資深趨勢預報員杰拉爾德·塞倫特（Gerald Celente

比特幣（BTC）的拉力賽超過103,000美元正在引起投資者的重新關注，而資深趨勢預報員杰拉爾德·塞倫特（Gerald Celente）則在他長期以來的看漲位置上加倍。

In the rapidly evolving world of cryptocurrencies, veteran trends forecaster Gerald Celente is sticking to his guns with a bullish outlook on Bitcoin (BTC) and a pessimistic view of AI stocks, despite a recent rally that has seen the flagship cryptocurrency breach the $103,000 mark.

在迅速發展的加密貨幣世界中，資深趨勢預報員杰拉爾德·塞倫特（Gerald Celente）以對比特幣（BTC）的看法（BTC）和AI股票的悲觀觀點堅持他的槍支，儘管最近一次集會已經看到了旗艦貨幣貨幣貨幣貨幣的103,000美元公差。

During a recent YouTube broadcast of his Trends Journal show, Celente, the founder of the forecasting firm, said that the surge in BTC is being driven not just by technical momentum, but also by deepening political alignment, an angle he has touched upon before.

預測公司的創始人Celente在最近的YouTube廣播中，他說，BTC的激增不僅受到技術勢頭的驅動，而且還通過加深的政治一致性來驅動，他以前曾談到過一個角度。

“Everyone knows that we’ve been bullish on Bitcoin because the Trump team is all in the Bitcoin cryptocurrency field,” he said. “The prices are going to go up. All they’re interested in doing is making money.”

他說：“每個人都知道我們一直對比特幣看漲，因為特朗普團隊都在比特幣加密貨幣領域。” “價格將上漲。他們感興趣的就是賺錢。”

Bitcoin is currently trading at $103,513, up 23% in the last month and more than 50% over the past year. The breakout past the six-figure threshold is not just a psychological milestone, it also signals broader macro conviction in Bitcoin’s role as a store of value, especially as global markets are readjusting to new risk and policy realities.

比特幣目前的交易價格為103,513美元，在上個月增長了23％，在過去一年中超過50％。超過六位數的閾值的突破不僅是一個心理里程碑，它還標誌著比特幣作為價值存儲的角色更廣泛的宏觀信念，尤其是隨著全球市場正在調整新的風險和政策現實。

Earlier this year, Celente spoke about the role of campaign financing in shaping Bitcoin’s trajectory. “The Trump gang… gave him a lot of crypto. The crypto people gave him a lot of dough,” he said, suggesting that institutional players may be interested in creating a favorable regulatory environment.

今年早些時候，Celente談到了競選融資在塑造比特幣軌跡中的作用。他說：“特朗普幫派……給了他很多加密。

Celente also shared an update on gold, another asset he has been bullish on throughout this year.

Celente還分享了有關黃金的最新消息，這是他在今年全年都看過的另一項資產。

“Gold is up some 46 bucks as we go—$3,222 an ounce, down from its $3,500 high but still flying nice,” he said.

他說：“隨著我們的速度，黃金的費用約為46美元 - 每盎司3,222美元，低於3,500美元的高價，但仍然不錯。”

“So we see it’s still going strong. They’re now adjusting the price down, but it’s still in a nice, broad range here.”

“因此，我們看到它仍然很強大。他們現在正在調整價格，但是這裡仍然處於良好的範圍。”

His thesis remains optimistic: in periods of geopolitical uncertainty, de-dollarization, and distrust in centralized institutions, capital often rotates into hard and alternative assets.

他的論文仍然樂觀：在地緣政治不確定性，貶值和對集中機構的不信任的時期，資本通常會旋轉成艱苦而替代的資產。

However, Celente’s optimism doesn’t extend to the speculative frenzy surrounding AI equities, particularly those like Nvidia (NASDAQ:NVDA), which have been driving the narrative around artificial intelligence’s market potential.

但是，Celente的樂觀情緒並沒有擴展到圍繞AI股票的投機性狂熱，尤其是像Nvidia（NASDAQ：NVDA）的那些股票，這些股票一直在推動圍繞人工智能市場潛力的敘述。

“Nvidia stock is going back up because of the deal they just did over the Middle East with the Trump team,” Celente said.

塞倫特說：“由於他們剛剛在中東與特朗普團隊達成的協議，NVIDIA股票正在恢復。”

“But we still say there’s going to be a dot-com bust, and China is going to lead the world in the AI development.”

“但是我們仍然說，將會有一個互聯網的破產，中國將帶領世界發展。”

He has warned for some time now that the AI rally echoes the late-1990s dot-com bubble, marked by hype-driven valuations with insufficient fundamental grounding. While short-term catalysts like geopolitical partnerships and regional investment deals may buoy specific names, suggesting that the broader AI sector remains vulnerable to a sharp correction, especially as global competition intensifies.

現在，他警告過一段時間，AI拉力賽呼應了1990年代後期的互聯網泡沫，以炒作驅動的估值為標誌，基本的基礎不足。雖然像地緣政治合作夥伴關係和區域投資交易這樣的短期催化劑可能會提起特定的名稱，這表明更廣泛的AI部門仍然容易受到敏銳的糾正，尤其是隨著全球競爭的加劇。