比特币可能是到2045年的公司而非人所有的人，Moon Inc.的杰西·迈尔斯（Jesse Myers）

根据Moon Inc.的比特币战略负责人杰西·迈尔斯（Jesse Myers），公司可能在2045年最终拥有所有比特币的一半。这大约是1050万个硬币。

According to Moon Inc.’s head of Bitcoin strategy, companies could end up owning half of all Bitcoin by 2045. That’s about 10.5 million coins.

根据Moon Inc.的比特币战略负责人，到2045年，公司可能最终拥有所有比特币的一半。这大约是1,050万枚硬币。

The claim was made by Jesse Myers in an X thread on May 23. It started with a post on the ambitious capital gains of Strategy, which is rolling up a Bitcoin treasury.

该主张是由杰西·迈尔斯（Jesse Myers）在5月23日的X线程中提出的。它始于雄心勃勃的策略收益的文章，该战略正在滚动比特币财政部。

At last check, Strategy’s stash is 576,320 BTC, which is worth about $62.24 billion. But if Bitcoin keeps rising, Strategy could see its holdings hit $70 trillion by 2045. To reach that number, each unit would need to trade for more than $120 million—a rise of over 1,000x from today.

最后检查，战略的储藏量为576,320 BTC，价值约622.4亿美元。但是，如果比特币不断上升，战略可能会在2045年看到其持股达到70万亿美元。为了达到这一数字，每个单位都需要以超过1.2亿美元的价格交易，从今天开始，超过1,000倍。

"It baffles me that people aren’t more interested in Strategy’s capital gains. They’ll own $70T of Bitcoin in 20 years, making it by far the most valuable company in the history of the world," said Myers.

迈尔斯说：“令我感到困惑的是，人们对策略的资本收益不太感兴趣。他们将在20年内拥有70吨比特币，这使其成为迄今为止世界历史上最有价值的公司。”

"Bitcoin Treasury Companies will hold 50% of all BTC, way more than most Bitcoiners are prepared for."

“比特币国库公司将持有所有BTC的50％，这比大多数比特币的准备都要多。”

Those interested in learning more about how and why can read the full thread here.

那些有兴趣了解有关如何以及为什么可以在此处阅读完整线程的人。

Corporate Bitcoin Hoard On The Rise

公司比特币ho积在兴起

Based on reports, companies and ETFs now control roughly 3.23 million BTC. That’s about 15% of the total 21 million supply. At today’s price, that stash is worth around $348.25 billion.

根据报告，公司和ETF现在控制大约323万BTC。这大约是2100万供应的15％。以今天的价格，那个储藏店的价值约为3482.5亿美元。

According to a report by Bitcoin Visuals, institutions are quickly scooping up more BTC. In fact, they purchased an all-time high of 60,000 coins in April alone.

根据比特币视觉效果的报告，机构正在迅速挖出更多BTC。实际上，他们仅在四月就购买了历史最高的60,000个硬币。

This surge in institutional demand comes amid a broader shift in investor sentiment towards digital assets.

在投资者对数字资产的更大转变之中，机构需求的激增到来。

As institutions buy more BTC, they will push that share up to 50%, claims Myers. This will leave less coins for retail investors, governments and other entities.

迈尔斯声称，随着机构购买更多BTC，他们将把这一比例提高到50％。这将为散户投资者，政府和其他实体留下更少的硬币。

To set the stage, there is $1000T of asset value in the world.

为了设定舞台，世界上有$ 1000T的资产价值。

Bitcoin is just 0.2%

比特币仅为0.2％

According to the World Bank, the total value of global assets in 2023 is estimated to be around $1,000 trillion.

根据世界银行的数据，2023年全球资产的总价值估计约为1,000万亿美元。

Of that amount, Bitcoin makes up a small fraction—about 0.2%.

其中，比特币占小部分 - 大约0.2％。

A large portion of the global asset value is held in bonds. At last count, there is $318 trillion in bonds outstanding.

全球资产价值的很大一部分以债券持有。最后，有31.8万亿美元的债券未偿还。

If even a small slice of that bond pile hunts for a “hard money” store of value, it will boost demand for BTC.

如果即使一小部分债券堆都会寻找价值的“硬钱”存储，它将提高对BTC的需求。

New Players Joining In

加入的新球员

On April 24, Strike founder Jack Mallers launched Twenty One Capital. This new Bitcoin treasury company has backing from Tether, SoftBank and Cantor Fitzgerald. Its goal is to offer a “capital-efficient” way for investors to gain Bitcoin exposure.

4月24日，Strike创始人Jack Mallers推出了21个首都。这家新的比特币美国财政部有来自Tether，Softbank和Cantor Fitzgerald的支持。它的目标是为投资者提供一种“资本效率”方式获得比特币风险。

However, firms like this will need to find large pools of cash and move carefully in markets that aren’0 always deep enough for huge buys.

但是，像这样的公司将需要找到大量现金库，并在始终深入的市场中仔细搬迁，以供大量购买。

This has implications for Myers’s view, which raises several questions. Will bond managers really shift large chunks of money into Bitcoin?

这对迈尔斯的观点产生了影响，这引发了几个问题。债券管理人员真的会将大部分资金转移到比特币中吗？

Can companies add millions of coins without sending prices through the roof? And how will rules from regulators shape this corporate buying spree?

公司可以在不通过屋顶发送价格的情况下增加数百万个硬币吗？监管机构的规则将如何塑造这种公司购买狂潮？

We’ll be watching new SEC filings, fund flow reports and any signals on digital-asset rules. Those clues will tell us whether Myers is being visionary or simply dreaming big.

我们将观看新的SEC文件，资金流报告以及有关数字资产规则的任何信号。这些线索会告诉我们迈尔斯是有远见的还是只是梦想大。