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北京游戏新贵 耗资15亿囤积比特币
戴志康带领的游戏新贵,闷头囤币。 8月中旬,博雅互动披露,至公告日,其持有3416枚比特币,平均成本约5.93万美元/枚,其持币规模在香港上市公司中居首。 比特币价格一路狂飙,12日一度涨至12.23万美元/枚,按此计算,其手里的币,价值4.2亿美元左右,约合30亿人民币。 很难想象,这本是家游戏公司。 担任董事会主席的戴志康,来头不小,曾和理想汽车创始人李想等人,获得"京城IT四少"的称号,在2014年就投资火币,大赚一笔。 他笃信比特币,一直在大量囤积,哪怕浮盈已有一倍,博雅互动也未披露过有减持行动。 持币大户 博雅互动,称得上是比特币"死忠粉"。 "我们坚信,比特币会成为未来世界的主流资产。"公司强调,扩大比特币储备,是集团重要战略。 今年以来,这类资产上演过山车式的行情,令一众投资者心跳加速。博雅互动却态度淡定,不断加仓。 比如,2月28日,比特币价格一度跌破8万美元,全球超20万人爆仓。 截至8月11日,博雅互动共持有约3416枚比特币,相较6月底,其只用41天新增63枚,相当于每天平均买入1枚多。 投得快、投得猛,这家游戏公司入场并不早,2023年才进军加密货币,以500万美元的预算试水。 经验老 ...
北京游戏新贵博雅互动,15亿囤积3416枚比特币,股价大涨9成,蕴含跌价风险
Core Viewpoint - The article discusses how Boyaa Interactive, led by Chairman Dai Zhikang, has aggressively accumulated Bitcoin, positioning itself as a significant player in the cryptocurrency market despite being primarily a gaming company. The company holds 3,416 Bitcoins, valued at approximately $420 million, and has no plans to sell its holdings, reflecting a strong belief in Bitcoin's future as a mainstream asset [1][4][6][30]. Group 1: Company Strategy and Holdings - Boyaa Interactive has accumulated a total of 3,416 Bitcoins, with an average purchase cost of about $59,300 per Bitcoin, making it the largest holder among Hong Kong-listed companies [1][4]. - The company has spent over $200 million (approximately 1.5 billion RMB) on Bitcoin investments and plans to use equity and debt financing, along with cash flow from its gaming operations, to further increase its Bitcoin holdings [13][24]. - Boyaa Interactive's strategy includes two authorized purchases for cryptocurrency totaling up to $200 million, approved in the 2023 and 2024 shareholder meetings [14]. Group 2: Market Performance and Future Outlook - Despite the volatile nature of cryptocurrency markets, Boyaa Interactive has maintained a calm approach, continuously increasing its Bitcoin holdings even during significant market downturns [7][10]. - The company's stock price has seen a significant increase, rising approximately 90% this year, largely attributed to its entry into the cryptocurrency space [24]. - Boyaa Interactive aims to become a leading Web3 company, leveraging its gaming expertise to develop high-quality Web3 games and potentially attract new users from the blockchain community [20][26]. Group 3: Gaming Business and Financial Performance - The gaming segment remains the core business for Boyaa Interactive, contributing 97.3% of its revenue, with a historical reliance on the popular game "Texas Hold'em" [15][16]. - The company is exploring international markets and other card games to stabilize its gaming revenue, as the average revenue per paying user has been declining [16][18]. - Boyaa Interactive's business model primarily revolves around selling virtual currencies and items within its games, which aligns with its cryptocurrency investments [18][19].