Bitdeer 拟购 1 亿美元 BTC,SBI 设 100 亿日元基金,Metals One 启动“金换币”置换

链捕手
Yesterday

ChainCatcher 消息,据 BBX 数据,昨日全球上市公司在加密财库扩张上呈现出从“矿企内卷”向“传统工业/金融巨头入场”的显著特征:

  • 1 亿美元现货采购:Bitdeer (NASDAQ: $BTDR) 昨日董事会批准拨付 1 亿美元 现金,用于在未来两个季度内购入比特币作为战略储备。

  • 100 亿日元专项基金:SBI Holdings (TSE: 8473) 宣布设立 10 亿日元(约 6700 万美元) 的企业加密财库专项基金,旨在为日本制造业企业提供比特币配置咨询与代持服务。

  • 10% 黄金资产置换:Metals One PLC (LSE: $MET1) 披露其财库改革方案,计划将其储备中 10% 的黄金 置换为比特币,理由是“BTC 在 2026 年展现出更优的流动性溢价”。

  • 100% 产出留存:Digihost (NASDAQ: $DGHI) 确认其 2 月至 3 月中旬的比特币产出已实现 100% 留存。通过能源成本优化,公司目前无需抛售任何 BTC 即可覆盖全部运营开支。

  • 25% 利润转化:Banxa (TSX-V: $BNXA) 宣布将其 2026 年第一季度净利润的 25% 直接转化为比特币,确立了“利润驱动型”增持的财务基调。

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