MicroStrategy's Bitcoin 'Strategy Playbook' Explained: Will Others Follow This 'Radical Step'?
MicroStrategy's Bitcoin 'Strategy Playbook' Explained: Will Others Follow This 'Radical Step'?
LeClair noted that while this strategy seemed In a wide-ranging discussion, crypto analyst Dylan LeClair broke down the innovative "Bitcoin strategy playbook" pioneered by MicroStrategy (NASDAQ:MSTR) and is now being adopted even by soccer clubs.
在一次广泛讨论中，加密分析师迪伦·勒克莱尔详细解释了由microstrategy（纳斯达克:MSTR）开创的创新"比特币策略手册"，现在甚至被足球俱乐部采纳。
What Happened: LeClair noted on the "What Bitcoin Did" podcast that the strategy's core involved leveraging corporate finance tools to accumulate Bitcoin (CRYPTO: BTC). For public companies like MicroStrategy, this includes issuing convertible bonds and equity to purchase Bitcoin, effectively creating a "Bitcoin balance sheet."
LeClair在“What Bitcoin Did”播客中指出，这种策略的核心是利用企业金融工具积累比特币（CRYPTO: BTC）。对于像MicroStrategy这样的上市公司，这包括发行可转债和股本来购买比特币，从而有效地创建了一个“比特币资产负债表”。
"Sailor figured out how to give a bond market starved of yield exposure to Bitcoin volatility," LeClair noted. This allowed MicroStrategy to borrow at extremely low rates and use the proceeds to buy Bitcoin.
LeClair指出：“Sailor找到了一种方式，让债券市场暴露于比特币的波动性中。”这使得MicroStrategy以极低的利率借款，并利用借款购买比特币。
LeClair noted that while this strategy seemed risky to many, it has paid off handsomely. MicroStrategy's market cap has grown from $1 billion to over $30 billion since implementing this approach.
LeClair指出，尽管这种策略对许多人来说似乎很冒险，但收益丰厚。自从采用这种方法以来，MicroStrategy的市值已经从10亿元增长到超过300亿元。
LeClair believes more companies will adopt versions of this playbook as Bitcoin gains mainstream acceptance. However, he cautioned that fully embracing the strategy remains a "radical step" for most corporations at this stage.
LeClair认为，随着比特币赢得主流接受，更多的公司将采用这种策略的变体。然而，他警告说，在这个阶段，对于大多数公司来说，完全拥抱这种策略仍然是一种“激进的举措”。
Also Read: MicroStrategy Stock Has Soared 1200% Since Adding Bitcoin to Its Balance Sheet, Outpacing Nvidia's Returns: What You Should Know
也可阅读：自将比特币加入其资产负债表以来，MicroStrategy股价已上涨1200%，超过了英伟达的回报率：你应该知道的事情
Why It Matters: The strategy isn't limited to public companies. Real Bedford FC, an 8th-tier English football club, has accumulated 82 Bitcoin using similar principles. Club chairman and podcast host Peter McCormack shared that this has led to unprecedented merchandise sales and sponsorship deals for a club at their level.
为什么重要：这种策略不仅限于上市公司。英国第八级足球俱乐部Real Bedford FC也使用类似的原则累积了82个比特币。俱乐部主席兼播客主持人Peter McCormack表示，这导致了空前的商品销售和赞助交易，超出了他们所属级别的俱乐部的预期。
"We're getting the same sponsorships that clubs get in the professional leagues because they want exposure to Bitcoiners," McCormack said.
“我们得到了与职业联赛中俱乐部相同的赞助，因为他们希望获得比特币用户的曝光，”麦考马克说。
"We're starting to see those trickle in," LeClair concluded, "but I don't think we're at the point in time where that's widely adopted yet."
“我们开始看到这些成果，”勒克莱尔总结道，“但我认为我们还没有到达广泛采用的时候。”
Recently, Defiance ETFs launched MSTX (NASDAQ:MSDTX), the first single-stock leveraged ETF for MicroStrategy in the U.S.
最近，Defiance etf (etf: mtdtx) 在美国推出了 MicroStrategy 的首个单股杠杆 etf。
What's Next: The influence of Bitcoin as an institutional asset class is expected to be thoroughly explored at Benzinga's upcoming Future of Digital Assets event on Nov. 19.
接下来：比特币作为机构资产类别的影响力预计将在Benzinga即将到来的数字资产未来活动中得到彻底探讨。日期是11月19日。
- MSTX Becomes First Single-Stock Leveraged ETF For MicroStrategy Stock, Offers 175% Exposure
- MSTX 成为首只基于MicroStrategy股票的单股杠杆ETF，提供175%的杠杆曝光度。
Image: Shutterstock
图片：shutterstock
