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企业比特币储备购买的BTC数量是矿工产量的3倍
企业数字资产储备正以远超新供应的速度积累比特币。
在过去六个月中,上市和非上市公司在其资产负债表中增加了约26万BTC,而矿工的产量仅约8.2万BTC,形成了3比1的需求与供应失衡。
企业比特币总持有量从大约854,000 BTC上升到超过110万BTC,增长了30%,凸显机构对比特币作为储备资产的信心不断增强。
Michael Saylor的策略主导企业持有,比特币持有量约为687,410 BTC,占所有企业持有比特币的60%,并且最近恢复了大规模购买。
MARA Holdings排名第二,持有53,250 BTC。随着现货比特币ETF持续吸收供应,这一需求压力可能会进一步加剧。
尽管2026年初ETF资金流入情况喜忧参半,但如果卖家枯竭,长期需求可能会推动价格大幅上涨。