比特幣近一年半

這是根據Crypto Asset Manager Hashdex的全球市場見解負責人Gerry O'Shea的說法。

Almost a year and a half after bitcoin hit a record high and major U.S. corporations began investing in the asset, the majority of financial advisors still aren't recommending any exposure to the digital currency to their clients, according to a new interview.

根據一項新的採訪，在比特幣創下了創紀錄的紀錄和主要公司開始投資資產的近半年半之後，大多數財務顧問仍然不建議向客戶提供任何數字貨幣的曝光率。

That’s according to Gerry O’Shea, head of global market insights at crypto asset manager Hashdex.

這是根據Crypto Asset Manager Hashdex的全球市場見解負責人Gerry O'Shea的說法。

“The overwhelming majority of financial advisors in particular are not recommending an allocation to bitcoin or crypto to their clients at this point,” O’Shea told CoinDesk in an interview.

O'Shea在接受采訪時告訴Coindesk：“尤其是絕大多數財務顧問並不建議對其客戶分配給比特幣或加密貨幣。”

“Of course, there are some out there that have been very proactively thinking about this space and getting their clients exposure to it, but that's really a small subset of the overall market. Most of what we've been doing in the last few years is based around education.”

“當然，有些人已經非常積極地思考這個空間並讓客戶接觸它，但這確實是整個市場的一小部分。過去幾年我們所做的大部分都是基於教育。”

Advisors are receptive to all of this, O’Shea said — it’s simply that due diligence takes a while, and that they move relatively slowly. In other words, these are still very early days in terms of advisors recommending crypto exposure to their clients.

O'Shea說，顧問可以接受所有這些，這僅僅是盡職調查需要一段時間，並且他們的移動相對較慢。換句話說，就推薦加密貨幣接觸客戶的顧問而言，這些仍然是很早的日子。

Their questions have moved beyond trying to understand what bitcoin or blockchain is, and now focus more on the role that digital assets can play in someone’s portfolio, according to O'Shea. Should it be seen as an equity allocation? Should it replace gold? General scepticism towards the asset class as a whole tends to be confined to older generations of financial advisors.

根據O'Shea的說法，他們的問題已經超越了試圖了解比特幣或區塊鍊是什麼，現在更多地關注數字資產可以在某人投資組合中扮演的角色。應該將其視為股權分配嗎？它應該取代黃金嗎？對整個資產類別的一般懷疑態度往往僅限於年齡較大的財務顧問。

At the top of the list of concerns is volatility. Advisors may be aware that bitcoin is a developing asset with a 16-year track record, but at the end of the day, they may still struggle to stomach the currency’s regular 20% or more declines.

關注列表的頂部是波動。顧問可能知道比特幣是具有16年往績的發展中的資產，但歸根結底，他們仍然可能難以忍受貨幣常規的20％或更多下降。

Anxieties about bitcoin’s energy consumption — which were big enough in 2021 for Tesla to stop receiving bitcoin payments — have somewhat receded to second place, O’Shea said. In fact, the narrative around proof-of-work seems to have changed significantly in the last few months, he noted, with people increasingly appreciating that bitcoin mining can help develop renewable energy projects.

O'Shea說，對比特幣能源消耗的焦慮（在2021年就足夠大，特斯拉就停止收取比特幣支付了 - 已經退縮到了第二位。他指出，實際上，在過去幾個月中，圍繞工作證明的敘述似乎發生了很大變化，人們越來越欣賞比特幣採礦可以幫助開發可再生能源項目。

Coming in third is criminality. Bitcoin is still often seen, even by members of Congress, as a payment system that facilitates drug dealers and sanctions evaders. Financial advisors still bring this up as a point of concern, O’Shea said.

排名第三是犯罪。即使是國會議員，也經常將比特幣視為促進毒販和製裁逃避者的支付系統。奧謝說，財務顧問仍然將此作為關注點。

For him, there are two main themes in 2025 when it comes to digital assets: bitcoin and stablecoins. And while it isn’t as straightforward to gain exposure to the growth of the stablecoin market, he stated that smart contract platforms such as Ethereum (CRYPTO: ETH) and Solana (CRYPTO: SOL) — which provide the infrastructure for stablecoins to function — should become interesting to investors.

對他來說，在2025年涉及數字資產時，有兩個主要主題：比特幣和穩定幣。儘管接觸Stablecoin市場的增長並不那麼簡單，但他說，智能合同平台（例如以太坊（Crypto：ETH）和Solana（Crypto：Sol）（Crypto：Sol）（為Stablecoins提供運作的基礎設施）應該對投資者感到有趣。

“There is certainly real utility for these platforms. A lot of people refer to stable coins as the first killer app, right? Because it's something that intuitively people can understand,” O'Shea said.

O'Shea說：“這些平台肯定有真正的效用。很多人將穩定硬幣稱為第一個殺手應用程序，對嗎？因為這是人們可以理解的。”

In any case, the hesitation around bitcoin won’t last forever, he predicted. “These folks are under-appreciating how developed this ecosystem is, and how beneficial an allocation to this asset class can be over the longer term,” O’Shea said. “Even by the end of the year, there'll be a lot more that appreciate that fact.”

他預測，無論如何，圍繞比特幣的猶豫不會永遠持續下去。 O'Shea說：“這些人低估了這個生態系統的發展，以及從長遠來看，對該資產類別的分配可能是多麼有益。” “即使到今年年底，也會有更多讚賞這個事實。”