標準普爾500年的四分之一公司可能會在2030年之前將比特幣持有：報告

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A quarter of S&P 500 firms could be holding Bitcoin on their balance sheets by 2030, according to an analysis by tech-focused financial advisory firm Architect Partners.

根據以技術為重點的金融諮詢公司Architect Partners的分析，到2030年，標準普爾500家公司中有四分之一可能會在資產負債表上持有比特幣。

“Why? Because those managing treasury assets won’t be able to say they didn’t at least try,” said partner Elliot Chun in a March 28 blog post. “If you tried it and it worked, you’re a genius. If you tried it and it didn’t work, you at least tried. Either way, you likely keep your job. But if you didn’t try it and can’t provide a good reason, your job may be at risk.”

“為什麼？因為那些管理國庫資產的人將無法說他們至少沒有嘗試。” “如果您嘗試過它，並且它奏效了，那麼您是一個天才。如果您嘗試過它，並且它不起作用，那麼您至少嘗試過。無論哪種方式，您都可能保留工作。但是，如果您沒有嘗試並且無法提供充分的理由，那麼您的工作可能會有風險。”

Companies Trying To Replicate Strategy’s Strategy Are Setting Themselves Up For Failure

試圖複製戰略戰略的公司正在為失敗而準備

Strategy (formerly MicroStrategy), which is led by executive Chair Michael Saylor, was the first major company to add Bitcoin to its reserves. Since Strategy started its BTC acquisitions in August 2020, its share price has skyrocketed around 2,074%, the analyst noted.

由執行董事邁克爾·塞勒（Michael Saylor）領導的戰略（以前是微型策略）是第一家在其儲備中增加比特幣的主要公司。分析師指出，自戰略於2020年8月開始其BTC收購以來，其股價飆升了約2,074％。

More Bitcoin, Less Risk pic.twitter.com/xkgB5ANk5w

更多比特幣，更少的風險pic.twitter.com/xkgb5ank5w

— Michael Saylor⚡️ (@saylor) March 29, 2025

- 邁克爾·塞勒⚡️（@saylor）2025年3月29日

That far exceeds the 65% and 781% gains posted by the S&P 500 index and Bitcoin, respectively, during the same period.

在同一時期，標準普爾500指數和比特幣分別超過了標準普爾500指數和比特幣的65％和781％的收益。

Other companies have since started to experiment with adding BTC to their reserves. Around 89 other companies have followed Strategy’s lead, according to data from bitcointreasuries.net.

此後，其他公司開始嘗試將BTC添加到其儲備中。根據BitCoinReasuries.net的數據，大約有89家公司遵循了戰略的領先優勢。

However, Chun warned that a company adding BTC to its treasury won’t necessarily see the same gains that Strategy’s stock has seen in the past few years.

但是，Chun警告說，一家將BTC添加到財政部中的公司不一定會看到與過去幾年中策略的股票相同的收益。

Companies who are following Strategy’s lead “in hopes of replicating MSTR’s performance are positioning for disappointment,” the analyst wrote in the blog post. “MSTR is one-of-one, similar to Tether and its stablecoin dominance,” Chun added.

分析師在博客文章中寫道，遵循策略的負責人“希望復制MST的表現，希望復制MSTR的表現都處於失望狀態”。 Chun補充說：“ MSTR是獨一無二的，類似於Tether及其穩定的主導地位。”