迈克尔·赛洛)策略在上周以$92,098购买了另外10,645 $BTC ($980.3M)。目前策略持有671,2 | Bluechip发布于币安广场

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迈克尔·赛洛)策略在上周以$92,098购买了另外10,645 $BTC ($980.3M)。
目前策略持有671,268 $BTC($60.05B)，平均购买价格为$74,972，未实现利润为$9.73B (+19%)。
#BTCVSGOLD  

免责声明：含第三方意见，不构成财务建议，并且可能包含赞助内容。详见《条款和条件》。

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THE CONVERGENCE NO ONE SAW COMING On January 15, 2026, one company's valuation crisis will expose the hidden architecture of civilizational transformation. Strategy Inc collapsed from 3.89x to below 1.0x mNAV in twelve months. This is not a Bitcoin story. This is a diagnostic instrument revealing six simultaneous regime changes: THE NUMBERS THAT MATTER $380 billion: Hyperscaler AI infrastructure spend in 2025 alone 90%: TSMC's control of advanced semiconductor production 130 gigawatts: US data center power demand by 2030, triple current levels $2.8 to $8.8 billion: Forced selling if MSCI excludes Strategy from global indexes $37.6 trillion: US federal debt at 122.6% of GDP $1 trillion: Annual interest expense, now second largest federal expenditure THE TIMELINE December 31, 2025: MSCI consultation closes January 15, 2026: MSCI exclusion decision Mid 2030s: Quantum computers break current encryption 32.7% of all Bitcoin sits in quantum vulnerable addresses today. THE CONVERGENCE Index construction has become geopolitical warfare. Passive investing faces structural challenges it was never designed for. Grid infrastructure cannot be built fast enough to power AI ambitions. Rare earth weaponization has begun. Defense spending hit $2.718 trillion globally, the steepest rise since the Cold War ended. THE QUESTION The transformation is not coming. It has already begun. Every assumption about portfolio construction, technological dependency, and monetary architecture is being tested simultaneously. The mNAV collapse is the canary. January 15 is the catalyst. What comes next reshapes everything. Position accordingly. $BTC

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BREAKING: THE 400-YEAR CAPITULATION Wall Street just surrendered to an idea born in a whitepaper. December 15, 2025. Nasdaq files for 23-hour trading. NYSE Arca follows. Both filings cite the same catalyst: “crypto’s influence on investor expectations.” Read that again. The New York Stock Exchange, founded 1792. The Nasdaq, built on the bones of American industrial supremacy. Both now restructuring their entire operational architecture because Bitcoin taught a generation that markets should never sleep. The numbers are staggering: $17 TRILLION in foreign holdings demanded timezone-agnostic access. 23 hours per day, Sunday 9pm to Friday 8pm. A single hour of rest because even empires must breathe. But here is what no headline will tell you: This is not innovation. This is institutional survival instinct. Tokenized stocks already trade 24/7 on public blockchains. Blue Ocean ATS runs 23.5 hours today. The future did not ask permission. It simply arrived. For four centuries, markets opened and closed at the leisure of men in Manhattan. In sixteen years, a decentralized network rewrote the terms of engagement. What comes next: SEC approval expected Q2 2026. DTCC nonstop clearing by mid-year. Full 24/7 trading within five years, probability 65 percent. The merger of traditional and decentralized rails is no longer theoretical. The implications are civilizational: Every pension fund. Every sovereign wealth vehicle. Every retirement account. All will operate on infrastructure that crypto pioneered. This is not a market story. This is the moment traditional finance stopped pretending it was leading and started admitting it was following. The 400-year wall between legacy systems and permissionless innovation did not crack yesterday. It was demolished. And the architects were cypherpunks. $BTC

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