Pantera Capital 執行長 Dan Morehead 表示比特幣 (BTC) 基金最近實現了 1000 倍回報的“瘋狂里程碑”

Pantera Capital 執行長 Dan Morehead 在其最新的區塊鏈信件中表示，Pantera 比特幣基金「最近實現了一個瘋狂的里程碑——1,000 倍」。

Digital assets investment firm Pantera Capital is celebrating a massive four-figure return on its Bitcoin (BTC) fund, which was launched in 2013.

數位資產投資公司 Pantera Capital 正在慶祝其 2013 年推出的比特幣 (BTC) 基金獲得四位數的巨額回報。

In the latest Blockchain Letter, Pantera Capital CEO Dan Morehead reveals that the Pantera Bitcoin Fund “recently hit an insane milestone – 1,000x.”

在最新的區塊鏈信件中，Pantera Capital 執行長 Dan Morehead 透露，Pantera 比特幣基金「最近達到了一個瘋狂的里程碑——1,000 倍」。

“The post-election surge has taken the fund a further 30% higher. The Fund’s lifetime return is now 131,165% net of fees and expenses.”

「選舉後的飆升使該基金進一步上漲了 30%。扣除費用和支出後，該基金的終生回報率目前為 131,165%。

Morehead also believes that Bitcoin is set to surge to an astronomical value through greater adoption, which he partly attributes to the election of pro-crypto Donald Trump as US president.

莫爾黑德也認為，透過更廣泛的採用，比特幣的價值將飆升至天文數字，他將這部分歸因於支持加密貨幣的唐納德·川普當選美國總統。

He points out that only about 5% of the world’s wealth has currently taken a position in Bitcoin.

他指出，目前全球只有約5%的財富持有比特幣。

“The catalyst for the change – from 5% [of financial wealth] in 2024 to a much higher number – just happened: regulatory clarity in the United States. Massive institutional managers like BlackRock, Fidelity, and others are now offering incredibly cheap, efficient access to anyone with a brokerage account. This new ease of access will finally allow tens of millions of investors and individuals to get exposure to this important new asset class.

「這項變革的催化劑 — — 從 2024 年 [金融財富] 的 5% 到更高的數字 — — 剛剛發生：美國監管的明確性。貝萊德（BlackRock）、富達（Fidelity）等大型機構管理公司現在為任何擁有經紀帳戶的人提供極其便宜、高效的服務。這種新的便利性最終將使數千萬投資者和個人能夠接觸到這個重要的新資產類別。

We believe the broader industry will benefit greatly from the first pro-blockchain US president in office. In our view, blockchain’s success is in the best interest of the nation and we believe everyone in Congress will eventually adopt a neutral or pro-blockchain stance – it’s beginning to happen. Blockchain’s 15-year regulatory headwinds are now turning into tailwinds.”

我們相信，更廣泛的行業將從第一位支持區塊鏈的美國總統中受益匪淺。在我們看來，區塊鏈的成功符合國家的最大利益，我們相信國會中的每個人最終都會採取中立或支持區塊鏈的立場——這已經開始發生。區塊鏈 15 年的監管逆風現在正在變成順風。

According to Morehead, the greater adoption could send Bitcoin soaring more than 687% from its current value.

Morehead 表示，更廣泛的採用可能會讓比特幣從當前價值飆升 687% 以上。

“That’s still exactly how I feel. We’re still early. 95% of financial wealth has not addressed blockchain. They are just beginning this massive transformation now. When they do, Bitcoin might be at something like $740,000 per BTC.”

「這仍然是我的感受。我們還早。 95% 的金融財富並未涉及區塊鏈。他們現在才剛開始這場巨大的轉變。當他們這樣做時，比特幣的價格可能會達到每枚 74 萬美元。

In a recent interview on CNBC’s Squawk Box, Morehead says that the current level of adoption has led him to stop telling people that Bitcoin has a chance of going to $0.

在最近接受 CNBC Squawk Box 採訪時，莫爾黑德表示，目前的採用水準使他不再告訴人們比特幣有機會跌至 0 美元。

“I used to tell people it could definitely go to zero to try and be conservative. I don’t think it’s possible now. Fifty million people in the US own it, 300 million people globally. BlackRock and Fidelity are selling it. It really has reached escape velocity.”

「我曾經告訴人們，如果要嘗試保守一點，絕對可以降到零。我認為現在不可能。美國有 5000 萬人擁有它，全球有 3 億人。貝萊德和富達正在出售它。它確實已經達到了逃逸速度。

At the time of writing, Bitcoin is trading at $93,931, up over 152% on the year.

截至撰寫本文時，比特幣交易價格為 93,931 美元，年比上漲超過 152%。