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Professional Capital Management 创始人兼首席执行官 Anthony Pompliano 发表了他对比特币现状以及联邦监管机构如何看待比特币的看法。
Squawk Box had Anthony Pompliano, the founder and CEO of Professional Capital Management, on earlier today to discuss Bitcoin and how the Federal Reserve's recent interest rate cuts have impacted the broader cryptocurrency market.
今天早些时候,专业资本管理公司的创始人兼首席执行官 Anthony Pompliano 在 Squawk Box 上讨论了比特币以及美联储最近的降息对更广泛的加密货币市场的影响。
A well-known Bitcoin advocate, Pompliano shared his thoughts on the digital asset in light of the economic changes and discussed its unique relationship with global liquidity.
作为著名的比特币倡导者,Pompliano 分享了他根据经济变化对数字资产的看法,并讨论了其与全球流动性的独特关系。
Bitcoin's Recent Performance
比特币近期表现
According to Pompliano, Bitcoin has had an extraordinary year, with its price rising 140% and trading just below $64,000. He largely attributes this growth to broader economic policies, particularly the Federal Reserve's decision to cut interest rates by 50 basis points. This shift in monetary policy has helped Bitcoin become the top-performing asset of the year.
Pompliano 表示,比特币度过了不平凡的一年,其价格上涨了 140%,交易价格略低于 64,000 美元。他将这种增长主要归因于更广泛的经济政策,特别是美联储降息 50 个基点的决定。货币政策的转变帮助比特币成为今年表现最好的资产。
"Bitcoin is the best performing asset so far this year, with gold and oil futures trailing behind it," said Pompliano.
庞普里亚诺表示:“比特币是今年迄今为止表现最好的资产,黄金和石油期货紧随其后。”
Pompliano also cited a recent study by Lyn Alden and Sam Gallagan that further bolsters his confidence in Bitcoin. The study suggests that Bitcoin is the most sensitive asset to changes in global liquidity, responding to liquidity shifts 83% of the time. According to Pompliano, this makes Bitcoin more reactive than traditional market assets such as the S&P 500.
Pompliano 还引用了 Lyn Alden 和 Sam Gallagan 最近的一项研究,进一步增强了他对比特币的信心。研究表明,比特币是对全球流动性变化最敏感的资产,83% 的时间都会对流动性变化做出反应。 Pompliano 表示,这使得比特币比标准普尔 500 指数等传统市场资产更具反应性。
He emphasized that Bitcoin's price fluctuations are more heavily tied to the flow of liquidity in the market than any other asset class, giving it a unique standing in the current economic environment.
他强调,与任何其他资产类别相比,比特币的价格波动与市场流动性的关系更为密切,这使其在当前的经济环境中具有独特的地位。
Global Liquidity and Bitcoin's Sensitivity
全球流动性和比特币的敏感性
As Pompliano explained it, the central banks' decisions to inject liquidity into the system have had a profound impact on Bitcoin. "We've just gone through a major regime change," noted Pompliano, referring to the recent transition from a period of monetary tightening to one of monetary easing. With central banks, including the Federal Reserve and others across the globe, injecting liquidity into the market, Bitcoin has become one of the prime beneficiaries of the influx of cheap money.
正如 Pompliano 所解释的那样,央行向系统注入流动性的决定对比特币产生了深远的影响。 “我们刚刚经历了一次重大的政权更迭,”庞普里亚诺指出,他指的是最近从货币紧缩时期向货币宽松时期的转变。随着包括美联储和全球其他国家在内的中央银行向市场注入流动性,比特币已成为廉价资金涌入的主要受益者之一。
Pompliano highlighted that this period of increasing liquidity, combined with an expanding M2 money supply, is likely to result in continued Bitcoin gains. "Bitcoin should be a big winner here for the next couple of months," he explained. He also pointed out that other central banks, like China's, are also cutting rates and contributing to a more favorable environment for Bitcoin.
Pompliano 强调,这段流动性增加的时期,加上 M2 货币供应量的扩大,可能会导致比特币持续上涨。 “在接下来的几个月里,比特币应该是这里的大赢家,”他解释道。他还指出,中国等其他央行也在降息,为比特币创造更有利的环境。
The Role of ETFs and Institutional Investment
ETF 和机构投资的作用
While Pompliano is confident in Bitcoin's long-term potential, he also acknowledged the complexity of the current market dynamics, particularly with regard to institutional investment via ETFs (Exchange-Traded Funds). He noted that it's difficult to pinpoint exactly how much of Bitcoin's price movements are influenced by ETF inflows versus direct investments.
尽管 Pompliano 对比特币的长期潜力充满信心,但他也承认当前市场动态的复杂性,特别是在通过 ETF(交易所交易基金)进行机构投资方面。他指出,很难准确确定比特币价格变动在多大程度上受到 ETF 流入与直接投资的影响。
"There's a lot of trading going on," said Pompliano, noting that some investors are taking part in cash-and-carry trades rather than holding Bitcoin for the long term. This distinction is critical, as the behavior of long-term holders versus short-term traders can have varying effects on Bitcoin's price discovery. Despite the influence of traders, Pompliano emphasized that over 50% of Bitcoin remains held in long-term wallets, with holders not moving their Bitcoin on-chain for over a year.
Pompliano 表示:“正在进行大量交易。”他指出,一些投资者正在参与现金自利交易,而不是长期持有比特币。这种区别至关重要,因为长期持有者与短期交易者的行为可能对比特币的价格发现产生不同的影响。尽管受到交易员的影响,Pompliano 强调,超过 50% 的比特币仍然保存在长期钱包中,持有者在一年多的时间里都没有在链上转移比特币。
Bitcoin's Relationship with Gold and Other Cryptocurrencies
比特币与黄金和其他加密货币的关系
When asked about Bitcoin's relationship with other assets, particularly gold and Ethereum, Pompliano expressed his belief that Bitcoin is set apart from other cryptocurrencies, including Ethereum, which he does not personally invest in. While he stopped short of labeling himself a Bitcoin maximalist, he described himself as a “monetary maximalist,” suggesting that he sees Bitcoin as the ultimate winner in the battle for sound money.
当被问及比特币与其他资产(特别是黄金和以太坊)的关系时,Pompliano 表达了他的信念,即比特币与其他加密货币(包括他个人不投资的以太坊)不同。虽然他没有给自己贴上比特币最大化主义者的标签,但他他将自己描述为“货币最大化主义者”,这表明他认为比特币是健全货币之战的最终赢家。
Pompliano is particularly interested in stablecoins as another avenue of growth within the cryptocurrency space. While Bitcoin remains his primary focus, he acknowledged that stablecoins have found significant product-market fit and could play an important role in the future of the digital economy.
Pompliano 对稳定币特别感兴趣,将其作为加密货币领域的另一种增长途径。虽然比特币仍然是他的主要关注点,但他承认稳定币已经找到了重要的产品市场契合度,并且可以在数字经济的未来中发挥重要作用。
Bitcoin's Future in the Face of Monetary Policy
货币政策面前比特币的未来
Anthony Pompliano's outlook for Bitcoin remains optimistic, particularly as the world's central banks continue to flood markets with liquidity. He suggested that the current macroeconomic conditions are highly favorable for Bitcoin, which has consistently proven its resilience and potential in a world of increasing liquidity.
安东尼·庞普里亚诺(Anthony Pompliano)对比特币的前景仍然乐观,特别是在世界各国央行继续向市场注入流动性的情况下。他表示,当前的宏观经济状况对比特币非常有利,比特币在流动性不断增加的世界中不断证明了其弹性和潜力。
Pompliano's analysis of Bitcoin's sensitivity to global liquidity highlights why he believes it will continue to outperform other assets in the coming months. According to Pompliano, as the Federal Reserve continues its course of rate cuts and the M2 money supply expands, Bitcoin stands to benefit in ways that traditional assets like gold or oil cannot match. He thinks the central banks' shift from tightening to easing has created a new environment where Bitcoin emerges as the clear frontrunner due to its inherent sensitivity to liquidity.
庞普里亚诺对比特币对全球流动性敏感性的分析凸显了为什么他相信比特币在未来几个月将继续跑赢其他资产。 Pompliano 表示,随着美联储继续降息和 M2 货币供应量扩大,比特币将以黄金或石油等传统资产无法比拟的方式受益。他认为,央行从紧缩转向宽松创造了一个新的环境,比特币因其对流动性固有的敏感性而成为明显的领跑者。
For Pompliano, the key to Bitcoin's future success lies in its ability to respond to changes in global monetary policy. As long as liquidity continues
对于Pompliano来说,比特币未来成功的关键在于其应对全球货币政策变化的能力。只要流动性持续存在
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