Core Viewpoint - The company, Boyaa Interactive, is heavily investing in Bitcoin, holding 3,416 BTC with an average cost of approximately $59,300 per coin, positioning itself as a leading Bitcoin holder among Hong Kong-listed companies [1][3][4]. Group 1: Investment Strategy - Boyaa Interactive's chairman, Dai Zhikang, has a strong belief in Bitcoin as a future mainstream asset and has not disclosed any plans to reduce their holdings despite significant unrealized gains [3][4]. - The company has spent over $200 million (approximately 1.5 billion RMB) on Bitcoin acquisitions and plans to use equity and debt financing, along with cash flow from its gaming operations, to further increase its Bitcoin reserves [8][12]. - Boyaa Interactive's Bitcoin holdings have increased steadily, with an average acquisition of over one Bitcoin per day since June 30, 2023 [7][11]. Group 2: Business Operations - The primary business of Boyaa Interactive remains gaming, with 97.3% of its revenue coming from online games, particularly from its flagship game, Texas Hold'em [9][12]. - The company is exploring the integration of Web3 technology into its gaming operations, aiming to create high-quality Web3 games that could attract new users and enhance its existing gaming business [12][13]. - Boyaa Interactive has made investments in Web3 infrastructure and gaming, including a $10 million investment in MTT ESPorts, which focuses on Web3 game development [15][16]. Group 3: Market Performance - The stock price of Boyaa Interactive has seen a significant increase, rising approximately 90% this year, largely attributed to its entry into the cryptocurrency market and the strong performance of Bitcoin [18][20]. - The company aims to emulate the success of Strategy, a major corporate Bitcoin holder, by continuously increasing its Bitcoin reserves and using Bitcoin growth rates as a key performance indicator [20][21]. - Boyaa Interactive's financial reports indicate a decline in revenue from its main game, Texas Hold'em, prompting management to seek growth through international expansion and diversification into Web3 gaming [11][12].

记者丨何己派 编辑丨鄢子为 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。 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。 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。 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。 | 1小时候合 | $760.17万 | 4小时爆分 | $6979.17万 | | --- | --- | --- | --- | | 名車 | $195.85万 | 念東 ...