Fahimtar MicroStrategy Bitcoin Playbook: Wasan Chess

Mustapha Azeez

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A cikin ƙwaƙƙwaran ƙwanƙwasa ƙwanƙwasa wanda ya bayyana ta cikin duniyar kuɗi, MicroStrategy, kamfani mai sarrafa software, ba kawai tsoma yatsunsa a cikin ruwan cryptocurrency ba - ya yi taguwar ruwa.

A ƙarshen Disamba 2023, kamfanin ya gama $ 615 miliyan don samun bitcoins 14,620, wanda ya kai jimlar kuɗin bitcoin zuwa 189,150 mai ban mamaki, tare da darajar kasuwa ta wuce dala biliyan 8.13 ta hanyar amfani da canjin canjin dala 43,000 a yau.

Wannan dabarun wasan kwaikwayo ya tabbatar da MicroStrategy wani wuri mai sha'awar a cikin manyan masu riƙe Bitcoin na duniya 10, tare da manyan masana'antu kamar Binance da gwamnatin Amurka. A halin yanzu, ya kuma gabatar da wata tambaya mai ban sha'awa: Me ya sa MicroStrategy ya yi babban fare akan Bitcoin, kuma menene wannan caca ke nufi ga makomar kamfanin?

Bari mu tona asirin wannan wasan ches na cryptocurrency.

MicroStrategy's Core Business

Duk da yake kanun labarai na baya-bayan nan na iya ba da shawarar cewa MicroStrategy ya zama daidai da cryptocurrency, yana da mahimmanci a gane asalin tushen kamfani a matsayin mai ba da software na leken asirin kasuwanci.

Wannan software tana ba 'yan kasuwa damar yin nazari da hangen nesa mai rikitarwa bayanai, sanya MicroStrategy kai tsaye gasar tare da shugabannin masana'antu kamar Tableau, Looker, Qlik Sense, Oracle Analytics Cloud, da G2 Deals.

  • Mayar da hankali kan Ilimin Kasuwanci: MicroStrategy's software leken asiri na kasuwanci yana sauƙaƙe nazarin bayanai da hangen nesa, daidaita hanyoyin yanke shawara don kasuwanci.
  • Ayyukan Kasuwa: Duk da raguwar kudaden shiga a cikin shekaru goma da suka gabata, hannun jari na MicroStrategy (NASDAQ: MSTR) ya haura sama da 330% tun lokacin da kamfanin ya fara tara bitcoin a cikin 2020, wanda ya zarce tashin farashin bitcoin.

MicroStrategy Bitcoin Gameplay

Shugaban Kamfanin MicroStrategy, Michael Saylor, ba wai kawai yana haɗawa ba Bitcoin cikin kundin hannun jari na kamfani; yana ƙalubalantar kafa ƙa'idodi a cikin saka hannun jari na kamfanoni. Wannan yunƙurin da ba za a iya mantawa da shi ba ya ƙara haɓaka aikin hannun jari na MicroStrategy, wanda ya haura da kashi 240% na ban mamaki yayin da Bitcoin ya sami hauhawar kashi 160% a cikin 2023.

Abubuwan da ke tattare da Dabarun Bitcoin na MicroStrategy

A cewar BMJ, waɗannan su ne manyan sassa huɗu na tsarin wasan Bitcoin na MicroStrategy:

  1. Canjin labari: MicroStrategy yana nufin jan hankalin masu zuba jari da ke neman fallasa kai tsaye zuwa crypto ta hanyar gabatar da labari mai gamsarwa wanda ke cike gibin da ke tsakanin kadarorin gargajiya da kasuwar crypto. Wannan dabarar ta tabbatar da nasara, tare da hannun jarin MicroStrategy sama da kashi 240% a cikin 2023.
    Fahimtar Microstrategy Bitcoin Playbook: Wasan Chess
    Jadawalin Watanni na MSTR
  2. Kalubalen Lissafi da Rahoto: Halin rashin daidaituwa na kadarorin crypto kamar bitcoin yana buƙatar MicroStrategy don kewaya ƙalubale a cikin lissafin kamfanoni da rahoton kuɗi. Gwajin rashin lafiya akai-akai yana da mahimmanci don nuna daidaitaccen kimar da ke canzawa koyaushe.
  3. hadarin Management: Yarda da yanayin ma'amalar cryptocurrency da ba za a iya canzawa ba kuma kusan ba a san su ba, MicroStrategy yana ba da fifiko mai ƙarfi kan sarrafa haɗari. Kamfanin ya zaɓi wallet ɗin "sanyi" don manyan hannun jarin crypto don rage haɗarin sata da zamba.
  4. Kulawa da Ajiya: Don magance babban haɗarin da ke tattare da walat ɗin "zafi", MicroStrategy ya dogara ga ƙwararrun masu kula da Amurka don ajiyar bitcoin. Ana samun rarrabuwa ta hanyar asusun ajiyar kuɗi da yawa, kuma ƙwararrun dillalai ne ke sarrafa manyan ma'amaloli.

MicroStrategy's Bitcoin Holdings a cikin yanayi

Tun daga watan Janairu 2024, MicroStrategy yana alfahari da babban ajiyar Bitcoin na 189,150 BTC, wanda aka kimanta sama da dala biliyan 8.1. Bari mu kwatanta wannan zuwa wasu ƙungiyoyi daban-daban tare da taskokin Bitcoin:

  • A kan sauran kamfanoni na jama'a: MicroStrategy ya zarce sauran kamfanoni na jama'a a cikin hannun jari na bitcoin, yana ba da umarni sama da 68% na jimlar BTC mallakar kamfanoni masu cinikin jama'a.
  • Akan gwamnatoci: MicroStrategy's bitcoin ya rike shi a matsayin taskar BTC mafi girma na gwamnati na uku a duniya, wanda ke bin Amurka da China kawai.
  • Game da ETFs: Grayscale Bitcoin Trust ya zarce MicroStrategy a tsakanin kuɗin musayar bitcoin, yana riƙe da fiye da 643,000 BTC, amma MicroStrategy ya kasance a gaban sauran manyan ETFs.

Kalma ta ƙarshe: Littafin Playbook MicroStrategy

MicroStrategy ta shiga cikin Bitcoin ya wuce shawarar zuba jari kawai; yana nuna sauye-sauyen tsarin da ke ƙalubalantar dabarun kamfanoni na gargajiya.

Yayin da kasuwar crypto ke ci gaba da haɓakawa, tsarin na musamman na MicroStrategy yana haifar da sha'awar sani kuma yana haifar da tambayoyi game da yanayin gaba na saka hannun jari na kamfanoni.

 

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Mustapha Azeez

Azeez Mustapha ƙwararre ne na kasuwanci, manazarcin kuɗi, masanin sigina, da manajan kuɗi tare da ƙwarewa sama da shekaru goma a cikin harkar kuɗi. A matsayin mai rubutun ra'ayin yanar gizo da marubucin kuɗi, yana taimaka wa masu saka jari su fahimci ƙaƙƙarfan dabarun kuɗi, haɓaka ƙwarewar saka hannun jari, da koyon yadda ake sarrafa kuɗin su.

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