繫繩支持的比特幣投資公司Twes 21 Capital以4,812 BTC的價格為4.587億美元

該買入是在比特幣的價格變動中提出的，這表明有可能有新的歷史最高水平，在購買時，資產交易約為103,540美元。

Tether-backed Bitcoin investment firm Twenty One Capital has acquired 4,812 BTC (Bitcoin) valued at $458.7 million, according to a U.S. Securities and Exchange Commission (SEC) filing dated May 13. The transaction is part of a private investment in public equity (PIPE) deal tied to the firm’s ongoing SPAC merger with Cantor Equity Partners.

根據美國證券交易委員會（SEC）5月13日提交的提交，該交易是與該公司正在正在進行的Spac Merger與Cantor Equity equity equity equity equity partners的公共權益（管道）交易的一部分。

This buy comes amid Bitcoin price movements suggesting a potential new all-time high, with the asset trading around $103,540 at the time of purchase.

該買入是在比特幣的價格變動中提出的，這表明有可能有新的歷史最高水平，在購買時，資產交易約為103,540美元。

Twenty One Capital Bitcoin Acquisition Linked to SPAC Merger

二十一個資本比特幣獲取與SPAC合併有關

Stablecoin issuer Tether transferred the BTC to an escrow wallet on May 9, the filing reveals. The Bitcoin was later moved to a wallet controlled by Tether, and will be sold to the public entity Twenty One Capital for $458.7 million.

該文件顯示，Stablecoin發行人繫繩將BTC轉移到了5月9日的託管錢包中。該比特幣後來被轉移到由Tether控制的錢包中，並將以4.587億美元的價格出售給公共實體21個資本。

This transfer is part of a PIPE arrangement connected to the company’s SPAC merger with Cantor Equity Partners. Once the merger is finalized, the company will trade under the ticker XXI. Currently, it trades under CEP, and the SPAC is backed by Wall Street firm Cantor Fitzgerald.

此轉移是與Cantor Equity合作夥伴與公司SPAC合併相關的管道佈置的一部分。合併結束後，公司將在股票XXI下進行交易。目前，它在CEP下進行交易，該SPAC由華爾街公司Cantor Fitzgerald支持。

The newly acquired BTC increases Twenty One Capital’s total holdings to 36,312 BTC. Of this amount, 31,500 BTC is held on behalf of the company by Cantor Equity Partners, as disclosed in the SEC filing.

新近獲得的BTC將二十一資本的總持股量增加到36,312 BTC。在SEC文件中披露的那樣，在這筆款項中，Cantor Equity Partners代表公司持有31,500 BTC。

Company Positioning and Ownership Structure

公司定位和所有權結構

The firm, which is led by Bitcoin payments app Strike founder Jack Mallers, has adopted a Bitcoin-focused strategy similar to that of Michael Saylor’s Strategy. In April, the firm told the SEC that it aims to become a “superior vehicle” for capital-efficient BTC exposure.

該公司由比特幣付款應用程序罷工創始人傑克·馬洛爾（Jack Mallers）領導，它採用了類似於邁克爾·塞勒（Michael Saylor）戰略的以比特幣為中心的策略。該公司在四月份告訴SEC，其目標是成為資本效率BTC風險的“優質汽車”。

Tether and its sister company, Bitfinex, are majority owners of the company. Japanese investment group SoftBank has invested $900 million and holds a minority stake. Cantor Fitzgerald is both sponsor and advisor to the merger, and has raised $585 million to fund future BTC purchases.

Tether及其姊妹公司Bitfinex是公司的多數所有者。日本投資集團軟銀投資了9億美元，並擁有少數股權。坎托·菲茨杰拉德（Cantor Fitzgerald）既是合併的讚助商又是顧問，並且已經籌集了5.85億美元以資助未來的BTC購買。

According to filings, the company’s goal is to reach 42,000 BTC in total holdings upon its public launch. Expected contributions include 23,950 BTC from Tether, 10,500 BTC from SoftBank, and 7,000 BTC from Bitfinex, which will be converted into equity at $10 per share.

根據文件，該公司的目標是在公開發布後總共達到42,000 BTC。預期的貢獻包括來自Tether的23,950 BTC，Softbank的10,500 BTC和Bitfinex的7,000 BTC，將以每股10美元的價格轉換為股權。

Market Reaction and Trading Activity

市場反應和交易活動

Shares of Cantor Equity Partners (CEP) saw high volatility following news of the BTC purchase. On May 2, the share price shot up from $10.65 to $59.73 before falling back to $29.84. After the recent filing, the stock further gained 5.2% in after-hours trading.

BTC購買消息後，Cantor Equity Partners（CEP）的股票很高。 5月2日，股價從$ 10.65上漲至59.73美元，然後降至29.84美元。最近提交文件後，該股票在下班後交易中進一步上漲了5.2％。

According to BitcoinTreasuries.net, Twenty One Capital becomes the third-largest corporate holder of BTC, following MicroStrategy (568,840 BTC) and MARA (48,237 BTC). The firm’s strategy is to measure performance using Bitcoin per share rather than earnings per share.

根據BitCoinReasuries.net的數據，二十一資本成為BTC的第三大公司持有人，僅次於MicroStrategy（568,840 BTC）和Mara（48,237 BTC）。該公司的策略是使用每股比特幣而不是每股收益來衡量績效。

Other firms are also increasing their exposure with, Japanese firm Metaplanet adding 1,271 BTC for $126.7 million on Monday.

日本公司Metaplanet在周一增加了1,271 BTC，在周一增加了1,271 BTC，其他公司也在增加其曝光率。

Bitcoin Price Nearing New All-Time High

比特幣價格接近新歷史

The purchase by Twenty One Capital comes as Bitcoin’s price hovers close to a new all-time high. At around $103,540, the cryptocurrency is in striking distance of its previous peak, which could spark interest from technical traders.

二十一首資本的購買是隨著比特幣的價格徘徊在新歷史最高水平的接近。加密貨幣的距離為103,540美元，其距離距離距離達到了巨大的距離，這可能引起技術交易者的興趣。

This price action follows reports of lower-than-expected Consumer Price Index (CPI) in May, signaling a potential calming down of inflation.

該價格行動是在5月份的報導比預期低於預期的消費者價格指數（CPI）的報告，這表明潛在的通貨膨脹平靜。

Michaël van de Poppe, a market analyst, noted on X that the environment could set the stage for the crypto’s next move to a new ATH. He said, “Inflation is calming down... this would also signal that the FED can lower interest rates.”

市場分析師MichaëlVande Poppe在X上指出，環境可能會為加密貨幣的下一步轉移到新的ATH奠定基礎。他說：“通貨膨脹正在平靜下來……這也表明美聯儲可以降低利率。​​”

Another analyst ColinTCrypto, also referred to the ongoing correlation between BTC  and the Global M2 money supply. He pointed out that the current cycle mirrors patterns seen earlier in the year when BTC rose from $76,000 to $105,000 between April 8 and mid-May nearing the all-time high at $109k.

另一位分析師ColintCrypto也提到了BTC與全球M2貨幣供應之間的持續相關性。他指出，當前週期的模式在今年早些時候看到的，當時BTC從4月8日至5月中旬之間從76,000美元上漲至105,000美元，接近有史以來109K美元。

According to him, Bitcoin is “still right on track with Global M2,” and suggested a breakout above $120,000 could occur by the end of May to set a new all-time high.

據他說，比特幣“與全球M2保持正軌”，並建議在5月底之前發生超過120,000美元的突破，以確定新的歷史最高水平。