比特币，伯克希尔和错过收益：华尔街传奇

伯克希尔·哈撒韦（Berkshire Hathaway）谨慎地对比特币的谨慎方法，因为错过了潜在的收益。传统价值投资在加密驱动的世界中是否过时？

Alright, picture this: Warren Buffett, the Oracle of Omaha, sticking to his guns while Bitcoin goes wild. The question everyone's asking is whether Berkshire Hathaway is missing out on serious gains by shunning crypto.

好吧，想象一下：奥马哈的甲骨文沃伦·巴菲特（Warren Buffett），比特币疯狂地坚持他的枪。每个人都问的问题是，伯克希尔·哈撒韦（Berkshire Hathaway）是否因Shunning Crypto而错过了严重的收益。

Berkshire's Bitcoin Dilemma: An $850 Million Question

伯克希尔的比特币困境：一个8.5亿美元的问题

So, Berkshire Hathaway is sitting on a mountain of cash, like $100.49 billion at the end of June 2025. Instead of throwing even a tiny sliver of that into Bitcoin, they're playing it safe with low-yield investments. Now, get this: if they'd just put 5% into Bitcoin at the start of 2025, they could have pocketed over $850 million in unrealized gains by August. That's a whole lotta Benjamins left on the table!

因此，伯克希尔·哈撒韦（Berkshire Hathaway）坐在一座现金山上，在2025年6月底坐在1004.9亿美元的现金上。他们没有将其中的一小部分扔进比特币，而是通过低收益投资来确保它的安全性。现在，明白了：如果他们在2025年初仅将5％的比特币投入到比特币中，那么到八月，他们可能会获得超过8.5亿美元的未实现收益。那是桌子上留下的整个Lotta Benjamins！

Bitcoin vs. Berkshire's Top Stocks: A 2025 Showdown

比特币与伯克希尔的最高股票：2025年对决

It's not just cash equivalents that Bitcoin's been crushing. It's also outperforming Berkshire's heavy hitters like Apple, American Express, and Coca-Cola. Buffett's always been a Bitcoin skeptic, but with crypto going mainstream and ETFs raking in cash, it's hard to ignore the numbers.

比特币不仅仅是比特币不仅仅是现金等价物。它的表现也优于伯克希尔（Berkshire）的沉重击球手，例如Apple，American Express和Coca-Cola。巴菲特一直是比特币的怀疑者，但是由于加密货币的主流和ETF的现金流动，很难忽略这些数字。

Equity Losses and Missed Opportunities

股权损失和错过的机会

To add insult to injury, Berkshire took a $4.6 billion hit in the first half of 2025, thanks to a $5 billion write-down on its Kraft Heinz stake. A little Bitcoin action could have softened that blow. Meanwhile, companies like Exodus Movement are swimming in digital asset gains. Talk about a missed boat!

为了增加受伤的侮辱，伯克希尔在2025年上半年遭受了46亿美元的打击，这要归功于其卡夫亨兹（Kraft Heinz）股份的50亿美元下降。一个比特币的小动作可能会减轻这种打击。同时，像出埃及运动运动等公司正在数字资产收益中游泳。谈论错过的船！

Underperforming and Succession Plans

表现不佳和继承计划

Berkshire's stock is lagging behind Bitcoin and the S&P 500. As of August 2025, Berkshire's shares were up a measly 3.55%, while Bitcoin soared 16.85%. Plus, with Buffett's succession plan in motion, investors are wondering if the company's future is stuck in the past. Greg Abel, the heir apparent, hasn't exactly been singing Bitcoin's praises.

伯克希尔的股票落后于比特币和标准普尔500指数。截至2025年8月，伯克希尔的股价上涨了3.55％，而比特币飙升了16.85％。另外，随着巴菲特的继承计划，投资者想知道该公司的未来是否被困在过去。继承人的格雷格·阿贝尔（Greg Abel）并没有完全唱比特币的赞美。

The Macroeconomic Tailwinds

宏观经济的后风

The market's been all about hard assets lately, and Bitcoin's riding that wave, thanks to inflation and interest rate jitters. Traditional value stocks just aren't cutting it like they used to. Buffett's principles of stability and intrinsic value are solid, but maybe it's time to loosen the tie a bit and embrace the digital age.

由于通货膨胀和利率抖动，该市场最近都是关于硬资产的，以及比特币的骑行。传统的价值股票只是没有像以前那样削减它。巴菲特的稳定和内在价值原则是可靠的，但是也许是时候放松领带并拥抱数字时代了。

My Take: Time to Evolve?

我的时间：进化的时间？

Look, I get it. Buffett's a legend, and his strategies have worked for decades. But the world's changing, and crypto is no longer a fringe experiment. It's becoming a legitimate asset class with serious potential. While I'm not suggesting Berkshire should go all-in on Bitcoin, a small, strategic allocation could be a game-changer. Just sayin'!

看，我明白了。巴菲特是一个传奇，他的策略已经努力了数十年。但是世界的变化，加密货币不再是一个边缘实验。它已成为具有巨大潜力的合法资产类别。虽然我不建议伯克希尔（Berkshire）应该全力以赴，但较小的战略分配可能会改变游戏规则。只是说！

So, there you have it. Whether Berkshire Hathaway will ever warm up to Bitcoin remains to be seen. But one thing's for sure: the debate is heating up, and the potential gains are too big to ignore. Who knows, maybe one day Buffett will surprise us all and announce a Bitcoin investment. Stranger things have happened, right?

所以，你有。伯克希尔·海瑟薇（Berkshire Hathaway）是否会热身到比特币还有待观察。但是可以肯定的是：辩论正在加热，潜在的收益太大而无法忽略。谁知道，也许有一天巴菲特会让我们所有人感到惊讶，并宣布比特币投资。陌生人的事情发生了，对吗？