尽管近期遭遇挫折，SkyBridge 的斯卡拉穆奇仍坚定看好比特币前景

尽管比特币近期出现回调，但 SkyBridge Capital 的 Anthony Scaramucci 仍然保持乐观态度，将其韧性归因于减半机制和投资快速增长等因素。斯卡拉穆奇认为，由于全球采用率有限，且比特币作为数字价值储存手段的作用有限，因此比特币具有巨大的增长潜力，预计当前周期的潜在价格目标为 17 万美元。他还强调了监管审查和法律挑战对于加密货币市场成熟的重要性，并指出现货比特币 ETF 的延迟批准暴露了杠杆和欺诈行为，从而形成了一个更健康的生态系统。

SkyBridge's Scaramucci Remains Unwavering in Bitcoin's Bullish Outlook

SkyBridge 的斯卡拉穆奇对比特币的看涨前景依然坚定不移

Despite Bitcoin's recent retreat from its record-breaking $74,000 peak, SkyBridge Capital's Anthony Scaramucci maintains an unwavering bullish stance on the cryptocurrency's future prospects. In an exclusive interview with CNBC, Scaramucci outlined his reasons for optimism, emphasizing the significant inflows into Bitcoin, its inherent value as a digital store of value, and the potential for exponential growth in the coming years.

尽管比特币最近从创纪录的 74,000 美元峰值回落，但 SkyBridge Capital 的 Anthony Scaramucci 仍对加密货币的未来前景保持坚定的看涨立场。在接受 CNBC 独家采访时，斯卡拉穆奇概述了他乐观的理由，强调比特币的大量资金流入、其作为数字价值存储的内在价值，以及未来几年指数增长的潜力。

Scaramucci highlighted the influx of over $10 billion into Bitcoin in the first quarter of 2023, a rate that surpassed the growth of the gold ETF GLD (NYSE:GLD), which took a year to reach the same milestone. This rapid adoption, coupled with the launch of spot Bitcoin ETFs, has played a pivotal role in Bitcoin's recent resurgence, according to Scaramucci.

Scaramucci 强调，2023 年第一季度，比特币流入比特币的金额超过 100 亿美元，这一速度超过了黄金 ETF GLD（纽约证券交易所股票代码：GLD）的增长，后者花了一年时间才达到同样的里程碑。斯卡拉穆奇表示，这种快速采用，加上现货比特币 ETF 的推出，在比特币最近的复苏中发挥了关键作用。

"The ETFs have undoubtedly contributed to Bitcoin's comeback," Scaramucci asserted. "When Wall Street gets a product like this, it acts as a selling machine, generating immense demand."

斯卡拉穆奇断言：“ETF 无疑为比特币的复苏做出了贡献。” “当华尔街获得这样的产品时，它就像一台销售机器，产生了巨大的需求。”

Scaramucci's unwavering belief in Bitcoin's long-term growth trajectory stems from several factors. One key factor is the cryptocurrency's halving mechanism, which reduces the number of new coins entering the system, creating scarcity and driving up the price. Scaramucci dismisses the notion that the effects of halving have been fully priced in, suggesting that Bitcoin's potential is far from exhausted.

斯卡拉穆奇对比特币长期增长轨迹的坚定信念源于多个因素。一个关键因素是加密货币的减半机制，它减少了进入系统的新硬币的数量，从而造成稀缺性并推高价格。斯卡拉穆奇驳斥了减半的影响已被完全计入价格的观点，这表明比特币的潜力远未耗尽。

"Bitcoin's global adoption rate stands at around 6%, comparable to the adoption rate of the internet in 1998," Scaramucci said. "This gives us a glimpse of the immense growth potential that lies ahead."

Scaramucci 表示：“比特币的全球采用率约为 6%，与 1998 年互联网的采用率相当。” “这让我们看到了未来巨大的增长潜力。”

Scaramucci also discussed Bitcoin's role as a hedge against inflation and currency devaluation. While acknowledging that Bitcoin is unlikely to replace gold as a global standard, he views it as a significant digital store of value. Scaramucci believes that Bitcoin has the potential to reach half of gold's market valuation, representing a "six to eight, ten times move from here, but with significant volatility."

斯卡拉穆奇还讨论了比特币作为对冲通胀和货币贬值的作用。虽然他承认比特币不太可能取代黄金成为全球标准，但他将其视为一种重要的数字价值储存手段。斯卡拉穆奇认为，比特币有潜力达到黄金市场估值的一半，相当于“从这里上涨六到八倍、十倍，但波动性很大”。

Addressing the inherent volatility and cyclicality of Bitcoin, Scaramucci set a conservative target of $170,000 for the current cycle. However, he emphasized the market's speculative nature and the impact of waves of adoption and demand on Bitcoin's price trajectory.

针对比特币固有的波动性和周期性，斯卡拉穆奇为本周期设定了 17 万美元的保守目标。然而，他强调了市场的投机性质以及采用和需求浪潮对比特币价格轨迹的影响。

In the broader context of the cryptocurrency market, Scaramucci acknowledged investments in other cryptocurrencies such as Solana and Avalanche, but emphasized Bitcoin's role as the leading asset in the space. "Bitcoin is the big Kahuna," Scaramucci declared.

在更广泛的加密货币市场背景下，斯卡拉穆奇承认对 Solana 和 Avalanche 等其他加密货币的投资，但强调了比特币作为该领域领先资产的作用。 “比特币是最大的魔王，”斯卡拉穆奇宣称。

He also addressed the recent sentencing of FTX founder Sam Bankman-Fried, expressing disappointment and emphasizing the negative impact the saga had on the industry. "I felt bad for the kid," Scaramucci said. "He hurt my business, he hurt my reputation, and he hurt a lot of people. But clinically, he seems like a very damaged guy who will likely spend a significant portion of his future in prison."

他还谈到了 FTX 创始人 Sam Bankman-Fried 最近的判决，表达了失望之情，并强调了这一事件对行业造成的负面影响。 “我为这个孩子感到难过，”斯卡拉穆奇说。 “他伤害了我的生意，伤害了我的名誉，还伤害了很多人。但从临床角度来看，他似乎是一个受到严重伤害的人，未来的很大一部分时间可能会在监狱里度过。”

Despite the setbacks, SkyBridge remains committed to the crypto space, viewing regulatory scrutiny and legal challenges as necessary steps towards a more mature and stable market. "The U.S. dollar has lost about 22% of its value since January of 2020, while Bitcoin has gone up 8 to 1," Scaramucci noted. "If you've owned Bitcoin over a rolling four-year period, you've actually done well."

尽管遭遇挫折，SkyBridge 仍然致力于加密货币领域，将监管审查和法律挑战视为迈向更加成熟和稳定的市场的必要步骤。 “自 2020 年 1 月以来，美元已贬值约 22%，而比特币则上涨了 8 比 1，”Scaramucci 指出。 “如果你在四年内持有比特币，那么你实际上做得很好。”

Scaramucci credited the delayed approval of spot Bitcoin ETFs with exposing leverage and fraud in the system, ultimately leading to a healthier ecosystem for cryptocurrencies. "Gary Gensler did the whole industry a favor by delaying the spot ETF approval," Scaramucci said. "It uncovered the risks and led to a more robust ecosystem."

斯卡拉穆奇认为，比特币现货 ETF 的延迟批准暴露了系统中的杠杆和欺诈行为，最终为加密货币带来了更健康的生态系统。斯卡拉穆奇表示：“加里·詹斯勒推迟了现货 ETF 的批准，为整个行业带来了好处。” “它揭示了风险并带来了更强大的生态系统。”

Scaramucci concluded by reiterating his firm's confidence in Bitcoin's long-term potential as a hedge against inflation, a store of value, and a major force in the global financial landscape.

斯卡拉穆奇最后重申，他的公司对比特币作为通胀对冲工具、价值储存手段和全球金融格局主要力量的长期潜力充满信心。