比特币的制度崛起：主流接受之路？

Can Bitcoin Become a Mainstream Asset Class?

比特币能否成为主流资产类别？

Anthony Pompliano, co-founder of Reflexivity Research, organized the inaugural Bitcoin Investor Day in New York City, merging traditional finance principles with the innovative potential of Bitcoin. Prominent speakers like Cathie Wood, Anthony Scaramucci, and Mike Novogratz addressed a diverse audience of institutional investors, capital allocators, and entrepreneurs.

Reflexivity Research 联合创始人 Anthony Pompliano 在纽约组织了首届比特币投资者日，将传统金融原则与比特币的创新潜力融为一体。 Cathie Wood、Anthony Scaramucci 和 Mike Novogratz 等著名演讲者向机构投资者、资本配置者和企业家等不同受众发表了演讲。

Institutional Adoption: A Game-Changer?

机构采用：游戏规则改变者？

Anthony Scaramucci, Founder and Managing Partner of SkyBridge Capital, commended the event's efforts to make Bitcoin accessible to a broader audience, including individual investors and major institutional investors. He emphasized the shift from retail-driven demand to institutional comfort, largely attributed to the recent approval of 11 spot Bitcoin ETFs by the U.S. SEC.

SkyBridge Capital 创始人兼管理合伙人 Anthony Scaramucci 赞扬了本次活动为让更广泛的受众（包括个人投资者和主要机构投资者）接触到比特币所做的努力。他强调，从散户驱动的需求向机构安慰的转变，很大程度上归因于美国 SEC 最近批准了 11 只现货比特币 ETF。

Bitcoin Halving: A Catalyst for Price Surge?

比特币减半：价格飙升的催化剂？

Scaramucci highlighted the upcoming Bitcoin halving in late April 2024 as a critical event. The halving will reduce the supply of new Bitcoin entering the market by half, from 900 to 450 bitcoins per day. He suggested that if demand remains steady, this supply cut could significantly push Bitcoin's price up.

斯卡拉穆奇强调 2024 年 4 月下旬即将到来的比特币减半是一个关键事件。减半将使进入市场的新比特币供应量减少一半，从每天 900 个比特币减少到 450 个比特币。他表示，如果需求保持稳定，供应减少可能会显着推高比特币的价格。

Grayscale's Bitcoin Trust Outflows: What's Behind the Exodus?

灰度的比特币信托外流：外流背后的原因是什么？

Scaramucci attributed the significant outflows from Grayscale's Bitcoin Trust (GBTC) following the approval of spot Bitcoin ETFs in the U.S. to a combination of factors. He mentioned bankruptcy trustees from firms like Celsius selling off their GBTC holdings and traditional GBTC investors switching to the more cost-effective spot Bitcoin ETFs.

斯卡拉穆奇将现货比特币 ETF 在美国获得批准后，灰度比特币信托基金 (GBTC) 的大量资金外流归因于多种因素。他提到，Celsius 等公司的破产受托人正在出售其持有的 GBTC，而传统 GBTC 投资者则转向更具成本效益的现货比特币 ETF。

Bitcoin: A Role in the Great Wealth Transfer?

比特币：在财富大转移中的作用？

Scaramucci discussed the impending great wealth transfer from baby boomers to younger generations, emphasizing Bitcoin's potential role. He drew parallels between the early adoption of the internet by younger people and the expected increase in Bitcoin adoption by the same demographic. He projected a significant increase in Bitcoin demand over the next decade, potentially raising Bitcoin's market cap to rival or exceed that of gold.

斯卡拉穆奇讨论了即将到来的从婴儿潮一代到年轻一代的巨大财富转移，强调了比特币的潜在作用。他将年轻人早期采用互联网与同一人群对比特币采用的预期增长进行了比较。他预计未来十年比特币需求将大幅增加，可能会提高比特币的市值，与黄金相媲美或超过。

Cryptocurrency's Growing Political Clout

加密货币日益增长的政治影响力

Scaramucci touched upon the growing political importance of Bitcoin and cryptocurrency, predicting that candidates' stances on digital currencies could influence future elections. He noted that there is increasing pressure on politicians to adopt pro-cryptocurrency positions to secure votes from the significant number of cryptocurrency wallet holders in the U.S.

斯卡拉穆奇谈到了比特币和加密货币日益增长的政治重要性，预测候选人对数字货币的立场可能会影响未来的选举。他指出，政治家面临越来越大的压力，要求他们采取支持加密货币的立场，以确保美国大量加密货币钱包持有者的选票。

CBDCs: Inevitable, but Unwelcome?

CBDC：不可避免，但不受欢迎？

On the topic of Central Bank Digital Currencies (CBDCs), Scaramucci shared insights into the discussions within the U.S. government about adopting a digital currency. While he personally does not support the idea of CBDCs, he acknowledged the inevitability of their development, especially if other major economies like China and the European Union move forward with their digital currencies.

在中央银行数字货币（CBDC）主题上，斯卡拉穆奇分享了对美国政府内部关于采用数字货币的讨论的见解。虽然他个人并不支持 CBDC 的想法，但他承认其发展的必然性，特别是如果中国和欧盟等其他主要经济体推进其数字货币的话。

AI Stocks: A Market Darling?

人工智能股票：市场宠儿？

Finally, Scaramucci spoke about the current trends in the equity market, particularly concerning AI companies. He suggested that if the Federal Reserve cuts interest rates as expected, it could provide a boost to the market, including AI stocks. However, he advised investors to focus on long-term trends rather than short-term market movements, echoing his advice to Bitcoin and AI investors to hold onto their investments for long-term gains.

最后，斯卡拉穆奇谈到了当前股市的趋势，特别是有关人工智能公司的趋势。他表示，如果美联储按预期降息，可能会提振市场，包括人工智能股票。不过，他建议投资者关注长期趋势而不是短期市场走势，这与他对比特币和人工智能投资者持有投资以获得长期收益的建议相呼应。