儘管近期遭遇挫折，SkyBridge 的斯卡拉穆奇仍堅定看好比特幣前景

儘管比特幣近期出現回調，但 SkyBridge Capital 的 Anthony Scaramucci 仍保持樂觀態度，將其韌性歸因於減半機制和投資快速成長等因素。斯卡拉穆奇認為，由於全球採用率有限，且比特幣作為數位價值儲存手段的作用有限，因此比特幣具有巨大的成長潛力，預計當前週期的潛在價格目標為 17 萬美元。他還強調了監管審查和法律挑戰對於加密貨幣市場成熟的重要性，並指出現貨比特幣 ETF 的延遲批准暴露了槓桿和欺詐行為，從而形成了一個更健康的生態系統。

SkyBridge's Scaramucci Remains Unwavering in Bitcoin's Bullish Outlook

SkyBridge 的斯卡拉穆奇對比特幣的看漲前景依然堅定不移

Despite Bitcoin's recent retreat from its record-breaking $74,000 peak, SkyBridge Capital's Anthony Scaramucci maintains an unwavering bullish stance on the cryptocurrency's future prospects. In an exclusive interview with CNBC, Scaramucci outlined his reasons for optimism, emphasizing the significant inflows into Bitcoin, its inherent value as a digital store of value, and the potential for exponential growth in the coming years.

儘管比特幣最近從創紀錄的 74,000 美元高峰迴落，但 SkyBridge Capital 的 Anthony Scaramucci 仍對加密貨幣的未來前景保持堅定的看漲立場。在接受 CNBC 獨家採訪時，斯卡拉穆奇概述了他樂觀的理由，強調比特幣的大量資金流入、其作為數位價值儲存的內在價值，以及未來幾年指數增長的潛力。

Scaramucci highlighted the influx of over $10 billion into Bitcoin in the first quarter of 2023, a rate that surpassed the growth of the gold ETF GLD (NYSE:GLD), which took a year to reach the same milestone. This rapid adoption, coupled with the launch of spot Bitcoin ETFs, has played a pivotal role in Bitcoin's recent resurgence, according to Scaramucci.

Scaramucci 強調，2023 年第一季度，比特幣流入比特幣的金額超過100 億美元，這一速度超過了黃金ETF GLD（NYSE：GLD）的增長，後者花了一年時間才達到同樣的里程碑。斯卡拉穆奇表示，這種快速採用，加上現貨比特幣 ETF 的推出，在比特幣最近的復甦中發揮了關鍵作用。

"The ETFs have undoubtedly contributed to Bitcoin's comeback," Scaramucci asserted. "When Wall Street gets a product like this, it acts as a selling machine, generating immense demand."

斯卡拉穆奇斷言：“ETF 無疑為比特幣的復甦做出了貢獻。” “當華爾街獲得這樣的產品時，它就像一台銷售機器，產生了巨大的需求。”

Scaramucci's unwavering belief in Bitcoin's long-term growth trajectory stems from several factors. One key factor is the cryptocurrency's halving mechanism, which reduces the number of new coins entering the system, creating scarcity and driving up the price. Scaramucci dismisses the notion that the effects of halving have been fully priced in, suggesting that Bitcoin's potential is far from exhausted.

斯卡拉穆奇對比特幣長期成長軌跡的堅定信念源自於多個因素。一個關鍵因素是加密貨幣的減半機制，它減少了進入系統的新硬幣的數量，從而造成稀缺性並推高價格。斯卡拉穆奇駁斥了減半的影響已被完全計入價格的觀點，這表明比特幣的潛力遠未耗盡。

"Bitcoin's global adoption rate stands at around 6%, comparable to the adoption rate of the internet in 1998," Scaramucci said. "This gives us a glimpse of the immense growth potential that lies ahead."

Scaramucci 表示：“比特幣的全球採用率約為 6%，與 1998 年互聯網的採用率相當。” “這讓我們看到了未來巨大的成長潛力。”

Scaramucci also discussed Bitcoin's role as a hedge against inflation and currency devaluation. While acknowledging that Bitcoin is unlikely to replace gold as a global standard, he views it as a significant digital store of value. Scaramucci believes that Bitcoin has the potential to reach half of gold's market valuation, representing a "six to eight, ten times move from here, but with significant volatility."

斯卡拉穆奇也討論了比特幣作為對沖通貨膨脹和貨幣貶值的作用。雖然他承認比特幣不太可能取代黃金成為全球標準，但他將其視為一種重要的數位價值儲存手段。斯卡拉穆奇認為，比特幣有潛力達到黃金市場估值的一半，相當於「從這裡上漲六到八倍、十倍，但波動性很大」。

Addressing the inherent volatility and cyclicality of Bitcoin, Scaramucci set a conservative target of $170,000 for the current cycle. However, he emphasized the market's speculative nature and the impact of waves of adoption and demand on Bitcoin's price trajectory.

針對比特幣固有的波動性和週期性，斯卡拉穆奇為本週期設定了 17 萬美元的保守目標。然而，他強調了市場的投機性質以及採用和需求浪潮對比特幣價格軌蹟的影響。

In the broader context of the cryptocurrency market, Scaramucci acknowledged investments in other cryptocurrencies such as Solana and Avalanche, but emphasized Bitcoin's role as the leading asset in the space. "Bitcoin is the big Kahuna," Scaramucci declared.

在更廣泛的加密貨幣市場背景下，斯卡拉穆奇承認對 Solana 和 Avalanche 等其他加密貨幣的投資，但強調了比特幣作為該領域領先資產的作用。 「比特幣是最大的魔王，」斯卡拉穆奇宣稱。

He also addressed the recent sentencing of FTX founder Sam Bankman-Fried, expressing disappointment and emphasizing the negative impact the saga had on the industry. "I felt bad for the kid," Scaramucci said. "He hurt my business, he hurt my reputation, and he hurt a lot of people. But clinically, he seems like a very damaged guy who will likely spend a significant portion of his future in prison."

他還談到了 FTX 創始人 Sam Bankman-Fried 最近的判決，表達了失望之情，並強調了這一事件對行業造成的負面影響。 「我為這個孩子感到難過，」斯卡拉穆奇說。 「他傷害了我的生意，傷害了我的名譽，還傷害了很多人。但從臨床角度來看，他似乎是一個受到嚴重傷害的人，未來的很大一部分時間可能會在監獄裡度過。”

Despite the setbacks, SkyBridge remains committed to the crypto space, viewing regulatory scrutiny and legal challenges as necessary steps towards a more mature and stable market. "The U.S. dollar has lost about 22% of its value since January of 2020, while Bitcoin has gone up 8 to 1," Scaramucci noted. "If you've owned Bitcoin over a rolling four-year period, you've actually done well."

儘管遭遇挫折，SkyBridge 仍然致力於加密貨幣領域，將監管審查和法律挑戰視為邁向更成熟和穩定的市場的必要步驟。 「自 2020 年 1 月以來，美元貶值約 22%，而比特幣則上漲了 8 比 1，」Scaramucci 指出。 “如果你在四年內持有比特幣，那麼你實際上做得很好。”

Scaramucci credited the delayed approval of spot Bitcoin ETFs with exposing leverage and fraud in the system, ultimately leading to a healthier ecosystem for cryptocurrencies. "Gary Gensler did the whole industry a favor by delaying the spot ETF approval," Scaramucci said. "It uncovered the risks and led to a more robust ecosystem."

斯卡拉穆奇認為，比特幣現貨 ETF 的延遲批准暴露了系統中的槓桿和欺詐行為，最終為加密貨幣帶來了更健康的生態系統。斯卡拉穆奇表示：“加里·詹斯勒推遲了現貨 ETF 的批准，為整個行業帶來了好處。” “它揭示了風險並帶來了更強大的生態系統。”

Scaramucci concluded by reiterating his firm's confidence in Bitcoin's long-term potential as a hedge against inflation, a store of value, and a major force in the global financial landscape.

斯卡拉穆奇最後重申，他的公司對比特幣作為通膨對沖工具、價值儲存手段和全球金融格局主要力量的長期潛力充滿信心。