BitGo 首席执行官 Mike Belshe 预测，支持加密货币的政府的影响将在 2025 年继续显现

Belshe 表示，他预计 2024 年刺激加密资产的顺风可能会持续到 2025 年。

BitGo CEO Mike Belshe is anticipating the tailwinds spurring crypto assets in 2024 will likely continue into 2025.

BitGo 首席执行官 Mike Belshe 预计 2024 年刺激加密资产的顺风可能会持续到 2025 年。

In a new CNBC interview, Belshe says that despite the crypto industry already being bullish on the new pro-crypto administration arriving in Washington D.C., it’s possible that the new regulatory environment hasn’t been completely priced in yet.

Belshe 在接受 CNBC 采访时表示，尽管加密行业已经看好华盛顿特区新的支持加密货币的政府，但新的监管环境可能尚未完全消化。

“I think the regulatory is somewhat priced in but in general we’ve seen that these news events don’t always price in until they’re actually here.

“我认为监管在一定程度上已经反映在价格中，但总的来说，我们看到这些新闻事件在实际发生之前并不总是反映在价格中。

So look, we have a new administration coming in, things look very promising, people are very excited, they’re very bullish. But it’s not here yet.

所以看，我们有一个新政府上任，事情看起来非常有希望，人们非常兴奋，他们非常乐观。但它还没有到来。

So actually I think we’re going to continue to see the effects of that all through 2025.

所以实际上我认为我们将在 2025 年继续看到其影响。

Remember that for the last two and a half years, we’ve had not just a regulatory environment that didn’t want to help you, we had a regulatory environment that was actively trying to kill you. So all of a sudden with that changing in the opposite direction, we’re going to continue to see good gains next year.”

请记住，在过去的两年半中，我们的监管环境不仅不想帮助您，而且还积极试图杀死您。因此，突然之间，情况发生了相反的变化，明年我们将继续看到良好的收益。”

When asked about whether we will see more companies add Bitcoin (BTC) to their corporate treasuries, Belshe says “It’s absolutely going to happen.”

当被问及我们是否会看到更多公司将比特币（BTC）添加到其公司金库时，贝尔什说：“这绝对会发生。”

According to the CEO, the biggest companies simply have too much cash lying around that is predictably getting debased by the increase in monetary supply – making BTC allocation a viable strategy.

这位首席执行官表示，最大的公司只是拥有太多现金，可以预见的是，这些现金会因货币供应量的增加而贬值，这使得比特币配置成为一种可行的策略。

“We’re talking with multiple clients right now about doing that. It’s been a conversation for the last couple of years but frankly, the regulatory changes make it a lot easier. Having ETFs available makes it a lot easier.

“我们现在正在与多个客户讨论这样做。过去几年一直在讨论这个问题，但坦率地说，监管变化让事情变得容易多了。拥有 ETF 会让事情变得容易得多。

People don’t remember exactly how much balance sheet cash some of the top seven companies have. It’s hundreds of billions of dollars. So having some access to Bitcoin into that portfolio into that treasury management just makes sense.

人们不记得七大公司的资产负债表上有多少现金。这是数千亿美元。因此，将比特币纳入该投资组合并进行财务管理是有意义的。

And remember it’s a hedge against whether the US can curtail inflation. And while we’re optimistic about what’s going to happen with the new administration over the next few years, America has not had a track record at all of being able to curtail spending. So if we’re going to continue to see monetary supply go up, Bitcoin is the perfect hedge against that.”

请记住，这是对美国能否遏制通胀的对冲。尽管我们对新政府未来几年的发展持乐观态度，但美国在削减开支方面却没有任何记录。因此，如果我们要继续看到货币供应量增加，比特币就是完美的对冲工具。”

At time of writing, Bitcoin is trading for $94,912.

截至撰写本文时，比特币交易价格为 94,912 美元。