方舟投資首席執行官凱西·伍德（Cathie Wood

伍德（Wood）是一位長期的比特幣公牛

Ark Invest CEO Cathie Wood shared her thoughts on crypto regulations under former President Trump and Bitcoin's evolving role in financial markets.

方舟投資首席執行官凱西·伍德（Cathie Wood）在前總統特朗普和比特幣在金融市場中不斷發展的角色分享了她對加密法規的看法。

Details: A longtime Bitcoin bull, Wood stated in an interview with Bloomberg that a Trump-led government would likely bring greater clarity and support for crypto regulations across all branches of the U.S. government.

詳細信息：伍德在接受彭博社的一次採訪時說，長期的比特幣公牛說，由特朗普領導的政府可能會為美國政府所有分支機構的加密法規提供更大的清晰度和支持。

She contrasted this with the Securities and Exchange Commission under Gary Gensler, which prioritized retail investor protections but failed to recognize Bitcoin's emergence as a new asset class.

她將此與加里·蓋斯勒（Gary Gensler）領導下的證券交易委員會（Securities and Exchange Commission）進行了對比，後者優先考慮零售投資者保護措施，但未能將比特幣的出現視為新資產類別。

According to Wood, Gensler's approach neglected the broader shifts occurring in financial markets and the role of crypto in these changes.

根據伍德的說法，Gensler的方法忽略了金融市場中發生的更廣泛的轉變以及加密在這些變化中的作用。

She also addressed the narrative of Bitcoin replacing the U.S. dollar, emphasizing instead their potential coexistence.

她還談到了比特幣取代美元的敘述，強調了他們的潛在共存。

The growth of stablecoins, backed by U.S. Treasury securities, will continue to facilitate entry into decentralized finance, further solidifying crypto's presence in global markets.

在美國國庫券的支持下，Stablecoins的增長將繼續促進進入分散的財務，從而進一步鞏固了加密貨幣在全球市場中的存在。

"Bitcoin is a completely different animal, though. Completely different," Cathie Wood quoted.

凱西·伍德（Cathie Wood）引用說：“不過，比特幣是一種完全不同的動物。”

While acknowledging Bitcoin's place within the tech movement, she views it as both a risk-on and risk-off asset.

在承認比特幣在技術運動中的位置，她認為這既是風險且冒險的資產。

Bitcoin surged in Spring 2023 during the regional bank crisis, demonstrating its hedge-like qualities.

比特幣在2023年春季在區域銀行危機期間猛增，表現出其類似樹籬的品質。

Wood noted that while Bitcoin has some correlation to tech stocks, it's not as strong as the relationship between small-cap and large-cap equities. However, she anticipates an increase in correlations as institutional investors adopt BTC en masse.

伍德指出，雖然比特幣與科技股有一定的相關性，但它不如小型股和大型股票之間的關係強。但是，她預計隨著機構投資者採用BTC的大規模，相關性會增加。

Related Link: Cathie Wood Dismisses Trump Meme Coin, Remains Focused On Bitcoin, Ethereum, Solana

相關鏈接：Cathie Wood駁回了特朗普模因硬幣，仍然專注於比特幣，以太坊，索拉納

Deep Dive: Wood's comments come amidst substantial market shifts following DeepSeek's AI breakthrough.

Deep Dive：在DeepSeek的AI突破之後，伍德的評論在大量市場轉變中出現。

She highlighted how the costs associated with artificial intelligence innovation are plummeting, with training costs decreasing by 75% annually.

她強調了與人工智能創新相關的成本如何下降，培訓成本每年下降75％。

She anticipates a shift away from mega-cap tech dominance, stating, "The most massive concentration in the market in history, worse than the depression, is probably going to give way to a broader based bull market."

她預計，從大型技術的主導地位會轉變，並指出：“歷史上最大的集中度比大蕭條更糟糕的是，可能會讓位於更廣泛的牛市。”

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照片：Shutterstock