比特幣的製度崛起：主流接受之路？

Can Bitcoin Become a Mainstream Asset Class?

比特幣能否成為主流資產類別？

Anthony Pompliano, co-founder of Reflexivity Research, organized the inaugural Bitcoin Investor Day in New York City, merging traditional finance principles with the innovative potential of Bitcoin. Prominent speakers like Cathie Wood, Anthony Scaramucci, and Mike Novogratz addressed a diverse audience of institutional investors, capital allocators, and entrepreneurs.

Reflexivity Research 共同創辦人 Anthony Pompliano 在紐約舉辦了第一個比特幣投資者日，將傳統金融原則與比特幣的創新潛力融為一體。 Cathie Wood、Anthony Scaramucci 和 Mike Novogratz 等著名演講者向機構投資者、資本配置者和企業家等不同受眾發表了演講。

Institutional Adoption: A Game-Changer?

機構採用：遊戲規則改變者？

Anthony Scaramucci, Founder and Managing Partner of SkyBridge Capital, commended the event's efforts to make Bitcoin accessible to a broader audience, including individual investors and major institutional investors. He emphasized the shift from retail-driven demand to institutional comfort, largely attributed to the recent approval of 11 spot Bitcoin ETFs by the U.S. SEC.

SkyBridge Capital 創辦人兼管理合夥人 Anthony Scaramucci 讚揚了本次活動為讓更廣泛的受眾（包括個人投資者和主要機構投資者）接觸到比特幣所做的努力。他強調，從散戶驅動的需求向機構安慰的轉變，很大程度上歸因於美國 SEC 最近批准了 11 隻現貨比特幣 ETF。

Bitcoin Halving: A Catalyst for Price Surge?

比特幣減半：價格飆漲的催化劑？

Scaramucci highlighted the upcoming Bitcoin halving in late April 2024 as a critical event. The halving will reduce the supply of new Bitcoin entering the market by half, from 900 to 450 bitcoins per day. He suggested that if demand remains steady, this supply cut could significantly push Bitcoin's price up.

斯卡拉穆奇強調 2024 年 4 月下旬即將到來的比特幣減半是關鍵事件。減半將使進入市場的新比特幣供應量減少一半，從每天 900 個比特幣減少到 450 個比特幣。他表示，如果需求保持穩定，供應減少可能會顯著推高比特幣的價格。

Grayscale's Bitcoin Trust Outflows: What's Behind the Exodus?

灰階的比特幣信託外流：外流背後的原因是什麼？

Scaramucci attributed the significant outflows from Grayscale's Bitcoin Trust (GBTC) following the approval of spot Bitcoin ETFs in the U.S. to a combination of factors. He mentioned bankruptcy trustees from firms like Celsius selling off their GBTC holdings and traditional GBTC investors switching to the more cost-effective spot Bitcoin ETFs.

斯卡拉穆奇將現貨比特幣 ETF 在美國獲得批准後，灰階比特幣信託基金 (GBTC) 的大量資金外流歸因於多種因素。他提到，Celsius 等公司的破產受託人正在出售其持有的 GBTC，而傳統 GBTC 投資者則轉向更具成本效益的現貨比特幣 ETF。

Bitcoin: A Role in the Great Wealth Transfer?

比特幣：在財富大轉移中的作用？

Scaramucci discussed the impending great wealth transfer from baby boomers to younger generations, emphasizing Bitcoin's potential role. He drew parallels between the early adoption of the internet by younger people and the expected increase in Bitcoin adoption by the same demographic. He projected a significant increase in Bitcoin demand over the next decade, potentially raising Bitcoin's market cap to rival or exceed that of gold.

斯卡拉穆奇討論了即將到來的從嬰兒潮一代到年輕一代的巨大財富轉移，強調了比特幣的潛在作用。他將年輕人早期採用互聯網與同一人群對比特幣採用的預期增長進行了比較。他預計未來十年比特幣需求將大幅增加，可能會提高比特幣的市值，與黃金相媲美或超過。

Cryptocurrency's Growing Political Clout

加密貨幣日益增長的政治影響力

Scaramucci touched upon the growing political importance of Bitcoin and cryptocurrency, predicting that candidates' stances on digital currencies could influence future elections. He noted that there is increasing pressure on politicians to adopt pro-cryptocurrency positions to secure votes from the significant number of cryptocurrency wallet holders in the U.S.

斯卡拉穆奇談到了比特幣和加密貨幣日益增長的政治重要性，預測候選人對數位貨幣的立場可能會影響未來的選舉。他指出，政治人物面臨越來越大的壓力，要求他們採取支持加密貨幣的立場，以確保美國大量加密貨幣錢包持有者的選票。

CBDCs: Inevitable, but Unwelcome?

CBDC：不可避免，但不受歡迎？

On the topic of Central Bank Digital Currencies (CBDCs), Scaramucci shared insights into the discussions within the U.S. government about adopting a digital currency. While he personally does not support the idea of CBDCs, he acknowledged the inevitability of their development, especially if other major economies like China and the European Union move forward with their digital currencies.

在中央銀行數位貨幣（CBDC）主題上，斯卡拉穆奇分享了對美國政府內部關於採用數位貨幣的討論的見解。雖然他個人並不支持 CBDC 的想法，但他承認其發展的必然性，特別是如果中國和歐盟等其他主要經濟體推進其數位貨幣的話。

AI Stocks: A Market Darling?

人工智慧股票：市場寵兒？

Finally, Scaramucci spoke about the current trends in the equity market, particularly concerning AI companies. He suggested that if the Federal Reserve cuts interest rates as expected, it could provide a boost to the market, including AI stocks. However, he advised investors to focus on long-term trends rather than short-term market movements, echoing his advice to Bitcoin and AI investors to hold onto their investments for long-term gains.

最後，斯卡拉穆奇談到了當前股市的趨勢，特別是有關人工智慧公司的趨勢。他表示，如果聯準會如預期降息，可能會提振市場，包括人工智慧股票。不過，他建議投資者關注長期趨勢而不是短期市場走勢，這與他對比特幣和人工智慧投資者持有投資以獲得長期收益的建議相呼應。