貝萊德的大膽預測：比特幣會以$ 87K的價格作為終極衰退對沖嗎？

據貝萊德（Blackrock）稱，對比特幣的機構興趣將在低迷期間增加，改變其在投資組合中的地位，並成為衰退的對沖。

A senior executive at BlackRock (NYSE:BLK) has highlighted how institutional interest in Bitcoin will likely increase during periods of downturn, pivoting its place in investment bodies and making it a hedge for a recession.

BlackRock（NYSE：BLK）的高級主管強調，在低迷時期內，對比特幣的機構興趣可能會增加，從而使其在投資機構中的地位旋轉並使其成為經濟衰退的對沖。

As financial concerns loom, investors are turning to alternative assets to safeguard their portfolios. Bitcoin, often termed “digital gold,” is being recognized as an asset class capable of withstanding economic downturn pressures.

隨著財務問題的迫在眉睫，投資者正在轉向替代資產來保護其投資組合。通常被稱為“數字黃金”的比特幣被認為是能夠承受經濟低迷壓力的資產類別。

Recently, BlackRock’s head of digital assets, Robbie Mitchnick, touched upon this integration of Bitcoin in an interview with Blockhash. A major driver for Bitcoin could be the recession as it would spur more institutional interest in the cryptocurrency. This viewpoint diverges from the typical perception of Bitcoin as a high-risk asset, presenting it instead as a valuable store of value during financial turmoil.

最近，貝萊德（BlackRock）的數字資產負責人羅比·米奇尼克（Robbie Mitchnick）在與Blockhash的採訪中談到了比特幣的整合。比特幣的主要駕駛員可能是經濟衰退，因為它將刺激加密貨幣的機構興趣。這種觀點與對比特幣作為高風險資產的典型看法不同，而是將其作為金融動盪期間的價值存儲。

Highlighting the changing narrative, Mitchnick pointed out, “There’s a narrative that says Bitcoin is a speculative asset, and institutions are quickly rotating into it in a way that is cutting into returns for equity investors. I think that narrative is largely false. Bitcoin has been a recognized asset class by institutions for a few years now.”

米奇尼克（Mitchnick）指出，強調敘事不斷變化的敘事指出：“有一種敘事說，比特幣是投機性的資產，機構正在以一種正在削減股票投資者的回報的方式迅速旋轉到其中。我認為敘述很大程度上是虛假的。幾年來，機構​​已經認可了比特幣。”

Usually, assets like gold serve as a haven during periods of financial crisis. However, Bitcoin’s decentralized nature and fixed supply provide unique qualities that attract those seeking alternatives in times of macroeconomic instability.

通常，在金融危機期間，黃金等資產作為避風港。但是，比特幣的分散性質和固定供應提供了獨特的品質，可以在宏觀經濟不穩定時吸引那些尋求替代方案的人。

During such recessionary conditions—characterized by high government spending and low interest rates—Bitcoin could flourish as people search for assets uncorrelated with traditional markets, making it the best hedge for a recession.

在這種經濟衰退的條件下，由於人們尋找與傳統市場不相關的​​資產，因此，Bitcoin可能會蓬勃發展，這使其成為經濟衰退的最佳對沖。

This perspective is further supported by the increasing institutional adoption and major asset managers like BlackRock recognizing Bitcoin’s role in diversifying investments and mitigating risks associated with economic downturns.

這一觀點得到了進一步的支持，包括越來越多的機構採用率和像貝萊德（Blackrock）這樣的主要資產經理認識到比特幣在多樣化投資和減輕與經濟低迷相關的風險中的作用。

The world’s largest asset manager, BlackRock, has been actively seeking opportunities within the digital asset sector. The firm’s strategic positioning reflects a broader shift among institutional investors who are now including cryptocurrencies in their investment plans.

全球最大的資產經理貝萊德（Blackrock）一直在積極尋求數字資產領域的機會。該公司的戰略定位反映了現在在其投資計劃中包括加密貨幣的機構投資者之間的更大轉變。

Mitchnick’s optimistic outlook on Bitcoin’s possibilities during a recession aligns with BlackRock’s efforts to integrate digital assets into their portfolio offerings. This institutional approval not only legitimizes Bitcoin but also signals a transformation in the investment approach as conventional financial institutions acknowledge the value proposition of cryptocurrencies in hedging against economic risks.

米奇尼克（Mitchnick）在經濟衰退期間對比特幣的可能性的樂觀前景與貝萊德（Blackrock）努力將數字資產集成到其投資組合產品中的努力保持一致。該機構的批准不僅使比特幣合法化，而且標誌著投資方法的轉變，因為常規金融機構在對沖經濟風險中承認加密貨幣的價值主張。