伯克希尔哈撒韦公司的加密难题：Nubank 投资的利润与巴菲特对比特币的蔑视发生冲突

尽管沃伦·巴菲特一再批评比特币和加密货币，伯克希尔·哈撒韦公司对加密货币友好型巴西新银行 Nubank 的投资还是带来了大量未实现利润。伯克希尔哈撒韦公司在 Nubank 的股份在过去两年中增加了超过 10 亿美元，这表明了对加密货币的信心，并向社区发出了看涨信号。

Berkshire Hathaway's Contradictory Crypto Stance: Profits Galore from Nubank Investment Despite Buffett's Bitcoin Skepticism

伯克希尔哈撒韦公司矛盾的加密货币立场：尽管巴菲特对比特币持怀疑态度，但 Nubank 投资仍获利丰厚

Amidst Warren Buffett's unwavering disdain for Bitcoin and cryptocurrencies, his investment conglomerate, Berkshire Hathaway, has quietly amassed significant profits from its investment in Nubank, a cryptocurrency-friendly Brazilian neobank. This paradoxical situation has raised eyebrows and sparked questions about Buffett's true stance on digital assets.

在沃伦·巴菲特对比特币和加密货币坚定不移的蔑视中，他的投资集团伯克希尔·哈撒韦公司却悄悄地从对加密货币友好的巴西新银行 Nubank 的投资中积累了巨额利润。这种矛盾的情况引起了人们的关注，并引发了人们对巴菲特对数字资产的真实立场的质疑。

Nubank's Stellar Performance and Berkshire Hathaway's Investment

Nubank 的出色表现和伯克希尔哈撒韦公司的投资

Despite Buffett's well-publicized criticism of Bitcoin, Berkshire Hathaway committed $500 million to Nubank in 2021, followed by an additional $250 million. This investment, representing approximately 0.1015% of Berkshire Hathaway's market capitalization at the time, has proven to be highly lucrative.

尽管巴菲特对比特币的批评广为人知，但伯克希尔·哈撒韦公司仍承诺在 2021 年向 Nubank 提供 5 亿美元，随后又追加了 2.5 亿美元。这项投资约占伯克希尔哈撒韦当时市值的 0.1015%，已被证明利润丰厚。

In 2022 alone, Nubank's shares surged by an impressive 106%, propelling Berkshire Hathaway's stake in the company to a value exceeding $1 billion. The Nebraska-based conglomerate's unrealized profits from this investment soared to around $250 million.

仅在 2022 年，Nubank 的股价就飙升了 106%，令伯克希尔哈撒韦公司持有的该公司股份价值超过 10 亿美元。这家总部位于内布拉斯加州的企业集团从这项投资中获得的未实现利润飙升至约 2.5 亿美元。

By 2023, Nubank's stock valuation had further increased by nearly 100%. This year, it has continued to climb, albeit at a more modest rate of 50%. Remarkably, Berkshire Hathaway has maintained its stake in Nubank, signaling confidence in the investment and sending a cautiously optimistic message to the cryptocurrency community.

到2023年，Nubank的股票估值进一步上涨了近100%。今年，这一数字继续攀升，尽管增幅较为温和，为 50%。值得注意的是，伯克希尔哈撒韦公司保留了 Nubank 的股份，这表明了对这项投资的信心，并向加密货币社区发出了谨慎乐观的信息。

Buffett's Unwavering Anti-Bitcoin Stance

巴菲特坚定不移的反比特币立场

Despite Berkshire Hathaway's profitable investment in Nubank, Buffett remains steadfast in his belief that Bitcoin and other cryptocurrencies lack intrinsic value. He has famously referred to Bitcoin as "rat poison squared," a sentiment echoed by his late business partner, Charlie Munger, who labeled it "rat poison."

尽管伯克希尔哈撒韦公司对 Nubank 的投资有利可图，但巴菲特仍然坚信比特币和其他加密货币缺乏内在价值。他曾将比特币称为“老鼠药的平方”，这一观点得到了他已故商业伙伴查理·芒格的呼应，后者将其称为“老鼠药”。

Amid Nubank's remarkable growth in 2022, Buffett reiterated his view that BTC has no value because it does not produce anything. As a result, he pledged never to own or purchase any cryptocurrency.

在 Nubank 2022 年的显着增长中，巴菲特重申了他的观点，即 BTC 没有价值，因为它不生产任何东西。因此，他承诺永远不会拥有或购买任何加密货币。

Contradictory Signals and Implications

矛盾的信号和含义

The stark contrast between Berkshire Hathaway's actions and Buffett's public statements has raised questions about the true nature of his stance on cryptocurrencies. Some observers suggest that Buffett's comments may be an attempt to preserve the dominance of traditional finance, while others believe that they simply reflect the skepticism of an older generation toward novel technologies.

伯克希尔哈撒韦公司的行动与巴菲特的公开声明之间的鲜明对比引发了人们对他对加密货币立场的真实性质的质疑。一些观察家认为，巴菲特的言论可能是为了维护传统金融的主导地位，而另一些人则认为，这只是反映了老一代人对新技术的怀疑态度。

The situation serves as a reminder of the criticism leveled by PayPal co-founder Peter Thiel two years ago, who accused Buffett and JPMorgan CEO Jamie Dimon of engaging in a "finance gerontocracy" that dismisses the merits of Bitcoin and hinders its progress.

这种情况让人想起两年前 PayPal 联合创始人彼得·泰尔 (Peter Thiel) 提出的批评，他指责巴菲特和摩根大通首席执行官杰米·戴蒙 (Jamie Dimon) 参与了“金融老人统治”，忽视了比特币的优点并阻碍了其进步。

Conclusion

结论

The paradoxical situation surrounding Berkshire Hathaway's investment in Nubank and Buffett's anti-crypto stance highlights the complex and evolving nature of the cryptocurrency landscape. While some see it as a sign of Buffett's willingness to adapt to changing times, others view it as a glaring disconnect between his words and actions.

围绕伯克希尔·哈撒韦公司对 Nubank 的投资和巴菲特的反加密立场的矛盾情况凸显了加密货币格局的复杂性和不断变化的本质。虽然有些人认为这是巴菲特愿意适应时代变化的标志，但另一些人则认为这是他的言行之间明显的脱节。

As the cryptocurrency market continues to mature and gain mainstream acceptance, it remains to be seen whether Buffett's skepticism will ultimately hinder or hasten the adoption of digital assets.

随着加密货币市场不断成熟并获得主流接受，巴菲特的怀疑态度最终是否会阻碍或加速数字资产的采用还有待观察。