Bitwise CIO：企业比特币的采用刚刚开始

上市公司采用比特币作为国库资产的趋势仅在早期阶段，并开始加速

The trend of public companies adopting Bitcoin (BTC) as a treasury asset is still in its early phase and set to accelerate, according to Bitwise Chief Investment Officer Matt Hougan.

Bitwise首席投资官马特·霍根（Matt Hougan）表示，采用比特币（BTC）作为国库资产的上市公司的趋势仍处于早期阶段，并将加速加速。

In an interview on Saturday, Hougan said that interest in Bitcoin is growing as traditional cash management strategies lose appeal.

Hougan在周六的一次采访中说，随着传统现金管理策略失去吸引力，对比特币的兴趣正在增长。

"We’re beginning to see public companies integrate Bitcoin into their treasury strategy in a meaningful way as traditional cash management options—short-term U.S. Treasuries and bank deposits—lose appeal amid ballooning federal deficits and aggressive monetary expansion," Hougan explained.

Hougan解释说：“我们开始看到上市公司以有意义的方式将比特币整合到其国库策略中，因为传统现金管理方案（包括美国 - 期限的美国国债和银行存款）在激增联邦赤字和积极进取的货币扩张中诉讼。”

According to Bitwise data, 79 publicly traded companies held an estimated $57 billion in BTC as of the end of March.

根据Bitwise数据，截至3月底，有79家上市的公司在BTC估计持有约570亿美元。

Historically, companies have allocated excess cash to short-term U.S. Treasuries or bank deposits to earn a minimal return and maintain liquidity. However, with the Federal Reserve slashing interest rates to zero and the government rolling out massive stimulus packages, the value of those traditional options has been eroded.

从历史上看，公司已将多余的现金分配给了美国短期纪念品或银行存款，以赚取最少的回报并维持​​流动性。但是，随着美联储将利率削减到零，政府推出了大规模的刺激套餐，这些传统选择的价值已被侵蚀。

"These companies need another way to protect their wealth from degradation, and they’re turning to the best horse in that race, which is Bitcoin."

“这些公司需要另一种方法来保护自己的财富免受退化的侵害，而他们在那场比赛中转向最好的马，这是比特币。”

Hoaugn added that the equity markets have responded favorably to companies that add Bitcoin to their balance sheets, providing an additional incentive for corporate treasury departments to follow suit.

Hoaugn补充说，股票市场对在资产负债表中增加比特币的公司做出了有益的反应，为公司财政部效仿提供了额外的动力。

"This market reaction speaks to the strong case for Bitcoin as a credible store of value."

“这种市场反应说明比特币是可靠的价值存储的强有力的情况。”

This trend is also part of a broader shift toward “digital gold.” As more institutions express interest in digital asset exposure, the case for Bitcoin as a long-term hedge against monetary instability is becoming clear.

这种趋势也是向“数字黄金”更广泛转变的一部分。随着越来越多的机构对数字资产敞口表示兴趣，比特币作为对货币不稳定的长期树篱的案例变得越来越明显。

"This 'megatrend' is still in its early innings. We expect to see more companies allocate a portion of their treasury assets to Bitcoin in the coming months and years."

“大型大型''仍处于早期局。我们希望在未来几个月和几年内将更多的公司分配给比特币的一部分。”

The post Bitwise CIO: Corporate Bitcoin Adoption Is Just Beginning appeared first on Bitbuffer.io.

Bitwise CIO：企业比特币采用刚刚开始出现在bitbuffer.io上。