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MARA Holdings比特币国库规模达35,577枚

2026-09-16 18:22:14
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MARA Holdings 'Bitcoin vault expands, AI industry leaders call for a slowdown in development

MARA Holdings purchased 1,292 bitcoins through FalconX

On September 16, MARA Holdings purchased 1,292 bitcoins worth approximately US$98.64 million through crypto exchange FalconX. The deal, disclosed by online analytics firm Lookonchain, marks one of the company's largest Bitcoin purchases in nearly a year.

After this increase, the total number of bitcoins held by MARA Holdings reached 35,577, with a total value of nearly US$2.7 billion at current prices.

AI industry leaders call for prudent regulation of cutting-edge model development

It is worth noting that this Bitcoin purchase coincides with AI industry leaders calling for a slower, more supervised pace for the development of cutting-edge artificial intelligence models. Anthropic CEO Dario Amodei published an article titled "We must control the pace of cutting-edge development", expressing concerns that AI models may be used to build next-generation AI systems. This view has exacerbated growing anxiety in the technology industry.

Sam Altman of OpenAI and Elon Musk of xAI both expressed their views on the potential risks posed by AI, emphasizing the need to strengthen security measures in the future. In addition, Bilal Chughtai, an AGI security researcher at Google DeepMind, resigned this week, warning that AI "has the potential to cause human destruction." These remarks from leaders in the AI field were interpreted by the market as warning signs about the AI spending boom, and stocks in the AI sector subsequently sold off sharply.

与此同时,比特币价格在同期有所上涨。部分投资者将AI发展放缓的讨论视为将资金转向比特币的理由。

MARA Holdings股价因摩根大通降级而下跌

尽管比特币持仓增加,但MARA Holdings的股票在周二下跌了2.7%,收于11.24美元。此次下跌紧随摩根大通(JPMorgan)对该公司的评级下调。摩根大通将MARA Holdings的股票评级下调两级至“减持”(Underweight),理由包括对公司Starwood合资企业及其前景的担忧。

政策背景与公司战略调整

此次购买发生的同一天,旨在为数字资产监管制定更清晰联邦规则的《CLARITY法案》在参议院未获 cloture 投票通过。该法案得到总统特朗普的支持,但在50-49的程序性投票中被否决,其中四名共和党参议员投了反对票。

回顾2026年初,MARA Holdings曾出售23,093枚比特币,价值约16.3亿美元,当时公司正将重心转向AI基础设施服务。然而,此次新的比特币采购吸引了关注企业金库活动的交易员的注意,一些市场参与者将其视为公司对比特币信心 renewed 的信号。

目前,MARA Holdings持有的35,577枚比特币中,有9,270枚属于其数字资产管理策略的一部分。这一庞大的金库规模使MARA Holdings成为行业内较大的企业级比特币持有者之一。投资者若希望追踪类似的企业比特币采购活动,可使用区块链研究工具实时监控钱包活动和大型交易。

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