Fundstrat的Tom Lee：比特币可以达到150万美元，因为它与Gold的网络价值相匹配

Fundstrat Global Advisors的研究负责人Tom Lee重申了他对比特币的超级态度，称其为“瑞士军刀”资产

Tom Lee, Head of Research at Fundstrat Global Advisors, has once again showcased his deep bullishness on Bitcoin, comparing it to a Swiss army knife asset for its combination of risk-on technology stock properties, network-driven value, and safe haven utility.

Fundstrat Global Advisors的研究负责人汤姆·李（Tom Lee）再次展示了他对比特币的看涨，并将其与瑞士军刀资产进行了比较，因为它结合了风险货币技术股票物业，网络驱动的价值和安全避风港公用事业。

In an interview, Lee discussed how Bitcoin’s price growth continues to be largely driven by adoption, a trend he anticipates accelerating over the next 10 years.

李在一次采访中讨论了比特币的价格增长如何在很大程度上受到收养的驱动，这一趋势他预计在未来10年中会加速。

“Bitcoin really does meet the fact that it’s a risk-on asset, but it’s also a network value asset. So as more people adopt Bitcoin—which is still the biggest driver of the price in my view.”

“比特币确实确实满足了这是一种风险的资产，但它也是网络价值资产。因此，随着越来越多的人采用比特币，这仍然是我认为价格的最大推动力。”

Lee noted that BTC is also emerging as a safe haven asset, particularly in an era of inflation, leveraged economies, and monetary debasement.

李指出，BTC也正在成为避风港的资产，尤其是在通货膨胀，杠杆经济体和货币贬低时代。

Looking ahead, Lee believes the most straightforward valuation model for Bitcoin is to compare it to gold, a thesis that has been touched upon by other prominent macro investors.

展望未来，李认为比特币最直接的估值模型是将其与黄金进行比较，黄金是其他著名宏观投资者所涉及的论文。

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伯恩斯坦预测未来5年的3,300亿美元公司比特币分配

“The easiest way to think of Bitcoin is that it should have the same network value as gold. So if you want to do the math, network value of gold is probably $23-$30 trillion. So if you divide that by 21 million, you get about a million, or a million and a half [dollars per Bitcoin].”

“想到比特币的最简单方法是，它应该具有与黄金相同的网络价值。因此，如果您想进行数学，黄金的网络价值可能是23-30万亿美元。因此，如果您将其划分为2100万，您将获得约一百万，或一百万美元，或一百万个半[每比特币]。”

Lee’s remarks align with a growing narrative that positions Bitcoin not just as digital gold but also as the base layer of a new financial internet, an entity whose market cap could soon rival or surpass the legacy monetary metals.

Lee的讲话与不断增长的叙述相吻合，该叙述将比特币定位不仅是数字黄金，而且与新金融互联网的基础层一样，该实体的市值很快就可以竞争或超过传统的货币金属。