分析師稱，比特幣在全球貨幣危機中飆升

ARK Invest 執行長 Cathie Wood 將比特幣的大幅上漲歸因於全球貨幣持續貶值，特別是在奈及利亞和埃及等國家。她認為比特幣是一種可以抵禦金融不穩定的數位資產，美國對現貨比特幣 ETF 的需求不斷增長就證明了這一點。伍德維持了對比特幣的看漲立場，預計目標價為 150 萬美元，強調其作為抗風險資產的潛力以及透過與人工智慧融合改變產業的能力。

Bitcoin's Surge Amidst Global Currency Devaluation: An Analysis by Cathie Wood

全球貨幣貶值中比特幣的飆升：Cathie Wood 的分析

According to Cathie Wood, the Chief Executive Officer of ARK Invest, the remarkable 130% rally experienced by Bitcoin in the past year can be primarily attributed to the widespread devaluation of national currencies worldwide.

ARK Invest 執行長 Cathie Wood 表示，比特幣在過去一年中經歷了 130% 的驚人上漲，主要歸因於全球各國貨幣的普遍貶值。

In an interview with CNBC, Wood pointed out the significant decrease in the value of currencies such as the Nigerian naira and the Egyptian pound, highlighting that "there are currency devaluations taking place that people are not talking about."

伍德在接受 CNBC 採訪時指出，尼日利亞奈拉和埃及鎊等貨幣大幅貶值，並強調「人們沒有談論的貨幣貶值正在發生」。

Wood emphasized the increasing prominence of Bitcoin (BTC) as a digital asset and a potential haven against economic instability, especially during periods of financial volatility. She characterized Bitcoin as an insurance policy against unreliable regimes and poor fiscal and monetary policies.

伍德強調，比特幣（BTC）作為一種數位資產和抵禦經濟不穩定的潛在避風港日益凸顯，尤其是在金融波動時期。她將比特幣描述為針對不可靠政權以及糟糕的財政和貨幣政策的保險政策。

Wood's perspective is reinforced by the growing demand for spot Bitcoin ETFs in the United States, indicating a broadening acceptance and integration of this digital currency into the mainstream financial system. The ARK 21Shares Bitcoin ETF, launched on March 28th, recorded an unprecedented daily inflow of $243.5 million, reflecting the increasing interest and demand for Bitcoin at the institutional level.

美國對現貨比特幣 ETF 的需求不斷增長，這強化了伍德的觀點，這表明這種數位貨幣越來越被接受並融入主流金融體系。 3 月 28 日推出的 ARK 21Shares 比特幣 ETF 錄得前所未有的每日流入額 2.435 億美元，反映出機構層面對比特幣日益增長的興趣和需求。

Wood's unwavering optimism about Bitcoin's future is evident in her bold price target of $1.5 million. She envisions Bitcoin as a "financial superhighway," immune to counterparty risk and uniquely positioned as both a "risk on" and "risk off" asset.

Wood 對比特幣未來堅定不移的樂觀態度從她 150 萬美元的大膽目標價中可見一斑。她將比特幣視為一條“金融高速公路”，不受交易對手風險的影響，並且具有獨特的定位，即“風險承受”和“風險規避”資產。

Wood's confidence in Bitcoin's resilience and potential as a hedge against financial uncertainty is further illustrated by its performance during regional banking crises in the United States. She observed that "Bitcoin does not have counterparty risk," referring to the asset's rise in value during the banking turmoil in early 2023.

伍德對比特幣作為對沖金融不確定性的工具的彈性和潛力充滿信心，比特幣在美國地區銀行危機期間的表現進一步說明了這一點。她指出，“比特幣不存在交易對手風險”，指的是該資產在 2023 年初銀行業動盪期間升值。

In a September post, Wood explored the intersection of Bitcoin and artificial intelligence (AI), stating that "the convergence between Bitcoin and AI could transform the way companies organize, causing a collapse in costs and an explosion in productivity."

在9 月的一篇文章中，伍德探討了比特幣和人工智慧(AI) 的交叉點，指出「比特幣和人工智慧之間的融合可能會改變公司的組織方式，從而導致成本下降和生產力爆炸。”

In conclusion, Cathie Wood's analysis suggests that the surge in Bitcoin's value is largely driven by the global devaluation of currencies, leading to increased demand for Bitcoin as a digital asset and a potential safeguard against economic instability. Her optimistic outlook for Bitcoin's future, as well as the growing institutional adoption, further reinforces the significance of this cryptocurrency in the evolving financial landscape.

總而言之，Cathie Wood 的分析表明，比特幣價值的飆升很大程度上是由全球貨幣貶值推動的，導致對比特幣作為數位資產的需求增加，並成為抵禦經濟不穩定的潛在保障。她對比特幣未來的樂觀前景以及越來越多的機構採用，進一步強化了這種加密貨幣在不斷發展的金融格局中的重要性。