Bitwise's Chief Investment Officer (CIO), Matt Hougan, highlighted a significant trend that could impact the Bitcoin market this year: companies buying and holding Bitcoin. Hougan noted that 70 publicly traded companies, including MicroStrategy, now have Bitcoin on their balance sheets.

Bitwise 首席投資長 (CIO) Matt Hougan 強調了今年可能影響比特幣市場的一個重要趨勢：公司購買和持有比特幣。 Hougan 指出，包括 MicroStrategy 在內的 70 家上市公司現在的資產負債表上都有比特幣。

Hougan predicted that, within the next 12-18 months, many more companies would follow suit, acquiring Bitcoin as part of their treasury investments. This surge in corporate demand, he believes, would significantly boost the Bitcoin market.

Hougan 預測，在未來 12-18 個月內，會有更多公司效仿，收購比特幣作為其財務投資的一部分。他認為，企業需求的激增將大大提振比特幣市場。

MicroStrategy stands out as the largest corporate Bitcoin holder, with 447,470 BTC, valued at over $44 billion. However, Hougan emphasized that MicroStrategy is not an outlier. He observed that companies like Chipotle have acquired significant amounts of Bitcoin, surpassing the total amount mined in certain years.

MicroStrategy 是最大的企業比特幣持有者，擁有 447,470 比特幣，價值超過 440 億美元。不過，Hougan 強調，MicroStrategy 並不是例外。他觀察到，像 Chipotle 這樣的公司已經獲得了大量的比特幣，超過了某些年份開採的總量。

Hougan suggested that this trend is gaining momentum as reputational risks associated with Bitcoin diminish, thanks to Washington's embrace of cryptocurrency. Additionally, the Financial Accounting Standards Board (FASB) has introduced a new rule (ASU 2023-08) that allows companies to mark Bitcoin's value to market, enabling them to book profits when its price increases.

霍根表示，由於華盛頓對加密貨幣的擁護，隨著與比特幣相關的聲譽風險降低，這一趨勢正在增強。此外，財務會計準則委員會 (FASB) 引入了一項新規則 (ASU 2023-08)，允許公司根據市場價值來標記比特幣的價值，使他們能夠在價格上漲時記入利潤。

Hougan believes that, with Bitcoin's value being seen as more stable, many more companies will be inclined to acquire it for their balance sheets. He estimates that the number of companies holding Bitcoin could potentially reach hundreds or even thousands.

霍根認為，隨著比特幣的價值被認為更加穩定，更多的公司將傾向於購買比特幣作為其資產負債表。他估計持有比特幣的公司數量可能會達到數百甚至數千家。