迈克尔·塞勒的成功模式:上市公司纷纷效仿比特币储备战略

marsbitPublished on 2025-03-23Last updated on 2025-03-23

越来越多的上市公司开始囤积比特币,效仿MicroStrategy的模式,因为这一资产正变得越来越有价值。

Strategy(前身为MicroStrategy)的比特币购买计划——曾一度被大型企业诟病——如今却在比特币的最新牛市中为这家软件公司带来了巨额利润。其股价在去年11月创下历史新高,截至目前,该公司所持比特币储备的总价值已超过420亿美元。

Strategy的成功激励了一批效仿者,而其创始人兼执行董事长迈克尔·塞勒(Michael Saylor)对此或许并不介意——毕竟,多年来他一直在倡导这一趋势。

最近几个月,又有多家上市公司批准了将比特币作为企业储备资产的战略,而那些已经投资加密货币的公司也在不断增加自己的持仓。

目前,已有超过70家公司全面投入到Strategy的“加密货币优先”战略之中,而此时比特币的价格正处于历史高位。与此同时,美国当选总统唐纳德·特朗普签署行政命令,建立国家比特币战略储备,而比特币价格在1月份创下了108,000美元的历史新高。

尽管截至目前,比特币价格徘徊在 85,000 美元左右,但新的公司仍在不断入场,而已有的比特币储备公司也在继续增加其持仓量。

以下是另外 11 家上市公司,它们正在效仿 Strategy 的做法,积极囤积比特币。

特斯拉(Tesla)

由狗狗币(Dogecoin)爱好者埃隆·马斯克(Elon Musk)领导的电动车制造商特斯拉,已经持有比特币长达四年。尽管该公司去年秋天将其比特币转移至新钱包,但目前没有迹象表明它在出售所持的比特币。

特斯拉与比特币的渊源已久。早在 2021 年 2 月,这家上市公司首次披露,已投资 15 亿美元购买全球最古老的加密货币,并计划接受比特币作为车辆支付方式。

然而,在马斯克表达对比特币挖矿环境影响的担忧后,特斯拉放弃了这一支付计划,并出售了部分比特币。但该公司仍持有大量比特币,最近的报告显示,特斯拉仍持有 11,509 枚比特币,价值约 9.78 亿美元。

Block

金融服务巨头 Block(Square支付平台的母公司)目前持有超过 8,000 枚比特币,其价值至少 7.58 亿美元(截至撰写时的数据)。

这家由 杰克·多尔西(Jack Dorsey) 创立的公司,在 MicroStrategy 之后仅几个月便开始购买比特币。Block 的首次比特币购买发生在 2020 年 10 月,当时公司购入了 4,700 多枚比特币。

Rumble

2023 年 11 月,视频流媒体平台 Rumble 成为最新批准比特币储备战略的上市公司之一。根据该公司声明,其比特币购买计划将投资 最高 2,000 万美元 购买比特币。

此外,Rumble 还希望重塑自身,成为加密货币社区的首选平台。为实现这一目标,该公司已获得 7.75 亿美元 的投资,资金来自稳定币公司 Tether。

2024 年 3 月 15 日,Rumble 用原计划的 2,000 万美元 资金中的 1,710 万美元 购买了 约 188 枚比特币。

LEEF Brands

大麻公司 LEEF Brands 在 2023 年 12 月 宣布,将比特币作为公司储备资产。

根据公司声明,这家加拿大企业计划通过 5 百万美元的比特币抵押债券(debenture) 进行投资。截至 2025 年 3 月,LEEF Brands 在冷钱包中持有 3.9 枚比特币,但尚未公布具体的比特币购买细节。

Semler Scientific

医疗科技公司 Semler Scientific 于 2023 年 5 月 开始购买比特币,并推出其比特币储备战略。

自那以来,该公司多次大规模增持比特币,尤其是在 2023 年下半年 加快了购买步伐。

2023 年 11 月,Semler Scientific CEO Eric Semler 表示:“我们计划继续使用运营现金及 ATM 融资计划(At-The-Market program)的现金收益购买比特币。此外,我们正在探索额外的融资机会,以便购入更多比特币。”

截至 2024 年 2 月 4 日,Semler Scientific 共持有 3,192 枚比特币,当前价值接近 2.68 亿美元。

比特币

Banzai

营销技术解决方案公司 Banzai 在 2023 年 11 月 宣布,将把最多 10% 的企业资金投资于比特币。

Banzai CEO Joe Davy 在声明中表示,将比特币纳入公司资产负债表不仅能丰富企业的资产配置,还能让公司从比特币的长期增值中获利。

Fold

比特币服务公司 Fold 最近新增 475 枚比特币 至其企业储备,使其总持仓达到 1,485 枚比特币,按当前价格计算,价值约 1.26 亿美元。

尽管 Fold 对比特币的偏爱由来已久,但它作为上市公司的身份则是新的——Fold 于 2025 年 2 月在纳斯达克(Nasdaq)上市,股票代码 FLD。

“Fold 的比特币储备有双重作用:一方面为希望获得比特币敞口的投资者提供价值,另一方面作为企业的战略储备,以支持我们不断扩展的比特币原生金融产品套件。”——Fold CEO Will Reeves 在公司最近一次购入比特币后表示。

Fold 为使用其金融服务的用户提供 比特币奖励,截至 2025 年 3 月初,公司已累计发放超过 2,000 万美元 的比特币奖励。

“我们的业务正在快速增长,收入上升,利润率也在稳步改善。我们认为,我们的战略储备计划是一种低风险方式,既可以对冲通胀,又有可能从不断明晰的加密货币监管中获益。”——Fold CEO Steven Rossi 说道。

Rossi 还补充说,公司对 比特币(BTC)和瑞波币(XRP) 都采取长期持有策略。

Worksport

Worksport 是一家生产卡车盖(truck covers)的公司,它在 2024 年 12 月 宣布,将实施 比特币(BTC)和瑞波币(XRP) 的储备战略。

一个月后,该公司完成了首笔六位数(至少 10 万美元)的大额加密资产购买,以对冲通胀风险。

Fathom Holdings

房地产科技公司 Fathom Holdings 在 2024 年 1 月 宣布,将使用 50% 以上的盈余现金 建立比特币储备。

然而,这一决定似乎并未打动传统股市投资者。截至目前,该公司在 纳斯达克(Nasdaq)上市的股票(代码:FTHM) 年初至今已下跌近 35%。

尽管如此,公司 CFO Joanne Zach 对 Fathom 的比特币战略持积极态度。她在面对投资者时表示,这一策略使 Fathom 的资产配置更加多元化,并且让公司站在房地产数字货币交易的最前沿。

2024 年 1 月底,该公司承诺将购入最多 50 万美元的比特币或比特币 ETF 作为资产储备。

Nuvve

电动汽车技术公司 Nuvve 于 1 月底 加入了建立比特币储备的上市公司行列。

该公司在 纳斯达克(Nasdaq) 上市,股票代码为 NVVE,宣布将在市场条件允许的情况下,使用 最多 30% 的现金持有 来购买这一领先的加密资产。

尽管在宣布的当天,Nuvve 的股价略微上涨,但公司今年的表现仍然不佳,年初至今已下跌超过 55%。除了使用盈余现金进行比特币购买外,公司还计划接受比特币作为支付方式。

公司 CEO 兼创始人 Gregory Poilasne 说道:“接受比特币将为客户和供应商提供更多的支付选项,并可能减少数字货币固有的交易摩擦。”

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600 Total ViewsPublished 2025.05.13Updated 2025.05.13

What is $BITCOIN

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