专家预测，未来十年比特币（BTC）的表现可能会超越英伟达（NVDA）

鉴于英伟达（纳斯达克股票代码：NVDA）在过去十年中令人印象深刻的表现，金融和加密货币专家现在预计将发生重大转变，并预测这家科技巨头在未来十年中超越比特币（BTC）的“机会几乎为零”。

Financial and cryptocurrency experts now anticipate a significant shift in the upcoming decade, predicting that tech giant Nvidia (NASDAQ: NVDA) has “near zero chance” of outperforming Bitcoin (BTC) in the next 10 years.

金融和加密货币专家现在预计未来十年将发生重大转变，并预测科技巨头英伟达（纳斯达克股票代码：NVDA）在未来 10 年内超越比特币（BTC）的“机会几乎为零”。

This forecast is part of a wider discussion on the evolving dynamics between traditional high-growth tech stocks like Nvidia and growing digital currencies such as Bitcoin.

这一预测是关于英伟达等传统高增长科技股与比特币等不断增长的数字货币之间动态演变的更广泛讨论的一部分。

Nvidia, a leader in the semiconductor industry, recently celebrated a remarkable milestone with its stock price soaring following the latest earnings report. This surge contributed to an overall return of 21,558% from May 2014 to May 2024, a growth significantly fueled by the company’s pioneering efforts in AI and gaming technologies.

半导体行业的领导者英伟达最近庆祝了一个非凡的里程碑，在最新的财报发布后，其股价飙升。从 2014 年 5 月到 2024 年 5 月，这一激增使得整体回报率达到 21,558%，这一增长主要得益于该公司在人工智能和游戏技术方面的开拓性努力。

An X post from The Kobeissi Letter on May 25 highlighted this extraordinary performance:

5 月 25 日，《Kobeissi Letter》的一篇 X 帖子强调了这一非凡的表现：

“$NVDA has officially joined the exclusive club of 250,000%+ in all-time returns. $10,000 invested in Nvidia in 1999 is worth $25.3 million today.”

“$NVDA 已正式加入历史回报率超过 250,000% 的专属俱乐部。 1999 年向 Nvidia 投资的 10,000 美元如今价值 2530 万美元。”

However, despite these impressive gains, Bitcoin has emerged as a formidable competitor. It returned 13,048% over the same period, with recent trends suggesting even greater potential.

然而，尽管取得了这些令人印象深刻的收益，比特币已成为一个强大的竞争对手。同期回报率为 13,048%，最近的趋势表明潜力更大。

Notably, the 90-day correlation coefficient between Bitcoin and the Nasdaq 100 index rose to 0.46 last week, marking the highest level since late August. This reflects Bitcoin’s increasing alignment with mainstream financial markets, a trend further evidenced by its comparison with high-growth tech stocks.

值得注意的是，比特币与纳斯达克100指数之间的90天相关系数上周升至0.46，创下8月下旬以来的最高水平。这反映出比特币与主流金融市场越来越一致，与高增长科技股的比较进一步证明了这一趋势。

Cory Klippsten, CEO of Swan Bitcoin, and Lyn Alden, a noted investment strategist, expressed skepticism about Nvidia’s capacity to replicate its past decade’s success. They highlight Bitcoin’s advantages, such as its integration into mainstream financial products, including the recently approved Bitcoin ETFs, and its potential to outpace traditional assets due to its decentralized nature and extensive network effects.

Swan Bitcoin 首席执行官 Cory Klippsten 和著名投资策略师 Lyn Alden 对 Nvidia 复制过去十年成功的能力表示怀疑。他们强调了比特币的优势，例如它与主流金融产品的整合，包括最近批准的比特币 ETF，以及由于其去中心化性质和广泛的网络效应而超越传统资产的潜力。

Recent performance and market trends

近期业绩和市场趋势

The recent approval of spot Bitcoin ETFs on January 10 was a significant milestone that further legitimized Bitcoin as a mainstream investment option, boosting its returns to 31.7% since then. This slight edge over Nvidia's 30.2% in the same period underscores growing investor confidence in Bitcoin, aligning it with the growth trajectories typically associated with high-growth tech stocks.

1 月 10 日现货比特币 ETF 的批准是一个重要的里程碑，进一步使比特币作为主流投资选择合法化，自此将其回报率提高至 31.7%。这一略高于英伟达同期 30.2% 的优势，突显了投资者对比特币的信心不断增强，使其与高增长科技股通常相关的增长轨迹保持一致。

Daniel Sempere Pico and Sina from 21st.capital commented on the potential for Bitcoin’s financial networks and widespread adoption to drive more sustainable long-term growth compared to Nvidia’s AI-driven advancements. They argue that while Nvidia's innovations in AI are impactful, the broader applications of Bitcoin in global financial systems present a more compelling investment narrative, suggesting that the future of investment may tilt increasingly towards digital currencies over traditional tech giants.

来自 21st.capital 的 Daniel Sempere Pico 和新浪评论了比特币金融网络的潜力及其广泛采用，与英伟达人工智能驱动的进步相比，可以推动更可持续的长期增长。他们认为，虽然英伟达在人工智能方面的创新具有影响力，但比特币在全球金融体系中的更广泛应用呈现出更引人注目的投资叙事，这表明未来的投资可能会越来越倾向于数字货币，而不是传统科技巨头。

Nvidia and BTC analysis: A comparative look at market performance

Nvidia 和 BTC 分析：市场表现比较

From January 1, 2024, to May 25, 2024, BTC-USD and NVIDIA demonstrated distinct trading patterns and growth trajectories, reflecting their unique market positions and investor sentiments.

从2024年1月1日到2024年5月25日，BTC-USD和NVIDIA表现出了不同的交易模式和增长轨迹，反映了它们独特的市场地位和投资者情绪。

Bitcoin exhibited significant volatility, with prices ranging from approximately $39,450 to $73,750, leading to a 63% YTD increase. This volatility, highlighted by frequent relative strength index (RSI) signals of overvaluation and undervaluation, underscores the speculative nature of Bitcoin, influenced by diverse investor behaviors and market dynamics.

比特币表现出巨大的波动性，价格从约 39,450 美元到 73,750 美元不等，年初至今上涨了 63%。这种波动性，以频繁的相对强度指数（RSI）高估和低估信号为突出，凸显了比特币的投机性质，受到不同投资者行为和市场动态的影响。

In contrast, NVIDIA displayed strong growth, with its stock price increasing from $475 to $1,064, marking a YTD rise of about 115%. The stability in NVIDIA's RSI suggests consistent market sentiment and fewer fluctuations attributed to its ongoing advancements in AI and the semiconductor sectors, which are vital for technological innovation and impact across various industries.

相比之下，英伟达表现强劲，股价从 475 美元上涨至 1,064 美元，年初至今上涨约 115%。 NVIDIA RSI 的稳定性表明，由于其在人工智能和半导体领域的持续进步，市场情绪一致且波动较小，这对于各行业的技术创新和影响至关重要。

As Bitcoin increasingly competes with major tech stocks, its transformative role in the investment landscape is becoming more pronounced. With broader adoption and alignment with financial markets, digital currencies are poised to dominate future growth, potentially overshadowing even the most established tech giants.

随着比特币与主要科技股的竞争日益激烈，其在投资领域的变革作用变得越来越明显。随着数字货币得到更广泛的采用并与金融市场保持一致，它有望主导未来的增长，甚至有可能让最成熟的科技巨头黯然失色。