随着比特币市场飙升，万亿美元俱乐部押注加密货币

Bitwise CIO Matt Hougan 认为，一群拥有 100 万亿美元财富的投资者正在开始投资比特币和加密货币。一月份推出的现货比特币 ETF 使成熟的投资者更容易获得这些资产，预计他们将在未来几年向该领域配置大量资金。

Trillion-Dollar Cohort Eyes Crypto Exposure as Bitcoin Bull Market Rages

随着比特币牛市的肆虐，数万亿美元的群体关注加密货币风险

Investment heavyweight Matt Hougan, CIO of Bitwise Asset Management, has unveiled a pivotal shift in the financial landscape: a consortium of investors wielding an unprecedented $100 trillion in assets is embarking on a foray into the realm of Bitcoin (BTC) and cryptocurrencies.

Bitwise 资产管理公司首席信息官、投资重量级人物 Matt Hougan 公布了金融格局的重大转变：一个拥有前所未有的 100 万亿美元资产的投资者财团正在进军比特币 (BTC) 和加密货币领域。

In a recent communique to investment professionals, Hougan, the driving force behind the launch of the first spot Bitcoin exchange-traded fund (ETF), paints a bullish picture, declaring that Bitcoin is riding a surge of market enthusiasm.

在最近向投资专业人士发布的一份公报中，推出首个现货比特币交易所交易基金（ETF）的推动者Hougan描绘了一幅看涨的图景，宣称比特币正受到市场热情高涨的推动。

The genesis of this newfound accessibility for deep-pocketed investors, according to Hougan, lies in the advent of spot BTC ETFs in January. These instruments have unlocked a gateway into the crypto realm, facilitating the participation of institutions previously constrained by regulatory hurdles.

Hougan 表示，这种为财力雄厚的投资者提供新渠道的根源在于 1 月份 BTC ETF 现货的出现。这些工具打开了进入加密货币领域的大门，促进了之前受到监管障碍限制的机构的参与。

"These investors command vast resources—globally estimated at over $100 trillion—and are now dipping their toes into crypto," Hougan stated. "This influx is a gradual process with an estimated timeline of years, not months."

“这些投资者拥有大量资源——全球估计超过 100 万亿美元——现在正在涉足加密货币领域，”Hougan 表示。 “这种涌入是一个渐进的过程，预计需要数年，而不是数月。”

The Bitcoin ETFs have garnered immense popularity, becoming "the most successful ETF launch of all time," buoyed by an impressive $12 billion in inflows within a mere three-month span.

比特币 ETF 获得了极大的欢迎，成为“有史以来最成功的 ETF 发行”，在短短三个月内就有 120 亿美元的资金流入，令人印象深刻。

Despite this surge in interest, Hougan underscores that the $12 billion represents a mere fraction of the potential investment deluge that awaits.

尽管兴趣激增，Hougan 强调，120 亿美元只是未来潜在投资洪流的一小部分。

"Envision if global wealth managers dedicated a modest 1% of their portfolios to Bitcoin. It's not far-fetched: while past performance holds no guarantees for future outcomes, a 2.5% allocation to Bitcoin has consistently enhanced the risk-adjusted returns of a traditional 60/40 portfolio in every three-year period in Bitcoin's history," Hougan explains.

“想象一下，如果全球财富管理机构将其投资组合的 1% 投入比特币。这并不牵强：虽然过去的表现并不能保证未来的结果，但 2.5% 的比特币配置持续提高了传统投资的风险调整回报率。比特币历史上每三年就有 60/40 的投资组合，”Hougan 解释道。

"A uniform 1% allocation would translate to an influx of approximately $1 trillion. In comparison, the $12 billion in inflows to date is a mere down payment, with 99% of the potential investment yet to materialize."

“统一的 1% 分配将意味着大约 1 万亿美元的流入。相比之下，迄今为止 120 亿美元的流入只是首付款，99% 的潜在投资尚未实现。”

As of the time of reporting, Bitcoin's market valuation stands at $69,367, having experienced a 2% decline over the past 24 hours.

截至报告发布时，比特币的市场估值为 69,367 美元，在过去 24 小时内下跌了 2%。