像GameStop这样的比特币策略模仿者被夸大了和风险。

他仍然对比特币看涨，理由是全球不信任和美国财政政策是驱动力。

Galaxy Digital CEO Mike Novogratz isn't one to mince words, especially when it comes to an institution like GameStop pivoting to make a huge Bitcoin purchase.

Galaxy Digital Ceo Mike Novogratz并不是一个可以刺伤单词的人，尤其是在像GameStop这样的机构中，旋转巨大的比特币购买时。

As rumors swirl about the retailer's potential plans with the $1.75 billion in net proceeds from a new equity offering, Novogratz shared his thoughts on the matter.

随着关于零售商的潜在计划的谣言旋转，新的股票收益为17.5亿美元，诺维格拉茨分享了他对此事的想法。

While he expressed openness to seeing institutions engaging more with crypto, he also voiced a mild cautionary note.

尽管他对看到机构更多地与加密货币互动表示开放，但他还发出了温和的警告。

"You see a whole new range of, like, balance sheet company plays. I think that's probably getting a little overhyped, referenced to several of the U.S. public companies that are planning to buy bitcoin or have bought bitcoin." Novogratz said during a recent interview on Fox Business.

“您看到了整个资产负债表公司的全新范围​​。我认为这可能会有些夸张，并参考了几家计划购买比特币或购买比特币的美国上市公司。” Novogratz在最近对Fox Business的一次采访中说。

The interviewer later went on to mention GameStop specifically, given the company's history with meme stock mania last year.

鉴于该公司去年在Meme Stock Mania的历史上，面试官后来继续提及GameStop。

"I think that's getting a little overhyped. I think people are trying to copycat Michael Saylor. Several of the companies are doing it with a lot of debt. So I think it's a risky strategy. I'm open to seeing institutions come into crypto. I think it's taking longer than people thought."

“我认为这有点夸大了。我认为人们正在尝试复制迈克尔·塞勒（Michael Saylor）。其中几家公司以很多债务来做到这一点。因此，我认为这是一种冒险的策略。我愿意看到机构进入加密货币。我认为这比人们想象的要长。”

Breaking Down the Risk Factor

分解风险因素

It's worth noting that there's no inherent concern with Bitcoin itself. Rather, the focus is on how it's being acquired and the overall risk profile.

值得注意的是，比特币本身没有固有的关注。相反，重点是如何获得它和整体风险概况。

Essentially, just because Saylor pulled off a successful strategy doesn't necessarily mean that every other company attempting a similar move will fare equally well, especially considering the current economic climate and downturn.

本质上，仅仅因为塞勒（Saylor）实现了成功的策略，并不一定意味着每个尝试类似举动的公司都会出色，尤其是考虑到当前的经济环境和低迷。

"We are in a bear market in trust across the country and the world! That is the underpinning of the crypto rally. Same way in '08 they pulled together to save the world, but sadly the world hasn't gotten [trust] back. Stay Long crypto. #Bitcoin $btc $crypto"

“我们在全国和世界各地的信任中处于熊市！这是加密集会的基础。同样，他们在'08''中汇聚在一起以拯救世界，但可悲的是，世界并没有回来。保持漫长的加密货币。#bitcoin $ btc $ crypto $ Crypto”

— Mike Novogratz (@MikeNovogratz) June 10, 2023

- 2023年6月10日

Highlighting Global Distrust and U.S. Fiscal Policy

强调全球不信任和美国财政政策

On a broader note, Novogratz remains bullish on Bitcoin, attributing his optimism to global distrust and the implications of U.S. fiscal policies.

从广义上讲，Novogratz仍然对比特币看涨，将他的乐观归因于全球不信任和美国财政政策的含义。

"I think we had a populist government on the left, and now we have a populist government on the right. They love spending money," he said, cutting to the core of his outlook on the crypto price trends.

他说：“我认为我们的左边有一个民粹主义政府，现在我们有一个民粹主义政府。他们喜欢花钱。”他削减了他对加密货币价格趋势的看法。

"So I think that sets up Bitcoin for having a really nice price move this year and maybe next year. I think it's going to continue to go higher. I think we're in a global distrust trade. People are distrustful of government institutions and politicians."

“因此，我认为这是因为今年甚至明年的价格转移非常好。我认为这将继续更高。我认为我们处于全球不信任贸易。人们对政府机构和政客不信任。”

He elaborated further, saying, "The institutions are getting involved more slowly than people expected. I think the next 24 months will look nothing like the last 24 months. We'll see trends like tokenized equities and fixed income emerging as institutions integrate further into the crypto ecosystem."

他进一步阐述说：“这些机构的参与度比人们预期的要慢。我认为，随着机构进一步整合到加密生态系统中，接下来的24个月看起来与过去24个月相似。

Overall, while Novogratz isn't necessarily discouraging companies from buying Bitcoin, his message is clear: Engage in crypto with a strategic mind-set rather than jumping on a bandwagon.

总体而言，尽管Novogratz不一定会阻止公司购买比特币，但他的信息很明确：以战略性的思维方式进行加密货币，而不是跳上潮流。