Ark Invest 的 Cathie Wood 表示，在飙升 2,377% 之前值得购买的第一大加密货币

凯茜·伍德 (Cathie Wood) 并不以谨慎行事而闻名。作为方舟投资的独特掌门人和主题投资的先驱

Cathie Wood is not known for playing it safe. As the idiosyncratic head of Ark Invest and pioneer of thematic investing, she’s used to making big bets – and even bigger claims.

凯茜·伍德 (Cathie Wood) 并不以谨慎行事而闻名。作为方舟投资公司独特的负责人和主题投资的先驱，她习惯于下大赌注——甚至更大的主张。

She remains a strong supporter of Tesla (NASDAQ:TSLA), backing the struggling electric vehicle maker in the belief it will rake in $5 trillion of a future $10 trillion robotaxi market.

她仍然是特斯拉（纳斯达克股票代码：TSLA）的坚定支持者，支持这家陷入困境的电动汽车制造商，相信它将在未来 10 万亿美元的机器人出租车市场中攫取 5 万亿美元。

She is also an avid supporter of cryptocurrencies and a huge booster of Bitcoin (CRYPTO:BTC), the granddaddy of them all. Her prediction here? By 2030, Bitcoin will reach $1.5 million per coin, a return of almost 2,400% from its current price. She recently went further and said that if institutional investors allocated 5% of their money to Bitcoin, it would add $2.3 million to her forecast, for a total of $3.8 million per coin.

她也是加密货币的狂热支持者和比特币（CRYPTO：BTC）的大力支持者，比特币是它们的鼻祖。她的预测在这里？到 2030 年，比特币的价格将达到每枚 150 万美元，较当前价格回报率近 2,400%。她最近更进一步表示，如果机构投资者将 5% 的资金分配给比特币，那么她的预测将增加 230 万美元，即每枚比特币的总价值为 380 万美元。

What makes her believe this?

是什么让她相信这一点？

Institutions will make the difference for Bitcoin

机构将为比特币带来改变

Bitcoin is no longer the Wild West of investing. Sure, it’s still a volatile asset, but the market is vastly different than it was a decade ago. In recent years there has been a huge influx of institutional money, and with that capital has come greater stability. Wood herself helped drive the change.

比特币不再是投资的狂野西部。当然，它仍然是一种不稳定的资产，但市场与十年前有很大不同。近年来，机构​​资金大量涌入，资金也随之变得更加稳定。伍德本人帮助推动了这一变革。

While a few institutions have been in the market for a while, many more have gotten involved since Wood helped lobby the Securities and Exchange Commission to approve Bitcoin Exchange Traded Funds (ETFs). The first batch of 11 such ETFs was approved in January of this year.

虽然一些机构已经进入市场一段时间，但自从伍德帮助游说美国证券交易委员会批准比特币交易所交易基金（ETF）以来，更多机构已经参与其中。首批11只此类ETF已于今年1月获得批准。

This was a big moment for the industry, as these ETFs offer investors both large and small a much easier way to access Bitcoin. Many brokerages that do not offer cryptocurrency trades are happy to support trading spot Bitcoin ETFs.

这对于该行业来说是一个重要时刻，因为这些 ETF 为大大小小的投资者提供了一种更简单的方式来获取比特币。许多不提供加密货币交易的经纪公司很乐意支持现货比特币 ETF 交易。

Wood believes that if people begin to view Bitcoin not as a risky, volatile asset, but as a stable and even safe asset, institutional investors will shift an even larger portion of their portfolios to this cryptocurrency.

伍德认为，如果人们开始不再将比特币视为一种有风险、波动性的资产，而是一种稳定甚至安全的资产，那么机构投资者将把其投资组合的更大一部分转向这种加密货币。

Currently, the majority of the largest financial institutions have less than 1% of their portfolio in ‘digital assets’ and 16% have less than 0.1% (0 was not an option in the survey). Yet the adoption continues. A modest exposure from institutional investors, say 1% or 2%, would still boost Bitcoin’s price significantly, especially if some of its other catalysts materialize.

目前，大多数最大的金融机构的“数字资产”比例不足其投资组合的 1%，其中 16% 的比例不足 0.1%（调查中没有选择 0）。然而，采用仍在继续。机构投资者的适度投资，比如 1% 或 2%，仍然会显着推高比特币的价格，特别是如果其他一些催化剂成为现实的话。

Adoption as digital gold

采用数字黄金

This evolving image from speculative ownership to something more stable has led some to call Bitcoin “digital gold.” It is scarce, requires work to ‘mine,’ and its supply is finite. All told, this means it tends to increase in value over time.

这种从投机所有权到更稳定的事物的不断演变的形象导致一些人将比特币称为“数字黄金”。它是稀缺的，需要工作才能“开采”，而且它的供应是有限的。总而言之，这意味着它的价值往往会随着时间的推移而增加。

The story continues

故事还在继续

These qualities and more led Larry Fink, one of the most influential and powerful investors in the world, to call Bitcoin a “legitimate financial instrument.” He believes that it is an excellent asset if you “believe that governments are devaluing their currencies.”

这些品质以及其他品质使得世界上最有影响力和最强大的投资者之一拉里·芬克（Larry Fink）将比特币称为“合法的金融工具”。他认为，如果你“相信政府正在贬值本国货币”，那么它就是一笔极好的资产。

However, unlike gold, Bitcoin is portable and easy to store. Do you know how hard it is to send $10,000 worth of gold bars to someone across the country? With Bitcoin it can be done in seconds. The value of all the gold in Fort Knox can be stored on a flash drive.

然而，与黄金不同的是，比特币易于携带且易于存储。您知道向全国各地的某人寄送价值 10,000 美元的金条有多困难吗？使用比特币，这可以在几秒钟内完成。诺克斯堡所有黄金的价值都可以存储在闪存驱动器上。

As more and more people come to view Bitcoin as digital gold, this could cause a huge influx of money, especially during times of economic turbulence. Wood points to other catalysts, including its use as a means of payment in countries with runaway inflation, by governments as a store of wealth, as a means of transferring funds for cross-border payments, and as a cash equivalent by corporations.

随着越来越多的人将比特币视为数字黄金，这可能会导致大量资金涌入，尤其是在经济动荡时期。伍德指出了其他催化剂，包括在通货膨胀失控的国家将其用作支付手段、政府将其用作财富储存手段、跨境支付资金转移的手段以及企业将其用作现金等价物。

Clearly, there are many ways for Bitcoin to increase in value; the question is how much it will appreciate. I think Wood’s target of $1.5 million and a bull case of $3.8 million are quite unlikely in 2030, but she certainly makes an interesting case. I believe Bitcoin will outperform the market by a wide margin over the next five years and will be a big part of a diversified portfolio for those with high risk tolerance.

显然，比特币增值的方式有很多；问题是它会升值多少。我认为 Wood 的 150 万美元目标和 380 万美元的牛市情况在 2030 年不太可能实现，但她确实提出了一个有趣的案例。我相信比特币在未来五年内将大幅跑赢市场，并将成为那些具有高风险承受能力的人多元化投资组合的重要组成部分。

Don’t miss this second chance at a potentially lucrative opportunity

不要错过这第二次机会，这是一个潜在的有利可图的机会

Have you ever felt like you missed the boat on buying the most successful stocks? Then you would like to hear this.

您是否曾经感觉自己错过了购买最成功股票的时机？那么你想听听这个。

On rare occasions, our expert team of analysts provides a “Double Down” Stocks recommendation for companies they think are about to pop. If you’re worried that you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves:

在极少数情况下，我们的分析师专家团队会为他们认为即将崛起的公司提供“双倍下注”股票推荐。如果您担心自己已​​经错过了投资机会，那么现在就是最好的购买时机，以免为时已晚。数字不言而喻：

Amazon (NASDAQ:AMZN): If you had invested $1,000 when we doubled down in 2010, you would have $21,266!*

亚马逊（纳斯达克股票代码：AMZN）：如果您在 2010 年加倍投资时投资了 1,000 美元，您将获得 21,266 美元！*

Apple (NASDAQ:AAPL): If you had invested $1,000 when we doubled down in 2008, you would have $

苹果 (NASDAQ:AAPL)：如果您在 2008 年加倍投资时投资了 1,000 美元，您将获得 1,000 美元