11 亿美元债务回购与 4,709 枚 BTC 备兑策略:全球上市公司开启“资产负债表大修”

ChainCatcher 消息,据 BBX 数据,昨日全球上市公司在加密财库运作上呈现出从“单边吸筹”向“资产证券化与负债结构优化”转型的特征,核心数据如下:
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11 亿美元债务回购:MARA Holdings (NASDAQ: $MARA) 昨日确认完成对 15,133 枚 BTC 的套现,筹集资金约 11 亿美元用于回购折价的可转换高级票据。此举成功削减公司约 30% 的债务,并通过“以币偿债”捕获了 8,800 万美元的账面溢价。
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4,709 枚 BTC 备兑看涨:GameStop (NYSE: $GME) 昨日宣布与 Coinbase 达成协议,质押其财库中 4,709 枚 BTC 作为抵押品,执行备兑看涨期权(Covered Call)策略。这标志着“散户概念股”开始利用持仓生成被动收益。
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500 万美元加仓准则:Genius Group (NYSE: $GNS) 昨日公告再次购入 500 万美元 的比特币。公司已确立“比特币优先”准则,计划将 90% 以上的现金储备持续转化为 BTC。
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现货 ETF 登陆纽交所:摩根士丹利 (NYSE: $MS) 昨日正式宣布其现货比特币 ETF 已获准在纽交所上市。作为华尔街巨头,此举标志着顶级投行已完成从“通道商”到“资产管理方”的角色切换。
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波动率降温报告:嘉信理财 (NYSE: $SCHW) 昨日发布《2026 比特币成熟度》报告,指出 BTC 波动率已降至历史低点,正逐步满足传统养老金进入财库配置的“合规门槛”。
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