脹率繼續侵蝕法定貨幣的價值，比特幣提供了一種替代方案，可以隨著時間的流逝而擁有其購買力。僅在2025年，比特幣就攀升了715％以上，在寫作時的價格超過96,000美元。

These gains, along with the growing acceptance of Bitcoin as a legitimate financial asset, are helping to solidify its place in the portfolios of forward-thinking institutions.

這些收益以及對比特幣作為合法金融資產的越來越多的收益正在幫助鞏固其在具有前瞻性機構的投資組合中的地位。

If Nvidia does decide to allocate a portion of its corporate treasury to Bitcoin, it would send a strong signal to other tech giants and institutional investors. It could also act as a significant bullish catalyst for Bitcoin, attracting further institutional inflows and possibly accelerating its journey toward new all-time highs.

如果NVIDIA確實決定將其一部分公司財政部分配給比特幣，它將向其他科技巨頭和機構投資者發出強烈的信號。它也可以充當比特幣的重要看漲催化劑，吸引進一步的機構流入，並可能加速其朝著新的歷史高潮的旅程。

While rumors continue to swirl, Nvidia has not yet confirmed any plans to buy Bitcoin. However, given the combination of inflationary pressure, geopolitical risks, and the proven success of Bitcoin strategies by other companies, such a move wouldn't be surprising. In fact, it may be a matter of “when,” not “if.”

儘管謠言繼續旋轉，但NVIDIA尚未確認任何購買比特幣的計劃。但是，鑑於通貨膨脹壓力，地緣政治風險以及其他公司對比特幣戰略的成功結合，這一舉動並不奇怪。實際上，這可能是“何時”的問題，而不是“如果”。

As a global tech leader, Nvidia has both the influence and the financial strength to make a meaningful impact on the future of digital finance. If the company chooses to embrace Bitcoin, it could not only strengthen its own position but also trigger a wave of adoption that reshapes the corporate landscape for years to come.

作為全球技術領導者，NVIDIA既具有影響力和財務實力，可以對數字金融的未來產生有意義的影響。如果該公司選擇接受比特幣，它不僅可以加強自己的立場，而且還可以觸發一波收養，以使企業景觀在未來幾年內重塑。