Fundstrat的Tom Lee：比特幣可以達到150萬美元，因為它與Gold的網絡價值相匹配

Fundstrat Global Advisors的研究負責人Tom Lee重申了他對比特幣的超級態度，稱其為“瑞士軍刀”資產

Tom Lee, Head of Research at Fundstrat Global Advisors, has once again showcased his deep bullishness on Bitcoin, comparing it to a Swiss army knife asset for its combination of risk-on technology stock properties, network-driven value, and safe haven utility.

Fundstrat Global Advisors的研究負責人湯姆·李（Tom Lee）再次展示了他對比特幣的看漲，與瑞士軍刀資產進行了比較，因為它結合了風險貨幣技術股票物業，網絡驅動的價值和避風港避風港公用事業。

In an interview, Lee discussed how Bitcoin’s price growth continues to be largely driven by adoption, a trend he anticipates accelerating over the next 10 years.

李在一次採訪中討論了比特幣的價格增長如何在很大程度上受到收養的驅動，這一趨勢他預計在未來10年中會加速。

“Bitcoin really does meet the fact that it’s a risk-on asset, but it’s also a network value asset. So as more people adopt Bitcoin—which is still the biggest driver of the price in my view.”

“比特幣確實確實滿足了這是一種風險的資產，但它也是網絡價值資產。因此，隨著越來越多的人採用比特幣，這仍然是我認為價格的最大推動力。”

Lee noted that BTC is also emerging as a safe haven asset, particularly in an era of inflation, leveraged economies, and monetary debasement.

李指出，BTC也正在成為避風港的資產，尤其是在通貨膨脹，槓桿經濟體和貨幣貶低時代。

Looking ahead, Lee believes the most straightforward valuation model for Bitcoin is to compare it to gold, a thesis that has been touched upon by other prominent macro investors.

展望未來，李認為比特幣最直接的估值模型是將其與黃金進行比較，黃金是其他著名宏觀投資者所涉及的論文。

Bernstein Predicts $330 Billion Corporate Bitcoin Allocation in Next 5 Years

伯恩斯坦預測未來5年的3,300億美元公司比特幣分配

“The easiest way to think of Bitcoin is that it should have the same network value as gold. So if you want to do the math, network value of gold is probably $23-$30 trillion. So if you divide that by 21 million, you get about a million, or a million and a half [dollars per Bitcoin].”

“想到比特幣的最簡單方法是，它應該具有與黃金相同的網絡價值。因此，如果您想進行數學，黃金的網絡價值可能是23-30萬億美元。因此，如果您將其劃分為2100萬，您將獲得約一百萬，或一百萬美元，或一百萬個半[每比特幣]。”

Lee’s remarks align with a growing narrative that positions Bitcoin not just as digital gold but also as the base layer of a new financial internet, an entity whose market cap could soon rival or surpass the legacy monetary metals.

Lee的講話與不斷增長的敘述相吻合，該敘述將比特幣定位不僅是數字黃金，而且與新金融互聯網的基礎層一樣，該實體的市值很快就可以競爭或超過傳統的貨幣金屬。