像GameStop這樣的比特幣策略模仿者被誇大了和風險。

他仍然對比特幣看漲，理由是全球不信任和美國財政政策是驅動力。

Galaxy Digital CEO Mike Novogratz isn't one to mince words, especially when it comes to an institution like GameStop pivoting to make a huge Bitcoin purchase.

Galaxy Digital Ceo Mike Novogratz並不是一個可以刺傷單詞的人，尤其是在像GameStop這樣的機構中，旋轉巨大的比特幣購買時。

As rumors swirl about the retailer's potential plans with the $1.75 billion in net proceeds from a new equity offering, Novogratz shared his thoughts on the matter.

隨著關於零售商的潛在計劃的謠言旋轉，新的股票收益為17.5億美元，諾維格拉茨分享了他對此事的想法。

While he expressed openness to seeing institutions engaging more with crypto, he also voiced a mild cautionary note.

儘管他對看到機構更多地與加密貨幣互動表示開放，但他還發出了溫和的警告。

"You see a whole new range of, like, balance sheet company plays. I think that's probably getting a little overhyped, referenced to several of the U.S. public companies that are planning to buy bitcoin or have bought bitcoin." Novogratz said during a recent interview on Fox Business.

“您看到了整個資產負債表公司的全新範圍​​。我認為這可能會有些誇張，並參考了幾家計劃購買比特幣或購買比特幣的美國上市公司。” Novogratz在最近對Fox Business的一次採訪中說。

The interviewer later went on to mention GameStop specifically, given the company's history with meme stock mania last year.

鑑於該公司去年在Meme Stock Mania的歷史上，面試官後來繼續提及GameStop。

"I think that's getting a little overhyped. I think people are trying to copycat Michael Saylor. Several of the companies are doing it with a lot of debt. So I think it's a risky strategy. I'm open to seeing institutions come into crypto. I think it's taking longer than people thought."

“我認為這有點誇大了。我認為人們正在嘗試複製邁克爾·塞勒（Michael Saylor）。其中幾家公司以很多債務來做到這一點。因此，我認為這是一種冒險的策略。我願意看到機構進入加密貨幣。我認為這比人們想像的要長。”

Breaking Down the Risk Factor

分解風險因素

It's worth noting that there's no inherent concern with Bitcoin itself. Rather, the focus is on how it's being acquired and the overall risk profile.

值得注意的是，比特幣本身沒有固有的關注。相反，重點是如何獲得它和整體風險概況。

Essentially, just because Saylor pulled off a successful strategy doesn't necessarily mean that every other company attempting a similar move will fare equally well, especially considering the current economic climate and downturn.

本質上，僅僅因為塞勒（Saylor）實現了成功的策略，並不一定意味著每個嘗試類似舉動的公司都會出色，尤其是考慮到當前的經濟環境和低迷。

"We are in a bear market in trust across the country and the world! That is the underpinning of the crypto rally. Same way in '08 they pulled together to save the world, but sadly the world hasn't gotten [trust] back. Stay Long crypto. #Bitcoin $btc $crypto"

“我們在全國和世界各地的信任中處於熊市！這是加密集會的基礎。同樣，他們在'08''中匯聚在一起以拯救世界，但可悲的是，世界並沒有回來。保持漫長的加密貨幣。#bitcoin $ btc $ crypto $ Crypto”

— Mike Novogratz (@MikeNovogratz) June 10, 2023

- 2023年6月10日

Highlighting Global Distrust and U.S. Fiscal Policy

強調全球不信任和美國財政政策

On a broader note, Novogratz remains bullish on Bitcoin, attributing his optimism to global distrust and the implications of U.S. fiscal policies.

從廣義上講，Novogratz仍然對比特幣看漲，將他的樂觀歸因於全球不信任和美國財政政策的含義。

"I think we had a populist government on the left, and now we have a populist government on the right. They love spending money," he said, cutting to the core of his outlook on the crypto price trends.

他說：“我認為我們的左邊有一個民粹主義政府，現在我們有一個民粹主義政府。他們喜歡花錢。”他削減了他對加密貨幣價格趨勢的看法。

"So I think that sets up Bitcoin for having a really nice price move this year and maybe next year. I think it's going to continue to go higher. I think we're in a global distrust trade. People are distrustful of government institutions and politicians."

“因此，我認為這是因為今年甚至明年的價格轉移非常好。我認為這將繼續更高。我認為我們處於全球不信任貿易。人們對政府機構和政客不信任。”

He elaborated further, saying, "The institutions are getting involved more slowly than people expected. I think the next 24 months will look nothing like the last 24 months. We'll see trends like tokenized equities and fixed income emerging as institutions integrate further into the crypto ecosystem."

他進一步闡述說：“這些機構的參與度比人們預期的要慢。我認為，隨著機構進一步整合到加密生態系統中，接下來的24個月看起來與過去24個月相似。

Overall, while Novogratz isn't necessarily discouraging companies from buying Bitcoin, his message is clear: Engage in crypto with a strategic mind-set rather than jumping on a bandwagon.

總體而言，儘管Novogratz不一定會阻止公司購買比特幣，但他的信息很明確：以戰略性的思維方式進行加密貨幣，而不是跳上潮流。