比特币近一年半

这是根据Crypto Asset Manager Hashdex的全球市场见解负责人Gerry O'Shea的说法。

Almost a year and a half after bitcoin hit a record high and major U.S. corporations began investing in the asset, the majority of financial advisors still aren't recommending any exposure to the digital currency to their clients, according to a new interview.

根据一项新的采访，在比特币创下了创纪录的纪录和主要公司开始投资资产的近半年半之后，大多数财务顾问仍然不建议向客户提供任何数字货币的曝光率。

That’s according to Gerry O’Shea, head of global market insights at crypto asset manager Hashdex.

这是根据Crypto Asset Manager Hashdex的全球市场见解负责人Gerry O'Shea的说法。

“The overwhelming majority of financial advisors in particular are not recommending an allocation to bitcoin or crypto to their clients at this point,” O’Shea told CoinDesk in an interview.

O'Shea在接受采访时告诉Coindesk：“尤其是绝大多数财务顾问并不建议对其客户分配给比特币或加密货币。”

“Of course, there are some out there that have been very proactively thinking about this space and getting their clients exposure to it, but that's really a small subset of the overall market. Most of what we've been doing in the last few years is based around education.”

“当然，有些人已经非常积极地思考这个空间并让客户接触它，但这确实是整个市场的一小部分。过去几年我们所做的大部分都是基于教育。”

Advisors are receptive to all of this, O’Shea said — it’s simply that due diligence takes a while, and that they move relatively slowly. In other words, these are still very early days in terms of advisors recommending crypto exposure to their clients.

O'Shea说，顾问可以接受所有这些，这仅仅是尽职调查需要一段时间，并且他们的移动相对较慢。换句话说，就推荐加密货币接触客户的顾问而言，这些仍然是很早的日子。

Their questions have moved beyond trying to understand what bitcoin or blockchain is, and now focus more on the role that digital assets can play in someone’s portfolio, according to O'Shea. Should it be seen as an equity allocation? Should it replace gold? General scepticism towards the asset class as a whole tends to be confined to older generations of financial advisors.

根据O'Shea的说法，他们的问题已经超越了试图了解比特币或区块链是什么，现在更多地关注数字资产可以在某人投资组合中扮演的角色。应该将其视为股权分配吗？它应该取代黄金吗？对整个资产类别的一般怀疑态度往往仅限于年龄较大的财务顾问。

At the top of the list of concerns is volatility. Advisors may be aware that bitcoin is a developing asset with a 16-year track record, but at the end of the day, they may still struggle to stomach the currency’s regular 20% or more declines.

关注列表的顶部是波动。顾问可能知道比特币是具有16年往绩的发展中的资产，但归根结底，他们仍然可能难以忍受货币常规的20％或更多下降。

Anxieties about bitcoin’s energy consumption — which were big enough in 2021 for Tesla to stop receiving bitcoin payments — have somewhat receded to second place, O’Shea said. In fact, the narrative around proof-of-work seems to have changed significantly in the last few months, he noted, with people increasingly appreciating that bitcoin mining can help develop renewable energy projects.

O'Shea说，对比特币能源消耗的焦虑（在2021年就足够大，特斯拉就停止收取比特币支付了 - 已经退缩到了第二位。他指出，实际上，在过去几个月中，围绕工作证明的叙述似乎发生了很大变化，人们越来越欣赏比特币采矿可以帮助开发可再生能源项目。

Coming in third is criminality. Bitcoin is still often seen, even by members of Congress, as a payment system that facilitates drug dealers and sanctions evaders. Financial advisors still bring this up as a point of concern, O’Shea said.

排名第三是犯罪。即使是国会议员，也经常将比特币视为促进毒贩和制裁逃避者的支付系统。奥谢说，财务顾问仍然将此作为关注点。

For him, there are two main themes in 2025 when it comes to digital assets: bitcoin and stablecoins. And while it isn’t as straightforward to gain exposure to the growth of the stablecoin market, he stated that smart contract platforms such as Ethereum (CRYPTO: ETH) and Solana (CRYPTO: SOL) — which provide the infrastructure for stablecoins to function — should become interesting to investors.

对他来说，在2025年涉及数字资产时，有两个主要主题：比特币和稳定币。尽管接触Stablecoin市场的增长并不那么简单，但他说，智能合同平台（例如以太坊（Crypto：ETH）和Solana（Crypto：Sol）（Crypto：Sol）（为Stablecoins提供运作的基础设施）应该对投资者感到有趣。

“There is certainly real utility for these platforms. A lot of people refer to stable coins as the first killer app, right? Because it's something that intuitively people can understand,” O'Shea said.

O'Shea说：“这些平台肯定有真正的效用。很多人将稳定硬币称为第一个杀手应用程序，对吗？因为这是人们可以理解的。”

In any case, the hesitation around bitcoin won’t last forever, he predicted. “These folks are under-appreciating how developed this ecosystem is, and how beneficial an allocation to this asset class can be over the longer term,” O’Shea said. “Even by the end of the year, there'll be a lot more that appreciate that fact.”

他预测，无论如何，围绕比特币的犹豫不会永远持续下去。 O'Shea说：“这些人低估了这个生态系统的发展，以及从长远来看，对该资产类别的分配可能是多么有益。” “即使到今年年底，也会有更多赞赏这个事实。”