分析师称，比特币在全球货币危机中飙升

ARK Invest 首席执行官 Cathie Wood 将比特币的大幅上涨归因于全球货币持续贬值，特别是在尼日利亚和埃及等国家。她认为比特币是一种可以抵御金融不稳定的数字资产，美国对现货比特币 ETF 的需求不断增长就证明了这一点。伍德维持了对比特币的看涨立场，预计目标价格为 150 万美元，强调其作为抗风险资产的潜力以及通过与人工智能融合改变行业的能力。

Bitcoin's Surge Amidst Global Currency Devaluation: An Analysis by Cathie Wood

全球货币贬值中比特币的飙升：Cathie Wood 的分析

According to Cathie Wood, the Chief Executive Officer of ARK Invest, the remarkable 130% rally experienced by Bitcoin in the past year can be primarily attributed to the widespread devaluation of national currencies worldwide.

ARK Invest 首席执行官 Cathie Wood 表示，比特币在过去一年中经历了 130% 的惊人上涨，主要归因于全球各国货币的普遍贬值。

In an interview with CNBC, Wood pointed out the significant decrease in the value of currencies such as the Nigerian naira and the Egyptian pound, highlighting that "there are currency devaluations taking place that people are not talking about."

伍德在接受 CNBC 采访时指出，尼日利亚奈拉和埃及镑等货币大幅贬值，并强调“人们没有谈论的货币贬值正在发生”。

Wood emphasized the increasing prominence of Bitcoin (BTC) as a digital asset and a potential haven against economic instability, especially during periods of financial volatility. She characterized Bitcoin as an insurance policy against unreliable regimes and poor fiscal and monetary policies.

伍德强调，比特币（BTC）作为一种数字资产和抵御经济不稳定的潜在避风港日益凸显，尤其是在金融波动时期。她将比特币描述为针对不可靠政权以及糟糕的财政和货币政策的保险政策。

Wood's perspective is reinforced by the growing demand for spot Bitcoin ETFs in the United States, indicating a broadening acceptance and integration of this digital currency into the mainstream financial system. The ARK 21Shares Bitcoin ETF, launched on March 28th, recorded an unprecedented daily inflow of $243.5 million, reflecting the increasing interest and demand for Bitcoin at the institutional level.

美国对现货比特币 ETF 的需求不断增长，这强化了伍德的观点，这表明这种数字货币越来越被接受并融入主流金融体系。 3 月 28 日推出的 ARK 21Shares 比特币 ETF 录得前所未有的日流入额 2.435 亿美元，反映出机构层面对比特币日益增长的兴趣和需求。

Wood's unwavering optimism about Bitcoin's future is evident in her bold price target of $1.5 million. She envisions Bitcoin as a "financial superhighway," immune to counterparty risk and uniquely positioned as both a "risk on" and "risk off" asset.

Wood 对比特币未来坚定不移的乐观态度从她 150 万美元的大胆目标价中可见一斑。她将比特币视为一条“金融高速公路”，不受交易对手风险的影响，并且具有独特的定位，即“风险承受”和“风险规避”资产。

Wood's confidence in Bitcoin's resilience and potential as a hedge against financial uncertainty is further illustrated by its performance during regional banking crises in the United States. She observed that "Bitcoin does not have counterparty risk," referring to the asset's rise in value during the banking turmoil in early 2023.

伍德对比特币作为对冲金融不确定性的工具的弹性和潜力充满信心，比特币在美国地区银行危机期间的表现进一步说明了这一点。她指出，“比特币不存在交易对手风险”，指的是该资产在 2023 年初银行业动荡期间升值。

In a September post, Wood explored the intersection of Bitcoin and artificial intelligence (AI), stating that "the convergence between Bitcoin and AI could transform the way companies organize, causing a collapse in costs and an explosion in productivity."

在 9 月份的一篇文章中，伍德探讨了比特币和人工智能 (AI) 的交叉点，指出“比特币和人工智能之间的融合可能会改变公司的组织方式，从而导致成本下降和生产力爆炸。”

In conclusion, Cathie Wood's analysis suggests that the surge in Bitcoin's value is largely driven by the global devaluation of currencies, leading to increased demand for Bitcoin as a digital asset and a potential safeguard against economic instability. Her optimistic outlook for Bitcoin's future, as well as the growing institutional adoption, further reinforces the significance of this cryptocurrency in the evolving financial landscape.

总之，Cathie Wood 的分析表明，比特币价值的飙升很大程度上是由全球货币贬值推动的，导致对比特币作为数字资产的需求增加，并成为抵御经济不稳定的潜在保障。她对比特币未来的乐观前景以及越来越多的机构采用，进一步强化了这种加密货币在不断发展的金融格局中的重要性。