比特幣，伯克希爾和錯過收益：華爾街傳奇

伯克希爾·哈撒韋（Berkshire Hathaway）謹慎地對比特幣的謹慎方法，因為錯過了潛在的收益。傳統價值投資在加密驅動的世界中是否過時？

Alright, picture this: Warren Buffett, the Oracle of Omaha, sticking to his guns while Bitcoin goes wild. The question everyone's asking is whether Berkshire Hathaway is missing out on serious gains by shunning crypto.

好吧，想像一下：奧馬哈的甲骨文沃倫·巴菲特（Warren Buffett），比特幣瘋狂地堅持他的槍。每個人都問的問題是，伯克希爾·哈撒韋（Berkshire Hathaway）是否因Shunning Crypto而錯過了嚴重的收益。

Berkshire's Bitcoin Dilemma: An $850 Million Question

伯克希爾的比特幣困境：一個8.5億美元的問題

So, Berkshire Hathaway is sitting on a mountain of cash, like $100.49 billion at the end of June 2025. Instead of throwing even a tiny sliver of that into Bitcoin, they're playing it safe with low-yield investments. Now, get this: if they'd just put 5% into Bitcoin at the start of 2025, they could have pocketed over $850 million in unrealized gains by August. That's a whole lotta Benjamins left on the table!

因此，伯克希爾·哈撒韋（Berkshire Hathaway）坐在一座現金山上，在2025年6月底坐在1004.9億美元的現金上。他們沒有將其中的一小部分扔進比特幣，而是通過低收益投資來確保它的安全性。現在，明白了：如果他們在2025年初僅將5％的比特幣投入到比特幣中，那麼到八月，他們可能會獲得超過8.5億美元的未實現收益。那是桌子上留下的整個Lotta Benjamins！

Bitcoin vs. Berkshire's Top Stocks: A 2025 Showdown

比特幣與伯克希爾的最高股票：2025年對決

It's not just cash equivalents that Bitcoin's been crushing. It's also outperforming Berkshire's heavy hitters like Apple, American Express, and Coca-Cola. Buffett's always been a Bitcoin skeptic, but with crypto going mainstream and ETFs raking in cash, it's hard to ignore the numbers.

比特幣不僅僅是比特幣不僅僅是現金等價物。它的表現也優於伯克希爾（Berkshire）的沉重擊球手，例如Apple，American Express和Coca-Cola。巴菲特一直是比特幣的懷疑者，但是由於加密貨幣的主流和ETF的現金流動，很難忽略這些數字。

Equity Losses and Missed Opportunities

股權損失和錯過的機會

To add insult to injury, Berkshire took a $4.6 billion hit in the first half of 2025, thanks to a $5 billion write-down on its Kraft Heinz stake. A little Bitcoin action could have softened that blow. Meanwhile, companies like Exodus Movement are swimming in digital asset gains. Talk about a missed boat!

為了增加受傷的侮辱，伯克希爾在2025年上半年遭受了46億美元的打擊，這要歸功於其卡夫亨茲（Kraft Heinz）股份的50億美元下降。一個比特幣的小動作可能會減輕這種打擊。同時，像出埃及運動運動等公司正在數字資產收益中游泳。談論錯過的船！

Underperforming and Succession Plans

表現不佳和繼承計劃

Berkshire's stock is lagging behind Bitcoin and the S&P 500. As of August 2025, Berkshire's shares were up a measly 3.55%, while Bitcoin soared 16.85%. Plus, with Buffett's succession plan in motion, investors are wondering if the company's future is stuck in the past. Greg Abel, the heir apparent, hasn't exactly been singing Bitcoin's praises.

伯克希爾的股票落後於比特幣和標準普爾500指數。截至2025年8月，伯克希爾的股價上漲了3.55％，而比特幣飆升了16.85％。另外，隨著巴菲特的繼承計劃，投資者想知道該公司的未來是否被困在過去。繼承人的格雷格·阿貝爾（Greg Abel）並沒有完全唱比特幣的讚美。

The Macroeconomic Tailwinds

宏觀經濟的後風

The market's been all about hard assets lately, and Bitcoin's riding that wave, thanks to inflation and interest rate jitters. Traditional value stocks just aren't cutting it like they used to. Buffett's principles of stability and intrinsic value are solid, but maybe it's time to loosen the tie a bit and embrace the digital age.

由於通貨膨脹和利率抖動，該市場最近都是關於硬資產的，以及比特幣的騎行。傳統的價值股票只是沒有像以前那樣削減它。巴菲特的穩定和內在價值原則是可靠的，但是也許是時候放鬆領帶並擁抱數字時代了。

My Take: Time to Evolve?

我的時間：進化的時間？

Look, I get it. Buffett's a legend, and his strategies have worked for decades. But the world's changing, and crypto is no longer a fringe experiment. It's becoming a legitimate asset class with serious potential. While I'm not suggesting Berkshire should go all-in on Bitcoin, a small, strategic allocation could be a game-changer. Just sayin'!

看，我明白了。巴菲特是一個傳奇，他的策略已經努力了數十年。但是世界的變化，加密貨幣不再是一個邊緣實驗。它已成為具有巨大潛力的合法資產類別。雖然我不建議伯克希爾（Berkshire）應該全力以赴，但較小的戰略分配可能會改變遊戲規則。只是說！

So, there you have it. Whether Berkshire Hathaway will ever warm up to Bitcoin remains to be seen. But one thing's for sure: the debate is heating up, and the potential gains are too big to ignore. Who knows, maybe one day Buffett will surprise us all and announce a Bitcoin investment. Stranger things have happened, right?

所以，你有。伯克希爾·海瑟薇（Berkshire Hathaway）是否會熱身到比特幣還有待觀察。但是可以肯定的是：辯論正在加熱，潛在的收益太大而無法忽略。誰知道，也許有一天巴菲特會讓我們所有人感到驚訝，並宣布比特幣投資。陌生人的事情發生了，對嗎？