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在巴西的加密貨幣會議上,資產管理公司貝萊德闡述了比特幣如何為長期投資組合提供巨大優勢。
During a conference on digital resources, in Brazil, asset manager BlackRock praised cryptocurrency Bitcoin and its potential against inflation for personal portfolios.
在巴西舉行的數位資源會議上,資產管理公司貝萊德讚揚了加密貨幣比特幣及其對抗個人投資組合通膨的潛力。
The well-known asset manager highlighted the characteristics of the currency, explaining how it can prove to be an excellent hedge against inflation.
這位著名的資產管理公司強調了該貨幣的特徵,解釋了它如何被證明是一種出色的通膨對沖工具。
According to BlackRock, gold and bonds are less efficient than cryptocurrency in the long term.
貝萊德表示,從長遠來看,黃金和債券的效率低於加密貨幣。
Let's see all the details below.
讓我們看看下面的所有細節。
Crypto and BlackRock: the manager sees the potential of Bitcoin for an anti-inflation portfolio
加密貨幣和貝萊德:經理人看到了比特幣抗通膨投資組合的潛力
At a crypto conference in Brazil, asset manager BlackRock stated how Bitcoin can offer great advantages for long-term investment portfolios.
在巴西的加密貨幣會議上,資產管理公司貝萊德闡述了比特幣如何為長期投資組合提供巨大優勢。
According to Jay Jacobs, head of thematic and active ETFs of the company, the cryptocurrency has now achieved prestige and institutional legitimacy on a global level.
該公司主題和主動 ETF 主管傑伊·雅各布斯 (Jay Jacobs) 表示,加密貨幣現在已在全球範圍內獲得了威望和機構合法性。
Its continuous appreciation over the years has allowed financial analysts to consider the asset as a profitable hedge against inflation and economic crises.
多年來,其持續升值使金融分析師將其視為對抗通膨和經濟危機的有利可圖的對沖工具。
Despite suffering from high volatility of prices, Bitcoin records such positive performances in the long term that it is elected as the best asset of the decade for investment portfolios.
儘管價格波動較大,但從長遠來看,比特幣仍表現出色,被選為十年來投資組合的最佳資產。
Jacobs, from BlackRock, has invested in the idea that crypto offers protection against the ongoing decline in the purchasing power of the US dollar.
來自貝萊德 (BlackRock) 的雅各布斯 (Jacobs) 投資的理念是,加密貨幣可以提供保護,防止美元購買力持續下降。
From 1913 to today, the FIAT currency has indeed lost much of its exchange value with other goods and services. In particular, since the monetary system of the Federal Reserve was introduced, the dollar has lost 97% of its purchasing power.
從 1913 年到今天,法定貨幣確實失去了與其他商品和服務的大部分交換價值。特別是自從聯準會貨幣體系推出以來,美元已經失去了97%的購買力。
Precisely for this reason, BlackRock recommends an exposure of 1% to 3% in Bitcoin or in companies that reflect its growth for investment portfolios.
正是出於這個原因,貝萊德建議投資組合中比特幣或反映其成長的公司的投資比例為 1% 至 3%。
The same representative of BlackRock then went on to publicly praise blockchain technology as one of the most disruptive digital tools of recent years.
貝萊德的同一位代表隨後公開稱讚區塊鏈技術是近年來最具顛覆性的數位工具之一。
“This is one of the fastest-growing technologies we have seen in recent years. If we are consuming things online, such as playing video games and purchasing digital content, then it makes sense to have digitally native assets to conduct such transactions.”
“這是我們近年來看到的增長最快的技術之一。如果我們在網路上消費東西,例如玩視頻遊戲和購買數位內容,那麼擁有數位原生資產來進行此類交易是有意義的。
Gold, Bonds, and Bitcoin: which asset to add to the portfolio as a safe haven and hedge against inflation?
黃金、債券和比特幣:將哪種資產添加到投資組合中作為避風港和對沖通膨?
Analyst Jacobs, from BlackRock, in praising Bitcoin, compared the crypto with other typical inflation hedge assets for investment portfolios.
貝萊德分析師雅各布斯在讚揚比特幣時,將加密貨幣與投資組合中其他典型的通膨對沖資產進行了比較。
In one slide, in fact, he compared some of the characteristics of Treasury U.S and Gold, highlighting how Bitcoin is positioning itself within the so-called “global monetary alternative”.
事實上,在一張幻燈片中,他比較了美國財政部和黃金的一些特徵,強調了比特幣如何在所謂的「全球貨幣替代品」中定位自己。
More closely, the head of BlackRock ETFs highlighted how bonds suffer from infinite supply and centralized governance, although they can combat the weight of inflation in the long term. These guarantee a constant cash flow in the face of low volatility and a generally low trading cost.
更接近的是,貝萊德 ETF 負責人強調了債券如何受到無限供應和集中治理的影響,儘管它們可以長期對抗通貨膨脹的壓力。這些保證了在低波動性和普遍較低的交易成本的情況下持續的現金流。
Gold represents a less “secure” alternative compared to Treasuries, with a semi-fixed supply and a promising history. The main drawback of including gold in investment portfolios is the very high management and storage costs.
與國債相比,黃金是一種不太「安全」的替代品,其供應量半固定,歷史前景光明。將黃金納入投資組合的主要缺點是管理和儲存成本非常高。
Bitcoin, on the other hand, offers numerous advantages such as a fixed supply, a decentralized governance and virtually zero storage and exchange costs.
另一方面,比特幣具有許多優勢,例如固定供應、去中心化治理以及幾乎為零的儲存和交易成本。
The crypto suffers, however, from high volatility and a limited track record, which do not offer assurances to those who decide to include it in their portfolio.
然而,加密貨幣波動性高且記錄有限,這並不能為那些決定將其納入投資組合的人提供保證。
In all this, the market cap of Bitcoin is definitely lower compared to the other two assets, with 1.3 trillion dollars against the 14 trillion of Gold and the 25 trillion of U.S. Treasuries.
綜上所述,與其他兩種資產相比,比特幣的市值絕對較低,比特幣的市值為 1.3 兆美元,而黃金為 14 兆美元,美國國債為 25 兆美元。
This means that on one hand, investing in Bitcoin presents less security compared to traditional hedging investments, but at the same time offers greater opportunities for appreciation.
這意味著,一方面,與傳統的對沖投資相比,投資比特幣的安全性較低,但同時提供了更大的升值機會。
Obviously, in investment portfolios, as BlackRock reminds us, there is also room for a mixed allocation of the 3 different products.
顯然,正如貝萊德提醒我們的那樣,在投資組合中,這三種不同產品也有混合配置的空間。
Bitcoin does not necessarily represent a better choice compared to the other two, especially if one does not operate on large time frames.
與其他兩者相比,比特幣並不一定是更好的選擇,特別是如果其中一種不在較長的時間範圍內運行的話。
What Jacobs, from BlackRock, focuses on is the fact that the crypto is gradually securing a position of prestige among analysts, offering more and more assurances to the investor.
來自貝萊德的雅各布斯關注的是,加密貨幣逐漸在分析師中贏得威望,為投資者提供越來越多的保證。
The guarantees in this sense are given by the charts and the excellent performance of the asset as the years go by.
從這個意義上說,這些保證是由圖表和資產隨著時間的推移而表現出色的表現給出的。
The crypto ETFs of BlackRock
貝萊德的加密貨幣 ETF
BlackRock offers its clients the opportunity to gain exposure to Bitcoin through spot ETFs crypto, replicating the performance of the asset without the client holding the underlying in their portfolio.
貝萊德為客戶提供透過現貨 ETF 加密貨幣獲得比特幣曝險的機會,無需客戶在其投資組合中持有標的資產即可複製該資產的表現。
This tool, launched in January 2024 and known as IBIT, has opened the doors to large institutional investments expanding the notoriety of the crypto.
該工具於 2024 年 1 月推出,被稱為 IBIT,為大型機構投資打開了大門,擴大了加密貨幣的知名度。
Many large funds prefer to bet on Bitcoin through a regulated product, without having to download a crypto wallet and without going through gray legislative areas.
許多大型基金更願意透過受監管的產品押注比特幣,而無需下載加密錢包,也無需經過灰色立法領域。
In less than a year, IBIT has attracted as much as 22.56 billion dollars in “Net Assets”, reaching to encompass 1.89% of the Bitcoin supply.
不到一年的時間,IBIT 吸引了高達 225.6 億美元的“淨資產”,佔比特幣供應量的 1.89%。
Its graphical performance obviously reflects the trend of the underlying, and shows an increase of about +35% since their launch.
其圖形表現明顯反映了底層趨勢,自推出以來增長了約+35%。
Overall, all spot Bitcoin ETFs (
總體而言,所有現貨比特幣 ETF(
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