DeFi Technologies 比特币投资者日探索加密货币的变革力量

DeFi Technologies 子公司 Reflexivity Research 在纽约举办首届比特币投资者日活动，汇聚行业领袖，共同探讨比特币的变革潜力。 ARK Invest 首席执行官 Cathie Wood 强调了比特币在全球经济不确定性中作为“金融高速公路”的作用，并重申了她的看涨前景，在 ARK Invest 的研究和发展中市场的新兴采用的支持下，到 2030 年潜在价格目标为 150 万美元。

DeFi Technologies Hosts Inaugural Bitcoin Investor Day, Exploring the Transformative Power of Crypto

DeFi Technologies 举办首届比特币投资者日活动，探索加密货币的变革力量

On March 22, 2024, Reflexivity Research, a subsidiary of DeFi Technologies, convened its inaugural Bitcoin Investor Day in the heart of New York City. This landmark event sought to foster dialogue and bridge the divide between traditional finance and the burgeoning world of Bitcoin.

2024 年 3 月 22 日，DeFi Technologies 子公司 Reflexivity Research 在纽约市中心举办了首届比特币投资者日活动。这一具有里程碑意义的活动旨在促进对话并弥合传统金融与新兴的比特币世界之间的鸿沟。

Moderated by industry veteran Anthony Pompliano, co-founder of Reflexivity, the discussions featured a stellar lineup of thought leaders, including ARK Invest CEO and CIO Cathie Wood, SkyBridge Capital founder Anthony Scaramucci, and Galaxy Digital CEO Mike Novogratz. These luminaries delved into Bitcoin's evolving significance in both individual and institutional investment strategies.

讨论由行业资深人士、Reflexivity 联合创始人 Anthony Pompliano 主持，讨论由众多思想领袖组成，其中包括 ARK Invest 首席执行官兼首席信息官 Cathie Wood、SkyBridge Capital 创始人 Anthony Scaramucci 和 Galaxy Digital 首席执行官 Mike Novogratz。这些杰出人物深入研究了比特币在个人和机构投资策略中不断变化的重要性。

Cathie Wood's Vision: Bitcoin as a "Financial Super Highway"

Cathie Wood 的愿景：比特币作为“金融高速公路”

During a captivating fireside chat, Wood shared her insightful perspective on Bitcoin, describing it as a "financial super highway" that has the potential to revolutionize global markets. Notably, ARK Invest, under Wood's leadership, launched the ARKB, a spot bitcoin exchange-traded fund (ETF), in the United States on January 11.

在一次引人入胜的炉边谈话中，伍德分享了她对比特币的深刻见解，将其描述为一条“金融高速公路”，有可能彻底改变全球市场。值得注意的是，ARK Invest 在 Wood 的领导下于 1 月 11 日在美国推出了现货比特币交易所交易基金 (ETF) ARKB。

Wood emphasized the current macroeconomic landscape, highlighting the impact of the U.S. Federal Reserve's interest rate hikes on global markets. She drew attention to the particularly pronounced effects in countries like Nigeria, where Bitcoin adoption has surged as a response to currency depreciation. This scenario, Wood argued, underscores Bitcoin's dual role as both a hedge against risk and an investment opportunity.

伍德强调了当前的宏观经济形势，强调了美联储加息对全球市场的影响。她提请注意尼日利亚等国家的影响尤为明显，为了应对货币贬值，比特币的采用率激增。伍德认为，这种情况强调了比特币作为风险对冲和投资机会的双重作用。

The conversation expanded to the broader implications of Bitcoin adoption worldwide, particularly in emerging markets where traditional financial systems face challenges. While Wood refrained from providing a new price target for Bitcoin, she recalled her previous prediction of a $1.5 million price point, hinting at a bullish outlook for the cryptocurrency's future.

对话扩展到了比特币在全球范围内采用的更广泛影响，特别是在传统金融体系面临挑战的新兴市场。虽然伍德没有为比特币提供新的价格目标，但她回顾了之前对 150 万美元价格点的预测，暗示了加密货币未来的看涨前景。

Bitcoin's Long-Term Potential: A Multi-Million Dollar Asset

比特币的长期潜力：价值数百万美元的资产

Earlier in January, Wood had elaborated on Bitcoin's prospects in an interview with CNBC's Andrew Ross Sorkin. Reiterating ARK Invest's optimistic stance, she cited their "Big Ideas" report, which outlined the key factors behind their Bitcoin valuation forecast. The report projected that Bitcoin could potentially reach approximately $600,000. Notably, Wood indicated that their more optimistic scenario, now more probable given the U.S. SEC's approval of several spot Bitcoin ETFs, envisions Bitcoin hitting $1.5 million by 2030.

一月初，伍德在接受 CNBC 安德鲁·罗斯·索尔金采访时详细阐述了比特币的前景。她重申了 ARK Invest 的乐观立场，并引用了他们的“大创意”报告，该报告概述了他们的比特币估值预测背后的关键因素。该报告预计比特币可能达到约 60 万美元。值得注意的是，伍德表示，鉴于美国 SEC 批准了多个现货比特币 ETF，他们更乐观的设想是到 2030 年比特币价格将达到 150 万美元。

Wood emphasized the historical significance of Bitcoin as the world's first global, decentralized, digital, and rule-based monetary system. She conveyed that Bitcoin heralds a paradigm shift in the global financial landscape.

伍德强调了比特币作为世界上第一个全球性、去中心化、数字化和基于规则的货币体系的历史意义。她表示，比特币预示着全球金融格局的范式转变。

From Asset to Currency: Bitcoin's Evolutionary Path

从资产到货币：比特币的进化之路

When questioned if Bitcoin must transition from an asset to a recognized currency to achieve these projected valuations, Wood affirmed such a transformation. She referred to ARK's inaugural analysis of Bitcoin in 2015, which examined Bitcoin's potential to fulfill the classic functions of money: a store of value, a medium of exchange, and a unit of account. Wood's analysis concluded that Bitcoin possesses the requisite characteristics to perform these roles effectively.

当被问及比特币是否必须从一种资产转变为一种公认的货币才能实现这些预计估值时，伍德肯定了这种转变。她提到了 ARK 在 2015 年对比特币的首次分析，该分析研究了比特币实现货币经典功能的潜力：价值储存、交换媒介和记账单位。伍德的分析得出的结论是，比特币拥有有效发挥这些作用的必要特征。

The Symbiosis of Artificial Intelligence and Bitcoin

人工智能与比特币的共生

Wood also touched on the intersection of artificial intelligence (AI) and Bitcoin, citing a "Bitcoin Brainstorm" session held in collaboration with Bitcoin Park in Nashville. This discussion explored the transformative impact that the fusion of AI and Bitcoin could have on the labor market, particularly in the burgeoning gig economy in regions like Africa.

伍德还谈到了人工智能（AI）和比特币的交叉点，并引用了与纳什维尔比特币公园合作举办的“比特币头脑风暴”会议。这次讨论探讨了人工智能和比特币的融合可能对劳动力市场产生的变革性影响，特别是在非洲等地区蓬勃发展的零工经济中。

Conclusion

结论

The Bitcoin Investor Day hosted by DeFi Technologies' Reflexivity Research provided a platform for renowned industry experts to exchange insights and perspectives on the transformative power of Bitcoin. Cathie Wood's visionary views, combined with the contributions of other thought leaders, offered a comprehensive exploration of Bitcoin's potential in shaping the future of finance and global economic systems. As Bitcoin continues to evolve, its implications for both individuals and institutions will undoubtedly remain a topic of captivating discussion and ongoing research.

由 DeFi Technologies 的 Reflexivity Research 主办的比特币投资者日为知名行业专家提供了一个平台，就比特币的变革力量交流见解和观点。 Cathie Wood 的富有远见的观点与其他思想领袖的贡献相结合，对比特币在塑造金融和全球经济体系的未来方面的潜力进行了全面的探索。随着比特币的不断发展，它对个人和机构的影响无疑将仍然是一个引人入胜的讨论和持续研究的话题。