比特币，现货需求和塞勒：真正的呢？

分析比特币的现货需求，迈克尔·赛勒（Michael Saylor）的影响力以及对BTC在合并市场中的未来意味着什么。

Bitcoin's been doing its thing, but what's the real story with spot demand, especially with figures like Michael Saylor making moves? Let's dive in.

比特币一直在做自己的事情，但是现场需求的真实故事是什么，尤其是在迈克尔·塞勒（Michael Saylor）做动作之类的人物中？让我们潜水。

Saylor's Strategy and Corporate Bitcoin Adoption

Saylor的策略和公司比特币采用

Michael Saylor and Strategy (formerly MicroStrategy) are close to hitting a milestone, potentially holding 600K BTC. Saylor signaled a fresh purchase. They currently hold 597,325 BTC, valued at $64.57 billion. Corporate adoption is soaring, with treasury companies following Strategy’s lead.

迈克尔·塞勒（Michael Saylor）和战略（以前为MicroStrategy）接近达到一个里程碑，有可能拥有60万BTC。塞勒（Saylor）表示新的购买。他们目前持有597,325 BTC，价值645.7亿美元。公司采用飙升，国库公司遵循战略的领先优势。

Spot Demand: The Missing Piece?

点需求：缺少的作品？

Despite the big buys from Strategy and other companies, a CryptoQuant report points out that overall spot demand for Bitcoin isn't keeping pace. Demand has contracted by -895K over the last 30 days, and ETF and MSTR purchases are slowing compared to December. This lack of demand is keeping BTC in a consolidation phase.

尽管从战略和其他公司购买了大量收购，但加密报告指出，比特币的总体需求并没有跟上步伐。在过去的30天中，需求量为-895k，与12月相比，ETF和MST的购买速度正在放缓。缺乏需求是将BTC保持在合并阶段。

One indicator of this slowing demand is Bitcoin's nearly empty mempool, showing minimal retail spot demand.

需求放缓的一个指标是比特币几乎空的Mempool，显示出最小的零售点需求。

Scaramucci's Take: Will the Treasury Trend Fade?

Scaramucci的看法：财政趋势会消失吗？

SkyBridge Capital's Anthony Scaramucci suggests the trend of companies holding BTC in their treasury might fade. While acknowledging Saylor's unique position, he advises investors to consider the underlying costs associated with these treasury companies.

Skybridge Capital的Anthony Scaramucci表明，将BTC持有BTC的公司可能会消失。在承认Saylor的独特立场时，他建议投资者考虑与这些财政公司相关的基本成本。

Macro Factors and Bitcoin's Strength

宏观因素和比特币的实力

Despite regulatory challenges and fiscal policies, Bitcoin's fundamentals remain strong. Some argue that government actions inadvertently boost Bitcoin's appeal as a hedge against inflation and monetary instability.

尽管有监管挑战和财政政策，但比特币的基本面仍然很大。一些人认为，政府行动无意间提高了比特币的吸引力，以对冲通货膨胀和货币不稳定。

Final Thoughts

最后的想法

Bitcoin's journey is a mix of institutional interest, fluctuating demand, and broader economic forces. Whether it's Saylor's next big buy or shifts in market sentiment, keeping an eye on these trends is key.

比特币的旅程是机构利益，需求波动和更广泛的经济力量的结合。无论是Saylor的下一个大买还是市场情绪转移，关注这些趋势都是关键。