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2024 年,数量惊人的亿万富翁开始看好比特币(BTC -0.32%)。其中一些是亿万富翁对冲基金经理。
Several billionaire investors have recently expressed optimism towards Bitcoin (CRYPTO: BTC), with some revealing their strategies for incorporating the cryptocurrency into their portfolios. Here's a summary of their perspectives:
几位亿万富翁投资者最近对比特币(CRYPTO:BTC)表示乐观,其中一些人透露了他们将加密货币纳入投资组合的策略。以下是他们的观点摘要:
1. A Shift in Mindset: Many of these billionaires, who previously dismissed Bitcoin as an investment, have now come to recognize it as a distinct asset class, alongside stocks, bonds, commodities, and real estate. This realization, which emerged during the previous crypto bull market rally, has prompted a departure from the traditional 60/40 stock/bond portfolio allocation strategy.
1. 心态的转变:许多亿万富翁以前将比特币视为一种投资,现在已经开始认识到它是与股票、债券、大宗商品和房地产并列的独特资产类别。这种认识是在之前的加密货币牛市反弹期间出现的,促使人们放弃了传统的 60/40 股票/债券投资组合配置策略。
2. Conservative Allocations: Despite recognizing Bitcoin's potential, most billionaire hedge fund managers are limiting their overall exposure to 1%. This approach aligns with the broader recommendation among financial advisors to allocate a small percentage, such as 1% to 5%, to alternative assets like Bitcoin within a diversified portfolio.
2. 保守配置:尽管认识到比特币的潜力,大多数亿万富翁对冲基金经理仍将其总体风险敞口限制在 1%。这种方法与财务顾问更广泛的建议相一致,即在多元化投资组合中将一小部分(例如 1% 到 5%)分配给比特币等另类资产。
3. Actively Managed Bitcoin ETFs: The launch of spot Bitcoin exchange-traded funds (ETFs) in January has played a crucial role in attracting new billionaire investors. These ETFs, which differ from futures-based Bitcoin ETFs, provide investors with a convenient and accessible way to add Bitcoin to their portfolios.
3.积极管理的比特币ETF:一月份推出的现货比特币交易所交易基金(ETF)在吸引新的亿万富翁投资者方面发挥了至关重要的作用。这些 ETF 与基于期货的比特币 ETF 不同,为投资者提供了一种方便快捷的方式将比特币添加到其投资组合中。
4. Bitcoin as "Digital Gold": Among billionaire investors, the narrative of Bitcoin serving as "digital gold" is gaining traction. This perspective aligns with the traditional role of gold as a safe-haven asset during periods of economic or geopolitical uncertainty. Tech billionaire Mark Cuban, for instance, highlights Bitcoin as a potential hedge against geopolitical or inflationary risks.
4. 比特币作为“数字黄金”:在亿万富翁投资者中,比特币作为“数字黄金”的说法越来越受到关注。这一观点与黄金在经济或地缘政治不确定时期作为避险资产的传统作用是一致的。例如,科技亿万富翁马克·库班强调比特币是对抗地缘政治或通胀风险的潜在对冲工具。
5. Upward Price Potential: Tech billionaire Michael Saylor's bold price predictions for Bitcoin, reaching as high as $13 million, have further fueled interest among billionaires. While Saylor's projections may seem extreme, they serve to illustrate the substantial upside potential perceived in Bitcoin, particularly in the absence of any other asset offering a comparable level of appreciation.
5. 价格上涨潜力:科技亿万富翁 Michael Saylor 对比特币价格的大胆预测高达 1300 万美元,进一步激发了亿万富翁的兴趣。虽然塞勒的预测可能看起来很极端,但它们说明了比特币的巨大上涨潜力,特别是在没有任何其他资产提供可比升值水平的情况下。
6. Historical Performance and Trustworthy Data: Bitcoin's performance over an extended period, spanning more than a decade, provides a sufficient data set to assess its behavior and potential. This track record, which includes being the top-performing asset in 7 out of the past 10 years, enhances investors' confidence in making informed decisions regarding Bitcoin.
6. 历史表现和值得信赖的数据:比特币在十多年的较长时期内的表现提供了足够的数据集来评估其行为和潜力。这一记录(包括过去 10 年中有 7 年成为表现最佳的资产)增强了投资者对比特币做出明智决策的信心。
7. Unique Properties and Broad Appeal: Bitcoin possesses two highly sought-after properties — long-term upside potential and downside risk protection. This combination, which is rarely encountered in other assets, makes Bitcoin particularly appealing to a wide range of investors.
7.独特的属性和广泛的吸引力:比特币拥有两个备受追捧的属性——长期上涨潜力和下行风险保护。这种在其他资产中很少遇到的组合使得比特币对广大投资者特别有吸引力。
8. BlackRock's Analysis: A recent white paper from BlackRock highlights the unique characteristics of Bitcoin, noting that it can simultaneously function as a "risk on" and "risk off" asset. This observation further underscores the versatility of Bitcoin within an investment portfolio.
8.贝莱德的分析:贝莱德最近的一份白皮书强调了比特币的独特特征,指出它可以同时充当“风险偏好”和“风险规避”资产。这一观察结果进一步强调了比特币在投资组合中的多功能性。
9. Ark Invest's Perspective: Cathie Wood, founder and chief investment officer of Ark Invest, noted last year that Bitcoin is a rare asset capable of performing well in both inflationary and deflationary economic environments. This perspective aligns with the broader narrative of Bitcoin serving as a hedge against a variety of economic risks.
9. Ark Invest的观点:Ark Invest创始人兼首席投资官Cathie Wood去年指出,比特币是一种稀有资产,能够在通货膨胀和通货紧缩的经济环境中表现良好。这一观点与比特币作为各种经济风险对冲工具的更广泛的叙述是一致的。
10. Ease of Integration with Spot Bitcoin ETFs: The introduction of spot Bitcoin ETFs has significantly simplified the process of incorporating Bitcoin into an investment portfolio. With minimal effort, investors can now adjust their allocations to achieve the desired risk-reward profile, without the need to directly enter the often-volatile cryptocurrency market.
10. 易于与现货比特币 ETF 集成:现货比特币 ETF 的引入大大简化了将比特币纳入投资组合的过程。现在,投资者只需付出最小的努力即可调整其配置,以实现所需的风险回报状况,而无需直接进入经常波动的加密货币市场。
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