安联购买 MicroStrategy 比特币支持的可转换票据发行 25% 的股份

Allianz SE 是欧洲第二大、德国最大的保险公司，已收购了 MicroStrategy 最近发行的可转换票据近 25% 的股份。这项投资标志着一家主要金融机构对比特币的大力认可。

Europe’s second-largest insurance company and Germany’s largest, Allianz SE (ETR:ALV), has acquired nearly 25% of MicroStrategy’s recent convertible note offering.

欧洲第二大保险公司和德国最大的保险公司 Allianz SE (ETR:ALV) 已收购 MicroStrategy 最近发行的可转换票据近 25% 的股份。

Allianz purchased 24.75% of MicroStrategy’s $2.6 billion note sale, which was intended for institutional investors and closed on November 21. The investment was made across four of Allianz’s sub-organizations, according to Bloomberg Terminal data shared by the pseudonymous analyst Petruschki in a November 22 post on X: “German insurance giant Allianz bought 24.75% of MicroStrategy’s 2031 bond.”

Allianz 购买了 MicroStrategy 26 亿美元票据销售的 24.75%，该票据销售面向机构投资者，并于 11 月 21 日结束。根据匿名分析师 Petruschki 在 11 月 22 日分享的彭博终端数据，该投资是在 Allianz 的四个子组织中进行的。 X 上的帖子：“德国保险巨头安联购买了 MicroStrategy 2031 年债券 24.75% 的股份。”

He further detailed: “The positions were filed in July and October. The shares are held by the following sub-organizations: Allianz Global Investors Luxembourg 14.34%, Allianz Global Investors of America LP 6.64%, Nicholas Applegate Capital Management Inc. 3.74%, and Allianz Global Investors GmbH 0.04%.”

他进一步详细说明：“这些职位是在七月和十月提交的。这些股份由以下子机构持有：Allianz Global Investors Luxembourg 14.34%、Allianz Global Investors of America LP 6.64%、Nicholas Applegate Capital Management Inc. 3.74%、Allianz Global Investors GmbH 0.04%。

MicroStrategy, known as the world’s largest corporate holder of Bitcoin, initially announced a $1.75 billion aggregate principal amount of notes on November 18. However, due to strong institutional demand, the company upsized the offering to $2.6 billion just two days later.

MicroStrategy 被称为全球最大的比特币企业持有者，最初于 11 月 18 日宣布发行本金总额为 17.5 亿美元的票据。然而，由于机构需求强劲，该公司在两天后将发行规模扩大至 26 亿美元。

The completion of the note offering on November 21 raised $3 billion in capital, indicating that initial purchasers exercised the option to buy the maximum amount of additional notes available. Michael Saylor, founder and Executive Chairman of MicroStrategy, confirmed the successful closure of the offering.

票据发行于 11 月 21 日完成，筹集了 30 亿美元的资金，这表明初始购买者行使了购买最大数量额外票据的选择权。 MicroStrategy 创始人兼执行主席 Michael Saylor 确认此次发行已成功完成。

The allocation of the convertible notes showcases a diverse range of institutional investors. Allianz stands as the largest investor with 149,455 shares, accounting for 24.75% of the total offering. Calamos Partners follows with 37,329 shares (6.18%), and Context Capital Management holds 30,500 shares (5.05%).

可转换票据的分配展示了机构投资者的多元化。安联集团以149,455股为第一大投资者，占发行总量的24.75%。 Calamos Partners 持有 37,329 股（6.18%），Context Capital Management 持有 30,500 股（5.05%）。

Other notable investors include State Street Corp with 8,307 shares (1.38%) and FMR LLC with 7,199 shares (1.19%). BlackRock, Schroders PLC, and the Royal Bank of Canada also participated, each holding less than 1% of the shares.

其他著名投资者包括持有 8,307 股（1.38%）的道富银行（State Street Corp）和持有 7,199 股（1.19%）的 FMR LLC。贝莱德(BlackRock)、施罗德(Schroders PLC)和加拿大皇家银行(Royal Bank of Canada)也参与其中，各自持有不到1%的股份。

This influx of institutional capital comes at a pivotal moment for Bitcoin, as the cryptocurrency approaches the historical milestone of $100,000. The investment by Allianz is seen by many as a strong vote of confidence in Bitcoin’s long-term potential.

随着比特币接近 10 万美元的历史里程碑，机构资本的涌入正值比特币的关键时刻。许多人认为安联的投资是对比特币长期潜力的强烈信任票。

Patrick Dotson, Co-Founder and COO of Synnax, commented on the development via X: “In yet again another example of Wall Street FOMO (among those asset managers not allowed to invest directly in Bitcoin), MSTR just issued a $2.6bn Convertible Bond, upsizing it by a whopping $850m from the initial offer. The interest MSTR will pay? ZERO. […] In case you wonder who is handing money on a silver plate to MSTR to buy more Bitcoin. […] Do you see any retail on the list? No, blame Wall Street, not Saylor.”

Synnax 联合创始人兼首席运营官 Patrick Dotson 通过 X 评论了这一进展：“这又是华尔街 FOMO 的另一个例子（在那些不允许直接投资比特币的资产管理公司中），MSTR 刚刚发行了 26 亿美元的可转换债券，比最初的报价增加了 8.5 亿美元。 MSTR将支付利息？零。 […] 如果你想知道谁正在把银盘上的钱交给 MSTR 来购买更多比特币。 [...]您在名单上看到任何零售吗？不，这要怪华尔街，而不是塞勒。”

At press time, BTC trades at $97,812.

截至发稿时，BTC 交易价格为 97,812 美元。