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Skybridge Capital的創始人,長期加密倡導者Anthony Scaramucci認為Elon Musk準備將數字資產編織到X的計劃“ Super App”的結構中
Anthony Scaramucci, the founder of SkyBridge Capital and a long-time crypto advocate, believes Elon Musk is poised to weave digital assets into the fabric of X’s planned “super app,” even if the precise mechanism remains under wraps.
Skybridge Capital的創始人,長期的加密辯護人Anthony Scaramucci認為Elon Musk有望將數字資產編織到X計劃的“ Super App”的結構中,即使確切機制仍然包含在內。
In a recent interview with Saxo Group, Scaramucci disclosed that although he has “not spoken to Elon directly,” he maintains an investor’s line of sight into SpaceX, xAI and X after taking stakes in all three ventures. “I do speak to people in management in those two companies as a private investor,” he said, adding that he owns no Tesla shares.
Scaramucci在最近接受Saxo Group的一次採訪中透露,儘管他“沒有直接與Elon交談”,但在所有三個企業中都股權之後,他仍在SpaceX,XAI和X上保持投資者的視線。他說:“我確實與這兩家公司的管理人員交談。”他補充說,他沒有特斯拉的股票。
Crypto Likely Part Of Musk’s Vision
加密可能是馬斯克願景的一部分
Based on those conversations, the former White House communications director predicts that Musk will soon pivot from headline-grabbing political skirmishes back to the operational overhaul of X. “I predict that Musk returns to his businesses… and I do think that you will see X-XL—whatever you want to call that conglomeration—he’s going to build a super app there and I think he’s going to be using crypto.”
基於這些對話,這位前白宮通訊總監預測,馬斯克很快將從頭條上抓緊政治衝突回到X的運營大修。
The SkyBridge chief outlined several possible rails for this integration. “Will it be his own coin the way Telegram is doing it? Will it be stable-coin? It will be something. I don’t know what it will be but it will be something.” His comments arrived despite Musk’s earlier insistence that “none of his companies will ever launch a native crypto token,” underscoring the open question of whether X will opt for existing assets such as Bitcoin, Dogecoin or stablecoins, or instead pursue a bespoke digital instrument.
Skybridge負責人概述了這一整合的幾條軌道。 “這會像電報這樣做的方式嗎?它會是穩定的嗎?這將是什麼。我不知道會是什麼,但會是什麼。”儘管馬斯克早些時候堅持說“他的公司都不會推出本地加密代幣”,但他的評論仍在推動了X是否會選擇諸如比特幣,狗狗或穩定幣等現有資產的公開問題,還是追求定制的數字工具。
Scaramucci’s forecasts are anchored in Musk’s well-publicised ambition to turn X into what he once called “the biggest financial institution in the world.” In 2023 the Tesla and SpaceX chief invoked China’s WeChat as a model for integrating messaging, payments and business services. The first concrete step toward that vision emerged earlier this year when X announced a partnership with Visa for an X Money Account, a digital wallet designed to shuttle funds between bank accounts and the app’s peer-to-peer rails.
Scaramucci的預測基於馬斯克廣為人知的野心,將X變成他曾經稱為“世界上最大的金融機構”。 2023年,特斯拉和SpaceX負責人援引了中國的微信作為整合消息,付款和商業服務的典範。今年早些時候,X宣布與Visa for X Money帳戶建立合作夥伴關係時,朝著該願景邁出了第一步,這是一個數字錢包,旨在在銀行帳戶和應用程序的點對點軌道之間資助資金。
Beyond the Musk-X thesis, Scaramucci used the Saxo Group interview to reiterate his broader market convictions. He credited the Trump administration for their pro-crypto policies. “There is going to be crypto-friendly, pro-crypto regulation. I see that as very positive,” he stated.
除了馬斯克X論文之外,Scaramucci還利用Saxo Group採訪重申了他更廣泛的市場信念。他讚揚特朗普政府的親克萊普特政策。他說:“將會有加密友好的,親克萊普託的監管。我認為這是非常積極的。”
He also repeated his stance that bitcoin’s twin role as an inflation hedge and risk asset would remain intact should a recession materialise: “We’re finally seeing this non-correlation where it’s trading a little bit like gold, which is outperforming, but it’s trading a little bit like gold in the last three weeks. And I think this is a direct result of the Wall Street sales machine. I think you have an enormous amount of inflows taking place in the BlackRock ETF and other ETFs.”
他還重複了自己的立場,即比特幣作為通貨膨脹對沖和風險資產的雙重作用將保持不變,如果經濟衰退實現:“我們終於看到了這種不相關的交易有點像黃金,這既超過了黃金,卻超過了黃金,但是在過去的三周中,這是一個直接的範圍。我認為這是您的範圍。 ETF。”
At press time, Dogecoin traded at $0.177.
發稿時,Dogecoin的交易價格為0.177美元。
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