Cathie Wood在2030

在接受彭博社的全新採訪中，方舟投資管理創始人兼首席執行官凱西·伍德（Cathie Wood）再次重申了她雄心勃勃的比特幣價格目標

In a fresh interview with Bloomberg, ARK Investment Management Founder and CEO Cathie Wood returned to her famous price target for Bitcoin (BTC), predicting it could soar to $1.5 million per coin by the year 2030. Despite the recent market volatility and a pronounced “risk-off” environment, Wood remains steadfast in her conviction that the leading cryptocurrency will continue its long-term upward trajectory.

ARK投資管理創始人兼首席執行官Cathie Wood在接受彭博社的全新採訪中恢復了她著名的比特幣目標目標（BTC），預測，到2030年，它可能會飆升至每枚硬幣150萬美元。儘管最近市場波動，儘管最近有一個明顯的“風險”環境，但伍德仍然堅定地信奉遺產的遺產將繼續前進，這仍然是遺產的上升範圍，這將繼續前進。

“Yes, it is our view,” responded Wood when asked whether she still expects Bitcoin to reach her stated price target. “I think right now we’re in a risk-off period generally. And if you’ve been watching Bitcoin, it’s almost been a leader in terms of risk on, risk off.”

“是的，這是我們的觀點。”當被問及她是否仍然希望比特幣達到她所陳述的目標目標時，伍德回答。 “我認為現在我們通常處於冒險期。如果您一直在看比特幣，那幾乎是風險，風險危險的領導者。”

According to Wood, on-chain analytics indicate that Bitcoin is currently “in the middle of a little bit more than halfway through a four-year cycle”—a reference to BTC’s historically repetitive 4-year cycle. She emphasized that “we think we’re still in a bull market” and expects “deregulation” in the United States to play a crucial role in encouraging more institutions to enter the asset class.

根據伍德的說法，鏈上的分析表明，比特幣目前“正處於四年周期的一半以上，這是對BTC歷史上重複性的4年周期的提法。她強調說，“我們認為我們仍處於牛市”，並期望美國“放鬆管制”在鼓勵更多機構進入資產類別方面發揮關鍵作用。

As institutional asset allocators "have to have a point of view on this new asset class," incorporating Bitcoin into portfolios will likely improve risk-adjusted returns, she added.

她補充說，由於機構資產分配者“必須對此新資產類有一個觀點”，因此將比特幣納入投資組合可能會提高風險調整後的收益。

Amid a broader market sell-off,suggesting a “rolling recession” scenario might already be unfolding as we speak. She cited rising concern over job security and an increasing savings rate as evidence: “We see the saving rate going up. We see the velocity of money coming down, and we do think we’ll see one or two negative quarters.”

在更廣泛的市場拋售之中，表明“滾動衰退”情況可能已經在我們講話時正在發展。她列舉了對工作保障的不斷增長，並越來越多的儲蓄率作為證據：“我們看到儲蓄率上升了。

Maintaining that such economic stress could compel the Federal Reserve to reverse course later this year, she stated: “We wouldn’t be surprised to see two or three cuts. […] We think inflation’s going to surprise on the low side of expectations.”

她堅持這樣的經濟壓力可能會迫使美聯儲在今年晚些時候扭轉過程：“我們認為兩到三個削減措施並不感到驚訝。

With gasoline prices, egg prices, and rents all displaying downward trends, Cathie Cathie names Federal Reserve to get ‘more degrees of freedom in the second half of this year’ to cut interest rates if needed as inflation may be cooling faster than many expect.

由於汽油價格，雞蛋價格和租金都顯示出下降趨勢，Cathie Cathie將美聯儲稱為“在今年下半年獲得更大的自由度”，以便在需要時降低利率，因為通貨膨脹可能比許多人預期的要快。

Turning to regulation, the ARK CEO sounded notably optimistic about the “easing regulatory environment” around cryptocurrency. Highlighting the US Securities and Exchange Commission’s (SEC) approach to meme coins, she noted that by “declaring these meme coins not securities”, the regulators have essentially said, “Buyer beware […] We think most of them are not going to be worth very much.

轉向監管，方舟首席執行官對加密貨幣的“緩和監管環境”聽起來顯得很樂觀。監管機構強調了美國證券交易委員會（SEC）對模因硬幣（SEC）的方法（SEC）方法，指出，“宣布這些模因硬幣不是證券”，監管機構實際上說：“買方要當心[…]我們認為大多數人都不會非常有價值。

“What we think will happen is […] there’s nothing like losing money for people to learn.”

“我們認為會發生的是[…]沒有什麼比賺錢供人們學習的。”

However, Wood underscored that Bitcoin, Ethereum, and Solana are core assets with “use cases […] multiplying” and likely to remain integral in the crypto ecosystem, in stark contrast to the “millions of meme coins” she believes will eventually lose their value.

然而，伍德強調了比特幣，以太坊和索拉納是具有“用例相乘”的核心資產，並且可能在加密生態系統中保持不可或缺，與她認為最終失去其價值的“數百萬模因硬幣”形成了鮮明對比。

The interviewer went on to ask about Cathie’s investment thesis for Robinhood and Coinbase, to which she replied that both companies are viewed by ARK as frontrunners in the battle for digital wallet dominance. Cathie went on to compare digital wallets to credit cards, suggesting “most of us don’t have very many credit cards”—and, by extension, most users will not hold more than a few digital wallets.

面試官接著詢問了凱茜（Cathie）的投資論文，以涉及羅比尼（Robinhood and Coinbase），她回答說，兩家公司都被方舟視為在爭取數字錢包統治之戰的領先者。 Cathie繼續將數字錢包與信用卡進行比較，這表明“我們大多數人沒有很多信用卡”，而且，總體而言，大多數用戶不會持有超過幾個數字錢包。

Additionally, she drew attention to the rise of tokenization, noting that BlackRock’s interest in tokenizing assets is a signal that large-scale players envision a “complicated […] new world” in capital formation. She also cited emerging markets as a key terrain where stablecoins and Bitcoin already serve as backstops to protect purchasing power from currency devaluation: “If you go to emerging markets […] they are using Bitcoin … but also stablecoins, which is effectively the dollar as backstops to their purchasing power and wealth.”

此外，她提請注意令牌化的興起，並指出貝萊德對代幣化資產的興趣表明，大型參與者設想了資本形成中“複雜的[...]新世界”。她還認為新興市場是一個關鍵的地形，在這裡，穩定幣和比特幣已經作為保護購買力免受貨幣貶值的後備力量：“如果您去新興市場[…]他們正在使用比特幣……但同時也是穩定的，但實際上，這實際上是對他們的購買力和財富的後盾。”

Despite the market jitters and short-term fluctuations, Cathie remains undeterred. As always, she's keeping an eye on the big picture. While reaffirming her high-profile bets on Tesla, Bitcoin, and disruptive technologies like artificial intelligence, she reiterated her overarching thesis: innovation and blockchain-based platforms will continue to drive deflationary forces and create new opportunities for growth. “We have been known for our Tesla call and our Bitcoin call. … I would add in AI platforms as a service company like Palantir.”

儘管市場有些不安和短期波動，但凱茜仍然沒有避免。與往常一樣，她一直在關注大局。在重申對特斯拉，比特幣和人工智能等破壞性技術上的備受矚目的賭注時，她重申了自己的概述：創新和基於區塊鏈的平台將繼續推動信賴力量並創造新的成長機會。 “我們以特斯拉的電話和比特幣的電話而聞名。……我將在像Palantir這樣的服務公司中添加AI平台。”

At press time, BTC traded at $83,322.

發稿時，BTC的交易價格為83,322美元。