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在巴西的一次加密货币会议上,资产管理公司贝莱德阐述了比特币如何为长期投资组合提供巨大优势。
During a conference on digital resources, in Brazil, asset manager BlackRock praised cryptocurrency Bitcoin and its potential against inflation for personal portfolios.
在巴西举行的数字资源会议上,资产管理公司贝莱德赞扬了加密货币比特币及其对抗个人投资组合通胀的潜力。
The well-known asset manager highlighted the characteristics of the currency, explaining how it can prove to be an excellent hedge against inflation.
这位著名的资产管理公司强调了该货币的特征,解释了它如何被证明是一种出色的通胀对冲工具。
According to BlackRock, gold and bonds are less efficient than cryptocurrency in the long term.
贝莱德表示,从长远来看,黄金和债券的效率低于加密货币。
Let's see all the details below.
让我们看看下面的所有细节。
Crypto and BlackRock: the manager sees the potential of Bitcoin for an anti-inflation portfolio
加密货币和贝莱德:经理看到了比特币抗通胀投资组合的潜力
At a crypto conference in Brazil, asset manager BlackRock stated how Bitcoin can offer great advantages for long-term investment portfolios.
在巴西的一次加密货币会议上,资产管理公司贝莱德阐述了比特币如何为长期投资组合提供巨大优势。
According to Jay Jacobs, head of thematic and active ETFs of the company, the cryptocurrency has now achieved prestige and institutional legitimacy on a global level.
该公司主题和主动 ETF 主管杰伊·雅各布斯 (Jay Jacobs) 表示,加密货币现已在全球范围内获得了威望和机构合法性。
Its continuous appreciation over the years has allowed financial analysts to consider the asset as a profitable hedge against inflation and economic crises.
多年来,其持续升值使金融分析师将其视为对抗通胀和经济危机的有利可图的对冲工具。
Despite suffering from high volatility of prices, Bitcoin records such positive performances in the long term that it is elected as the best asset of the decade for investment portfolios.
尽管价格波动较大,但从长远来看,比特币仍表现出色,被选为十年来投资组合的最佳资产。
Jacobs, from BlackRock, has invested in the idea that crypto offers protection against the ongoing decline in the purchasing power of the US dollar.
来自贝莱德 (BlackRock) 的雅各布斯 (Jacobs) 投资的理念是,加密货币可以提供保护,防止美元购买力持续下降。
From 1913 to today, the FIAT currency has indeed lost much of its exchange value with other goods and services. In particular, since the monetary system of the Federal Reserve was introduced, the dollar has lost 97% of its purchasing power.
从 1913 年到今天,法定货币确实已经失去了与其他商品和服务的大部分交换价值。特别是自从美联储货币体系推出以来,美元已经失去了97%的购买力。
Precisely for this reason, BlackRock recommends an exposure of 1% to 3% in Bitcoin or in companies that reflect its growth for investment portfolios.
正是出于这个原因,贝莱德建议投资组合中比特币或反映其增长的公司的投资比例为 1% 至 3%。
The same representative of BlackRock then went on to publicly praise blockchain technology as one of the most disruptive digital tools of recent years.
贝莱德的同一位代表随后公开称赞区块链技术是近年来最具颠覆性的数字工具之一。
“This is one of the fastest-growing technologies we have seen in recent years. If we are consuming things online, such as playing video games and purchasing digital content, then it makes sense to have digitally native assets to conduct such transactions.”
“这是我们近年来看到的增长最快的技术之一。如果我们在网上消费东西,例如玩视频游戏和购买数字内容,那么拥有数字原生资产来进行此类交易是有意义的。”
Gold, Bonds, and Bitcoin: which asset to add to the portfolio as a safe haven and hedge against inflation?
黄金、债券和比特币:将哪种资产添加到投资组合中作为避风港和对冲通胀?
Analyst Jacobs, from BlackRock, in praising Bitcoin, compared the crypto with other typical inflation hedge assets for investment portfolios.
贝莱德分析师雅各布斯在赞扬比特币时,将加密货币与投资组合中其他典型的通胀对冲资产进行了比较。
In one slide, in fact, he compared some of the characteristics of Treasury U.S and Gold, highlighting how Bitcoin is positioning itself within the so-called “global monetary alternative”.
事实上,在一张幻灯片中,他比较了美国财政部和黄金的一些特征,强调了比特币如何在所谓的“全球货币替代品”中定位自己。
More closely, the head of BlackRock ETFs highlighted how bonds suffer from infinite supply and centralized governance, although they can combat the weight of inflation in the long term. These guarantee a constant cash flow in the face of low volatility and a generally low trading cost.
更接近的是,贝莱德 ETF 负责人强调了债券如何受到无限供应和集中治理的影响,尽管它们可以长期对抗通货膨胀的压力。这些保证了在低波动性和普遍较低的交易成本的情况下持续的现金流。
Gold represents a less “secure” alternative compared to Treasuries, with a semi-fixed supply and a promising history. The main drawback of including gold in investment portfolios is the very high management and storage costs.
与国债相比,黄金是一种不太“安全”的替代品,其供应量半固定,历史前景光明。将黄金纳入投资组合的主要缺点是管理和存储成本非常高。
Bitcoin, on the other hand, offers numerous advantages such as a fixed supply, a decentralized governance and virtually zero storage and exchange costs.
另一方面,比特币具有许多优势,例如固定供应、去中心化治理以及几乎为零的存储和交易成本。
The crypto suffers, however, from high volatility and a limited track record, which do not offer assurances to those who decide to include it in their portfolio.
然而,加密货币波动性高且记录有限,这并不能为那些决定将其纳入投资组合的人提供保证。
In all this, the market cap of Bitcoin is definitely lower compared to the other two assets, with 1.3 trillion dollars against the 14 trillion of Gold and the 25 trillion of U.S. Treasuries.
综上所述,与其他两种资产相比,比特币的市值绝对较低,比特币的市值为 1.3 万亿美元,而黄金为 14 万亿美元,美国国债为 25 万亿美元。
This means that on one hand, investing in Bitcoin presents less security compared to traditional hedging investments, but at the same time offers greater opportunities for appreciation.
这意味着,一方面,与传统的对冲投资相比,投资比特币的安全性较低,但同时提供了更大的升值机会。
Obviously, in investment portfolios, as BlackRock reminds us, there is also room for a mixed allocation of the 3 different products.
显然,正如贝莱德提醒我们的那样,在投资组合中,这三种不同产品也有混合配置的空间。
Bitcoin does not necessarily represent a better choice compared to the other two, especially if one does not operate on large time frames.
与其他两者相比,比特币并不一定是更好的选择,特别是如果其中一种不在较长的时间范围内运行的话。
What Jacobs, from BlackRock, focuses on is the fact that the crypto is gradually securing a position of prestige among analysts, offering more and more assurances to the investor.
来自贝莱德的雅各布斯关注的是,加密货币正在逐渐在分析师中赢得威望,为投资者提供越来越多的保证。
The guarantees in this sense are given by the charts and the excellent performance of the asset as the years go by.
从这个意义上说,这些保证是由图表和资产随着时间的推移而表现出色的表现给出的。
The crypto ETFs of BlackRock
贝莱德的加密货币 ETF
BlackRock offers its clients the opportunity to gain exposure to Bitcoin through spot ETFs crypto, replicating the performance of the asset without the client holding the underlying in their portfolio.
贝莱德为客户提供通过现货 ETF 加密货币获得比特币敞口的机会,无需客户在其投资组合中持有标的资产即可复制该资产的表现。
This tool, launched in January 2024 and known as IBIT, has opened the doors to large institutional investments expanding the notoriety of the crypto.
该工具于 2024 年 1 月推出,被称为 IBIT,为大型机构投资打开了大门,扩大了加密货币的知名度。
Many large funds prefer to bet on Bitcoin through a regulated product, without having to download a crypto wallet and without going through gray legislative areas.
许多大型基金更愿意通过受监管的产品押注比特币,而无需下载加密钱包,也无需经过灰色立法领域。
In less than a year, IBIT has attracted as much as 22.56 billion dollars in “Net Assets”, reaching to encompass 1.89% of the Bitcoin supply.
不到一年的时间,IBIT 吸引了高达 225.6 亿美元的“净资产”,占比特币供应量的 1.89%。
Its graphical performance obviously reflects the trend of the underlying, and shows an increase of about +35% since their launch.
其图形表现明显反映了底层趋势,自推出以来增长了约+35%。
Overall, all spot Bitcoin ETFs (
总体而言,所有现货比特币 ETF(
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