Metaplanet的BTC藏匿处现在比El Salvador大

5月12日，日本的战略Metaplanet宣布了另外1,241枚比特币[BTC]购买，将其整体储藏在6,796 BTC中。

On May 12, Japan’s Strategy, a firm engaged in capital raising and management services, disclosed in a statement that it had purchased an additional 1,241 Bitcoin, bringing its total BTC stash to 6,796.

5月12日，一家从事资本筹集和管理服务的公司的策略在一份声明中披露，它购买了另外的1,241个比特币，将其BTC的总储备总额提高到6,796。

The BTC holdings are worth over $700 million at current market prices. Interestingly, Strategy has now surpassed El Salvador’s Bitcoin holdings, which stood at 6,174 BTC (valued at $642 million) according to Bitcoin Office data.

BTC持有的价值超过7亿美元，目前的市场价格。有趣的是，根据比特币办公室的数据，战略现在已经超过了萨尔瓦多的比特币持有量，该比特币的比特币持有量为6,174（价值6.42亿美元）。

El Salvador initiated its Bitcoin acquisition plan in 2021, while Strategy began its BTC buying spree last year with the goal of acquiring 10,000 Bitcoin by the end of 2025.

埃尔·萨尔瓦多（El Salvador）于2021年启动了其比特币收购计划，而战略于去年开始了BTC购买狂潮，目的是在2025年底之前收购10,000个比特币。

The Tokyo-based firm uses the Strategy playbook, which includes a capital raising model based on debt and equity issuance.

这家总部位于东京的公司使用策略剧本，其中包括基于债务和股权发行的资本筹集模式。

For instance, Strategy’s MSTR shareholders have benefited significantly from the firm’s massive Bitcoin exposure. In the past year, MSTR stock has soared by 238%, compared to a 63% increase in Bitcoin. However, Strategy share price performance has been even more impressive.

例如，战略的MST股东从公司的大规模比特币风险中受益匪浅。在过去的一年中，MST的股票飙升了238％，而比特币增加了63％。但是，策略股价绩效更加令人印象深刻。

From a yearly perspective, Strategy share price has surged by 1,800%, while on a YTD basis, the share price has risen by 58%.

从每年的角度来看，战略股价上涨了1,800％，而在YTD的基础上，股价上涨了58％。

YTD, MSTR has rallied by 28%, and Bitcoin has gained 6%. This indicates that Strategy has outperformed both in terms of price performance, despite having a smaller Bitcoin stash than Strategy.

YTD，MSTR涨幅为28％，比特币上涨了6％。这表明，尽管比特币藏匿的藏品比策略要小，但策略在价格绩效方面表现出色。

Several public firms have joined the Bitcoin corporate treasury bandwagon to offer shareholders better Strategy-like returns. Public companies alone have acquired 724K Bitcoin, worth $75B, or about 3.4% of the total Bitcoin supply, according to Bitbo.

几家上市公司已经加入了比特币公司财政潮流，为股东提供更好的战略回报。 Bitbo的数据显示，仅上市公司就购买了724K比特币，价值75B美元，约占比特币供应总额的3.4％。

In total, institutional and nation-state adoption of Bitcoin comprises approximately 15% of the total supply, which is over 3 million Bitcoin, or $330B. This institutional and government adoption has become a significant factor driving Bitcoin price.output: 12th May, 2024 – Japan’s Strategy, a firm engaged in capital raising and management services, has announced the purchase of an additional 1,241 Bitcoin, bringing its total BTC stash to 5,555, a report by CC Today has revealed.

比特币的机构和民族国家总体采用总计占总供应量的约15％，即超过300万比特币，或330B美元。这种机构和政府采用已成为驾驶比特币价格的重要因素：2024年5月12日 - 日本的战略是一家从事资本筹集和管理服务的公司，宣布购买了另外1,241个比特币，将其BTC总储藏量带到了5,555，这是CC的一份报告。

The BTC holdings are worth over $700 million at current market prices. Interestingly, Strategy has now flipped El Salvador’s holding, which was at 6,174 BTC (worth $642 million) per Bitcoin Office data.

BTC持有的价值超过7亿美元，目前的市场价格。有趣的是，策略现在已经翻转了萨尔瓦多的控股，该控股的持有量为6174 BTC（价值6.42亿美元）。

El Salvador began its BTC acquisition plan in 2021, while Strategy jumped on the trend last year.

埃尔·萨尔瓦多（El Salvador）于2021年开始了BTC收购计划，而去年的策略则持续了这一趋势。

In fact, the Tokyo-based firm has a target of buying 10,000 BTC by the end of 2025.

实际上，这家总部位于东京的公司的目标是到2025年底购买10,000 BTC。

With more than six months left to go and about 30% shy of the target, the company could even surpass the 10K BTC mark if the aggressive buying trend remains on track.

如果剩下六个多月的时间，并且比目标差30％，那么如果积极进取的购买趋势保持正轨，该公司甚至可能会超过10K BTC标记。

The firm uses the Strategy playbook, including the capital raising model based on debt and equity issuance.

该公司使用策略剧本，包括基于债务和股权发行的资本筹集模式。

Source: Metaplanet (Capital raising model)

资料来源：Metaplanet（资本筹集模型）

Strategy (formerly MicroStrategy) has an overwhelming stash of 568,840 BTC as of the time of writing. The massive BTC exposure has allowed the firm’s MSTR shareholders to benefit handsomely.

截至写作时，策略（以前是MicroStrategy）的压倒性藏匿处为568,840 BTC。大规模的BTC敞口使公司的MSTR股东能够从中受益匪浅。

From a year-over-year basis, MSTR has jumped 238% while BTC gained 63%. But Metaplanet share has offered better returns than MSTR and BTC.

从同比的基础上，MSTR增长了238％，而BTC上涨了63％。但是，Metaplanet Share提供了比MSTR和BTC更好的回报。

On a yearly basis, Metaplanet increased by 1,800% while on YTD (year-to-date), the share price rose 58%.

每年，Metaplanet增长了1,800％，而在YTD（年初至今），股价上涨了58％。

On YTD returns, MSTR rallied 28% while BTC pumped 6%, meaning Metaplanet outperformed on the price front, despite having relatively less BTC stash than Strategy.

在YTD回报率上，MSTR升高了28％，而BTC泵次6％，这意味着Metaplanet在价格方面的表现要比BTC的储藏率较小，而不是策略。

Source: TradingView (BTC vs MSTR, Metaplanet performance)

资料来源：TradingView（BTC vs MSTR，Metaplanet性能）

That said, several public firms have jumped on the BTC corporate treasury bandwagon to offer shareholders better Metplanet-like returns.

话虽如此，几家公共公司已经跳上了BTC公司财政部潮流，为股东提供更好的类似Metplanet的回报。

According to Bitbo, public companies alone have acquired 724K BTC (worth $75B) or about 3.4% of the total BTC supply.

根据Bitbo的数据，仅上市公司就购买了724K BTC（价值75B美元），约占BTC总供应总额的3.4％。

Overall, the BTC adoption by countries and firms (public and private) accounts for 15% of the total supply (over 3 million BTC) or $330B.

总体而言，国家和公司（公共和私人）的BTC采用占总供应量的15％（超过300万BTC）或$ 330B。

Simply put, institutional and nation-state adoption has become a significant catalyst for the BTC price.

简而言之，机构和民族国家的采用已成为BTC价格的重要催化剂。