系绳支持的比特币投资公司Twes 21 Capital以4,812 BTC的价格为4.587亿美元

该买入是在比特币的价格变动中提出的，这表明有可能有新的历史最高水平，在购买时，资产交易约为103,540美元。

Tether-backed Bitcoin investment firm Twenty One Capital has acquired 4,812 BTC (Bitcoin) valued at $458.7 million, according to a U.S. Securities and Exchange Commission (SEC) filing dated May 13. The transaction is part of a private investment in public equity (PIPE) deal tied to the firm’s ongoing SPAC merger with Cantor Equity Partners.

根据美国证券交易委员会（SEC）5月13日提交的提交，该交易是与该公司正在正在进行的Spac Merger与Cantor Equity equity equity equity equity partners的公共权益（管道）交易的一部分。

This buy comes amid Bitcoin price movements suggesting a potential new all-time high, with the asset trading around $103,540 at the time of purchase.

该买入是在比特币的价格变动中提出的，这表明有可能有新的历史最高水平，在购买时，资产交易约为103,540美元。

Twenty One Capital Bitcoin Acquisition Linked to SPAC Merger

二十一个资本比特币获取与SPAC合并有关

Stablecoin issuer Tether transferred the BTC to an escrow wallet on May 9, the filing reveals. The Bitcoin was later moved to a wallet controlled by Tether, and will be sold to the public entity Twenty One Capital for $458.7 million.

该文件显示，Stablecoin发行人系绳将BTC转移到了5月9日的托管钱包中。该比特币后来被转移到由Tether控制的钱包中，并将以4.587亿美元的价格出售给公共实体21个资本。

This transfer is part of a PIPE arrangement connected to the company’s SPAC merger with Cantor Equity Partners. Once the merger is finalized, the company will trade under the ticker XXI. Currently, it trades under CEP, and the SPAC is backed by Wall Street firm Cantor Fitzgerald.

此转移是与Cantor Equity合作伙伴与公司SPAC合并相关的管道布置的一部分。合并结束后，公司将在股票XXI下进行交易。目前，它在CEP下进行交易，该SPAC由华尔街公司Cantor Fitzgerald支持。

The newly acquired BTC increases Twenty One Capital’s total holdings to 36,312 BTC. Of this amount, 31,500 BTC is held on behalf of the company by Cantor Equity Partners, as disclosed in the SEC filing.

新近获得的BTC将二十一资本的总持股量增加到36,312 BTC。在SEC文件中披露的那样，在这笔款项中，Cantor Equity Partners代表公司持有31,500 BTC。

Company Positioning and Ownership Structure

公司定位和所有权结构

The firm, which is led by Bitcoin payments app Strike founder Jack Mallers, has adopted a Bitcoin-focused strategy similar to that of Michael Saylor’s Strategy. In April, the firm told the SEC that it aims to become a “superior vehicle” for capital-efficient BTC exposure.

该公司由比特币付款应用程序罢工创始人杰克·马洛尔（Jack Mallers）领导，它采用了类似于迈克尔·塞勒（Michael Saylor）战略的以比特币为中心的策略。该公司在四月份告诉SEC，其目标是成为资本效率BTC风险的“优质汽车”。

Tether and its sister company, Bitfinex, are majority owners of the company. Japanese investment group SoftBank has invested $900 million and holds a minority stake. Cantor Fitzgerald is both sponsor and advisor to the merger, and has raised $585 million to fund future BTC purchases.

Tether及其姊妹公司Bitfinex是公司的多数所有者。日本投资集团软银投资了9亿美元，并拥有少数股权。坎托·菲茨杰拉德（Cantor Fitzgerald）既是合并的赞助商又是顾问，并且已经筹集了5.85亿美元以资助未来的BTC购买。

According to filings, the company’s goal is to reach 42,000 BTC in total holdings upon its public launch. Expected contributions include 23,950 BTC from Tether, 10,500 BTC from SoftBank, and 7,000 BTC from Bitfinex, which will be converted into equity at $10 per share.

根据文件，该公司的目标是在公开发布后总共达到42,000 BTC。预期的贡献包括来自Tether的23,950 BTC，Softbank的10,500 BTC和Bitfinex的7,000 BTC，将以每股10美元的价格转换为股权。

Market Reaction and Trading Activity

市场反应和交易活动

Shares of Cantor Equity Partners (CEP) saw high volatility following news of the BTC purchase. On May 2, the share price shot up from $10.65 to $59.73 before falling back to $29.84. After the recent filing, the stock further gained 5.2% in after-hours trading.

BTC购买消息后，Cantor Equity Partners（CEP）的股票很高。 5月2日，股价从$ 10.65上涨至59.73美元，然后降至29.84美元。最近提交文件后，该股票在下班后交易中进一步上涨了5.2％。

According to BitcoinTreasuries.net, Twenty One Capital becomes the third-largest corporate holder of BTC, following MicroStrategy (568,840 BTC) and MARA (48,237 BTC). The firm’s strategy is to measure performance using Bitcoin per share rather than earnings per share.

根据BitCoinReasuries.net的数据，二十一资本成为BTC的第三大公司持有人，仅次于MicroStrategy（568,840 BTC）和Mara（48,237 BTC）。该公司的策略是使用每股比特币而不是每股收益来衡量绩效。

Other firms are also increasing their exposure with, Japanese firm Metaplanet adding 1,271 BTC for $126.7 million on Monday.

日本公司Metaplanet在周一增加了1,271 BTC，在周一增加了1,271 BTC，其他公司也在增加其曝光率。

Bitcoin Price Nearing New All-Time High

比特币价格接近新历史

The purchase by Twenty One Capital comes as Bitcoin’s price hovers close to a new all-time high. At around $103,540, the cryptocurrency is in striking distance of its previous peak, which could spark interest from technical traders.

二十一首资本的购买是随着比特币的价格徘徊在新历史最高水平的接近。加密货币的距离为103,540美元，其距离距离距离达到了巨大的距离，这可能引起技术交易者的兴趣。

This price action follows reports of lower-than-expected Consumer Price Index (CPI) in May, signaling a potential calming down of inflation.

该价格行动是在5月份的报道比预期低于预期的消费者价格指数（CPI）的报告，这表明潜在的通货膨胀平静。

Michaël van de Poppe, a market analyst, noted on X that the environment could set the stage for the crypto’s next move to a new ATH. He said, “Inflation is calming down... this would also signal that the FED can lower interest rates.”

市场分析师MichaëlVande Poppe在X上指出，环境可能会为加密货币的下一步转移到新的ATH奠定基础。他说：“通货膨胀正在平静下来……这也表明美联储可以降低利率。​​”

Another analyst ColinTCrypto, also referred to the ongoing correlation between BTC  and the Global M2 money supply. He pointed out that the current cycle mirrors patterns seen earlier in the year when BTC rose from $76,000 to $105,000 between April 8 and mid-May nearing the all-time high at $109k.

另一位分析师ColintCrypto也提到了BTC与全球M2货币供应之间的持续相关性。他指出，当前周期的模式在今年早些时候看到的，当时BTC从4月8日至5月中旬之间从76,000美元上涨至105,000美元，接近有史以来109K美元。

According to him, Bitcoin is “still right on track with Global M2,” and suggested a breakout above $120,000 could occur by the end of May to set a new all-time high.

据他说，比特币“与全球M2保持正轨”，并建议在5月底之前发生超过120,000美元的突破，以确定新的历史最高水平。