探索战略的比特币积累策略如何导航地缘政治不确定性和市场波动。是大胆的举动还是计算出的风险？

Bitcoin Strategy Amid Geopolitical Fears: Riding the Wave with Saylor?

在地缘政治恐惧的情况下，比特币策略：与塞勒一起骑行？

In a world riddled with geopolitical tensions, Bitcoin's role as a safe haven and investment strategy is under constant scrutiny. Strategy, led by Michael Saylor, continues its unwavering Bitcoin accumulation, even amidst market dips fueled by global uncertainties. Is this a high-stakes gamble or a calculated move?

在一个充满地缘政治紧张局势的世界中，比特币作为避风港和投资策略的作用一直受到审查。由迈克尔·塞勒（Michael Saylor）领导的战略继续其坚定不移的比特币积累，甚至在全球不确定性推动的市场中倾斜。这是高风险赌博还是计算出的举动？

Saylor's "Buy the Top Forever" Strategy

Saylor的“永远购买顶级”策略

Strategy, known for its aggressive Bitcoin acquisition strategy, recently added 245 BTC for $26 million. This purchase, averaging $105,856 per coin, occurred during a period when Bitcoin prices slumped due to escalating geopolitical fears. This latest buy brings their total holdings to 592,345 BTC, acquired for $41.9 billion at an average price of $70,681 per coin.

以其积极的比特币获取策略而闻名的策略最近以2600万美元的价格增加了245 BTC。这次购买的平均每枚硬币为105,856美元，发生在比特币价格由于地缘政治恐惧升级而下降的时期。最新的买入将其总股份提高到592,345 BTC，以419亿美元的价格以每枚硬币70,681美元的价格收购。

Saylor's philosophy of “buying the top forever” underscores a long-term belief in Bitcoin's value. He has even stated he would buy “$1 billion a day of Bitcoin at $1 million a coin.”

塞勒（Saylor）的“永远购买顶级”的哲学强调了对比特币价值的长期信念。他甚至表示，他将以每天的100万美元的价格购买“每天10亿美元的比特币”。

Geopolitical Fears and Bitcoin's Price Swings

地缘政治恐惧和比特币的价格波动

The recent market volatility, influenced by events like U.S. strikes against Iran, highlights Bitcoin's sensitivity to geopolitical events. While Strategy continues its accumulation strategy, other firms are also innovating in the crypto space. For example, Ferro Capital has launched a digital assets strategy that capitalizes on inefficiencies and mispricings arising from options market volatility, aiming to generate stable returns through systematic volatility trading strategies.

最近的市场波动受到美国对伊朗的罢工等事件的影响，强调了比特币对地缘政治事件的敏感性。尽管战略继续其积累策略，但其他公司也在加密货币领域进行创新。例如，Ferro Capital启动了一种数字资产策略，该战略利用了效率低下和因期权市场波动而产生的错误表达，旨在通过系统的波动性交易策略产生稳定的回报。

Other Players and Strategies

其他玩家和策略

Other companies are also making waves in the Bitcoin space. Sequans, for example, announced plans to raise $384 million to launch a Bitcoin treasury, signaling a growing trend among publicly-listed companies to incorporate Bitcoin into their financial strategies. This move mirrors similar actions by healthcare, mining, and media companies, reinforcing Bitcoin's appeal as a long-term investment.

其他公司也在比特币领域挥舞着浪潮。例如，Seemans宣布了计划筹集3.84亿美元来推出比特币财政部的计划，这表明，公开上市公司的趋势不断增长，将比特币纳入其财务策略。此举反映了医疗保健，采矿和媒体公司的类似行动，这加强了比特币作为长期投资的吸引力。

Ethereum's Resilience Amidst Uncertainty

以太坊在不确定性中的弹性

While Bitcoin grabs headlines, Ethereum's network shows robust growth. Despite price corrections driven by Middle East tensions, Ethereum's weekly new addresses have surged, indicating strong underlying network activity and potential for future price rebounds.

当比特币占据头条新闻时，以太坊的网络显示出强大的增长。尽管中东紧张局势驱动了价格纠正，但以太坊的每周新地址仍在飙升，表明网络活动的强大和未来价格篮板的潜力。

A New Yorker's Take

纽约人

So, is Strategy's approach genius or madness? Only time will tell. But one thing's for sure: in the concrete jungle where dreams are made of, bold moves often pay off. Whether it's buying the dip or "buying the top forever," the Bitcoin game is never boring. Who knows, maybe I should put some of my bodega run money into BTC...

那么，战略的方法天才还是疯狂？只有时间会证明。但是可以肯定的是：在梦想中的混凝土丛林中，大胆的举动经常得到回报。无论是购买蘸酱还是“永远购买顶部”，比特币游戏从来都不是无聊的。谁知道，也许我应该把我的一些Bodega跑到BTC中...