比特币的长期展望：采用曲线和飙升的潜力

SkyBridge Capital 的安东尼·斯卡拉穆奇 (Anthony Scaramucci) 从长远角度看待比特币，将其当前的采用曲线与早期互联网时代进行了比较。他认为，比特币的波动性和风险认知将持续存在，直到获得更广泛的采用，超越目前的十亿用户。斯卡拉穆奇强调，比特币有可能超越黄金 16 万亿美元的市值，理由是 ETF 的强劲需求和金融部门兴趣的增加。

Bitcoin's Long-Term Prospects: Adoption Curve and Future Potential

比特币的长期前景：采用曲线和未来潜力

In a recent interview with CNBC, SkyBridge Capital's founder and managing partner, Anthony Scaramucci, expressed his long-term bullish outlook on Bitcoin. According to Scaramucci, Bitcoin is currently situated on an adoption curve analogous to the early days of the internet in 1999. He believes the cryptocurrency's true value and potential will only be fully realized as its user base surpasses the billion-user mark.

SkyBridge Capital 创始人兼执行合伙人 Anthony Scaramucci 最近在接受 CNBC 采访时表达了他对比特币的长期看好前景。 Scaramucci 表示，比特币目前正处于类似于 1999 年互联网早期的采用曲线上。他认为，只有当其用户群超过十亿用户大关时，加密货币的真正价值和潜力才会得到充分实现。

Despite its current volatility and reputation as a risky investment, Scaramucci maintains that Bitcoin's perceived riskiness will diminish with wider adoption. He also acknowledges the potential impact of external events and market shocks, but remains optimistic about its long-term price trajectory. This optimism is driven by the growing demand from exchange-traded funds (ETFs) and the increasing interest from mainstream financial sectors, such as 401(k) markets.

尽管比特币目前波动较大，且被视为高风险投资，但斯卡拉穆奇坚持认为，随着比特币的更广泛采用，人们所认为的风险将会降低。他还承认外部事件和市场冲击的潜在影响，但对其长期价格轨迹仍持乐观态度。这种乐观情绪是由交易所交易基金 (ETF) 不断增长的需求以及 401(k) 市场等主流金融部门日益增长的兴趣推动的。

Scaramucci argues that Bitcoin's unique characteristics, including its immutability, decentralization, and scalability, position it for substantial growth in the years to come. He emphasizes that these features, which differentiate Bitcoin from traditional fiat currencies and centralized financial systems, make it an attractive asset for investors seeking refuge from the potential pitfalls of central bank manipulation.

斯卡拉穆奇认为，比特币的独特特征，包括其不变性、去中心化和可扩展性，使其在未来几年能够大幅增长。他强调，这些特征使比特币有别于传统的法定货币和集中式金融体系，使其成为寻求躲避央行操纵的潜在陷阱的投资者的有吸引力的资产。

Challenged by a CNBC co-host regarding Bitcoin's lack of cash flow, Scaramucci responded by highlighting the yield-generating opportunities available through digital asset platforms like Galaxy Digital. These platforms allow investors to earn interest on their Bitcoin holdings, providing a source of cash flow that was previously unavailable in the traditional financial markets.

当 CNBC 联合主持人质疑比特币缺乏现金流时，Scaramucci 的回应是强调通过 Galaxy Digital 等数字资产平台提供的创收机会。这些平台允许投资者通过持有的比特币赚取利息，提供传统金融市场以前无法获得的现金流来源。

Scaramucci acknowledged that skepticism towards Bitcoin is understandable, stating that he himself was initially a skeptic. However, he stressed the importance of recognizing Bitcoin's fundamental proposition and the inherent value of its underlying technology. He predicts that Bitcoin has the potential to reach or even surpass the market capitalization of gold, which currently stands at approximately $16 trillion.

斯卡拉穆奇承认，对比特币的怀疑是可以理解的，并表示他本人最初也是怀疑论者。然而，他强调了认识比特币的基本主张及其底层技术的内在价值的重要性。他预测比特币有潜力达到甚至超过黄金的市值，目前黄金的市值约为 16 万亿美元。

Scaramucci dismissed concerns that the limited number of US ETF owners could potentially dampen the impact of their purchases on Bitcoin's price and market cap. He argued that the ETF market is still in its early stages and is likely to experience significant growth in the future.

斯卡拉穆奇驳斥了人们的担忧，即美国 ETF 持有者数量有限可能会削弱他们购买比特币对比特币价格和市值的影响。他认为，ETF市场仍处于早期阶段，未来可能会出现显着增长。

In conclusion, Anthony Scaramucci's optimistic outlook on Bitcoin is based on his belief that the cryptocurrency is currently on an adoption curve similar to the early days of the internet. He sees Bitcoin's fundamental characteristics as key differentiators that will drive its long-term growth. While acknowledging the potential for market volatility and external shocks, Scaramucci remains confident that Bitcoin's future is bright, with the potential to reach or exceed the market cap of traditional safe-haven assets like gold.

总之，安东尼·斯卡拉穆奇对比特币的乐观前景是基于他的信念，即加密货币目前正处于类似于互联网早期的采用曲线。他认为比特币的基本特征是推动其长期增长的关键差异化因素。在承认市场波动和外部冲击的可能性的同时，斯卡拉穆奇仍然相信比特币的未来是光明的，有可能达到或超过黄金等传统避险资产的市值。