伯克希尔·海瑟薇（BRK.B）可以以347B $ 347B的战争箱购买比特币供应的18％

格雷格·阿贝尔（Greg Abel）并没有表明沃伦·巴菲特（Warren Buffett）的反比位币立场发生了变化。

Key takeaways:

关键要点：

Berkshire can easily surpass Strategy’s BTC stash

伯克希尔可以轻松地超越策略的BTC藏匿处

Berkshire is known for its massive cash reserves and U.S. Treasury bill holdings, which totaled a record $347 billion at the end of Q4 2024. This amount represents about 32% of the company’s $1.1 trillion market capitalization.

伯克希尔以其庞大的现金储备和美国国库券控股而闻名，在第4季度2024年末，总计3470亿美元。这笔款项约占该公司11万亿美元市值的32％。

The company could purchase approximately 3.52 million BTC if it uses the cryptocurrency at May’s approximate price of $95,000. This equates to about 17.88% of Bitcoin’s circulating supply of 19.69 million coins.

如果5月份以95,000美元的价格使用加密货币，则该公司可以购买约352万BTC。这相当于比特币循环1,969万硬币的17.88％。

If the company tapped only its estimated $295.98 billion in U.S. Treasury, it could buy around 3.12 million BTC, or 15.85% of the circulating supply, positioning it as a dominant player in the crypto market.

如果该公司在美国财政部仅估计估计估计的2.9598亿美元，则可以购买约312万BTC，占循环供应量的15.85％，将其定位为加密货币市场中的主要参与者。

Berkshire Hathaway is 20th Century Bitcoin.

伯克希尔·海瑟薇（Berkshire Hathaway）是20世纪的比特币。

Such a move would easily eclipse Nasdaq-listed Strategy Inc. (formerly MicroStrategy), the world’s largest corporate Bitcoin holder, which owns 553,555 BTC worth approximately $52.2 billion as of May 6.

这样的举动将很容易蚀过纳斯达克上市的战略公司（以前是微观策略），这是世界上最大的公司比特币持有人，截至5月6日，它拥有553,555 BTC，价值约522亿美元。

In other words, Berkshire can theoretically match Strategy’s stash with roughly one-sixth of its cash pile if it converts it to Bitcoin.

换句话说，伯克希尔理论上可以将策略的藏匿处与大约六分之一的现金堆相提并论，如果将其转换为比特币。

Related: Strategy, Semler bag 2K Bitcoin as price edged toward $100K last week

相关：策略，Semler Bag 2K比特币，价格上周价格为10万美元

Bernstein analysts forecast roughly $330 billion in corporate treasury-driven inflows into Bitcoin by 2029, with $205 billion expected from listed companies between 2025 and 2029.

伯恩斯坦分析师预测，到2029年，大约3,300亿美元的公司财政部驱动的企业流入比特币，预计将在2025年至2029年之间上市公司的2050亿美元。

Much of this, analysts say, will come from smaller, slower-growing companies trying to copy Strategy Inc.’s Bitcoin strategy. They see it as one of the few ways to boost their value when other growth options are scarce.

分析师说，其中大部分将来自试图复制战略公司比特币战略的较小，较慢的公司。他们将其视为当其他增长选择稀缺时提高其价值的几种方法之一。

Bernstein’s bull case anticipates an additional $124 billion of Bitcoin purchases from Strategy alone, backed by the company’s recently upsized capital-raising plans, which aim to secure $84 billion by 2027, nearly double its previous target.

伯恩斯坦（Bernstein）的公牛案预计，仅凭战略就可以额外购买1.24亿美元的比特币，并得到该公司最近升级的资本施加计划的支持，该计划的目的是到2027年获得840亿美元，几乎是其先前目标的两倍。

Is Greg Abel pro-crypto?

格雷格·亚伯（Greg Abel）是亲克莱普托（Cro-Crypto）吗？

Whether Berkshire would buy Bitcoin under Abel’s leadership is speculative.

伯克希尔是否会在亚伯的领导下购买比特币。

The new Berkshire Hathaway leader has not publicly indicated a shift from Buffett’s value-investing philosophy, prioritizing assets with tangible cash flows over speculative ones like Bitcoin, which Buffett once termed “rat poison squared.”

这位新伯克希尔·哈撒韦（New Berkshire Hathaway）领导人尚未公开表示从巴菲特（Buffett）的价值投资理念转变，而是用切实的现金流优先考虑资产，而不是像比特币这样的投机性，而比特币（Buffett）曾经称为“老鼠毒药平方”。

BTC’s price has climbed by nearly 900% since Buffett’s criticism in May 2018.

自巴菲特2018年5月批评以来，BTC的价格上涨了近900％。

However, Berkshire, despite its anti-crypto stance, has indirect exposure in the sector through investments in crypto-friendly companies like Nu Holdings and Jefferies Financial Group, which holds shares in BlackRock’s iShares Bitcoin Trust (IBIT).

但是，尽管伯克希尔（Berkshire）具有反克雷普托（Crypto）的立场，但通过对Nu Holdings和Jefferies Financial Group等加密友好的公司进行投资，在该行业中却有间接的曝光率，该公司持有BlackRock的Ishares Bithares Bitcoin Trust（IBIT）的股票。

The strategy is similar to how Berkshire approached gold, which Buffett repeatedly ridiculed for lacking productivity. However, Berkshire surprised markets by buying Barrick Gold shares (a gold mining company) in 2020, though it later sold that position.

该策略类似于伯克希尔（Berkshire）接近黄金的方式，巴菲特因缺乏生产力而反复嘲笑。然而，伯克希尔在2020年购买巴里克黄金股票（一家黄金矿业公司），使市场感到惊讶，尽管后来又出售了该职位。

Under Abel, Berkshire may not dive straight into Bitcoin, but its cautious, indirect approach could expand as markets evolve. Whether that leads to full adoption or careful toe-dipping remains to be seen.

在亚伯（Abel）的领导下，伯克希尔（Berkshire）可能不会直接潜入比特币，但是​​随着市场的发展，其谨慎的间接方法可能会扩大。这是否导致完全采用或仔细倾斜的脚趾仍然有待观察。

This article does not contain investment advice or recommendations. Every investment and trading move involves risk, and readers should conduct their own research when making a decision.

本文不包含投资建议或建议。每个投资和交易举动都涉及风险，读者在做出决定时应进行自己的研究。