隨著市場的穩定和比特幣爪的回溯到$ 10萬美元以上，凱文·奧利裡（Kevin O'Leary）（也稱為“奇妙”先生”（Mr. Wondress）正在加倍數字資產，並呼籲明確法規以解鎖加密貨幣的下一章。

O'Leary在加密股票和相關股票中的權重19％。這包括直接接觸加密貨幣和分享Coinbase，Robinhood和Wonderfi等主要加密交易所的股票。

As markets stabilize and bitcoin claws its way back above $100k, Kevin O’Leary – also known as “Mr. Wonderful” – is doubling down on digital assets and calling for clear regulation to unlock crypto’s next chapter.

隨著市場的穩定和比特幣爪的回溯到$ 10萬美元以上，凱文·奧利裡（Kevin O'Leary）（也稱為“奇妙”先生”（Mr. Wondress）正在加倍數字資產，並呼籲明確法規以解鎖加密貨幣的下一章。

“I consider crypto to be the 12th sector of the economy within five years,” O’Leary said in a wide-ranging interview with CoinDesk ahead of his keynote at Consensus 2025 in Toronto on May 15.

奧利裡（O'Leary）在5月15日在多倫多在多倫多的共識2025年舉行的主題演講之前，奧利裡（O'Leary）在對科德斯克（Coindesk）的廣泛採訪中說：“我認為加密貨幣是經濟的第12區。”

The O’Leary Ventures Chairman outlined his approach to crypto, which is grounded in traditional portfolio construction and a very deliberate plan to prepare for institutional capital he believes is about to flood into the industry.

O'Leary Ventures主席概述了他對加密貨幣的方法，該方法基於傳統的投資組合建設，並為他認為即將湧入該行業的機構資本做準備。

Crypto: A 19% Allocation

加密：分配19％

O’Leary holds a 19% weighting in crypto and related equities. That includes direct exposure to crypto and shares in major crypto exchanges like Coinbase (NASDAQ:COIN), Robinhood (NASDAQ:HOOD) and WonderFi.

O'Leary在加密股票和相關股票中的權重19％。這包括直接接觸加密貨幣和股票，例如Coinbase（Nasdaq：Coin），Robinhood（Nasdaq：Hood）和Wonderfi等主要加密交易所。

“Volatility is good for an exchange," he said. “No matter what crypto is doing, up or down, the exchange is making money because it’s the infrastructure.”

他說：“波動對於交流是有益的。” “無論加密貨幣在做什麼，上下的交換都在賺錢，因為這是基礎設施。”

For yield, he prefers USDC over bank deposits.

為了收益，他更喜歡USDC而不是銀行存款。

“The yield on that this morning is 3.822%. That’s better than a savings account.”

“今天早上的收益率為3.822％。這比儲蓄帳戶好。”

(O’Leary disclosed he is a shareholder in Circle.)

（奧利裡（O'Leary）透露他是圈子的股東。）

Still, O’Leary follows a strict strategy: never more than 5% in one position and never more than 20% in any sector, including crypto.

儘管如此，O'Leary還是遵循嚴格的策略：在一個領域，包括加密在內的任何領域的位置不超過5％，並且不超過20％。

No to Bitcoin ETFs, No to MicroStrategy

否比特幣ETF，否至MicroStrategy

Despite being long BTC, O’Leary is not a fan of the ETF wrapper.

儘管BTC很長，但O'Leary還是不喜歡ETF包裝紙。

“I never understood why anybody would buy bitcoin in an ETF and pay fees. That’s insane,” he said. “If I want vol on crypto, just buy bitcoin.”

他說：“我從來不明白為什麼有人會用ETF購買比特幣並支付費用。這太瘋狂了。” “如果我想使用加密貨幣，那就買比特幣。”

(Bitcoin ETFs were introduced in the U.S. in January 2024 and have attracted about $115 billion in investment so far.)

（比特幣ETF於2024年1月在美國推出，到目前為止吸引了約1,150億美元的投資。）

He also opted out of MicroStrategy (NASDAQ:MSTR), saying Michael Saylor is “a great strategist, no question. But why don’t I just own bitcoin outright?”

他還選擇了MicroStrategy（NASDAQ：MSTR），他說Michael Saylor是“偉大的戰略家，毫無疑問。但是，為什麼我不直接擁有比特幣呢？”

Regulation is the Missing Piece

法規是缺失的作品

Institutional adoption of crypto hinges on regulation and compliance, he said. Large funds can’t buy in until their internal systems can account for digital assets the same way they do equities or bonds.

他說，機構採用加密對法規和合規性的採用。大型資金直到其內部系統可以像進行股票或債券的方式相同的數字資產來解釋數字資產之前。

“There are trillions of dollars waiting on the sidelines. But they can’t move until it’s regulated and the compliance infrastructure is there.”

“在場外等待著數万億美元。但是，直到受到監管，並且在那裡，它們才能移動。”

That’s why he’s optimistic about stablecoin legislation in the U.S., which he expects to pass soon. If that happens, he said, “you want to own the exchanges.”

這就是為什麼他對美國的Stablecoin立法感到樂觀的原因，他希望很快通過。如果發生這種情況，他說：“您想擁有交流。”

“The era of the crypto cowboy is over,” he said. “They’re all in jail or felons. What we need now is compliance.”

他說：“加密牛仔的時代已經結束。” “他們都是監獄或重罪犯。我們現在需要的是合規性。”

Kevin O’Leary will be sharing more about his crypto strategy at Consensus 2025 in Toronto on May 15. Get your tickets here.

凱文·奧利裡（Kevin O'Leary）將於5月15日在多倫多的2025年共識分享他的加密策略。