Galaxy Digital Ceo Mike Novogratz說，比特幣將取代黃金，然後升至1,000,000美元

今天，Galaxy數字首席執行官Mike Novogratz告訴CNBC，比特幣正在替代黃金的道路上，最終可能達到100萬美元的價值。

Galaxy Digital CEO Mike Novogratz said on Wednesday that he sees Bitcoin slowly replacing gold and could eventually reach a value of $1,000,000.

Galaxy數字首席執行官Mike Novogratz週三表示，他看到比特幣慢慢取代黃金，最終可能達到100萬美元的價值。

“Bitcoin has become a macro asset,” said Novogratz. “And some of the great things is most people have it on their screens next to gold and silver and the S&P. And you think back ten years ago when people thought we were crazy. And now it’s an institutionalized macro asset… It’s just becoming institutionalized.”

“比特幣已成為宏觀資產，” Novogratz說。 “有些偉大的事情是，大多數人都將其放在黃金和白銀旁邊的屏幕上。

He emphasized that Bitcoin is no longer a fringe investment but part of the mainstream financial landscape. He pointed out that its volatility is now seen as normal compared to traditional assets.

他強調，比特幣不再是邊緣投資，而是主流金融格局的一部分。他指出，與傳統資產相比，它的波動性現在被認為是正常的。

“We are in a dollar bear market. For the last 15 years, American exceptionalism was the story. Europeans were widely overweight and Asians widely overweight the US stock and we have an administration that wants a weaker dollar. They are pretty clear about it,” he said. “Even in the way Trump negotiates. And you can argue if it’s successful or not successful, but by telling Canada they want to be the 51st state, and telling people that they come here to kiss his rear end, it doesn't engender people to say, ‘Oh, I want to buy more dollars.’”

“我們是一個美元的熊市。在過去的15年中，美國的例外主義一直是這個故事。歐洲人廣泛超重，亞洲人在美國的股票中廣泛超重，我們有一個政府想要較弱的美元。他們對此很清楚，”他說。 “即使以特朗普進行談判的方式。您也可以爭論它是成功的還是不成功的，但是告訴加拿大他們想成為第51個州，並告訴人們他們來這裡親吻他的後端，這並不會使人們說：'哦，我想買更多的美元。

According to Novogratz, this global shift is pushing investors toward assets outside the dollar, including Bitcoin.

據Novogratz稱，這一全球轉變正在將投資者推向包括比特幣在內的美元之外的資產。

“I think most macro funds are having a great year,” he stated. “They’re short the dollar, they’re long the euro, they’re long the yen, they’re long Aussie, they’re long a basket of currencies. Well, Bitcoin, gold, silver, platinum, they all fall into that same category as something that’s not the dollar.”

他說：“我認為大多數宏觀資金都在很棒的一年中。” “它們的美元短，他們很長，歐元很長，他們的日元很長，他們是澳大利亞長，它們是一籃子貨幣。嗯，比特幣，金色，銀，白金，它們都屬於與不是美元的類別。”

He also pointed to Bitcoin’s fixed supply as a key factor behind its growing value.

他還指出，比特幣的固定供應是其不斷增長價值的關鍵因素。

“There is no more Bitcoin,” he said. “What’s unique about Bitcoin as an asset is it was created with 21 million coins total. Period. End of story. There’ll never be more than that. But not all of those have been mined, is my point. Not most of them. Lots of them have been lost. There have been more Bitcoins lost than will be mined for the rest of eternity.”

他說：“不再有比特幣。” “比特幣作為資產的獨特之處在於它是用2100萬個硬幣創建的。期末。故事結束。永遠不會有更多的東西。但是，並非所有這些都已被開采了，這是我的意思。不是大多數人丟失。丟失了很多。比特幣丟失了，丟失了比剩下的永恆銷售的。”

Novogratz believes the wave of institutional involvement, including firms like BlackRock, is cementing Bitcoin’s role as a savings asset.

Novogratz認為，包括BlackRock等公司的機構參與浪潮正在鞏固比特幣作為儲蓄資產的作用。

“The bull case becomes that over time… gold slowly gets replaced by Bitcoin. And so if you look at gold’s market cap and Bitcoin market cap, Bitcoin has a long way to go. Right? 10x. And so that [is] $1,000,000 a Bitcoin just to be where gold is.”

“隨著時間的流逝，公牛的案例就變成了……黃金慢慢被比特幣取代。因此，如果您看黃金的市值和比特幣市值，比特幣有很長的路要走。對？10倍。那麼，它就是1,000,000美元的比特幣，只是黃金所在的地方。”