迈克尔·塞勒（Michael Saylor）的策略在比特币上加倍，将其BTC持有量增加到538,200硬币

比特币市场继续受到重大运动的动画。战略联合创始人迈克尔·塞勒（Michael Saylor）最近向投资者发出了强烈的信号

"Stay Humble. Stack Sats." A simple yet profound statement shared by Michael Saylor, co-founder of Strategy, on X, formerly Twitter, has sparked widespread enthusiasm among crypto enthusiasts.

“保持谦虚。堆栈坐着。”战略联合创始人迈克尔·塞勒（Michael Saylor）在Twitter上共同创立了一个简单而深刻的声明，这引起了加密爱好者的广泛热情。

The post, dated April 27, 2024, arrived just a week after Strategy announced the acquisition of Bitcoin for a value of 555 million dollars, paid at an average price of 84,785 dollars per unit. According to the analyst RunnerXBT, the new investment could be around 1.4 to 1.6 billion dollars, thus tripling the last operation.

该帖子日期为2024年4月27日，在战略宣布以5.55亿美元的价值收购比特币后一周到达，平均每单位以84,785美元的价格支付。根据分析师RunnerXBT的说法，新投资可能约为1.4至16亿美元，因此上次运营三倍。

If confirmed, this new purchase would not only strengthen Strategy’s position as the largest corporate holder of Bitcoin, with over 538,200 BTC in its portfolio, but would also mark a turning point in the landscape of institutional investments in cryptocurrencies.

如果得到证实，这项新购买不仅将加强战略作为比特币最大的公司持有人的地位，其投资组合中有超过538,200 BTC，而且还标志着在加密货币机构投资的景观中的转折点。

In parallel with the announcements of Strategy, on-chain data reveals a clear trend. Whales — investors who control wallets with at least 1 million dollars in Bitcoin — have noticeably intensified their activity in April 2024. From April 7 to 26, the number of whale portfolios grew from 124,000 to over 137,600 units, highlighting the confidence of these major players in the future of Bitcoin.

与策略的公告同时，链链数据揭示了一个明显的趋势。鲸鱼 - 控制钱包至少100万美元的比特币的投资者 - 显着加剧了他们在2024年4月的活动。从4月7日到26日，鲸鱼投资组合的数量从124,000多个单位增长到137,600多个单位，突显了比特币未来这些主要参与者的信心。

Moreover, wallets containing more than 10,000 BTC have shown an extremely aggressive accumulation behavior, reaching a trend score of 0.90, according to the analysis by Iliya Kalchev of Nexo. This high value indicates a growing concentration of resources among a few large investors.

此外，根据Nexo的Iliya Kalchev的分析，包含10,000多个BTC的钱包表现出极具侵略性的积累行为，达到0.90。这个高价值表明，在一些大型投资者中，资源越来越集中。

Another interesting fact is that, despite the U.S. macroeconomic data showing signs of slowdown in April, with inflation remaining high and the labor market slowing down, these factors seem to be supporting the positive momentum of Bitcoin.

另一个有趣的事实是，尽管美国的宏观经济数据显示了4月的放缓迹象，而通货膨胀率仍然很高，劳动力市场也在放缓，但这些因素似乎支持比特币的积极势头。

Indeed, during the week ending April 26, Bitcoin ETFs in the U.S. recorded over 3 billion dollars in cumulative net inflows, marking their second-best week ever. These data demonstrate how institutional demand is growing not only through direct purchases, such as those by Strategy or individual whales, but also through regulated and increasingly popular financial instruments.

的确，在截至4月26日的一周中，美国的比特币ETF记录了超过30亿美元的累计净流入，标志着他们有史以来第二好的一周。这些数据表明，制度需求不仅是通过直接购买（例如策略或单个鲸鱼）来增长的，而且还通过受监管和日益流行的金融工具来增长。

The combined contribution of whales and ETFs has helped the value of Bitcoin to regain ground, pushing the price beyond the psychological threshold of 94,000 dollars, after a correction phase that began in March 2024.

鲸鱼和ETF的综合贡献有助于比特币的价值重新获得地面，在2024年3月开始的更正阶段之后，将价格推高了94,000美元的心理门槛。

While the U.S. and Europe are seeing an acceleration in the adoption of Bitcoin through institutional channels, Asia is also experiencing its own moment of transformation. On April 24, 2024, the Japanese investment company Metaplanet announced that it had surpassed the holding of 5,000 BTC.

尽管美国和欧洲在通过制度渠道采用比特币时看到了加速，但亚洲也正在经历自己的转型时刻。 2024年4月24日，日本投资公司Metaplanet宣布已超过5,000 BTC的持有。

This milestone confirms how the example of Strategy is inspiring more and more companies to see Bitcoin not only as a speculative asset, but as a strategic reserve of value. In the case of Metaplanet, the declared goal is to lead the adoption of Bitcoin in Asia, a region with enormous potential in terms of capital and technological innovation.

这个里程碑证实了战略的示例是如何激发越来越多的公司不仅将比特币视为投机资产的，而且是一种价值的战略储备。以Metaplanet为例，宣布的目标是领导亚洲的采用比特币，这是一个在资本和技术创新方面具有巨大潜力的地区。

Although the Bitcoin market is showing signs of recovery, investors remain cautious in the short term. Despite the psychological threshold of 100,000 dollars being now close, it remains to be seen if the current accumulation phase will be sufficient to overcome this barrier.

尽管比特币市场显示出恢复的迹象，但在短期内，投资者仍然谨慎。尽管目前有100,000美元的心理门槛，但目前的积累阶段是否足以克服这一障碍，还有待观察。

It should be emphasized that, in the face of the growing demand from whales and institutions, the market will still have to deal with elements of volatility linked both to global macroeconomic factors and to specific regulations of geographic areas.

应该强调的是，面对鲸鱼和机构的需求不断增长，市场仍然必须处理与全球宏观经济因素以及与地理区域的特定法规相关的波动性要素。

A favorable element for the price dynamics of Bitcoin is its limited supply: the maximum number of Bitcoin will always be 21 million. With more than 538,200 BTC already in the hands of a single company like Strategy, and an acceleration of institutional interest visible from inflows into ETFs, the pressure on supply could further push prices.

比特币价格动态的一个有利的要素是其供应有限：比特币的最大数量将始终为2100万。已经有超过538,200 BTC掌握在一家策略之类的公司手中，并加速了从流入到ETF中的机构利益的加速，供应压力可能会进一步推动价格。

Despite the optimism, it should still be remembered that — based on the information provided — the exact details on the timing and quantity of the next purchase of Strategy have not been officially specified.

尽管有乐观的态度，但仍应记住，基于提供的信息，尚未正式指定下一次购买策略的时间和数量的确切细节。

The events of the last few weeks show how Bitcoin is going through a new phase of maturation, gaining a central role in the financial strategies of large companies and institutional investors.

过去几周的事件表明，比特币如何经历新的成熟阶段，在大型公司和机构投资者的财务战略中发挥了核心作用。

With Strategy continuing to lead this transformation, supported by a growing network of new players like Metaplanet and by historic records of flows into ETF funds, the world’s most famous cryptocurrency seems destined to further strengthen its position in the global financial system.

随着策略继续领导这一转变，由越来越多的新参与者等新参与者的网络支持，并通过将流入ETF资金的历史记录来支持，世界上最著名的加密货币似乎注定要进一步增强其在全球金融体系中的地位。