直言不諱的鯊魚坦克投資者凱文·奧利裡（Kevin O'Leary）經歷了一個顯著的轉變

直言不諱的鯊魚坦克投資者凱文·奧利裡（Kevin O'Leary）在他對加密貨幣的立場中發生了重大轉變

Kevin O’Leary, the outspoken Shark Tank investor, has seen his stance on cryptocurrency transform. Once dismissing Bitcoin as “garbage” and skeptical of the industry, O’Leary now allocates 19.4% of his portfolio to crypto-related assets. This shift, as he recently shared with Moneywise, reflects not only his personal conviction but also a broader momentum in the cryptocurrency space, driven by rising prices, regulatory developments, and growing mainstream acceptance.

直言不諱的鯊魚坦克投資者凱文·奧利裡（Kevin O'Leary）看到了他對加密貨幣轉變的立場。一旦將比特​​幣視為“垃圾”，對該行業的持懷疑態度，O'Leary現在將其投資組合的19.4％分配給了與加密相關的資產。正如他最近與MoneyWise分享的那樣，這種轉變不僅反映了他的個人信念，而且反映了加密貨幣領域的更大動力，這是由於價格上漲，監管發展和日益增長的主流接受。

As part of this evolution, O’Leary’s portfolio now includes direct investments in coins and tokens, along with stakes in “picks and shovels” infrastructure, such as platforms and exchanges like Circle, the issuer of the USDC stablecoin. His enthusiasm for the sector was evident during his keynote at the Consensus crypto conference in Toronto, where he highlighted the urgent need for regulatory clarity to unlock the industry’s trillion-dollar potential.

作為這一進化的一部分，O'Leary的投資組合現在包括對硬幣和代幣的直接投資，以及“選擇和鏟子”基礎設施的股份，例如平台和諸如USDC Stablecoin的發行人Circle之類的交易所。在他在多倫多共識加密會議上的主題演講中，他對該行業的熱情顯而易見，在那裡他強調了迫切需要監管性清晰度以釋放該行業的萬億美元潛力。

This aligns with the prevailing optimism in the crypto market, fueled by Bitcoin’s recent surge past the $110,000 mark, a significant increase from its 2024 range below $70,000. This rally has been bolstered by a more favorable outlook under the Trump administration, which has shifted away from the “regulation by enforcement” approach of its predecessor.

這與比特幣最近的110,000美元的激增推動了加密貨幣市場的普遍樂觀情緒，比其2024年範圍低於$ 70,000的漲幅顯著增加。特朗普政府領導下的一個更有利的前景使這一集會得到了支持，特朗普政府已經擺脫了其前任的“執法法規”方法。

A key beneficiary has been Coinbase Global, Inc. (NASDAQ:COIN), the largest U.S.-based crypto exchange, which saw its stock earn a coveted spot in the S&P 500 index after the SEC dropped a lawsuit against it in February. The growing legitimacy of crypto is evident in its inclusion in retirement portfolios and the availability of Bitcoin and Ethereum ETFs, signaling a departure from its fringe status.

主要受益人是Coinbase Global，Inc。 （NASDAQ：COIN），這是美國最大的加密貨幣交易所，其股票在SEC在2月在SEC撤銷訴訟後，在標準普爾500指數中獲得了令人垂涎的位置。加密貨幣的合法性日益增長的合法性在將其納入退休投資組合以及比特幣和以太坊ETF的可用性中表明，這表明與其邊緣地位背道而馳。

However, O’Leary highlighted that institutional investors – such as sovereign wealth and pension funds – remain largely absent, with only clear regulations capable of drawing their substantial capital into the market.

但是，奧利裡強調，機構投資者（例如主權財富和養老基金）仍然在很大程度上不存在，只有明確的法規才能將其大量資本納入市場。

To bridge this gap, O’Leary is actively advocating for two pivotal pieces of legislation. The first, the GENIUS Act, focuses on establishing a regulatory framework for stablecoins, digital tokens pegged to fiat currencies like USDC, which O’Leary personally holds.

為了彌合這一差距，奧利裡（O'Leary）積極倡導兩項關鍵的立法。首先，《天才法》（Genius Act）的重點是建立一個針對穩定幣的監管框架，數字代幣與O'Leary親自擁有的USDC這樣的法定貨幣掛鉤。

Stablecoins, he argued in Toronto, could disrupt the multitrillion-dollar currency trading market, which he described as “old and ugly and inefficient” due to high fees charged by banks and credit card companies. By enabling faster, cheaper cross-border transactions, stablecoins would dismantle these inefficiencies, a prospect that has already caught the attention of Big Tech, with reports of Meta (NASDAQ:META) exploring partnerships in the space.

他在多倫多認為Stablecoins可能會破壞多元化的貨幣貿易市場，由於銀行和信用卡公司收取的高費用，他將其描述為“古老而醜陋且效率低下”。通過實現更快，更便宜的跨境交易，Stablecoins將拆除這些效率低下的效率，這一前景已經引起了Big Tech的關注，並報導了Meta（Nasdaq：Meta）探索該空間中伙伴關係的報導。

Analysts project the stablecoin market could reach $2.5 trillion if the GENIUS Act, recently advanced in the Senate, is passed, despite criticisms from figures like Sen. Elizabeth Warren, who has raised concerns about potential conflicts of interest tied to Trump-backed firms.

分析師項目，如果最近在參議院中晉級的《天才法》（Genius Act）通過參議員伊麗莎白·沃倫（Elizabeth Warren）等人的批評，他對與特朗普支持的公司有關的潛在利益衝突表示擔憂，但穩定的市場可能會達到2.5萬億美元。

The second piece of legislation, the market structure bill, aims to provide a comprehensive framework for digital assets, crucially defining whether they are commodities or securities. O’Leary predicted that its passage would unleash a “trillion dollars” in institutional capital, particularly into top-tier tokens like Bitcoin.

第二條立法是市場結構法案，旨在為數字資產提供全面的框架，並至關重要的是它們是商品還是證券。奧利裡（O'Leary）預測，它的通過將在機構資本中釋放出“萬億美元”，尤其是像比特幣這樣的頂級令牌。

This aligns with findings from a January survey of U.S. institutional investors by EY and Coinbase, which identified regulatory uncertainty as the primary barrier to crypto investment. Specifically, 50% of respondents highlighted the need for clear custody rules, 49% sought clarity on commodity versus security classifications, and 46% emphasized tax treatment, with 26% prioritizing the regulation of stablecoins and tokenized fiat.

這與EY和Coinbase 1月對美國機構投資者的調查的調查相吻合，EY和Coinbase認為監管不確定性是加密投資的主要障礙。具體而言，有50％的受訪者強調需要清楚的監護權規則，有49％的受訪者要求對商品與安全分類進行清晰，而46％的受訪者強調稅收待遇，而26％的人優先考慮對穩定的固定劑和代幣化的法規。

Despite the promise of these bills, O'Leary acknowledged that the crypto industry has "hit a wall" in expanding assets under management, with institutional capital still on the sidelines. He views regulation as a "dialysis" process that would cleanse the market of low-quality assets, channeling capital into the top five tokens and creating a "vortex" of investment.

儘管有這些法案的承諾，奧利裡（O'Leary）承認，加密貨幣行業在擴大管理資產方面已“撞牆”，機構資本仍處於場外。他認為法規是一種“透析”過程，它將清理低質量資產的市場，將資本轉移到前五名的代幣中，並創造出“渦流”的投資。

His push for regulation, a stance he never anticipated taking, underscores the industry’s maturation and the critical role of policy in unlocking its next phase of growth. As O'Leary navigates Washington to champion these reforms, the crypto market stands at a crossroads, with the potential to redefine global finance—if the regulatory pieces fall into place.

他對監管的推動，他從未預料到的立場，強調了該行業的成熟以及政策在解鎖其下一階段增長方面的關鍵作用。當奧利裡（O'Leary）在華盛頓倡導這些改革時，加密貨幣市場處於十字路口，如果監管部門落入原位，則有可能重新定義全球融資。