B HODL，比特币和财政部购买：新的机构剧本

探索B HODL和像BlackRock这样的主要参与者如何采用比特币国库策略，从而影响市场趋势和机构采用。

B HODL, Bitcoin, and Treasury Purchases: The New Institutional Playbook

B HODL，比特币和财政部购买：新的机构剧本

The world of Bitcoin is buzzing with activity, especially when it comes to institutional adoption. From B HODL's strategic treasury purchases to BlackRock's consistent accumulation, the trend is clear: Bitcoin is becoming a mainstream asset.

比特币的世界正在随着活动而嗡嗡作响，尤其是在制度采用方面。从B HODL的战略财政购买到贝莱德的一致积累，趋势很明显：比特币正成为主流资产。

B HODL Joins the Bitcoin Treasury Race

B霍德参加比特币国库竞赛

B HODL, a UK-listed company, recently made waves with an $11.3 million Bitcoin purchase, acquiring 100 BTC. This move establishes them as one of the first British firms to formally adopt a corporate Bitcoin treasury strategy. Fresh off its debut on the Aquis Stock Exchange, B HODL is following in the footsteps of companies like MicroStrategy, now known as Strategy, but with a twist: they intend to activate their treasury through Lightning, turning their Bitcoin into productive infrastructure.

英国上市公司B Hodl最近以1,130万美元的比特币购买了浪潮，收购了100 BTC。这一举动确立了他们是最早正式采用公司比特币国库策略的英国公司之一。 B Hodl在Aquis证券交易所的首次亮相时，正在跟随MicroStrategy（现在称为策略）等公司的脚步，但有所不同：他们打算通过闪电激活自己的财政部，将其比特币转变为生产性基础设施。

Following Saylor's Playbook

按照Saylor的剧本

B HODL's strategy mirrors that of Michael Saylor's Strategy, which has amassed over 500,000 BTC. The model involves disciplined buying, using capital markets to finance purchases, and treating Bitcoin as a non-yielding, inflation-proof reserve. While B HODL is making strides, Smarter Web Company still leads the British pack with a substantial Bitcoin holding.

B Hodl的策略反映了Michael Saylor的战略，该战略已积累了50万BTC。该模型涉及纪律处分，利用资本市场为购买提供资金，并将比特币视为不可收益的，可抵御通货膨胀的储备。当B Hodl大步前进时，Smarter Web公司仍然以大量的比特币持有率领先英国人。

BlackRock's Steady Accumulation

贝莱德的稳定积累

BlackRock, the world’s largest asset manager, continues to expand its Bitcoin holdings. They recently added 703.7 BTC worth $77 million to their treasury through the IBIT Bitcoin ETF. This consistent accumulation highlights their long-term view of Bitcoin as a reserve asset. The iShares Bitcoin Trust (IBIT) has become a key vehicle for traditional investors, with nearly $100 billion in assets under management.

世界上最大的资产经理贝莱德（Blackrock）继续扩大其比特币持有量。他们最近通过IBIT比特币ETF增加了703.BTC的价值7700万美元。这种一致的积累突出了他们对比特币作为储备资产的长期看法。 iShares比特币信托（IBIT）已成为传统投资者的关键工具，管理近1000亿美元的资产管理。

Institutional Flows and Market Impact

机构流和市场影响

BlackRock's frequent, evenly sized purchases help reduce market impact and signal confidence to other institutional players. This strategy, combined with renewed interest from pension funds and wealth managers, reinforces Bitcoin's position as a core institutional asset class. Unlike short-term whale trades, BlackRock's ETF purchases tend to stabilize prices and lock supply away in regulated custodial wallets.

贝莱德（Blackrock）的频繁，均匀尺寸的购买有助于减少市场影响，并向其他机构参与者发出信心。该策略加上养老基金和财富管理人员的新兴趣，增强了比特币作为核心机构资产类别的地位。与短期鲸鱼交易不同，贝莱德的ETF购买往往会稳定价格，并在受管制的托管钱包中锁定供应。

The AI Boom and Crypto Mining Companies

AI繁荣和加密矿业公司

Interestingly, the AI boom is creating shortages of data center space and reliable electricity access. Crypto mining companies like TeraWulf, with existing data center infrastructure and secured power capacity, are well-positioned to capitalize on this trend. TeraWulf is raising approximately $3 billion to build data centers, supported by Google, showcasing the convergence of crypto and AI infrastructure.

有趣的是，AI繁荣正在造成数据中心空间的短缺和可靠的电力访问。像Terawulf这样的加密矿业公司，现有的数据中心基础设施和有担保的电力能力，可以很好地利用这一趋势。 Terawulf正在筹集约30亿美元来建立数据中心，并在Google支持下展示了加密货币和AI基础架构的融合。

Final Thoughts

最后的想法

From B HODL's strategic treasury moves to BlackRock's steady accumulation and the rise of crypto-AI infrastructure, the message is clear: Bitcoin is here to stay. As more institutions dive in, we can expect further stabilization and growth in the market. Who knows, maybe one day your grandma will be asking you about your Bitcoin HODL strategy at Thanksgiving dinner. Until then, keep stacking sats and enjoy the ride!

从B Hodl的战略财政部移动到BlackRock的稳定积累和加密基础设施的兴起，信息很明显：比特币将留在这里。随着越来越多的机构潜入，我们可以期望市场进一步的稳定和增长。谁知道，也许有一天，您的奶奶会在感恩节晚餐中向您询问您的比特币HODL策略。在此之前，请继续堆叠坐着并享受旅程！