MicroStrategy，Michael Saylor和比特币购买狂欢：它会引发供应冲击吗？

迈克尔·塞勒（Michael Saylor）的微观策略继续其无情的比特币积累，引发了有关供应冲击和企业比特币国库的可持续性的辩论。

MicroStrategy, led by the unwavering Michael Saylor, is making waves again. The company's persistent Bitcoin (BTC) purchases have become a defining characteristic, raising eyebrows and sparking discussions across the crypto sphere. Let's dive into the implications of this strategy and what it might mean for the future of Bitcoin.

在坚定不移的迈克尔·塞勒（Michael Saylor）的带领下，微观策略再次引起了海浪。该公司的持久比特币（BTC）购买已成为一个定义的特征，引起了加密货币领域的眉毛和引发讨论。让我们深入了解这种策略的含义以及对比特币的未来意味着什么。

Saylor's Stance: 21 Years and Counting

塞勒的立场：21岁

Michael Saylor, never one to mince words, recently took to X to signal MicroStrategy's 11th consecutive week of Bitcoin buys, a streak that began mid-April. His message was simple: "In 21 years, you'll wish you'd bought more." With over 4.4 million followers, Saylor's influence in the crypto world is undeniable, and his bullish stance on Bitcoin is well-documented.

迈克尔·赛勒（Michael Saylor）从来都不是一个人来讽刺单词，最近曾透露X，以表示Microstrategy连续第11周的比特币购买，这一连胜纪录开始于4月中旬。他的信息很简单：“ 21年后，您希望您能买到更多。” Saylor在加密货币世界中的影响力是超过440万的，他对比特币的看涨立场有充分的文献记录。

The Numbers Don't Lie: MicroStrategy's Massive Bitcoin Hoard

数字不撒谎：MicroStrategy的巨大比特币ho积

MicroStrategy's Bitcoin treasury is nothing short of staggering. As of June 23, the company held 592,345 BTC, valued at over $63.6 billion. This makes them the largest corporate BTC holder globally, holding more than double the amount of BTC as the top 20 competing public Bitcoin treasury companies combined. A recent purchase on June 23 saw them add 245 BTC for $26 million.

MicroStrategy的比特币财政部简直令人震惊。截至6月23日，该公司持有592,345 BTC，价值超过636亿美元。这使它们成为全球最大的公司BTC持有人，是BTC的两倍以上，因为这是竞争性的20个公共比特币财政公司的总和。 6月23日最近的一次购买使他们以2600万美元的价格增加了245 BTC。

Supply Shock Incoming? The Debate Rages On

供应冲击即将来临？辩论激烈

The question on everyone's mind: could MicroStrategy's relentless Bitcoin accumulation trigger a supply shock, sending BTC prices soaring? Analysts are divided. While some believe the company's buying spree could significantly impact supply, others are more cautious, pointing to potential risks associated with corporate Bitcoin treasury models.

每个人都想到的问题：MicroStrategy的无情比特币积累是否会引发供应冲击，使BTC价格飙升？分析师被分割了。尽管有些人认为该公司的购买狂潮可能会极大地影响供应，但其他人则更加谨慎，指出与公司比特币财政模型相关的潜在风险。

The Sustainability Question: Not All Treasuries Are Created Equal

可持续性问题：并非所有国库都平等创建

Concerns have been raised about the sustainability of companies financing Bitcoin acquisitions with debt and equity. Some fear this could be the source of the next Bitcoin bear market. A recent report from venture capital firm Breed suggests that only a handful of Bitcoin treasury companies will survive a significant price drop. Breed notes that MicroStrategy is in a much stronger position due to its size, BTC holdings, and experience weathering previous market downturns. They continued accumulating Bitcoin even through the bear market, which will be the hallmark behavior of other successful BTC treasury companies.

人们对用债务和股权融资比特币收购的公司的可持续性提出了担忧。有些人担心这可能是下一个比特币熊市的来源。风险投资公司的最新报告表明，只有少数比特币国库公司才能在价格下降大幅下降。繁殖指出，由于微型流通的大小，BTC持有和风化以前的市场低迷，其位置要强得多。他们甚至通过熊市继续积累比特币，这将是其他成功的BTC财政公司的标志行为。

$21 Million Bitcoin? Saylor's Audacious Prediction

2100万美元的比特币？ Saylor的大胆预测

If you thought Saylor's confidence couldn't get any higher, think again. He recently unveiled a Bitcoin price prediction of $21 million per coin. That's nearly 20,000% from current levels! While most mainstream predictions top out around $1 million, Saylor's vision is on another level.

如果您认为Saylor的信心无法提高，请再考虑一下。他最近公布了每枚硬币2100万美元的比特币价格预测。目前的水平接近20,000％！虽然大多数主流预测最高的100万美元，但塞勒的愿景在另一个层面上。

Looking Ahead: S&P 500 Inclusion on the Horizon?

展望未来：标普500纳入地平线？

Adding another feather to MicroStrategy's cap, market analyst Jeff Walton predicts a 91% chance of the company joining the S&P 500 in Q2 2025. This would be a major milestone, further solidifying MicroStrategy's position in the financial landscape.

市场分析师杰夫·沃尔顿（Jeff Walton）在Microstrategy的上限上增加了另一个羽毛，预测该公司在第二季度2025年加入标准普尔500指数的机会有91％。这将是一个主要的里程碑，进一步巩固了MicroStrategy在金融环境中的地位。

The Monday Pattern: More Buys Imminent?

星期一模式：更多即将购买？

Adding to the intrigue, a pattern has emerged: MicroStrategy often makes Bitcoin purchases on Mondays. Saylor's recent social media activity, including a screenshot of MicroStrategy’s Bitcoin portfolio tracker, hints at further acquisitions. Market watchers are now anticipating the next move, potentially another multi-million-dollar Bitcoin buy.

除了阴谋外，已经出现了一种模式：MicroStrategy经常在星期一购买比特币。 Saylor最近的社交媒体活动，包括Microstrategy的比特币投资组合跟踪器的屏幕截图，暗示了进一步的收购。市场观察家现在预计下一步行动，可能是另一项数百万美元的比特币购买。

Final Thoughts: Buckle Up, It's Going to Be an Interesting Ride

最终想法：系好，这将是一个有趣的旅程

MicroStrategy's Bitcoin strategy continues to be a major talking point in the crypto world. Whether it triggers a supply shock, leads to S&P 500 inclusion, or simply continues to defy expectations, one thing is clear: Michael Saylor is playing the long game. So, grab your popcorn, keep an eye on those Monday announcements, and get ready for whatever comes next. It's bound to be a wild ride!

MicroStrategy的比特币战略仍然是加密世界中的主要话题。无论是触发供应冲击，导致标准普尔500指数，还是只是继续违背期望，一件事很明显：迈克尔·塞勒（Michael Saylor）在玩漫长的比赛。因此，抓住您的爆米花，请密切关注这些星期一的公告，并为接下来的任何事情做准备。这一定是疯狂的旅程！