比特币，资金和投资：旧资金符合新技术

探索传统金融机构如何拥抱比特币和加密，以及对投资的未来意味着什么。

The world of finance is changing, and it's happening fast. We're seeing a fascinating collision of old-school investment strategies and the disruptive potential of Bitcoin and blockchain technology. Let's dive into the key trends and insights shaping this landscape.

金融世界正在发生变化，并且正在迅速发生。我们看到了老式投资策略的引人入胜的碰撞以及比特币和区块链技术的破坏性潜力。让我们深入了解塑造这一景观的关键趋势和见解。

Traditional Funds Warm Up to Bitcoin

传统资金热身为比特币

It's no longer just crypto-native firms dabbling in Bitcoin. Even the most conservative players are starting to take notice. Take Capital Group, for example, a 94-year-old institution that has quietly amassed a $6 billion exposure to Bitcoin-linked companies. Mark Casey, a veteran investor at Capital Group, even praised Bitcoin as “one of the coolest things ever created.” They didn't buy Bitcoin directly but instead invested in companies holding BTC on their balance sheets, like MicroStrategy and Metaplanet.

它不再只是加密本地公司，涉足比特币。即使是最保守的球员也开始注意到。以Capital Group为例，这是一家94岁的机构，该机构悄悄地积累了与比特币相关公司的60亿美元的曝光率。资本集团的资深投资者马克·凯西（Mark Casey）甚至称赞比特币是“有史以来最酷的事情之一”。他们没有直接购买比特币，而是投资于持有BTC的资产负债表的公司，例如MicroStrategy和Metaplanet。

Tokenization: Opening Doors to Private Credit

令牌化：私人信贷开门

Tokenization is another trend to watch. WisdomTree's CRDT fund, launched in September 2025, is a prime example. It uses blockchain to offer low-cost, tokenized access to private credit, with minimum investments as low as $25. This is a game-changer, as it opens up opportunities previously reserved for institutions and high-net-worth individuals. The CRDT fund offers daily transparency and quick redemptions, features rarely seen in traditional private credit markets. This is great news for crypto natives seeking diversification.

令牌化是另一个值得关注的趋势。 WisdomTree的CRDT基金于2025年9月成立，是一个很好的例子。它使用区块链提供低成本，令牌化获得私人信贷的访问，最低投资低至25美元。这是一个改变游戏规则的人，因为它为机构和高净值个人提供了以前保留的机会。 CRDT基金提供的每日透明度和快速赎回，在传统的私人信贷市场中很少见。对于寻求多元化的加密本地人来说，这是个好消息。

The Hayes Perspective: Patience is Key

海耶斯的观点：耐心是关键

Arthur Hayes, co-founder of BitMEX, reminds us that Bitcoin investing requires patience. He cautions against expecting overnight riches and encourages investors to focus on Bitcoin's long-term potential as a hedge against currency debasement. According to Hayes, when you deflate things by Bitcoin, you can’t even see it on the chart; it is just so ridiculous about how well Bitcoin has performed.

BITMEX的联合创始人Arthur Hayes提醒我们，比特币投资需要耐心。他警告不要期望过夜的财富，并鼓励投资者专注于比特币的长期潜力，以防货币贬值。根据海耶斯的说法，当您用比特币放气时，您甚至无法在图表上看到它。对比特币的表现非常荒谬。

New Opportunities Beyond Bitcoin

比特币以外的新机会

While Bitcoin remains a dominant force, investors are also exploring new opportunities in the altcoin space. Solana holders, for instance, are scouting for fresh investments beyond the established giants. One project gaining traction is Layer Brett ($LBRETT), a meme coin fused with Ethereum Layer 2 utility. It combines viral energy with real blockchain power, offering fast, scalable, and low-cost transactions.

尽管比特币仍然是主要力量，但投资者也在探索Altcoin领域的新机会。例如，Solana持有人正在向已建立的巨人以外的新投资进行搜寻。一个获得吸引力的项目是Layer Brett（$ LBRETT），这是一种与以太坊2层实用程序融合的模因硬币。它将病毒能量与真实区块链功率结合在一起，提供快速，可扩展和低成本交易。

Final Thoughts

最后的想法

The convergence of traditional finance and the digital asset world is creating exciting new possibilities. Whether it's established funds investing in Bitcoin-related stocks, tokenized products democratizing access to private credit, or innovative altcoins challenging the status quo, the landscape is ripe with opportunity. So, buckle up, do your research, and get ready for the ride. It's gonna be wild!

传统金融和数字资产世界的融合正在创造令人兴奋的新可能性。无论是建立对与比特币相关股票投资的资金，令牌化产品使获得私人信贷的民主化，还是对现状质疑现状的创新山寨币，景观都有机会成熟。因此，搭扣，进行研究，并为骑行做好准备。会很疯狂！