Mercado Bitcoin：企业客户如何堆叠SAT和回避波动

巴西中小型企业正在使用Mercado Bitcoin持有比特币和稳定币，在全球经济不确定性中寻求稳定的投机性收益。

Mercado Bitcoin: How Corporate Clients are Stacking Sats and Shunning Volatility

Mercado Bitcoin：企业客户如何堆叠SAT和回避波动

Brazilian SMEs are quietly making moves in the crypto space, using Mercado Bitcoin to hold Bitcoin and stablecoins, seeking stability over speculative gains amidst global economic uncertainties. Forget the Lambo dreams; these companies are all about safeguarding their assets.

巴西中小型企业正在使用Mercado Bitcoin持有比特币和稳定币，在全球经济不确定性中寻求稳定的投机性收益。忘记兰博梦；这些公司都是为了保护其资产。

Corporate Crypto Holdings: A Growing Trend

公司加密货币持有：增长的趋势

According to Daniel Cunha, head of corporate development at Mercado Bitcoin, corporate clients, especially small and medium-sized enterprises (SMEs), now account for 10-15% of the total assets held on Brazil's largest crypto exchange. But here's the kicker: they're not trading. They're holding.

根据Mercado Bitcoin公司开发负责人Daniel Cunha的说法，公司客户，尤其是中小型企业（中小型企业），现在占巴西最大加密货币交易所总资产总资产的10-15％。但这是踢脚：他们没有交易。他们抱着。

Why the Hold? Stability, Not Speculation

为什么要保持？稳定，而不是猜测

These aren't your typical crypto bros chasing the next moonshot. Cunha emphasizes that these companies are primarily using Bitcoin (BTC) and stablecoins like USDT and USDC as a shield against global economic instability. Think inflation, currency devaluation, and geopolitical risks – the kind of stuff that keeps CFOs up at night.

这些不是您追逐下一个月球的典型加密兄弟。 Cunha强调，这些公司主要使用比特币（BTC）和像USDT和USDC这样的Stablecoins作为对全球经济不稳定的盾牌。考虑通货膨胀，货币贬值和地缘政治风险 - 这种夜间CFO的东西。

"These companies barely move more than 10% of their holdings at any given time," Cunha noted at Mercado Bitcoin’s DAC 2025 conference. "They’re here to hold, not trade."

Cunha在Mercado Bitcoin的DAC 2025会议上指出：“这些公司在任何给定时间几乎不超过10％的股份。” “他们在这里举行，而不是交易。”

Following the Big Players: The Strategy Effect

遵循大玩家：策略效果

This trend gained momentum after companies like MicroStrategy (MSTR) started adding Bitcoin to their corporate treasuries. MicroStrategy, now holding over 639,000 BTC, set a precedent that smaller firms are now emulating.

在像Microstrategy（MSTR）这样的公司开始在公司国库中增加比特币之后，这种趋势获得了动力。现在持有639,000 BTC的MicroStrategy设定了一个较小公司正在模拟的先例。

Institutional Adoption: Calming the Crypto Seas

机构采用：平静的加密海洋

The rise of institutional activity is having a welcome side effect: it's reducing the notorious volatility of crypto markets. Cunha points out that this stabilization is making Bitcoin a more attractive option for corporate treasurers seeking a reliable store of value.

机构活动的兴起具有受欢迎的副作用：它正在降低加密市场的臭名昭著的波动。 Cunha指出，这种稳定使比特币成为寻求可靠价值存储的公司财务主管更具吸引力的选择。

Brazil: A Crypto Hotspot with Room to Grow

巴西：一个带有生长空间的加密热点

Brazil is a significant player in crypto adoption, ranking fifth globally. Yet, surprisingly, only one publicly traded company, Méliuz, currently holds BTC. However, OranjeBTC is poised to list on Brazil’s B3 exchange, potentially becoming the country's largest publicly traded corporate Bitcoin holder with a treasury of $400 million. This signals a growing, albeit cautious, interest from the corporate world.

巴西是Crypto采用的重要参与者，在全球排名第五。然而，令人惊讶的是，目前只有一家公开交易的公司梅利兹（Méliuz）持有BTC。但是，Oranjebtc有望在巴西的B3交易所上市，有可能成为该国最大的公开交易的公司比特币持有人，拥有4亿美元的库存。这表明企业界的兴趣越来越多，尽管谨慎。

The Sidelines: Who's Still Watching?

场边：谁还在看？

While SMEs are diving in, the big financial players in São Paulo's Faria Lima (Brazil's Wall Street) are still on the sidelines. "They haven’t moved yet," Cunha says. "It’s all waiting to happen."

当中小企业潜水时，圣保罗的Faria Lima（巴西华尔街）的大型财务参与者仍处于场外。 “他们还没有搬家，”库纳说。 “这一切都在等待。”

Mercado Bitcoin: Facilitating Corporate Crypto Adoption

Mercado比特币：促进公司加密货币

Mercado Bitcoin is playing a crucial role in this corporate crypto evolution. By focusing on security and regulatory compliance, the exchange is positioning itself as a trusted partner for businesses looking to navigate the digital asset landscape.

Mercado比特币在这一公司加密演化中发挥了至关重要的作用。通过专注于安全性和法规合规性，该交流将自己定位为希望导航数字资产格局的企业的可信赖合作伙伴。

Looking Ahead: A Cautious but Optimistic Outlook

展望未来：谨慎但乐观的前景

The trend of corporate clients holding digital assets on Mercado Bitcoin suggests a broader shift in how companies are managing their financial reserves. As digital assets become more mainstream, their role in corporate treasuries is likely to expand, especially if institutional adoption continues to stabilize the crypto markets.

在Mercado比特币上持有数字资产的公司客户的趋势表明，公司如何管理其财务储备。随着数字资产变得更加主流，它们在公司国库中的作用可能会扩大，尤其是在机构采用继续稳定加密市场的情况下。

So, while the big guys are still contemplating their next move, the SMEs of Brazil are quietly stacking sats and preparing for a future where Bitcoin and stablecoins play a vital role in corporate finance. Who knows, maybe they're onto something!

因此，尽管大个子仍在考虑下一步行动，但巴西中小型企业正在悄悄地堆放SATS，并为将来的比特币和Stablecoins做准备在公司财务中起着至关重要的作用。谁知道，也许他们正在做某事！