Coinbase高管說，錯過了黃金集會的投資者可能會湧入比特幣（BTC）

一位頂級共同行政主管說，錯過了黃金大規模集會的投資者可能會開始湧入比特幣（BTC）。

Coinbase executives are warning that as investors begin to get interested in Bitcoin (BTC), they may begin to rotate out of their favorite asset classes.

Coinbase高管警告說，隨著投資者開始對比特幣（BTC）感興趣，他們可能會開始從自己喜歡的資產類別中旋轉。

In an interview on CNBC Squawk Box, John D’Agostino, Coinbase’s head of institutional strategy, says that investors are still focused on gold. However, he notes that several traders are now looking for a Bitcoin contribution to the portfolio as a final leg of the “de-dollarization” trade.

Coinbase機構戰略主管John D'Agostino在接受CNBC Squawk Box的採訪時說，投資者仍專注於黃金。但是，他指出，幾位交易者現在正在尋找對投資組合的比特幣貢獻，作為“債務”交易的最後一步。

“I spoke to a couple of traders who said if you believe these conditions, these de-dollarization conditions are going to persist, you’re looking at gold obviously first and foremost. But maybe you missed out on that trade. You’re looking at that rally and saying I missed the boat on that. So what other assets could participate in that market panic long-term inflation hedge?

“我與幾個交易員進行了交談，他們說，如果您相信這些條件，這些承銷的條件將持續存在，您顯然是在看黃金。但是，也許您錯過了這項交易。

When you do the work, there’s a very short list of assets that mirror the characteristics of gold. Bitcoin is on that short list. In addition to the four characteristics I mentioned [scarcity, immutability, non-sovereign asset, portability], it’s mining scarcity, it’s mining difficulty gets harder over time.”

當您完成工作時，會有很短的資產清單，可以反映出黃金的特徵。比特幣在該簡短列表中。除了我提到的四個特徵[稀缺，不變性，非主管資產，可移植性]之外，它的稀缺性，挖掘困難隨著時間的流逝而變得更加困難。 ”

He adds that investor analysis shows Bitcoin is a top-performing asset during market turmoil and inflationary conditions.

他補充說，投資者的分析表明，比特幣是市場動盪和通貨膨脹條件下的表現最佳的資產。

“I know a couple of the best commodity traders in the world, and five, six years ago they thought inflation was going to persist and be an issue. And there’s no perfect inflation hedge. We all know that. Because nothing’s perfect. So they created a basket. So they looked at hundreds of different assets and said what’s the best possible basket of commodities, real estate holdings, US Treasuries, what does that look like over the next 10 years to be the better inflation hedge just holding a single asset. In every single one of their analysis, Bitcoin was top five. So, again, nothing’s perfect, but as a basket for to protect against market panic and inflation hedge Bitcoin and gold go side-by-side.”

“我知道世界上最好的幾個最好的商品交易者，六年前，他們認為通貨膨脹將持續下去並成為一個問題。沒有完美的通貨膨脹對沖。我們都知道這一點。因為沒有什麼是完美的。因此，他們創造了一個籃子。因此，他們看著數百個不同的資產。資產。在他們的分析中，比特幣都是前五名。