杰富瑞 (Jefferies) 的克里斯托弗·伍德 (Christopher Wood) 计划在比特币价格达到 15 万美元后计入利润

杰富瑞 (Jefferies) 全球股票策略主管克里斯托弗·伍德 (Christopher Wood) 在其以美元计价的养老金全球投资组合中持有 10% 的比特币权重

Global head of equity strategy at Jefferies, Christopher Wood, who has 10 per cent weight in Bitcoin in his global portfolio for a US dollar-denominated pension fund, plans to book profit in the cryptocurrency once it hits the $150,000 mark, up nearly 53 per cent from the current levels of $98,300 levels.

杰富瑞 (Jefferies) 全球股票策略主管克里斯托弗·伍德 (Christopher Wood) 在其以美元计价的养老基金的全球投资组合中持有比特币 10% 的权重，他计划在加密货币价格触及 15 万美元大关（上涨近 53%）后以加密货币计入利润。从目前的 98,300 美元水平来看。

The initial stake in Bitcoin in the pension fund portfolio was taken in December 2020 when the price was $22,779. Wood also has a 5 per cent weight in a Bitcoin exchange traded fund (ETF) in his global long-only equity portfolio.

养老基金投资组合中比特币的初始股份是在 2020 年 12 月购买的，当时的价格为 22,779 美元。伍德在其全球多头股票投资组合中还持有比特币交易所交易基金 (ETF) 5% 的权重。

The base case, Wood said, is not to try and trade these positions, most particularly in the pension fund portfolio.

伍德表示，基本情况是不要尝试交易这些头寸，尤其是养老基金投资组合。

“Still, for those with a more tactical focus, or owning Bitcoin on leverage, GREED & fear’s view is that $150,000 is a good price level to start taking some profits since GREED & fear’s base case is that Bitcoin will rally three times in this post-halving cycle since the trend has been for the capital gains on holding Bitcoin to more than halve following each halving cycle,” Wood wrote in his recent weekly note to investors, GREED & fear.

“不过，对于那些更具战术重点或通过杠杆持有比特币的人来说，贪婪和恐惧的观点是，150,000 美元是开始获利了结的良好价格水平，因为贪婪和恐惧的基本情况是比特币将在本文中上涨三倍-减半周期，因为趋势是持有比特币的资本收益在每个减半周期后都会减少一半以上，”伍德在最近给投资者的每周报告《贪婪与恐惧》中写道。

The conviction for Wood to hold on to bitcoin for now and the belief that it will rise to $150,000 levels going ahead stems from the fact that US President elect, Donald Trump has signaled a change of regulatory policy towards crypto at the Securities and Exchange Commission (SEC).

伍德目前持有比特币的信念以及比特币未来将升至 15 万美元水平的信念源于美国当选总统唐纳德·特朗普已表示美国证券交易委员会将改变对加密货币的监管政策（美国证券交易委员会）。

“This is now surely coming. It is also worth noting that Howard Lutnick, the co-chair of Trump’s transition team as well as Trump’s pick to be Commerce Secretary, is also a champion of Bitcoin and crypto. It is also the case that Lutnick is chief executive officer of Wall Street firm Cantor Fitzgerald, which is one of the major custodians of the crypto world’s major stablecoin Tether in terms of where the latter deposits its dollars,” Wood wrote.

“现在这肯定会到来。同样值得注意的是，特朗普过渡团队联合主席、特朗普提名的商务部长霍华德·卢特尼克也是比特币和加密货币的拥护者。卢特尼克也是华尔街公司 Cantor Fitzgerald 的首席执行官，该公司是加密货币世界主要稳定币 Tether 的主要托管人之一，后者存放美元。”伍德写道。

Up, up and away

向上，向上，离开

Bitcoin, meanwhile, has gained 164 per cent in the last one year – from a level of around $37,000 to nearly $98,300 now. This is despite the cryptocurrency halving in April 2024.

与此同时，比特币在过去一年里上涨了 164%，从 37,000 美元左右上涨到现在的近 98,300 美元。尽管加密货币在 2024 年 4 月减半，但情况仍然如此。

After the first halving on 28 November 2012, Bitcoin rose about 90 times in the following 12 months, while the second halving on 9 July 2016 resulted in a 30-fold gain within 18 months.

2012年11月28日第一次减半后，比特币在接下来的12个月内上涨了约90倍，而2016年7月9日的第二次减半则在18个月内上涨了30倍。

As for the third halving on 11 May 2020, Bitcoin rose 7.5-fold in the following 11 months to a high in April 2021 and was up eight-fold in 18 months to a then all-time-high of $68,992 in November 2021. After the latest halving on 19 April 2024, Bitcoin has since risen by 54 per cent to $98,300 levels.

至于2020年5月11日的第三次减半，比特币在接下来的11个月内上涨了7.5倍，达到2021年4月的高点，并在18个月内上涨了8倍，在2021年11月达到了当时的历史新高68,992美元。最近一次减半是在 2024 年 4 月 19 日，比特币自此上涨了 54%，达到 98,300 美元的水平。