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 首席投资官 (CIO) Matt Hougan 强调了今年可能影响比特币市场的一个重要趋势：公司购买和持有比特币。 Hougan 指出，包括 MicroStrategy 在内的 70 家上市公司现在的资产负债表上都有比特币。

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 预测，在未来 12-18 个月内，会有更多公司效仿，收购比特币作为其财务投资的一部分。他认为，企业需求的激增将极大地提振比特币市场。

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 是最大的企业比特币持有者，拥有 447,470 比特币，价值超过 440 亿美元。不过，Hougan 强调，MicroStrategy 并不是一个例外。他观察到，像 Chipotle 这样的公司已经获得了大量的比特币，超过了某些年份开采的总量。

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，由于华盛顿对加密货币的拥护，随着与比特币相关的声誉风险降低，这一趋势正在增强。此外，财务会计准则委员会 (FASB) 引入了一项新规则 (ASU 2023-08)，允许公司根据市场价值来标记比特币的价值，从而使他们能够在价格上涨时记入利润。

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.

霍根认为，随着比特币的价值被认为更加稳定，更多的公司将倾向于购买比特币作为其资产负债表。他估计持有比特币的公司数量可能会达到数百甚至数千家。