比特幣，資金和投資：舊資金符合新技術

探索傳統金融機構如何擁抱比特幣和加密，以及對投資的未來意味著什麼。

The world of finance is changing, and it's happening fast. We're seeing a fascinating collision of old-school investment strategies and the disruptive potential of Bitcoin and blockchain technology. Let's dive into the key trends and insights shaping this landscape.

金融世界正在發生變化，並且正在迅速發生。我們看到了老式投資策略的引人入勝的碰撞以及比特幣和區塊鏈技術的破壞性潛力。讓我們深入了解塑造這一景觀的關鍵趨勢和見解。

Traditional Funds Warm Up to Bitcoin

傳統資金熱身為比特幣

It's no longer just crypto-native firms dabbling in Bitcoin. Even the most conservative players are starting to take notice. Take Capital Group, for example, a 94-year-old institution that has quietly amassed a $6 billion exposure to Bitcoin-linked companies. Mark Casey, a veteran investor at Capital Group, even praised Bitcoin as “one of the coolest things ever created.” They didn't buy Bitcoin directly but instead invested in companies holding BTC on their balance sheets, like MicroStrategy and Metaplanet.

它不再只是加密本地公司，涉足比特幣。即使是最保守的球員也開始注意到。以Capital Group為例，這是一家94歲的機構，該機構悄悄地積累了與比特幣相關公司的60億美元的曝光率。資本集團的資深投資者馬克·凱西（Mark Casey）甚至稱讚比特幣是“有史以來最酷的事情之一”。他們沒有直接購買比特幣，而是投資於持有BTC的資產負債表的公司，例如MicroStrategy和Metaplanet。

Tokenization: Opening Doors to Private Credit

令牌化：私人信貸開門

Tokenization is another trend to watch. WisdomTree's CRDT fund, launched in September 2025, is a prime example. It uses blockchain to offer low-cost, tokenized access to private credit, with minimum investments as low as $25. This is a game-changer, as it opens up opportunities previously reserved for institutions and high-net-worth individuals. The CRDT fund offers daily transparency and quick redemptions, features rarely seen in traditional private credit markets. This is great news for crypto natives seeking diversification.

令牌化是另一個值得關注的趨勢。 WisdomTree的CRDT基金於2025年9月成立，是一個很好的例子。它使用區塊鏈提供低成本，令牌化獲得私人信貸的訪問，最低投資低至25美元。這是一個改變遊戲規則的人，因為它為機構和高淨值個人提供了以前保留的機會。 CRDT基金提供的每日透明度和快速贖回，在傳統的私人信貸市場中很少見。對於尋求多元化的加密本地人來說，這是個好消息。

The Hayes Perspective: Patience is Key

海耶斯的觀點：耐心是關鍵

Arthur Hayes, co-founder of BitMEX, reminds us that Bitcoin investing requires patience. He cautions against expecting overnight riches and encourages investors to focus on Bitcoin's long-term potential as a hedge against currency debasement. According to Hayes, when you deflate things by Bitcoin, you can’t even see it on the chart; it is just so ridiculous about how well Bitcoin has performed.

BITMEX的聯合創始人Arthur Hayes提醒我們，比特幣投資需要耐心。他警告不要期望過夜的財富，並鼓勵投資者專注於比特幣的長期潛力，以防貨幣貶值。根據海耶斯的說法，當您用比特幣放氣時，您甚至無法在圖表上看到它。對比特幣的表現非常荒謬。

New Opportunities Beyond Bitcoin

比特幣以外的新機會

While Bitcoin remains a dominant force, investors are also exploring new opportunities in the altcoin space. Solana holders, for instance, are scouting for fresh investments beyond the established giants. One project gaining traction is Layer Brett ($LBRETT), a meme coin fused with Ethereum Layer 2 utility. It combines viral energy with real blockchain power, offering fast, scalable, and low-cost transactions.

儘管比特幣仍然是主要力量，但投資者也在探索Altcoin領域的新機會。例如，Solana持有人正在向已建立的巨人以外的新投資進行搜尋。一個獲得吸引力的項目是Layer Brett（$ LBRETT），這是一種與以太坊2層實用程序融合的模因硬幣。它將病毒能量與真實區塊鏈功率結合在一起，提供快速，可擴展和低成本交易。

Final Thoughts

最後的想法

The convergence of traditional finance and the digital asset world is creating exciting new possibilities. Whether it's established funds investing in Bitcoin-related stocks, tokenized products democratizing access to private credit, or innovative altcoins challenging the status quo, the landscape is ripe with opportunity. So, buckle up, do your research, and get ready for the ride. It's gonna be wild!

傳統金融和數字資產世界的融合正在創造令人興奮的新可能性。無論是建立對與比特幣相關股票投資的資金，令牌化產品使獲得私人信貸的民主化，還是對現狀質疑現狀的創新山寨幣，景觀都有機會成熟。因此，搭扣，進行研究，並為騎行做好準備。會很瘋狂！