Cathie Wood在2030

在接受彭博社的全新采访中，方舟投资管理创始人兼首席执行官凯西·伍德（Cathie Wood）再次重申了她雄心勃勃的比特币价格目标

In a fresh interview with Bloomberg, ARK Investment Management Founder and CEO Cathie Wood returned to her famous price target for Bitcoin (BTC), predicting it could soar to $1.5 million per coin by the year 2030. Despite the recent market volatility and a pronounced “risk-off” environment, Wood remains steadfast in her conviction that the leading cryptocurrency will continue its long-term upward trajectory.

ARK投资管理创始人兼首席执行官Cathie Wood在接受彭博社的全新采访中恢复了她著名的比特币目标目标（BTC），预测，到2030年，它可能会飙升至每枚硬币150万美元。尽管最近市场波动，尽管最近有一个明显的“风险”环境，但伍德仍然坚定地信奉遗产的遗产将继续前进，这仍然是遗产的上升范围，这将继续前进。

“Yes, it is our view,” responded Wood when asked whether she still expects Bitcoin to reach her stated price target. “I think right now we’re in a risk-off period generally. And if you’ve been watching Bitcoin, it’s almost been a leader in terms of risk on, risk off.”

“是的，这是我们的观点。”当被问及她是否仍然希望比特币达到她所陈述的目标目标时，伍德回答。 “我认为现在我们通常处于冒险期。如果您一直在看比特币，那几乎是风险，风险危险的领导者。”

According to Wood, on-chain analytics indicate that Bitcoin is currently “in the middle of a little bit more than halfway through a four-year cycle”—a reference to BTC’s historically repetitive 4-year cycle. She emphasized that “we think we’re still in a bull market” and expects “deregulation” in the United States to play a crucial role in encouraging more institutions to enter the asset class.

根据伍德的说法，链上的分析表明，比特币目前“正处于四年周期的一半以上，这是对BTC历史上重复性的4年周期的提法。她强调说，“我们认为我们仍处于牛市”，并期望美国“放松管制”在鼓励更多机构进入资产类别方面发挥关键作用。

As institutional asset allocators "have to have a point of view on this new asset class," incorporating Bitcoin into portfolios will likely improve risk-adjusted returns, she added.

她补充说，由于机构资产分配者“必须对此新资产类有一个观点”，因此将比特币纳入投资组合可能会提高风险调整后的收益。

Amid a broader market sell-off,suggesting a “rolling recession” scenario might already be unfolding as we speak. She cited rising concern over job security and an increasing savings rate as evidence: “We see the saving rate going up. We see the velocity of money coming down, and we do think we’ll see one or two negative quarters.”

在更广泛的市场抛售之中，表明“滚动衰退”情况可能已经在我们讲话时正在发展。她指出，对工作保障的关注以及越来越多的储蓄率作为证据：“我们看到储蓄率上升了。我们看到钱的速度下降了，我们确实认为我们会看到一个或两个负季度。”

Maintaining that such economic stress could compel the Federal Reserve to reverse course later this year, she stated: “We wouldn’t be surprised to see two or three cuts. […] We think inflation’s going to surprise on the low side of expectations.”

她坚持认为这种经济压力可能会迫使美联储在今年晚些时候扭转过程：“看到两三个削减，我们不会感到惊讶。

With gasoline prices, egg prices, and rents all displaying downward trends, Cathie Cathie names Federal Reserve to get ‘more degrees of freedom in the second half of this year’ to cut interest rates if needed as inflation may be cooling faster than many expect.

由于汽油价格，鸡蛋价格和租金都显示出下降趋势，Cathie Cathie将美联储称为“在今年下半年获得更大的自由度”，以便在需要时降低利率，因为通货膨胀可能比许多人预期的要快。

Turning to regulation, the ARK CEO sounded notably optimistic about the “easing regulatory environment” around cryptocurrency. Highlighting the US Securities and Exchange Commission’s (SEC) approach to meme coins, she noted that by “declaring these meme coins not securities”, the regulators have essentially said, “Buyer beware […] We think most of them are not going to be worth very much.

转向监管，方舟首席执行官对加密货币的“缓和监管环境”听起来显得很乐观。监管机构强调了美国证券交易委员会（SEC）对模因硬币（SEC）的方法（SEC）方法，指出，“宣布这些模因硬币不是证券”，监管机构实际上说：“买方要当心[…]我们认为大多数人都不会非常有价值。

“What we think will happen is […] there’s nothing like losing money for people to learn.”

“我们认为会发生的是[…]没有什么比赚钱供人们学习的。”

However, Wood underscored that Bitcoin, Ethereum, and Solana are core assets with “use cases […] multiplying” and likely to remain integral in the crypto ecosystem, in stark contrast to the “millions of meme coins” she believes will eventually lose their value.

然而，伍德强调了比特币，以太坊和索拉纳是具有“用例相乘”的核心资产，并且可能在加密生态系统中保持不可或缺，与她认为最终失去其价值的“数百万模因硬币”形成了鲜明对比。

The interviewer went on to ask about Cathie’s investment thesis for Robinhood and Coinbase, to which she replied that both companies are viewed by ARK as frontrunners in the battle for digital wallet dominance. Cathie went on to compare digital wallets to credit cards, suggesting “most of us don’t have very many credit cards”—and, by extension, most users will not hold more than a few digital wallets.

面试官接着询问了凯茜（Cathie）的投资论文，以涉及罗比尼（Robinhood and Coinbase），她回答说，两家公司都被方舟视为在争取数字钱包统治之战的领先者。 Cathie继续将数字钱包与信用卡进行比较，这表明“我们大多数人没有很多信用卡”，而且，总体而言，大多数用户不会持有超过几个数字钱包。

Additionally, she drew attention to the rise of tokenization, noting that BlackRock’s interest in tokenizing assets is a signal that large-scale players envision a “complicated […] new world” in capital formation. She also cited emerging markets as a key terrain where stablecoins and Bitcoin already serve as backstops to protect purchasing power from currency devaluation: “If you go to emerging markets […] they are using Bitcoin … but also stablecoins, which is effectively the dollar as backstops to their purchasing power and wealth.”

此外，她提请注意令牌化的兴起，并指出贝莱德对代币化资产的兴趣表明，大型参与者设想了资本形成中“复杂的[...]新世界”。她还认为新兴市场是一个关键的地形，在这里，稳定币和比特币已经作为保护购买力免受货币贬值的后备力量：“如果您去新兴市场[…]他们正在使用比特币……但同时也是稳定的，但实际上，这实际上是对他们的购买力和财富的后盾。”

Despite the market jitters and short-term fluctuations, Cathie remains undeterred. As always, she's keeping an eye on the big picture. While reaffirming her high-profile bets on Tesla, Bitcoin, and disruptive technologies like artificial intelligence, she reiterated her overarching thesis: innovation and blockchain-based platforms will continue to drive deflationary forces and create new opportunities for growth. “We have been known for our Tesla call and our Bitcoin call. … I would add in AI platforms as a service company like Palantir.”

尽管市场有些不安和短期波动，但凯茜仍然没有避免。与往常一样，她一直在关注大局。在重申对特斯拉，比特币和人工智能等破坏性技术上的备受瞩目的赌注时，她重申了自己的概述：创新和基于区块链的平台将继续推动信赖力量并创造新的成长机会。 “我们以特斯拉的电话和比特币的电话而闻名。……我将在像Palantir这样的服务公司中添加AI平台。”

At press time, BTC traded at $83,322.

发稿时，BTC的交易价格为83,322美元。