亞馬遜股東提議增持比特幣策略

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全國公共政策研究中心提議亞馬遜設立比特幣財庫

位於華盛頓特區的全國公共政策研究中心,這個倡導自由市場的智庫,最近向亞馬遜公司提交了一份股東提案,建議在2025年4月的股東大會上考慮採用比特幣(BTC)作為公司財庫的策略。

根據該智庫的信件,當前用於衡量通脹的消費者物價指數(CPI)顯示的通脹率為4.95%,但他們認為這是一個「極其糟糕的衡量標準」,未能真實反映貨幣貶值的情況。作者們建議,實際的通脹率可能是報告的CPI數字的兩倍。

信中指出,這大大侵蝕了亞馬遜880億美元的現金及短期現金等價物,為了保護股東價值,應該利用比特幣來對沖這一風險。全國公共政策研究中心表示:

「截至2024年12月6日,比特幣的價格在過去一年中上漲了131%,平均表現超過企業債券126%。在過去五年中,比特幣的價格上漲了1,246%,平均表現超過企業債券1,242%。」
作者們最後提議,亞馬遜應將至少5%的資產配置到比特幣,以保護其財庫資產的價值,並引用了MicroStrategy在比特幣財庫策略上的成功案例。

MicroStrategy啟發企業採用比特幣財庫

MicroStrategy及其創始人邁克爾·塞勒(Michael Saylor)推廣的企業比特幣財庫策略,現在正受到許多公司和養老基金的追捧。

根據MicroStrategy Tracker,該公司的比特幣持有量目前價值超過400億美元,使MicroStrategy的利潤約為170億美元。

前稱為馬拉松數字(Marathon Digital)的礦業公司MARA,跟隨MicroStrategy的腳步,於2024年11月完成了一項10億美元的可轉換票據發行,利率為0%。MARA利用這筆資金購買了6,474個比特幣作為其企業財庫。

人工智能公司Genius Group也在11月宣布將其財庫資產轉換為比特幣,並以約90,932美元的平均價格購買了110個比特幣,開啟了其比特幣財庫的積累。

在這個瞬息萬變的市場中,亞馬遜是否會響應這一提議,將是一個值得關注的問題。比特幣的波動性和潛在風險不容忽視,但隨著越來越多的公司進入這一領域,這或許能為亞馬遜的股東帶來新的增長機會。這一提案不僅反映了當前金融市場的趨勢,還可能改變未來企業資金管理的方式,尤其是在通脹壓力日益增強的背景下。

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