英国小型公司和比特币国库趋势：新的边界

探索英国小型公司如何将比特币作为国库资产，监管转变影响这一趋势以及对投资者的潜在影响。

UK Small-Cap Companies and the Bitcoin Treasury Trend: A New Frontier

英国小型公司和比特币国库趋势：新的边界

The UK small-cap market is buzzing with a new trend: adopting Bitcoin as a treasury asset. This move is influenced by regulatory shifts and offers both opportunities and challenges for investors.

英国小型股市场以新的趋势嗡嗡作响：采用比特币作为国库资产。这一举动受监管转变的影响，并为投资者带来了机会和挑战。

The Rise of Bitcoin Treasuries in the UK

英国比特币国库的兴起

Recently, a growing number of London-listed small-cap companies have started integrating Bitcoin into their balance sheets. Firms across various sectors, from AI to natural resources, are making significant moves. For instance, Tao Alpha, an AI-focused firm, plans to raise £100 million to support its Bitcoin strategy. Smarter Web Company even saw its market cap skyrocket after disclosing BTC purchases, though its shares have since cooled off.

最近，越来越多的伦敦上市的小型公司开始将比特币整合到资产负债表中。从AI到自然资源的各个部门的公司都在做出重大行动。例如，以AI为重点的公司Tao Alpha计划筹集1亿英镑以支持其比特币战略。 Smarter Web Company在披露BTC购买后甚至看到其市值飞涨，尽管其股票自此降温。

Zak Mir examined companies that have adopted a Bitcoin/Crypto Treasury policy, including Anemoi, Bluebird, Catenai, Cel AI, Mendell Helium, Panther Metals, Pri0r1ty, Smarter Web, Tao Alpha, Tiger, Vaultz, and Vinanz.

扎克·米尔（Zak Mir）研究了采用了比特币/加密货币政策的公司，包括Anemoi，Bluebird，Catenai，Cel AI，Mendell Helium，Mendell Helium，Panther Metals，Pri0r1ty，Smarter Web，Tao Alpha，Tiger，Tiger，Vaultz，Vaultz和Vinanz。

Key Players and Their Strategies

主要参与者及其策略

Several companies are leading this trend with aggressive strategies:

几家公司通过积极的策略领导着这一趋势：

• Panther Metals acquired a single Bitcoin, leading to a significant share price increase and plans to build up £4 million in Bitcoin holdings.
• Bluebird Mining Ventures experienced a substantial stock rally after unveiling its Bitcoin strategy.
• Vinanz Limited, initially focused on Bitcoin mining, has expanded its treasury to 65.03 BTC, valued at over $6.3 million.
• Amazing AI Plc plans to acquire Bitcoin to strengthen its U.S. lending operations, expecting to unlock £6 million in annual revenue.

Regulatory Shifts and Institutional Interest

监管转变和机构利益

The UK's regulatory landscape is evolving to accommodate crypto assets. The Financial Conduct Authority (FCA) has proposed easing retail investment rules on crypto-linked products. Additionally, starting in January 2026, HMRC will enforce stringent KYC and tax reporting rules for crypto transactions. These changes, coupled with over 13% of Aquis-listed firms having Bitcoin exposure, suggest rising institutional interest.

英国的监管景观正在发展，以容纳加密资产。金融行为管理局（FCA）提出了对加密货币连接产品的零售投资规则的宽松零售投资规则。此外，从2026年1月开始，HMRC将执行严格的KYC和加密交易的税收报告规则。这些变化以及超过13％的具有比特币风险的水上公司的公司表明机构利益不断上升。

The United Kingdom has also lifted its ban on crypto exchange-traded products (ETPs), allowing institutional investors to legally trade these digital asset vehicles, injecting significant liquidity into the market.

英国还取消了对加密交易所交易产品（ETP）的禁令，允许机构投资者合法交易这些数字资产车辆，并向市场注入大量流动性。

Technical Analysis and Market Dynamics

技术分析和市场动态

Technical analysis plays a crucial role in navigating this sector. Zak Mir’s analysis blends technical indicators like moving averages, RSI levels, and price channels to assess potential movements and investment opportunities in Bitcoin Treasury Strategy stocks.

技术分析在导航该领域中起着至关重要的作用。扎克·米尔（Zak Mir）的分析融合了技术指标，例如移动平均水平，RSI水平和价格渠道，以评估比特币国库策略股票中潜在的运动和投资机会。

For example, Bluebird Mining Ventures has demonstrated resilience, with rising 50 and 200-day moving averages suggesting an imminent golden cross, a bullish signal. Smarter Web’s journey has been marked by skepticism, but a bear trap rebound on June 24 is a key technical event to watch.

例如，蓝鸟矿业公司表现出了韧性，其中50和200天的移动平均值提高了即将出现的金十字架，这是一个看涨信号。 Smarter Web的旅程以怀疑为标志，但是6月24日的熊陷阱反弹是值得关注的重要技术活动。

Decentralized Alternatives and Mutuum Finance

分散的替代方案和Mutuum Finance

While institutions prepare to enter through ETPs, early-stage investors are pivoting toward decentralized alternatives. Mutuum Finance (MUTM) has gained traction by combining robust technology with transparent conduct, offering active participation, utility, and income generation.

尽管机构准备通过ETP进入，但早期投资者正在转向分散的替代方案。 Mutuum Finance（MUTM）通过将强大的技术与透明行为相结合，提供积极参与，公用事业和收入产生，从而获得了关注。

Mutuum is introducing a decentralized lending protocol with Peer-to-Contract (P2C) and Peer-to-Peer (P2P) models. Its presale performance, security audits, and plans for a beta launch signal growing demand for functional infrastructure over speculative hype.

Mutuum引入了使用点对上（P2C）和点对点（P2P）模型的分散贷款方案。它的预售性能，安全审核以及Beta发射信号对投机性炒作的功能基础设施的需求不断增长。

Altcoin Market Performance

Altcoin市场性能

The altcoin market has also seen strong performances, with MODE, GIZA, and HSK emerging as top daily gainers on June 25. These gains highlight a renewed appetite for high-volatility digital assets, especially those with smaller market caps and accessibility on major exchanges.

AltCoin市场还表现出色，Mode，Giza和HSK将于6月25日成为最高的每日获益。这些收益突出了对高启动性数字资产的新需求，尤其是那些市场上限较小的人，并且对主要交易所的可及性。

Final Thoughts

最后的想法

The integration of Bitcoin into UK small-cap companies is a fascinating trend, driven by regulatory changes and growing institutional interest. While opportunities abound, investors should exercise caution, staying informed about company developments and market sentiment.

在监管变化和机构兴趣不断增长的推动下，将比特币整合到英国小型公司是一个令人着迷的趋势。尽管机会丰富，但投资者应谨慎行事，并了解公司的发展和市场情绪。

So, are you ready to dive into the world of UK small-caps and Bitcoin treasuries? It might just be the next big thing, or at least a wild ride worth watching!

那么，您准备好潜入英国小型股和比特币国库的世界吗？这可能只是下一个大事，或者至少是值得一看的狂野旅程！