越来越多的公共公司可能开始大量购买比特币

这就是伯恩斯坦（Bernstein）的研究人员。

A growing number of public firms may begin purchasing Bitcoin in substantial quantities in the next five years, with more than $300 billion potentially entering the cryptocurrency by 2030.

在未来五年内，越来越多的上市公司可能会开始大量购买比特币，到2030年，超过3000亿美元可能会进入加密货币。

That’s what researchers at Bernstein, an asset manager that monitors corporate appetite for Bitcoin, say in a new report. Their estimates hinge on the assumption that additional firms will follow in the footsteps of Strategy’s tactics of retaining Bitcoin as a central component of their balance sheets.

这就是伯恩斯坦（Bernstein）的研究人员。他们的估计取决于假设策略将比特币保留为资产负债表的核心组成部分的脚步的假设将遵循其他公司的脚步。

Strategy Sets The Tone

策略设定了基调

MicroStrategy, now doing business under the name Strategy, has already made waves with its aggressive Bitcoin buys. The firm now sits with 555,450 BTC. That inventory has cost them approximately $38 billion, with an average of $68,550 per coin. Recently, they purchased another 1,895 BTC for $180 million.

现在按名称策略开展业务的MicroStrategy已经通过其积极的比特币购买了浪潮。该公司现在以555,450 BTC坐在。该库存使他们花费了约380亿美元，平均每枚硬币为68,550美元。最近，他们以1.8亿美元的价格购买了另外1,895 BTC。

Bernstein believes that this strategy gains traction. Its report states companies with sluggish growth and plenty of excess cash could be attracted to Bitcoin as an alternative destination to invest their cash.

伯恩斯坦认为，这种策略获得了吸引力。它的报告指出，增长迟钝，大量现金可能会吸引比特币作为投资现金的替代目的地。

Between 2025 and 2030, listed firms alone could steer some $205 billion toward Bitcoin. Adding to that is another $124 billion which could be made by companies following Strategy’s systematic blueprint to investment in the top crypto.

在2025年至2030年之间，仅上市公司就可以将约2050亿美元转向比特币。此外还有另外1,240亿美元，这是由策略系统地投资于顶级加密货币的系统蓝图后可以制造的。

Treasuries Could Fuel Demand

国库可能会加油需求

In Bernstein’s words, some movement, no matter how little, would lead to a great impact. This gigantic flow would amount to $190 billion if just 20% of related firms were to transfer 25% of their treasury balance into an investment in Bitcoin. These firms have very low growth and few compelling investment opportunities. That could make Bitcoin simply look good for capital investment for them.

用伯恩斯坦的话说，有些运动，无论多么少，都会带来巨大的影响。如果只有20％的相关公司将其财政部余额的25％转移到对比特币的投资中，那么这种巨大的流量将达到1900亿美元。这些公司的增长非常低，很少有引人注目的投资机会。这可能会使比特币对他们的资本投资看起来不错。

Currently, public companies already possess approximately 720,898 BTC, which is valued at almost $68 billion. That’s a significant increase from the 1.3% of the total supply of Bitcoin that they had in late 2023. Today, it’s 3.4%. Private companies are not far behind, possessing approximately 398,323 BTC, valued at a little over $37 billion.

目前，上市公司已经拥有约720,898 BTC，价值近680亿美元。这比2023年底的总比特币总供应量的1.3％大幅增加。今天，这是3.4％。私营公司不远，拥有约398,323 BTC，价值超过370亿美元。

The surge in corporate Bitcoin ownership is occurring alongside evolving regulation and accounting practices. These changes might be facilitating more ease of access for companies to look into Bitcoin with less bureaucratic red tape. Additionally, with fewer coins on the market and easier access to capital, businesses might become the force behind increased demand—and possibly even prices.

公司比特币所有权的激增正在与不断发展的法规和会计惯例同时。这些变化可能会促进公司以更少的官僚繁文tape节来调查比特币的便利性。此外，随着市场上的硬币越来越少，可以更容易获得资本，企业可能会成为需求增加甚至价格的力量。

Bernstein highlights Strategy’s role in this revolution. The company has developed systems and tools that enable it to continue purchasing Bitcoin, even through challenging market periods. Not every company can follow suit, but the framework exists for others to attempt it.

伯恩斯坦强调了战略在这场革命中的作用。该公司开发了系统和工具，使其能够继续购买比特币，即使是通过具有挑战性的市场时期也是如此。并非每个公司都可以效仿，但是存在框架供其他公司尝试。