斯卡拉穆奇表示，尽管塞勒取得成功，比特币国库趋势将逐渐消退
SkyBridge 创始人告诉彭博社，将加密货币纳入资产负债表的做法是暂时的。Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo consequat. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proident, sunt in culpa qui officia deserunt mollit anim id est laborum.
需要了解的:
- 安东尼·斯卡拉穆奇表示，比特币国库策略仅为短期趋势。
- 该策略的成功促使其他公司纷纷采纳此方法。
- 一些公司已开始将以太币或XRP纳入其财政储备。
对冲基金 SkyBridge Capital 创始人兼管理合伙人 Anthony Scaramucci 表示，采用比特币（BTC）国库策略的公司浪潮只是昙花一现。在接受彭博社采访时，Scaramucci 表示他预计这一做法将在未来几个月内失去动力。
“现在我们正处于这种复制型国库公司理念的阶段，”斯卡拉穆奇表示。“所以，你知道，这种理念终将消退。”
他暗示，投资者可能开始质疑为何他们要为一家持有他们自己本可以购买的资产的公司支付额外费用。
将比特币用作企业财库资产的理念在2021年开始获得关注，当时由迈克尔·赛勒（Michael Saylor）领导的软件开发公司Strategy（MSTR）成为首个采取此举的主要上市公司。赛勒积极购入比特币，使Strategy实际上成为一个比特币投资工具，其股价自那时以来飙升了近3000%。
这一巨大涨幅引起了美国企业界及其他领域的广泛关注。包括医疗器械制造商Semler Scientific（SMLR）在内的多家公司纷纷效仿Strategy的做法，该公司于2024年5月宣布了自己的比特币财库策略；总部位于东京的Metaplanet（3350）也开始实行类似策略，起初是一家酒店管理 公司。
这一趋势并不限于高知名度的企业。较小的公司，通常是低价股，也纷纷加入，试图通过将比特币或其他加密货币纳入资产负债表，以筹集资本或吸引投资者关注。
最初专注于比特币的关注点很快扩展到其他数字资产。一些公司选择购买以太坊（ETH）或瑞波币（XRP）作为其财务策略的一部分，将这一概念推动到其原有范围之外。
斯卡拉穆奇承认赛勒的成功具有独特性，指出公司除比特币持仓外的其他业务线。
“赛勒的情况有所不同，因为他现在有几个不同的产品在运行，”斯卡拉穆奇在接受彭博社采访时表示。“我对其他产品并不持负面看法，因为我对比特币非常看好，但作为投资者，你必须透彻分析与这些国库Near公司相关的基础Near协议（NEAR）成本。”
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Exchange Review - March 2025
CoinDesk Data's monthly Exchange Review captures the key developments within the cryptocurrency exchange market. The report includes analyses that relate to exchange volumes, crypto derivatives trading, market segmentation by fees, fiat trading, and more.
What to know:
Trading activity softened in March as market uncertainty grew amid escalating tariff tensions between the U.S. and global trading partners. Centralized exchanges recorded their lowest combined trading volume since October, declining 6.24% to $6.79tn. This marked the third consecutive monthly decline across both market segments, with spot trading volume falling 14.1% to $1.98tn and derivatives trading slipping 2.56% to $4.81tn.
- Trading Volumes Decline for Third Consecutive Month: Combined spot and derivatives trading volume on centralized exchanges fell by 6.24% to $6.79tn in March 2025, reaching the lowest level since October. Both spot and derivatives markets recorded their third consecutive monthly decline, falling 14.1% and 2.56% to $1.98tn and $4.81tn respectively.
- Institutional Crypto Trading Volume on CME Falls 23.5%: In March, total derivatives trading volume on the CME exchange fell by 23.5% to $175bn, the lowest monthly volume since October 2024. CME's market share among derivatives exchanges dropped from 4.63% to 3.64%, suggesting declining institutional interest amid current macroeconomic conditions.
- Bybit Spot Market Share Slides in March: Spot trading volume on Bybit fell by 52.1% to $81.1bn in March, coinciding with decreased trading activity following the hack of the exchange's cold wallets in February. Bybit's spot market share dropped from 7.35% to 4.10%, its lowest since July 2023.
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