特朗普的比特幣導師押注於BTC財庫策略——他的財富正在激增
大衛·貝利（David Bailey）在將美國總統唐納德·特朗普從加密貨幣懷疑者轉變為積極支持者的過程中發揮了關鍵作用。現在，他正享受著這一轉變帶來的回報。
210k Capital是一家由企業家大衛·貝利創立的對沖基金，據報導在其數字資產持有上獲得了巨額收益，因為他幫助說服特朗普採取支持加密貨幣的政策立場，突顯了有利監管對數字資產行業的潛在影響。
根據彭博社的報導，該基金在截至6月的12個月內實現了640%的淨回報，主要得益於對已將比特幣納入資產負債表的上市公司的投資。
作為一家私營企業，210k Capital不需要公開財務數據，但彭博社從一位匿名消息來源獲得了這些數字，該消息來源還表示，該基金的財富來自於在美國、英國、加拿大、澳大利亞和瑞典等多個國家的比特幣財庫投資。
對沖基金的母公司UTXO Management報告稱，210k Capital投資了多家與比特幣相關的公司，包括Strategy（MSTR）、Metaplanet（3350）、Moon Inc.（1723）、The Smarter Web Company（SWC）、The Blockchain Group（ALTBG）、Liquid Technologies（LQWD）、H100（H100）、Matador（MATA）和DV8（DV8）。
管理合夥人泰勒·埃文斯（Tyler Evans）告訴彭博社，該公司正在評估另外30項所謂的比特幣代理投資——這些公司在比特幣生態系統內運營。
自2020年8月以來，隨著邁克爾·塞勒（Michael Saylor）的Strategy（前身為MicroStrategy）將比特幣作為財庫資產以來，根據行業數據，已有超過150家公司效仿，至少47家私營公司也已披露在其資產負債表上持有比特幣。
目前，上市公司在其資產負債表上持有868,709 BTC，而已知的私營公司則額外持有292,355 BTC。
這一策略在2025年獲得了回報，因為比特幣持續創下新高，最近更是突破了123,000美元。然而，分析師對比特幣財庫公司的長期前景意見不一。
風險投資公司Breed最近警告稱，比特幣財庫公司的成功在很大程度上取決於其市場價值是否能夠高於其淨資產價值的倍數。對於Breed來說，淨資產價值（MNAV）代表了一家公司的資本化相對於其數字資產的價值。
例如，比特幣價格的持續下跌可能會導致公司的MNAV下降，進一步削弱其籌集更多資金以資助比特幣購買的能力。
其他人則認為，像Glassnode的分析師詹姆斯·切克（James Check）指出，沒有明確利基或長期策略的公司將難以在比特幣浪潮中獲得持久的吸引力。
儘管如此，比特幣的採納正值行業演變的關鍵時刻。上週，由共和黨控制的眾議院通過了三項加密貨幣法案，涉及穩定幣、市場結構以及禁止創建中央銀行數字貨幣。
這篇報導不僅展示了比特幣在當前市場中的重要性，還突顯了政策對加密貨幣行業的影響。隨著越來越多的公司開始將比特幣視為資產，這不僅改變了企業的財務策略，也可能重塑整個金融生態系統。未來，隨著市場的發展，這些公司是否能夠在競爭中立足，將取決於它們是否能夠找到獨特的市場定位和長期的發展策略。
以上文章由特價GPT API KEY所翻譯及撰寫。而圖片則由FLUX根據內容自動生成。
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