BitGo 執行長 Mike Belshe 預測，支持加密貨幣的政府的影響將在 2025 年繼續顯現

Belshe 表示，他預計 2024 年刺激加密資產的順風可能會持續到 2025 年。

BitGo CEO Mike Belshe is anticipating the tailwinds spurring crypto assets in 2024 will likely continue into 2025.

BitGo 執行長 Mike Belshe 預計 2024 年刺激加密資產的順風可能會持續到 2025 年。

In a new CNBC interview, Belshe says that despite the crypto industry already being bullish on the new pro-crypto administration arriving in Washington D.C., it’s possible that the new regulatory environment hasn’t been completely priced in yet.

Belshe 在接受 CNBC 採訪時表示，儘管加密產業已經看好華盛頓特區新的支持加密貨幣的政府，但新的監管環境可能尚未完全消化。

“I think the regulatory is somewhat priced in but in general we’ve seen that these news events don’t always price in until they’re actually here.

「我認為監管在某種程度上已經反映在價格中，但總的來說，我們看到這些新聞事件在實際發生之前並不總是反映在價格中。

So look, we have a new administration coming in, things look very promising, people are very excited, they’re very bullish. But it’s not here yet.

所以看，我們有一個新政府上任，事情看起來非常有希望，人們非常興奮，他們非常樂觀。但它還沒有到來。

So actually I think we’re going to continue to see the effects of that all through 2025.

所以實際上我認為我們將在 2025 年繼續看到其影響。

Remember that for the last two and a half years, we’ve had not just a regulatory environment that didn’t want to help you, we had a regulatory environment that was actively trying to kill you. So all of a sudden with that changing in the opposite direction, we’re going to continue to see good gains next year.”

請記住，在過去的兩年半中，我們的監管環境不僅不想幫助您，而且還積極試圖殺死您。因此，突然之間，情況發生了相反的變化，明年我們將繼續看到良好的收益。

When asked about whether we will see more companies add Bitcoin (BTC) to their corporate treasuries, Belshe says “It’s absolutely going to happen.”

當被問及我們是否會看到更多公司將比特幣（BTC）添加到其公司金庫時，貝爾什說：“這絕對會發生。”

According to the CEO, the biggest companies simply have too much cash lying around that is predictably getting debased by the increase in monetary supply – making BTC allocation a viable strategy.

這位執行長表示，最大的公司只是擁有太多現金，可以預見的是，這些現金會因貨幣供應量的增加而貶值，這使得比特幣配置成為可行的策略。

“We’re talking with multiple clients right now about doing that. It’s been a conversation for the last couple of years but frankly, the regulatory changes make it a lot easier. Having ETFs available makes it a lot easier.

「我們現在正在與多個客戶討論這樣做。這是過去幾年的討論，但坦白說，監管的變化讓這變得容易多了。擁有 ETF 會讓事情變得容易得多。

People don’t remember exactly how much balance sheet cash some of the top seven companies have. It’s hundreds of billions of dollars. So having some access to Bitcoin into that portfolio into that treasury management just makes sense.

人們不記得七大公司的資產負債表上到底有多少現金。這是數千億美元。因此，將比特幣納入該投資組合併進行財務管理是有意義的。

And remember it’s a hedge against whether the US can curtail inflation. And while we’re optimistic about what’s going to happen with the new administration over the next few years, America has not had a track record at all of being able to curtail spending. So if we’re going to continue to see monetary supply go up, Bitcoin is the perfect hedge against that.”

請記住，這是對美國能否遏制通膨的對沖。儘管我們對新政府未來幾年的發展持樂觀態度，但美國在削減支出方面根本沒有記錄。因此，如果我們要繼續看到貨幣供應量增加，比特幣就是完美的對沖工具。

At time of writing, Bitcoin is trading for $94,912.

截至撰寫本文時，比特幣交易價格為 94,912 美元。