DeFi Technologies 比特幣投資者日探討加密貨幣的變革力量

DeFi Technologies 子公司 Reflexivity Research 在紐約舉辦首屆比特幣投資者日活動，匯集產業領袖，共同探討比特幣的變革潛力。 ARK Invest 執行長Cathie Wood 強調了比特幣在全球經濟不確定性中作為「金融高速公路」的作用，並重申了她的看漲前景，在ARK Invest 的研究和發展中市場的新興採用的支持下，到2030 年潛在價格目標為150 萬美元。

DeFi Technologies Hosts Inaugural Bitcoin Investor Day, Exploring the Transformative Power of Crypto

DeFi Technologies 舉辦首屆比特幣投資者日活動，探索加密貨幣的變革力量

On March 22, 2024, Reflexivity Research, a subsidiary of DeFi Technologies, convened its inaugural Bitcoin Investor Day in the heart of New York City. This landmark event sought to foster dialogue and bridge the divide between traditional finance and the burgeoning world of Bitcoin.

2024 年 3 月 22 日，DeFi Technologies 子公司 Reflexivity Research 在紐約市中心舉辦了第一屆比特幣投資者日活動。這項具有里程碑意義的活動旨在促進對話並彌合傳統金融與新興的比特幣世界之間的鴻溝。

Moderated by industry veteran Anthony Pompliano, co-founder of Reflexivity, the discussions featured a stellar lineup of thought leaders, including ARK Invest CEO and CIO Cathie Wood, SkyBridge Capital founder Anthony Scaramucci, and Galaxy Digital CEO Mike Novogratz. These luminaries delved into Bitcoin's evolving significance in both individual and institutional investment strategies.

討論由業界資深人士、Reflexivity 聯合創始人 Anthony Pompliano 主持，討論由眾多思想領袖組成，其中包括 ARK Invest 首席執行官兼首席資訊長 Cathie Wood、SkyBridge Capital 創始人 Anthony Scaramucci 和 Galaxy Digital 首席執行官 Mike Novogratz。這些傑出人物深入研究了比特幣在個人和機構投資策略中不斷變化的重要性。

Cathie Wood's Vision: Bitcoin as a "Financial Super Highway"

Cathie Wood 的願景：比特幣作為“金融高速公路”

During a captivating fireside chat, Wood shared her insightful perspective on Bitcoin, describing it as a "financial super highway" that has the potential to revolutionize global markets. Notably, ARK Invest, under Wood's leadership, launched the ARKB, a spot bitcoin exchange-traded fund (ETF), in the United States on January 11.

在一次引人入勝的爐邊對話中，伍德分享了她對比特幣的深刻見解，將其描述為一條“金融高速公路”，有可能徹底改變全球市場。值得注意的是，ARK Invest 在 Wood 的領導下於 1 月 11 日在美國推出了現貨比特幣交易所交易基金 (ETF) ARKB。

Wood emphasized the current macroeconomic landscape, highlighting the impact of the U.S. Federal Reserve's interest rate hikes on global markets. She drew attention to the particularly pronounced effects in countries like Nigeria, where Bitcoin adoption has surged as a response to currency depreciation. This scenario, Wood argued, underscores Bitcoin's dual role as both a hedge against risk and an investment opportunity.

伍德強調了當前的宏觀經濟形勢，強調了聯準會升息對全球市場的影響。她提請注意尼日利亞等國家的影響尤其明顯，為了因應貨幣貶值，比特幣的採用率激增。伍德認為，這種情況強調了比特幣作為風險對沖和投資機會的雙重作用。

The conversation expanded to the broader implications of Bitcoin adoption worldwide, particularly in emerging markets where traditional financial systems face challenges. While Wood refrained from providing a new price target for Bitcoin, she recalled her previous prediction of a $1.5 million price point, hinting at a bullish outlook for the cryptocurrency's future.

對話擴展到了比特幣在全球範圍內採用的更廣泛影響，特別是在傳統金融體系面臨挑戰的新興市場。雖然伍德沒有為比特幣提供新的價格目標，但她回顧了先前對 150 萬美元價格點的預測，暗示了加密貨幣未來的看漲前景。

Bitcoin's Long-Term Potential: A Multi-Million Dollar Asset

比特幣的長期潛力：價值數百萬美元的資產

Earlier in January, Wood had elaborated on Bitcoin's prospects in an interview with CNBC's Andrew Ross Sorkin. Reiterating ARK Invest's optimistic stance, she cited their "Big Ideas" report, which outlined the key factors behind their Bitcoin valuation forecast. The report projected that Bitcoin could potentially reach approximately $600,000. Notably, Wood indicated that their more optimistic scenario, now more probable given the U.S. SEC's approval of several spot Bitcoin ETFs, envisions Bitcoin hitting $1.5 million by 2030.

一月初，伍德在接受 CNBC 安德魯·羅斯·索爾金採訪時詳細闡述了比特幣的前景。她重申了 ARK Invest 的樂觀立場，並引用了他們的「大創意」報告，該報告概述了他們的比特幣估值預測背後的關鍵因素。該報告預計比特幣可能達到約 60 萬美元。值得注意的是，伍德表示，鑑於美國 SEC 批准了多個現貨比特幣 ETF，他們更樂觀的設想是到 2030 年比特幣價格將達到 150 萬美元。

Wood emphasized the historical significance of Bitcoin as the world's first global, decentralized, digital, and rule-based monetary system. She conveyed that Bitcoin heralds a paradigm shift in the global financial landscape.

伍德強調了比特幣作為世界上第一個全球性、去中心化、數位化和基於規則的貨幣體系的歷史意義。她表示，比特幣預示著全球金融格局的典範轉移。

From Asset to Currency: Bitcoin's Evolutionary Path

從資產到貨幣：比特幣的進化之路

When questioned if Bitcoin must transition from an asset to a recognized currency to achieve these projected valuations, Wood affirmed such a transformation. She referred to ARK's inaugural analysis of Bitcoin in 2015, which examined Bitcoin's potential to fulfill the classic functions of money: a store of value, a medium of exchange, and a unit of account. Wood's analysis concluded that Bitcoin possesses the requisite characteristics to perform these roles effectively.

當被問及比特幣是否必須從一種資產轉變為一種公認的貨幣才能實現這些預期估值時，伍德肯定了這種轉變。她提到了 ARK 在 2015 年對比特幣的首次分析，該分析研究了比特幣實現貨幣經典功能的潛力：價值儲存、交換媒介和記帳單位。伍德的分析得出的結論是，比特幣擁有有效發揮這些作用的必要特徵。

The Symbiosis of Artificial Intelligence and Bitcoin

人工智慧與比特幣的共生

Wood also touched on the intersection of artificial intelligence (AI) and Bitcoin, citing a "Bitcoin Brainstorm" session held in collaboration with Bitcoin Park in Nashville. This discussion explored the transformative impact that the fusion of AI and Bitcoin could have on the labor market, particularly in the burgeoning gig economy in regions like Africa.

伍德也談到了人工智慧（AI）和比特幣的交叉點，並引用了與納許維爾比特幣公園合作舉辦的「比特幣腦力激盪」會議。這次討論探討了人工智慧和比特幣的融合可能對勞動市場產生的變革性影響，特別是在非洲等地區蓬勃發展的零工經濟中。

Conclusion

結論

The Bitcoin Investor Day hosted by DeFi Technologies' Reflexivity Research provided a platform for renowned industry experts to exchange insights and perspectives on the transformative power of Bitcoin. Cathie Wood's visionary views, combined with the contributions of other thought leaders, offered a comprehensive exploration of Bitcoin's potential in shaping the future of finance and global economic systems. As Bitcoin continues to evolve, its implications for both individuals and institutions will undoubtedly remain a topic of captivating discussion and ongoing research.

由 DeFi Technologies 的 Reflexivity Research 主辦的比特幣投資者日為知名行業專家提供了一個平台，就比特幣的變革力量交流見解和觀點。 Cathie Wood 的富有遠見的觀點與其他思想領袖的貢獻相結合，對比特幣在塑造金融和全球經濟體系的未來方面的潛力進行了全面的探索。隨著比特幣的不斷發展，它對個人和機構的影響無疑將仍然是一個引人入勝的討論和持續研究的話題。