挪威主权财富基金加大对比特币的间接敞口

币界网Published on 2024-08-16Last updated on 2024-08-16

币界网报道:

截至2024年上半年,由于该国主权财富基金的投资,挪威人平均间接“拥有”价值27美元的比特币。

根据K33Research的数据,挪威主权财富基金(NBIM)现在通过投资于有加密货币风险的科技公司,间接持有2446 BTC。其“持股”价值略高于1.43亿美元,自2023年12月31日以来增加了938 BTC。

1.7万亿美元的挪威银行投资管理基金代表550万挪威人口投资了该国可观的石油收入。

K33Research高级分析师Vetle Lunde表示,该国通过其旗舰财富基金对比特币的敞口“不太可能源于有意选择”

Lunde认为,如果该国打算增加其比特币敞口,“我们将看到更多直接敞口举措的证据(以及更大的敞口)。”

相反,这个富裕的北欧国家对比特币的日益增长的敞口来自MicroStrategy、Block和Marathon Digital等公司的配置增加,这些公司在其公司国债中持有大量比特币。

软件公司MicroStrategy目前是世界上最大的单一比特币持有者之一,由其主席Michael Saylor领导。

2024年上半年,挪威将其持有的MicroStrategy股票从0.67%增加到0.89%,而MicroStrategy同期将其比特币敞口增加了37181比特币。

该财富基金还向矿业公司马拉松数字投资,其敞口在2024年上半年从0%增至0.82%,加密货币交易所Coinbase(从0.49%增至0.83%)和Block,Inc(从1.09%增至1.28%)。

Lunde表示,统计数据表明“比特币作为一种资产是如何成熟的。”

作为其公开目标的一部分,该基金积极寻求利用多样化来降低风险。

哪些政府持有比特币最多?

许多国家都持有大量的比特币储备,但这往往不是一个有意的投资决定。

美国政府持有价值略高于125亿美元的比特币,约占全球供应量的1%。

这来自于在打击犯罪活动后没收加密货币,而不是将其作为投资购买,并且定期销售其缴获的加密货币。

共和党总统候选人唐纳德·特朗普主张将其持有的比特币作为战略比特币储备的基石。

持有35亿美元比特币的英国采取了类似的做法,不出售其没收的比特币。

与此同时,萨尔瓦多实施了一项有意建立比特币储备的政策。这个比特币是法定货币的中美洲国家现在拥有5800个比特币储备,价值约3.39亿美元,相当于每个公民近54美元。

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