比特幣的數字黃金敘述是“快速崩潰”：彼得·希夫（Peter Schiff）

長期的比特幣評論家彼得·希夫（Peter Schiff）重新點燃了他對旗艦加密貨幣的批評，認為比特幣在“主要熊市”中很深。

Longtime Bitcoin critic Peter Schiff has renewed his attack on the flagship cryptocurrency, claiming that Bitcoin is deep in a “major bear market” — especially when priced against gold.

長期的比特幣評論家彼得·席夫（Peter Schiff）重新攻擊了對旗艦加密貨幣的攻擊，聲稱比特幣在“主要熊市”中深處，尤其是當價格針對黃金時。

In a recent post on X, Schiff highlighted that Bitcoin has underperformed gold dramatically since its all-time high in November 2021. He noted that despite a series of bullish catalysts, BTC has shed about 30% of its value relative to gold.

Schiff在最近的一篇關於X的文章中強調說，自2021年11月的歷史最高高點以來，比特幣的表現不佳。他指出，儘管有一系列的看漲催化劑，BTC還是相對於黃金的30％的價值。

"Even with ETF approvals, MicroStrategy’s record leverage, the election of a Bitcoin president, and national reserves now holding BTC — the price in gold terms continues to fall," Schiff stated.

席夫說：“即使獲得了ETF批准，MicroStrategy的創紀錄槓桿，選舉比特幣總統和現在擁有BTC的國家儲備金仍然下跌。”

His comments follow new data from Saylortracker, showing that MicroStrategy’s recent Bitcoin buys are now in the red. The company’s major acquisition on March 31 — 22,048 BTC at an average price of $86,969 — is currently sitting at a 5.08% loss, equating to a $97 million hit.

他的評論遵循Saylortracker的新數據，表明MicroStrategy最近的比特幣購買現已處於紅色狀態。該公司於3月31日至22,048 BTC的重大收購，平均價格為86,969美元，目前為5.​​08％，相當於9700萬美元的損失。

Other purchases made in February and March have also declined, ranging from a 2% decrease for 130 BTC bought on March 17, which is barely breaking even, to a 15% decline for 1,000 BTC acquired on February 21.

2月和3月進行的其他購買也有所下降，從3月17日購買的130 BTC下降了2％，甚至幾乎沒有破裂，到2月21日收購的1,000 BTC下降了15％。

Schiff further elaborated on his stance, arguing that Bitcoin is behaving less like gold and more like a speculative asset.

席夫進一步闡述了自己的立場，認為比特幣的行為不像黃金，更像是投機性的資產。

"If it were truly digital gold, wouldn’t it act more like gold?" he asked, highlighting Bitcoin’s correlation with risk-on assets. He compared Bitcoin's performance to that of penny stocks, questioning its suitability as a store of value or a reserve asset.

“如果它是真正的數字黃金，它會更像黃金嗎？”他問，強調了比特幣與風險登機資產的相關性。他將比特幣的績效與便士股票的表現進行了比較，質疑其作為價值或儲備資產存儲的適用性。

"As more investors begin to see through the hype, this narrative is crumbling fast," Schiff warned.

席夫警告說：“隨著越來越多的投資者開始通過炒作，這種敘述正在迅速崩潰。”

His remarks come at a time when Bitcoin continues to trade well below recent highs, despite increased institutional adoption and global interest in the cryptocurrency. It remains to be seen whether Schiff’s criticisms will influence market perception or not. However, his persistent voice continues to challenge Bitcoin’s core branding and position in the financial markets.

他的講話是在比特幣繼續貿易遠低於最近高點的時候，儘管機構採用和全球對加密貨幣的興趣增加了。席夫的批評是否會影響市場的看法還有待觀察。但是，他的持續聲音繼續挑戰比特幣在金融市場中的核心品牌和地位。