英國小型公司和比特幣國庫趨勢：新的邊界

探索英國小型公司如何將比特幣作為國庫資產，監管轉變影響這一趨勢以及對投資者的潛在影響。

UK Small-Cap Companies and the Bitcoin Treasury Trend: A New Frontier

英國小型公司和比特幣國庫趨勢：新的邊界

The UK small-cap market is buzzing with a new trend: adopting Bitcoin as a treasury asset. This move is influenced by regulatory shifts and offers both opportunities and challenges for investors.

英國小型股市場以新的趨勢嗡嗡作響：採用比特幣作為國庫資產。這一舉動受監管轉變的影響，並為投資者帶來了機會和挑戰。

The Rise of Bitcoin Treasuries in the UK

英國比特幣國庫的興起

Recently, a growing number of London-listed small-cap companies have started integrating Bitcoin into their balance sheets. Firms across various sectors, from AI to natural resources, are making significant moves. For instance, Tao Alpha, an AI-focused firm, plans to raise £100 million to support its Bitcoin strategy. Smarter Web Company even saw its market cap skyrocket after disclosing BTC purchases, though its shares have since cooled off.

最近，越來越多的倫敦上市的小型公司開始將比特幣整合到資產負債表中。從AI到自然資源的各個部門的公司都在做出重大行動。例如，以AI為重點的公司Tao Alpha計劃籌集1億英鎊以支持其比特幣戰略。 Smarter Web Company在披露BTC購買後甚至看到其市值飛漲，儘管其股票自此降溫。

Zak Mir examined companies that have adopted a Bitcoin/Crypto Treasury policy, including Anemoi, Bluebird, Catenai, Cel AI, Mendell Helium, Panther Metals, Pri0r1ty, Smarter Web, Tao Alpha, Tiger, Vaultz, and Vinanz.

扎克·米爾（Zak Mir）研究了採用了比特幣/加密貨幣政策的公司，包括Anemoi，Bluebird，Catenai，Cel AI，Mendell Helium，Mendell Helium，Panther Metals，Pri0r1ty，Smarter Web，Tao Alpha，Tiger，Tiger，Vaultz，Vaultz和Vinanz。

Key Players and Their Strategies

主要參與者及其策略

Several companies are leading this trend with aggressive strategies:

幾家公司通過積極的策略領導著這一趨勢：

• Panther Metals acquired a single Bitcoin, leading to a significant share price increase and plans to build up £4 million in Bitcoin holdings.
• Bluebird Mining Ventures experienced a substantial stock rally after unveiling its Bitcoin strategy.
• Vinanz Limited, initially focused on Bitcoin mining, has expanded its treasury to 65.03 BTC, valued at over $6.3 million.
• Amazing AI Plc plans to acquire Bitcoin to strengthen its U.S. lending operations, expecting to unlock £6 million in annual revenue.

Regulatory Shifts and Institutional Interest

監管轉變和機構利益

The UK's regulatory landscape is evolving to accommodate crypto assets. The Financial Conduct Authority (FCA) has proposed easing retail investment rules on crypto-linked products. Additionally, starting in January 2026, HMRC will enforce stringent KYC and tax reporting rules for crypto transactions. These changes, coupled with over 13% of Aquis-listed firms having Bitcoin exposure, suggest rising institutional interest.

英國的監管景觀正在發展，以容納加密資產。金融行為管理局（FCA）提出了對加密貨幣連接產品的零售投資規則的寬鬆零售投資規則。此外，從2026年1月開始，HMRC將執行嚴格的KYC和加密交易的稅收報告規則。這些變化以及超過13％的具有比特幣風險的水上公司的公司表明機構利益不斷上升。

The United Kingdom has also lifted its ban on crypto exchange-traded products (ETPs), allowing institutional investors to legally trade these digital asset vehicles, injecting significant liquidity into the market.

英國還取消了對加密交易所交易產品（ETP）的禁令，允許機構投資者合法交易這些數字資產車輛，並向市場注入大量流動性。

Technical Analysis and Market Dynamics

技術分析和市場動態

Technical analysis plays a crucial role in navigating this sector. Zak Mir’s analysis blends technical indicators like moving averages, RSI levels, and price channels to assess potential movements and investment opportunities in Bitcoin Treasury Strategy stocks.

技術分析在導航該領域中起著至關重要的作用。扎克·米爾（Zak Mir）的分析融合了技術指標，例如移動平均水平，RSI水平和價格渠道，以評估比特幣國庫策略股票中潛在的運動和投資機會。

For example, Bluebird Mining Ventures has demonstrated resilience, with rising 50 and 200-day moving averages suggesting an imminent golden cross, a bullish signal. Smarter Web’s journey has been marked by skepticism, but a bear trap rebound on June 24 is a key technical event to watch.

例如，藍鳥礦業公司表現出了韌性，其中50和200天的移動平均值提高了即將出現的金十字架，這是一個看漲信號。 Smarter Web的旅程以懷疑為標誌，但是6月24日的熊陷阱反彈是值得關注的重要技術活動。

Decentralized Alternatives and Mutuum Finance

分散的替代方案和Mutuum Finance

While institutions prepare to enter through ETPs, early-stage investors are pivoting toward decentralized alternatives. Mutuum Finance (MUTM) has gained traction by combining robust technology with transparent conduct, offering active participation, utility, and income generation.

儘管機構準備通過ETP進入，但早期投資者正在轉向分散的替代方案。 Mutuum Finance（MUTM）通過將強大的技術與透明行為相結合，提供積極參與，公用事業和收入產生，從而獲得了關注。

Mutuum is introducing a decentralized lending protocol with Peer-to-Contract (P2C) and Peer-to-Peer (P2P) models. Its presale performance, security audits, and plans for a beta launch signal growing demand for functional infrastructure over speculative hype.

Mutuum引入了使用點對上（P2C）和點對點（P2P）模型的分散貸款方案。它的預售性能，安全審核以及Beta發射信號對投機性炒作的功能基礎設施的需求不斷增長。

Altcoin Market Performance

Altcoin市場性能

The altcoin market has also seen strong performances, with MODE, GIZA, and HSK emerging as top daily gainers on June 25. These gains highlight a renewed appetite for high-volatility digital assets, especially those with smaller market caps and accessibility on major exchanges.

AltCoin市場還表現出色，Mode，Giza和HSK將於6月25日成為最高的每日獲益。這些收益突出了對高啟動性數字資產的新需求，尤其是那些市場上限較小的人，並且對主要交易所的可及性。

Final Thoughts

最後的想法

The integration of Bitcoin into UK small-cap companies is a fascinating trend, driven by regulatory changes and growing institutional interest. While opportunities abound, investors should exercise caution, staying informed about company developments and market sentiment.

在監管變化和機構興趣不斷增長的推動下，將比特幣整合到英國小型公司是一個令人著迷的趨勢。儘管機會豐富，但投資者應謹慎行事，並了解公司的發展和市場情緒。

So, are you ready to dive into the world of UK small-caps and Bitcoin treasuries? It might just be the next big thing, or at least a wild ride worth watching!

那麼，您準備好潛入英國小型股和比特幣國庫的世界嗎？這可能只是下一個大事，或者至少是值得一看的狂野旅程！