MicroStrategy（MSTR）Eyes S＆P 500进入，比特币的$ 15B Q2驱动器驱动力巨大的动力； BTC Holdings现在领导所有上市公司。

分析师称MSTR称为加密货币的“ 500磅大猩猩”，通过智能工具和积极的比特币策略重塑了市场。

MicroStrategy (MSTR) is once again grabbing attention, but this time it's not just about the company's Bitcoin buys. As BTC hit a new all-time high of $109,500, setting the stage for a staggering $15 billion gain in a single quarter and potentially pushing MSTR into the S&P 500 for the first time ever. However, beyond the massive numbers, industry figures like Jeff Walton highlight how MSTR is silently reshaping the entire crypto investment landscape.

MicroStrategy（MSTR）再次引起人们的注意，但这一次不仅仅是公司的比特币购买。随着BTC的新历史最高点109,500美元，为单个季度带来了惊人的150亿美元增长，并有史以来首次将MSTR推入标准普尔500指数。但是，除了大量数字之外，杰夫·沃尔顿（Jeff Walton）等行业人物强调了MSTR默默地重塑整个加密投资格局。

Apex Bitcoin Accumulator:

Apex比特币累加器：

According to Walton, in the last eight months alone, MSTR has managed to accumulate 324,000 BTC, which is 105,000 BTC more than every other company that holds BTC on their balance sheet COMBINED. This makes MicroStrategy the undisputed leader in corporate Bitcoin holdings.

根据沃尔顿的说法，仅在过去的八个月中，MSTR就设法累积了324,000 BTC，比其他所有在资产负债表上持有BTC的公司多105,000 BTC。这使MicroStrategy成为公司比特币控股中无可争议的领导者。

While short-term market shifts may raise eyebrows, Walton encourages investors to "zoom out." He argues that MicroStrategy's aggressive accumulation isn't just about speculative plays, but rather long-term structural shifts. "This ecosystem exists because of MSTR's continued accumulation," he remarked.

尽管短期市场的转变可能会引起人们的注意，但沃尔顿鼓励投资者“放大”。他认为，MicroStrategy的积极积累不仅仅是投机性的戏剧，而是长期的结构转变。他说：“由于MSTR的持续积累，这个生态系统存在。”

Not Just Holding—Redefining Investment Infrastructure:

不只是持有 - 重新定义投资基础设施：

Further highlighting MSTR's role, Walton calls it the "500 lb Gorilla" of crypto, pulling money out of traditional markets like real estate and bonds and redirecting it into Bitcoin using smart financial tools like STRK and STRF.

沃尔顿（Walton）进一步强调了MSTR的角色，称其为加密的“ 500磅大猩猩”，将资金从房地产和债券等传统市场中撤出，并使用STRK和Strf等智能财务工具将其重定向到比特币中。

He also says MicroStrategy is "the moon that controls gravity," meaning its moves have a big impact on the whole crypto market. When MSTR makes a move, it influences everything around it.

他还说，MicroStrategy是“控制重力的月球”，这意味着它的举动对整个加密市场产生了重大影响。当MSTR采取行动时，它会影响周围的一切。

Strong Performance Since the 21/21 Plan:

自21/21计划以来的表现很强：

Since announcing its "21/21 plan" on October 30, 2024, MicroStrategy's stock has surged 63.9%, outperforming Bitcoin's own 47.1% rise in the same period. While critics argue that the growth could be even better, Walton counters that the current trajectory is impressive enough and the future holds more promise.

自2024年10月30日宣布其“ 21/21计划”以来，MicroStrategy的股票飙升了63.9％，在同一时期，比特币自己的47.1％上涨了47.1％。尽管批评家认为增长可能会更好，但沃尔顿反驳说，目前的轨迹足够令人印象深刻，未来有更多的希望。

I’m sure a good chunk of the “negative on MSTR” folks are bots or engagement farming. I for one appreciate your signal though the noise right now 🫡.MSTR is the kind of stock I’d like to keep for decades and Saylor is building a foundation of granite to make this feasible.

我敢肯定，大部分“对MSTR”的人是机器人或订婚耕作。我要感激您的信号，尽管现在的噪音🫡.mstr是我要保留数十年的库存，而Saylor正在建立花岗岩的基础，以使这种可行。

He also noted that most of the recent FUD (fear, uncertainty, doubt) around MicroStrategy comes from low-engagement accounts, possibly bots or trolls, echoing the sentiment manipulation seen in stocks like GME.

他还指出，围绕微观造影的最近大多数FUD（恐惧，不确定性，怀疑）都来自低参与者的帐户，可能是机器人或巨魔，回应了在GME等股票中看到的情绪操纵。

S&P 500 Entry Could Change the Game:

标普500条目可能会改变游戏：

BTC ATH!$MSTR Q2 Pro Forma earningsWith BTC at $109,500, $MSTR has ~ $15B single quarter gainEstimated EPS of Q2 ~ $54 per share (7.7 P/E ratio) This would qualify $MSTR for S&P 500 for the first time, leading to Billions of dollars in passive inflows. Massive win for shareholders and a testament to the company's Bitcoin strategy. Could spark interest from other institutions. pic.twitter.com/XcdAmFMFMr

BTC Ath！$ MSTR Q2 Pro Forma Enalings with BTC的$ 109,500，$ MSTR的每股Q2〜 $ 54股票的每股收益为$ 15B，每股54美元（7.7 p/e比率），这将使$ MSTR有资格在第一次获得标准普尔500级，导致数十亿美元在被动流入中。股东的巨大胜利和对公司比特币战略的证明。可能引发其他机构的兴趣。 pic.twitter.com/xcdamfmfmr

If Bitcoin continues trading at its highs, MicroStrategy is poised to report a massive Q2 earnings surge, which would amount to around $54 per share, resulting in a price-to-earnings ratio of just 7.7. This level of performance could finally push MSTR into the S&P 500, paving the way for billions in passive investment funds to flow into the company's stock.

如果比特币继续以高价交易，MicroStrategy有望报告巨大的第二季度收益率，这将达到每股54美元左右，导致价值仅为7.7。这种绩效水平最终可能会将MSTR推到标准普尔500指数，为数十亿美元的被动投资基金铺平了道路，使其流入了公司的股票。

The entry would not only be a win for shareholders but also a major validation of MicroStrategy's bold, high-stakes Bitcoin strategy, potentially sparking interest from other institutional players to join the crypto market.

该条目不仅是股东的胜利，而且是对Microstrategy大胆，高风险比特币战略的重大验证，也可能引起其他机构参与者加入加密货币市场的兴趣。

Never Miss a Beat in the Crypto World!

永远不要错过加密世界中的节拍！

Stay ahead with breaking news, expert analysis, and real-time updates on the latest trends in Bitcoin, altcoins, DeFi, NFTs, and more.

在Breaking News，专家分析以及对比特币，Altcoins，Defi，NFTS等最新趋势的实时更新中保持领先地位。

FAQs

常见问题解答

MicroStrategy's "21/21 plan" (now expanded to "42/42 plan") aimed to raise $42 billion ($21B equity, $21B debt) to further acquire Bitcoin by 2027, solidifying its treasury strategy.

MicroStrategy的“ 21/21计划”（现已扩展到“ 42/42计划”）旨在筹集420亿美元（21B股权，$ 21B债务），以在2027年之前进一步收购比特币，从而巩固其财政部策略。

MicroStrategy holds 576,230 BTC, making it one of the largest corporate Bitcoin holders.

MicroStrategy拥有576,230 BTC，使其成为最大的公司比特币持有人之一。

Investors allege MSTR misled them on $5.91 B fair-value losses from new Bitcoin accounting rules (ASU 2023-08).

投资者称，MSTR误导了他们$ 5.91 B的$ 5.91 B公平价值损失（ASU 2023-08）。