- 隐私、量子风险与小市场
- 巨大的机遇
亿万富翁投资者雷·达利欧最近抨击比特币,尽管他本人持有这一领先的加密货币
然而,达利欧看到的根本缺陷,Bitwise总裁马特·霍根则认为有一条通向75万美元估值的路线图。
隐私、量子风险与小市场
在最近一次“All-In”播客中,达利欧谈及传统黄金与比特币之间日益扩大的表现差距。当被问及为何比特币未能发挥许多人预期的避险作用时,达利欧指出了几个结构性问题。
热点新闻
XRP被杠杆驱动的拉升所吸血;比特币对银价涨幅达18%;币安列出5个主要交易对,莱特币和Zcash也在其中:早间加密报告
‘似乎很重要’:Ripple前CTO对DTCC新闻作出反应
他指出,缺乏金融隐私是一个主要阻力:“所以,比特币没有可以监控、然后间接控制的私人交易。”
达利欧还对机构和主权国家的采用持高度怀疑态度,直接将比特币与传统储备资产对比:
“中央银行不想购买比特币,也不想持有它。所以,这不仅仅是个人的问题,而是机构等等,但你们大多数人都知道,中央银行也是如此。”
此外,他质疑在技术不断进步的情况下,网络的长期安全性。他指出:“关于新技术,比如量子计算的发展,是否存在一些问题或担忧?”
最后,达利欧认为,该资产与科技股的高度相关性以及其规模使其容易被操控。
巨大的机遇
Bitwise总裁马特·霍根认为,这些批评正是比特币未来巨大潜力的原因。
“有人听到批评;我听到的是机会。这些原因使比特币的市值只有黄金的4%。如果没有这些批评,比特币的价格早已接近75万美元/枚。我部分投资比特币,是因为我相信这些事情会随着时间改变,”霍根说。
如果比特币已经具备完美的隐私、庞大的市场规模、免受量子计算影响,并被全球央行积极囤积,那么它早已吸收了黄金的市场份额。
如果比特币达到与黄金庞大市值的平价,一枚比特币的价值大约为75万美元。
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