BTC，亚洲和战争摇摆不定：在不确定时期导航加密货币

比特币在亚洲的战争摇摆不定，因为机构需求和长期资本承诺重新定义了其市场行为。另外，Procap的大规模BTC购买信号不断增加公司的采用。

BTC, Asia, and War Jitters: Navigating Crypto in Uncertain Times

BTC，亚洲和战争摇摆不定：在不确定时期导航加密货币

Bitcoin's resilience in Asia, despite geopolitical tensions, highlights its evolving role in the global financial landscape. Institutional investment and strategic corporate adoption are key trends shaping BTC's future.

尽管地缘政治紧张局势，但比特币在亚洲的韧性强调了其在全球金融环境中不断发展的作用。机构投资和战略公司采用是塑造BTC未来的关键趋势。

Bitcoin Shrugs Off War Jitters

比特币耸耸肩战争

Despite recent geopolitical tensions, including events in the Middle East, Bitcoin has shown remarkable resilience. Part of this is due to its increasing correlation with traditional markets. As noted in a recent report from Glassnode and Avenir Group, Bitcoin's sensitivity to macroeconomic indicators reflects its growing integration into the broader financial system. Institutional infrastructure has reshaped how capital engages with Bitcoin, making its market behavior increasingly governed by structural liquidity and long-term positioning.

尽管最近的地缘政治紧张局势，包括中东的事件，但比特币仍表现出显着的韧性。部分原因是由于它与传统市场的相关性增加。正如GlassNode和Avenir Group最近的一份报告中指出的那样，比特币对宏观经济指标的敏感性反映了其不断增长的整合到更广泛的金融体系中。机构基础设施重塑了资本如何与比特币交往，使其市场行为越来越受结构流动性和长期定位的影响。

Semir Gabeljic from Pythagoras Investments points to significant ETF inflows as a major driver, noting inflows of $1.1 billion last week and $350 million just today alone. Spencer Yang from Fractal Bitcoin adds that the asset class's fundamentals remain unchanged despite conflict, and bullish market sentiment may be on the horizon.

来自毕达哥拉斯投资的Semir Gabeljic指出，ETF的大量流入是主要的驱动因素，上周指出了11亿美元的流入，仅在今天就出现了3.5亿美元。分形比特币的Spencer Yang补充说，尽管冲突，资产类别的基本面仍然没有变化，看涨的市场情绪可能正在范围内。

The Rise of Bitcoin Dominance

比特币优势的兴起

Tim Draper argues that Bitcoin is becoming the new home for crypto innovation, absorbing ideas once exclusive to altcoins. Bitcoin's dominance, a metric equivalent to its market share, has risen significantly, indicating Bitcoin's reassertion of control over the crypto ecosystem.

蒂姆·德雷珀（Tim Draper）认为，比特币正在成为加密创新的新家，吸收了曾经是altcoins的想法。比特币的主导地位，等同于其市场份额的指标，已经显着上升，表明比特币对加密生态系统的控制重新确定。

Draper compares this to how Microsoft consolidated the software revolution, integrating or cloning early success stories. Similarly, Bitcoin is now incorporating innovations like smart contracts, DeFi, ordinals, and low-cost layer 2s. Developers are increasingly gravitating toward Bitcoin due to its security and value.

Draper将其与Microsoft如何合并软件革命，整合或克隆早期成功案例进行了比较。同样，比特币现在结合了诸如智能合约，DEFI，ORDINAL和低成本第2层之类的创新。由于其安全性和价值，开发人员越来越倾向于比特币。

ProCap's Bold Bitcoin Move

Procap的大胆比特币移动

ProCap BTC, a Bitcoin-native financial firm, recently purchased 3,724 BTC worth approximately $395 million, signaling a significant step towards going public as ProCap Financial. This acquisition, following a $1 billion merger with SPAC Columbus Circle Capital, demonstrates a commitment to holding Bitcoin as a core treasury reserve.

Procap BTC是一家比特币本金公司，最近购买了3,724 BTC，价值约3.95亿美元，这标志着朝着公开公开为Procap Financial的重要一步。在与SPAC Columbus Circle Capital合并10亿美元之后，此次收购表明，将比特币作为核心国库预备役的承诺。

ProCap's strategy mirrors that of MicroStrategy, aiming to accumulate nearly $1 billion in Bitcoin holdings. This move highlights a rising trend of public companies shifting balance sheets toward Bitcoin, diversifying reserves, and anchoring long-term value.

Procap的策略反映了MicroStrategy的策略，旨在积累近10亿美元的比特币持有量。这一举动强调了上市公司将资产负债表转移到比特币，多样化的储量和固定长期价值的趋势上不断上升。

Hedera's Telecom Integration in Southeast Asia

Hedera在东南亚的电信集成

The Hedera Foundation's partnership with The Binary Holdings is bringing Hedera-powered decentralized applications (dApps) into the telecommunications landscape in Indonesia and the Philippines. This collaboration leverages the expansive distribution capabilities of The Binary Holdings within regional telecom ecosystems, integrating Hedera-backed applications into OneWave, a decentralized app store embedded within mobile apps of major telecom providers.

Hedera基金会与二进制控股公司的合作关系正在将Hedera驱动的分散申请（DAPP）带入印度尼西亚和菲律宾的电信领域。该协作利用了区域电信生态系统中二进制文件的扩展分销能力，将Hedera支持的应用程序集成到OneWave中，这是一个分散的App Store，该应用程序嵌入了主要电信提供商的移动应用程序中。

This initiative aims to connect blockchain technology with mainstream telecom platforms, unlocking new possibilities across industries and user bases in Southeast Asia. User interactions within these integrated dApps will be rewarded with $BNRY tokens, incentivizing engagement and promoting recurring activity.

该计划旨在将区块链技术与主流电信平台联系起来，从而解开东南亚行业和用户群之间的新可能性。这些集成的DAPP中的用户互动将获得$ bnry令牌，激励参与度并促进重复活动。

Final Thoughts

最后的想法

From weathering war jitters to absorbing altcoin innovations and seeing massive corporate buys, Bitcoin is proving it's not just a flash in the pan. As institutions and corporations increasingly embrace BTC, and innovative integrations like Hedera's telecom partnership emerge, it's clear that Bitcoin and the broader crypto ecosystem are here to stay. Who knows, maybe one day we'll all be paying for our morning coffee with crypto while discussing the latest geopolitical developments – or maybe not. Either way, it's bound to be an interesting ride!

从风化的战争烦恼到吸收山寨币创新并看到大量公司购买，比特币证明这不仅仅是锅中的闪光灯。随着机构和公司越来越拥抱BTC，以及诸如Hedera的电信合作伙伴关系之类的创新整合，很明显，比特币和更广泛的加密生态系统将留在这里。谁知道，也许有一天我们都会在讨论最新的地缘政治发展时与加密货币一起为早上的咖啡付费 - 或者不是。无论哪种方式，这必然会是一个有趣的旅程！