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.
在一次廣泛討論中，加密分析師迪倫·勒克萊爾詳細解釋了由microstrategy（納斯達克:MSTR）開創的創新"比特幣策略手冊"，現在甚至被足球俱樂部採納。
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，這種策略的核心是利用企業金融工具積累比特幣（CRYPTO: BTC）。對於像MicroStrategy這樣的上市公司，這包括髮行可轉債和股本來購買比特幣，從而有效地創建了一個「比特幣資產負債表」。
"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找到了一種方式，讓債券市場暴露於比特幣的波動性中。」這使得MicroStrategy以極低的利率借款，並利用借款購買比特幣。
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，儘管這種策略對許多人來說似乎很冒險，但收益豐厚。自從採用這種方法以來，MicroStrategy的市值已經從10億元增長到超過300億元。
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認爲，隨着比特幣贏得主流接受，更多的公司將採用這種策略的變體。然而，他警告說，在這個階段，對於大多數公司來說，完全擁抱這種策略仍然是一種「激進的舉措」。
Also Read: MicroStrategy Stock Has Soared 1200% Since Adding Bitcoin to Its Balance Sheet, Outpacing Nvidia's Returns: What You Should Know
也可閱讀：自將比特幣加入其資產負債表以來，MicroStrategy股價已上漲1200%，超過了英偉達的回報率：你應該知道的事情
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.
爲什麼重要：這種策略不僅限於上市公司。英國第八級足球俱樂部Real Bedford FC也使用類似的原則累積了82個比特幣。俱樂部主席兼播客主持人Peter McCormack表示，這導致了空前的商品銷售和贊助交易，超出了他們所屬級別的俱樂部的預期。
"We're getting the same sponsorships that clubs get in the professional leagues because they want exposure to Bitcoiners," McCormack said.
「我們得到了與職業聯賽中俱樂部相同的贊助，因爲他們希望獲得比特幣用戶的曝光，」麥考馬克說。
"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."
「我們開始看到這些成果，」勒克萊爾總結道，「但我認爲我們還沒有到達廣泛採用的時候。」
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) 在美國推出了 MicroStrategy 的首個單股槓桿 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.
接下來：比特幣作爲機構資產類別的影響力預計將在Benzinga即將到來的數字資產未來活動中得到徹底探討。日期是11月19日。
- MSTX Becomes First Single-Stock Leveraged ETF For MicroStrategy Stock, Offers 175% Exposure
- MSTX 成爲首隻基於MicroStrategy股票的單股槓桿ETF，提供175%的槓桿曝光度。
Image: Shutterstock
圖片：shutterstock
