Mike Novogratz在XRP上翻转，承认社区的力量

亿万富翁投资者迈克·诺维格拉茨（Mike Novogratz）最近强调了多年来XRP相关的主要因素。尽管他最初的怀疑

Billionaire investor and Galaxy Digital CEO Mike Novogratz has highlighted the importance of community in sustaining the value of crypto assets, using XRP as an example.

亿万富翁投资者和银河数字首席执行官Mike Novogratz强调了社区在维持加密资产价值的重要性，以XRP为例。

In a recent episode of the Galaxy Brains podcast, Novogratz discussed the factors influencing the performance of cryptocurrencies, particularly in relation to Bitcoin. Host Alex Thorn highlighted the declining performance of Ethereum against BTC, specifically mentioning a 75% decline since the Merge and a 50% drop following the announcement of Ethereum ETFs in mid-2024. He went on to ask Novogratz when he anticipated the ETH-to-BTC ratio to begin reversing.

在Galaxy Brains播客的最新一集中，Novogratz讨论了影响加密货币表现的因素，尤其是与比特币有关的因素。主持人亚历克斯·索恩（Alex Thorn）强调了以太坊对BTC的表现下降，特别是自合并以来的下降75％，在2024年中期宣布以太坊ETF之后，以太坊的下降和50％的下降。当他期望ETH与BTC的比率开始逆转时，他继续问Novogratz。

Emphasizing Bitcoin’s simple and powerful narrative as digital gold, Novogratz explained that the value of BTC lies in the collective belief in its significance, rather than solely its technology. He highlighted the strength of Bitcoin’s narrative, stating, “The idea of people believing, that's what gives it its value.”

Novogratz强调比特币的简单而强大的叙事，解释说，BTC的价值在于集体信念的意义，而不是仅仅是其技术。他强调了比特币叙事的力量，并指出：“人们相信，这就是赋予其价值的原因。”

However, Novogratz contrasted this with Ethereum's more complex proposition as a global decentralized trust layer, which has faced challenges due to increasing competition and an oversupply of altcoins in the market.

但是，Novogratz将其与以太坊更复杂的主张作为全球分散的信任层形成鲜明对比，由于竞争的增加和市场上的Altcoins过度供应，该层面面临着挑战。

“One of the reasons I think the prices of all these alts are going down is, there are too many of them,” Novogratz said, adding, “There is an infinite amount of token supply coming up […] and there is not enough time for those narratives to build community.”

“我认为所有这些Alts的价格下跌的原因之一是，它们太多了。”这些叙述建立社区的时候了。”

He then pointed to older crypto assets like XRP and Cardano (ADA), highlighting that these assets began circulating at a time when the crypto ecosystem did not witness such an oversupply of multiple altcoins, which allowed them to actually build community. This community, according to Novogratz, has sustained their relevance.

然后，他指出了XRP和Cardano（ADA）等较旧的加密资产，强调这些资产在加密生态系统没有见证了多个Altcoins的过度供应时开始流通，这使他们实际上建立了社区。根据诺维格拉茨（Novogratz）的说法，这个社区维持了他们的意义。

Notably, Novogratz had previously expressed skepticism towards XRP's lasting power, primarily due to Ripple owning a significant portion of the token's supply. However, in December 2023, he admitted that he was wrong.

值得注意的是，Novogratz先前曾对XRP的持久力表示怀疑，这主要是由于波纹拥有代币的很大一部分供应。但是，在2023年12月，他承认自己错了。

He conceded that he underestimated the XRP Army, the community of XRP proponents, and acknowledged that XRP has remained relevant because of its passionate user base, which has actively defended and promoted the token over the years. He compared the XRP Army to Bitcoin’s community, both of which play a major role in maintaining their respective assets’ valuations.

他承认，他低估了XRP支持者社区的XRP军队，并承认XRP由于其热情的用户群而保持相关性，多年来，该XRP一直积极捍卫和促进令牌。他将XRP军队与比特币社区进行了比较，这两者在维持各自资产的估值方面起着重要作用。

In February 2025, Novogratz reiterated this perspective, noting that community engagement has become an essential aspect of cryptocurrency valuations. He also expressed surprise at XRP's November 2024 price surge, particularly following Donald Trump’s election victory. He admitted that he never expected XRP to become one of the best-performing tokens in late 2024 but acknowledged that the strength of its community played a decisive role in its success.

2025年2月，Novogratz重申了这一观点，并指出社区参与已成为加密货币估值的重要方面。他还对XRP 2024年11月的价格涨幅感到惊讶，尤其是在唐纳德·特朗普（Donald Trump）的选举胜利之后。他承认，他从未期望XRP成为2024年底表现最好的代币之一，但他承认其社区的实力在其成功方面发挥了决定性作用。