机构采用已成为 2024 年加密货币的主导叙述

比特币今年以来涨幅近130%，多次突破历史新高。目前徘徊在10万美元的心理关口附近。

Cryptocurrency has entered the mainstream conversation more than ever before in 2023, with the U.S. approval of spot bitcoin (BTC) exchange-traded funds and a growing number of companies pledging to buy the largest cryptocurrency for their treasuries.

2023 年，随着美国批准现货比特币 (BTC) 交易所交易基金以及越来越多的公司承诺购买最大的加密货币作为其国库券，加密货币比以往任何时候都更进入主流话题。

Bitcoin has surged almost 130% this year, breaking record highs on several occasions. It is currently trading at around $98,000. The ETFs that were approved in January have seen net inflows of $36 billion and gathered over 1 million BTC.

比特币今年以来已飙升近130%，多次突破历史新高。目前交易价格约为 98,000 美元。 1 月份批准的 ETF 已净流入 360 亿美元，聚集了超过 100 万比特币。

Meanwhile, the trend of publicly traded companies adding bitcoin to their corporate treasury is accelerating. KULR Technology (KULR) became the latest company to announce such a move.

与此同时，上市公司将比特币添加到公司财务中的趋势正在加速。 KULR Technology (KULR) 成为最新一家宣布这一举措的公司。

The Houston, Texas-based company, which manufactures energy storage products for the space and defense industries, said it purchased 217.18 BTC for $21 million and is allocating up to 90% of the surplus cash from now on to BTC, as part of its treasury management strategy.

这家总部位于德克萨斯州休斯顿的公司为航天和国防工业生产储能产品，该公司表示，它以 2100 万美元购买了 217.18 BTC，并从现在起将高达 90% 的剩余现金分配给 BTC，作为其财务的一部分管理策略。

"We believe that bitcoin is a scarce, digital and decentralized store of value that aligns well with our long-term value creation strategy," KULR CEO Michael Moen said in a statement.

KULR 首席执行官迈克尔·莫恩 (Michael Moen) 在一份声明中表示：“我们相信，比特币是一种稀缺、数字化、去中心化的价值储存手段，与我们的长期价值创造战略非常契合。”

"This initial bitcoin purchase is a prudent allocation of our excess cash, and we will continue to evaluate bitcoin and other emerging technologies for future value-accretive opportunities within the parameters of our treasury management strategy."

“最初购买比特币是对我们多余现金的审慎分配，我们将继续评估比特币和其他新兴技术，以在我们的财务管理策略范围内寻找未来的增值机会。”

The maker of lithium-ion batteries for space applications, satellites and deep-sea technologies added that it sold a portion of its class A common stock to a single institutional investor at a price of $100 per share, raising $30 million in proceeds, which were used to buy bitcoin.

这家用于太空应用、卫星和深海技术的锂离子电池制造商补充说，它以每股 100 美元的价格向单一机构投资者出售了部分 A 类普通股，筹集了 3000 万美元的收益，用来购买比特币。

In another development, Bitwise Asset Management, which already has spot bitcoin and ether ETFs, has applied for an exchange-traded fund that will track the shares of companies that hold at least 1,000 BTC in treasury.

另一项进展是，已经拥有现货比特币和以太币 ETF 的 Bitwise Asset Management 已申请设立一只交易所交易基金，该基金将跟踪持有至少 1,000 BTC 库存的公司的股票。

Other requirements for the fund, called Bitwise Bitcoin Standard Corporations ETF, are a market capitalization of at least $100 million, a minimum average daily liquidity of at least $1 million and a public free float of less than 10%, according to the filing, dated Dec. 26.

该基金名为 Bitwise Bitcoin Standard Corporations ETF，其其他要求包括市值至少为 1 亿美元、每日平均流动性至少为 100 万美元，以及公众自由流通量低于 10%。 12 月 26 日。

Meanwhile, a second filing on Thursday was made by Strive Asset Management, which was co-founded by Vivek Ramaswamy, a former political appointee in the administration of U.S. President-elect Donald Trump.

与此同时，Strive Asset Management 于周四提交了第二份文件，该公司由美国当选总统唐纳德·特朗普政府的前政治任命者维韦克·拉马斯瓦米 (Vivek Ramaswamy) 共同创立。

The Bitcoin Bond ETF will offer exposure through derivative instruments such as MicroStrategy's convertible securities in an actively managed ETF.

比特币债券 ETF 将通过衍生工具提供敞口，例如主动管理 ETF 中的 MicroStrategy 可转换证券。

The bonds have been massively successful, with the 0% coupon bond maturing in 2027 trading at 150% above par and outperforming bitcoin since inception.

这些债券取得了巨大成功，将于 2027 年到期的 0% 息票债券的交易价格比面值高出 150%，自推出以来表现优于比特币。

"Since our inception, Strive has highlighted the long-term investment risks posed by the global fiat debt crisis, inflation, and geopolitical unrest," Strive CEO Matt Cole told CoinDesk.

Strive 首席执行官马特·科尔 (Matt Cole) 告诉 CoinDesk：“自成立以来，Strive 一直强调全球法定债务危机、通货膨胀和地缘政治动荡带来的长期投资风险。”

"We firmly believe that there is no better long-term investment to hedge against these risks than measured exposure to bitcoin."

“我们坚信，没有比衡量比特币风险更好的长期投资来对冲这些风险了。”

"Strive's first of many planned bitcoin solutions will democratize access to bitcoin bonds, which are bonds issued by corporations to purchase bitcoin. We believe that these bonds offer attractive risk-adjusted returns to bitcoin, yet they are not available for direct purchase by most investors," he added.

“Strive 计划中的第一个比特币解决方案将实现比特币债券的民主化，比特币债券是企业为购买比特币而发行的债券。我们相信，这些债券为比特币提供了有吸引力的风险调整回报，但大多数投资者无法直接购买它们，”他补充道。