雷·達利奧（Ray Dalio）關於比特幣：投資者評論和投資組合分配

Bridgewater Associates創始人Ray Dalio討論了比特幣作為替代貨幣的潛力，他的投資組合分配建議以及對美國債務的擔憂。

Ray Dalio on Bitcoin: Investor Comments and Portfolio Allocation

雷·達利奧（Ray Dalio）關於比特幣：投資者評論和投資組合分配

Ray Dalio, the legendary founder of Bridgewater Associates, has been making waves with his comments on Bitcoin and its role in investment portfolios. Let's dive into his perspective, the broader market trends, and what it all means for you.

Bridgewater Associates的傳奇創始人Ray Dalio一直在對比特幣及其在投資組合中的作用發表評論。讓我們深入了解他的觀點，更廣泛的市場趨勢以及對您意味著什麼。

Dalio's Bitcoin Stance: An Evolving Perspective

達利奧的比特幣立場：不斷發展的觀點

Dalio views Bitcoin as an "alternative currency" with a limited supply, a characteristic that becomes increasingly attractive as fiat currencies, especially those burdened with significant debt, risk devaluation. As he stated in a Financial Times interview, if the supply of dollars increases or demand decreases, crypto becomes a viable alternative.

達利奧將比特幣視為供應量有限的“替代貨幣”，這種特徵越來越有吸引力，因為法定貨幣，尤其是那些負擔重大債務，風險貶值的貨幣。正如他在《金融時報》採訪中所說的那樣，如果美元供應增加或需求減少，加密貨幣將成為可行的替代方案。

The 15% Allocation Advice: Gold and Bitcoin as Safe Havens

15％的分配建議：黃金和比特幣作為避風港

Amidst concerns about the ballooning U.S. national debt (over $37 trillion!) and the potential weakening of the dollar, Dalio suggests allocating 15% of your portfolio to alternative assets like gold and Bitcoin. He sees this as a hedge against fiscal irresponsibility and a way to protect wealth.

在對美國國家債務激增的擔憂（超過37萬億美元！）以及美元的潛在削弱中，達利奧（Dalio）建議將您的投資組合的15％分配給黃金和比特幣等替代資產。他認為這是對財政不負責任的對沖和保護財富的方法。

Bitcoin's Allure in 2025: More Than Just Hype

比特幣在2025年的吸引力：不僅僅是炒作

Looking ahead, 2025 is shaping up to be a significant year for Bitcoin. Having surpassed multiple all-time highs already, driven by a mix of macro movements and institutional adoption, Bitcoin's surge appears to be based on substance rather than just hype. US interest rate cuts, cooling inflation, and impressive ETF inflows contribute to this bullish outlook.

展望未來，2025年正在塑造比特幣的重要一年。在宏觀運動和機構採用的混合驅動的驅動下，比特幣的激增似乎已經超過了多個歷史高峰，因此似乎是基於實質而而不是炒作的。美國的利率降低，冷卻通貨膨脹和令人印象深刻的ETF流入有助於這種看漲的前景。

Potential Pitfalls and Government Control

潛在的陷阱和政府控制

Dalio acknowledges Bitcoin's drawbacks, including the potential for government monitoring and control, as well as the risk of its programming being compromised by new technologies. This is one reason he holds significantly more gold than Bitcoin.

達利奧（Dalio）承認比特幣的缺點，包括政府監控和控制的潛力，以及其編程的風險受到新技術的損害。這是他擁有比比特幣更多的黃金的原因之一。

Beyond Dalio: Other Perspectives and Market Dynamics

超越達利奧：其他觀點和市場動態

Dalio isn't alone in his bullish sentiment. Investor Anthony Pompliano has noted that Bitcoin's cycle is driven by expectations of stronger growth, higher inflation, and sustained high interest rates. Even companies like Tesla are integrating Bitcoin into their balance sheet strategies.

達利奧（Dalio）並不孤單。投資者Anthony Pompliano指出，比特幣的周期是由對增長越來越強，通貨膨脹和持續高利率的期望所驅動的。甚至像特斯拉這樣的公司也都將比特幣整合到資產負債表策略中。

Final Thoughts: Navigating the Crypto Landscape

最終想法：導航加密貨幣景觀

So, what’s the takeaway? Ray Dalio's comments highlight Bitcoin's increasing relevance as an alternative asset, especially in times of economic uncertainty. While not without risks, Bitcoin, along with gold, offers a potential hedge against fiat currency devaluation. Of course, remember to do your own research and consider your risk tolerance before diving into the crypto waters. After all, investing should be an adventure, not a gamble! Now, go forth and diversify (responsibly, of course)!

那麼，收穫是什麼？雷·達利奧（Ray Dalio）的評論重點介紹了比特幣作為替代資產的越來越多的意義，尤其是在經濟不確定性時期。雖然並非沒有風險，但比特幣與黃金一起提供了潛在的對沖，以抵抗法定貨幣貶值。當然，請記住自己的研究，並在潛入加密水域之前考慮自己的風險承受能力。畢竟，投資應該是一次冒險，而不是賭博！現在，出去並多樣化（當然是負責任的）！