比推消息，4月15日，据Bitwise最新报告显示，2025年第一季度企业比特币持仓量呈现爆发式增长：关键数据单季增持：95,431枚BTC（约合65亿美元）持仓总量：上市公司BTC储备突破 1,200,000枚（占流通量6.1%）头部买家：微策略（MicroStrategy）新增 25,000枚特斯拉重新买入 15,000枚（时隔3年再度增持）驱动因素会计规则变更：FASB新规允许按市值计价加密资产地缘避险需求：多国企业通过BTC对冲本币贬值风险现货ETF推动：机构可通过基金间接持有，降低托管门槛市场影响企业购币量已占同期新挖BTC产量的 210%（供需失衡加剧）分析师上调2025年价格目标至 $150,000（ARK Invest模型）
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