Home > Quick > Body

伯恩斯坦:Strategy及其效仿者未来五年或将为比特币储备增加3300亿美元

clock
2025-05-05 15:01:46

伯恩斯坦最新研究报告指出,全球企业加速采用"比特币标准"的趋势已不可逆转。这一现象主要由以下三大核心因素驱动:



1. 美国监管政策支持:SEC批准比特币现货ETF等里程碑事件,为机构投资者提供了合规入场的通道



2. 企业战略配置激增:数据显示自2023年底以来,企业比特币持有量暴涨160%,其中MicroStrategy等上市公司持续加仓起到关键示范效应



3. 市场流动性变化:除美国政府扣押的比特币外,任何新增机构购买都将显著影响市场供需平衡



分析师预测未来五年内,全球上市公司可能配置高达3300亿美元资金到比特币财库中,这一规模相当于当前比特币市值的约15%。值得注意的是,这种机构化趋势正在从美国向全球市场扩散,可能引发新一轮国家层面的比特币储备竞赛。



对投资者的潜在影响:

1. 机构持续买入将大幅降低比特币价格波动性

2. 合规通道完善可能改变传统投资组合配置比例

3. 需警惕短期市场过热风险及监管政策变化

4. 长期来看可能重塑全球资产储备体系格局

Web3 Desktop Trading Tool
Stay ahead of the game in the cryptocurrency space.

7x24 Newsflash

16:01 2025-06-08
On-chain capital flow today: Ethereum net inflow of $95 million, OP Mainnnet net net outflow of $62 million
According to Artemis data, today's Ethereum net inflow is $95 million, Bitcoin net inflow is $51 million; OP Mainnnet net outflow is $62 million, and Avalanche C-Chain net outflow is $44 million.
15:43 2025-06-08
OKX Wallet upgrades Fractal BRC-20 protocol service and is expected to return to normal in mid-to-late June
According to the official announcement, OKX Wallet is upgrading the services of the Fractal BRC-20 protocol. During this period, the related services of Fractal BRC-20 are temporarily unavailable, and the affected services are expected to return to normal in mid-to-late June 2025. After the service upgrade is completed, the related assets of the Fractal BRC-20 protocol can be viewed and managed normally in the wallet.
15:09 2025-06-08
BTC breaks through $106,000
The market shows that BTC has broken through $106,000 and is now quoted at $106,027.22, with a 24-hour increase of 0.54%. The market is volatile, so please do a good job in risk control.
14:42 2025-06-08
The US House of Representatives has introduced HR 3798 bill to promote the establishment of a national strategic bitcoin reserve
U.S. Republican Congressman Tim Burchett introduced HR 3798, which aims to establish a national strategic bitcoin reserve and write it into federal law.
14:42 2025-06-08
Media: Proactively advertising to the public that stablecoins are being or appear to be being sold in Hong Kong also requires a license
According to the "Daily Economic News", the Hong Kong Stablecoin Ordinance only allows designated licensed institutions to sell fiat stablecoins in Hong Kong, and only fiat stablecoins issued by licensed issuers can be sold to retail investors. In addition to the above situation, there is another "active promotion" situation, that is, even if you are not directly engaged in regulated stablecoin activities, if you actively advertise to the public in Hong Kong or other regions that you are or appe...
14:36 2025-06-08
A whale deposited 1 trillion PEPE worth 11.65 million USD into Binance
According to Onchain Lens, a whale deposited 1 trillion PEPE to Binance, worth 11.65 million US dollars, the whale held these PEPE for 21 days, initially withdrew 2.209 trillion PEPE from Binance, worth 27.68 million US dollars, and still holds 1.20 trillion PEPE (14 million US dollars).
14:09 2025-06-08
The probability of "Musk creating a new party this year" is tentatively reported at 16% on Polymarket.
According to the official website data, Polymarket forecasts that the probability of "Musk creating a new party within this year" is 16%, and the probability of "Musk creating a new party by the end of June" is 5%. These probabilities are down 5% and 2% respectively from yesterday.
14:00 2025-06-08
Cathie Wood supports Tesla stock: If you could only choose one stock to invest in, you would choose TSLA.
Cathie Wood, who recently backed Tesla stock in an interview, said that if she could only choose one stock to invest in, she would choose to invest in TSLA. This is the convergence of our three platforms - robotics, energy storage and artificial intelligence. It won't stop at Robotaxis, and the future of humanoid robots will be much more than that. Our $2,600 PT (2030) has nothing to do with humanoid robots - we just think it will be an investment period. Musk retweeted this interview.
13:14 2025-06-08
Next week, there will be large unlocks of APT, STRK, IMX and other tokens
According to Token Unlocks data, APT, STRK, IMX and other tokens will be unlocked in large quantities next week (the following are all Beijing time), including: Aptos (APT) will unlock about 11.31 million tokens at 12 noon on June 12, with a ratio of 1.79% to the current circulation and a value of about $52.70 million; Starknet (STRK) will unlock approximately 127 million tokens at 8 a.m. on June 15, representing 3.79% of the current amount in circulation and worth approximately $16.60 million. ...
12:56 2025-06-08
Airwallex CEO questions the practicality of stablecoins: difficult to replace traditional cross-border transfers
On June 8th, Jack Zhang, co-founder and CEO of Airwallex, posted on the X platform questioning the practical use of stablecoins. "Investors keep asking me about stablecoins and how it reduces foreign exchange fees; if you send money from USD to EUR and the recipient still needs to receive EUR at their bank, I don't see any way stablecoins can reduce fees - the cost of switching from stablecoins to receiving currencies is much higher than the foreign exchange interbank market. Crypto is a technol...
12:56 2025-06-08
Hyperliquid is approaching $3.40 billion in assets
According to DefiLlama data, Hyperliquid has currently crossed into assets (platform supports USDC, USDT) of $3.386 billion.
12:47 2025-06-08
The Reserve Bank of India maintains a cautious approach to cryptocurrencies, citing policy and stability risks
According to Cointelegraph, the Reserve Bank of India continues to maintain a cautious stance on cryptocurrencies, citing policy and stability risks.