Cathie Wood：货币困境中“逃向安全”推动比特币上涨

ARK Invest 首席执行官凯西·伍德 (Cathie Wood) 断言，比特币的飙升不仅仅是由于交易所交易基金 (ETF) 的推出，而且主要是由于其在对法定货币贬值的担忧中作为“避险资产”的吸引力所推动。她强调了比特币作为风险投资和避险投资的双重性质，并强调了法定货币贬值的影响，例如尼日利亚和埃及的情况，是比特币价格上涨的催化剂。

Cathie Wood: Bitcoin's Surge Driven by 'Flight to Safety' Amidst Currency Devaluation

Cathie Wood：货币贬值期间“逃向安全”推动比特币飙升

Renowned investor Cathie Wood, CEO of ARK Invest, has challenged the prevalent narrative that Bitcoin's recent price surge is solely attributable to the introduction of Bitcoin exchange-traded funds (ETFs). In a thought-provoking interview with CNBC, Wood asserted that Bitcoin is gaining widespread recognition as a "flight to safety" amidst growing concerns about the depreciation of fiat currencies.

ARK Invest 首席执行官、著名投资者 Cathie Wood 对比特币近期价格飙升完全归因于比特币交易所交易基金 (ETF) 推出的流行说法提出了挑战。伍德在接受 CNBC 一次发人深省的采访时断言，在人们对法定货币贬值的担忧日益加剧的情况下，比特币作为一种“避险资产”正在获得广泛认可。

Wood emphasized Bitcoin's unique duality as both a risk-on and risk-off asset. She highlighted the significance of fiat currency devaluation as a primary catalyst for Bitcoin's current price momentum. While the launch of ETFs has garnered considerable attention, Wood believes that the broader global economic landscape is playing a pivotal role in Bitcoin's ascent.

伍德强调了比特币作为风险资产和风险规避资产的独特双重性。她强调了法定货币贬值作为比特币当前价格势头的主要催化剂的重要性。虽然 ETF 的推出引起了相当大的关注，但伍德认为，更广泛的全球经济格局在比特币的上涨中发挥着关键作用。

She cited instances of currency devaluations, such as the Nigerian naira and Egyptian pound, which have suffered significant value erosion against the U.S. dollar due to deliberate government interventions rather than market forces. Wood characterized Bitcoin as a formidable hedge against currency devaluation and loss of purchasing power, effectively positioning it as an insurance policy against unfavorable fiscal and monetary policies adopted by governments.

她列举了尼日利亚奈拉和埃及镑等货币贬值的例子，由于政府的故意干预而不是市场力量，这些货币兑美元遭受了严重的贬值。伍德将比特币描述为针对货币贬值和购买力损失的强大对冲工具，有效地将其定位为针对政府采取的不利财政和货币政策的保险政策。

Wood drew parallels with previous financial crises, such as the U.S. regional banking crisis of 2023 and the Greek financial crisis of 2013, to underscore Bitcoin's role as a safeguard against adverse economic conditions. She posited that as governments continue to pursue imprudent fiscal and monetary policies, Bitcoin will increasingly be sought after as a store of value and a hedge against inflation.

伍德将之前的金融危机（例如 2023 年的美国地区银行危机和 2013 年的希腊金融危机）进行了类比，以强调比特币作为抵御不利经济状况的保障的作用。她认为，随着各国政府继续奉行不审慎的财政和货币政策，比特币作为一种价值储存手段和对冲通胀的手段将越来越受到追捧。

Despite ARK's ETF product competing with other major asset managers, recent data revealed uncharacteristic net outflows of nearly $90 million. Wood attributed this to quarterly rebalancing flows and maintained her unwavering optimism about Bitcoin's long-term prospects. She projected a conservative price target of $1 million by 2030, which she believes will be driven by growing institutional adoption.

尽管ARK的ETF产品与其他主要资产管理公司竞争，但最近的数据显示反常的净流出接近9000万美元。伍德将此归因于季度流量再平衡，并对比特币的长期前景保持坚定的乐观态度。她预计到 2030 年保守的价格目标为 100 万美元，她认为这将受到机构采用率不断提高的推动。

Wood's bullish stance on Bitcoin remains unwavering, despite the fluctuations in fund flows. She emphasized Bitcoin's compelling value proposition as a hedge against government fiscal policies and currency devaluation, effectively positioning it as a beacon of stability in an increasingly volatile financial landscape.

尽管资金流向出现波动，伍德对比特币的看涨立场依然坚定不移。她强调比特币作为对冲政府财政政策和货币贬值的引人注目的价值主张，有效地将其定位为日益动荡的金融环境中的稳定灯塔。

In conclusion, Cathie Wood's insights provide a compelling perspective on Bitcoin's recent price surge. She contends that the cryptocurrency's ascent is not merely a byproduct of ETF introductions but a testament to its inherent value as a sanctuary asset in the face of currency devaluation and economic uncertainty. As governments continue to experiment with fiscal and monetary policies, Bitcoin's role as a safe haven is likely to solidify, driving its price towards even greater heights in the years to come.

总之，Cathie Wood 的见解为比特币近期价格飙升提供了令人信服的视角。她认为，加密货币的崛起不仅仅是 ETF 推出的副产品，而且证明了其在货币贬值和经济不确定性面前作为避难资产的内在价值。随着各国政府继续尝试财政和货币政策，比特币作为避风港的作用可能会得到巩固，从而推动其价格在未来几年达到更高的高度。