直言不讳的鲨鱼坦克投资者凯文·奥利里（Kevin O'Leary）经历了一个显着的转变

直言不讳的鲨鱼坦克投资者凯文·奥利里（Kevin O'Leary）在他对加密货币的立场中发生了重大转变

Kevin O’Leary, the outspoken Shark Tank investor, has seen his stance on cryptocurrency transform. Once dismissing Bitcoin as “garbage” and skeptical of the industry, O’Leary now allocates 19.4% of his portfolio to crypto-related assets. This shift, as he recently shared with Moneywise, reflects not only his personal conviction but also a broader momentum in the cryptocurrency space, driven by rising prices, regulatory developments, and growing mainstream acceptance.

直言不讳的鲨鱼坦克投资者凯文·奥利里（Kevin O'Leary）看到了他对加密货币转变的立场。一旦将比特​​币视为“垃圾”，对该行业的持怀疑态度，O'Leary现在将其投资组合的19.4％分配给了与加密相关的资产。正如他最近与MoneyWise分享的那样，这种转变不仅反映了他的个人信念，而且反映了加密货币领域的更大动力，这是由于价格上涨，监管发展和日益增长的主流接受。

As part of this evolution, O’Leary’s portfolio now includes direct investments in coins and tokens, along with stakes in “picks and shovels” infrastructure, such as platforms and exchanges like Circle, the issuer of the USDC stablecoin. His enthusiasm for the sector was evident during his keynote at the Consensus crypto conference in Toronto, where he highlighted the urgent need for regulatory clarity to unlock the industry’s trillion-dollar potential.

作为这一进化的一部分，O'Leary的投资组合现在包括对硬币和代币的直接投资，以及“选择和铲子”基础设施的股份，例如平台和诸如USDC Stablecoin的发行人Circle之类的交易所。在他在多伦多共识加密会议上的主题演讲中，他对该行业的热情显而易见，在那里他强调了迫切需要监管性清晰度以释放该行业的万亿美元潜力。

This aligns with the prevailing optimism in the crypto market, fueled by Bitcoin’s recent surge past the $110,000 mark, a significant increase from its 2024 range below $70,000. This rally has been bolstered by a more favorable outlook under the Trump administration, which has shifted away from the “regulation by enforcement” approach of its predecessor.

这与比特币最近的110,000美元的激增推动了加密货币市场的普遍乐观情绪，比其2024年范围低于$ 70,000的涨幅显着增加。特朗普政府领导下的一个更有利的前景使这一集会得到了支持，特朗普政府已经摆脱了其前任的“执法法规”方法。

A key beneficiary has been Coinbase Global, Inc. (NASDAQ:COIN), the largest U.S.-based crypto exchange, which saw its stock earn a coveted spot in the S&P 500 index after the SEC dropped a lawsuit against it in February. The growing legitimacy of crypto is evident in its inclusion in retirement portfolios and the availability of Bitcoin and Ethereum ETFs, signaling a departure from its fringe status.

主要受益人是Coinbase Global，Inc。（NASDAQ：COIN），这是美国最大的加密货币交易所，其股票在SEC在2月在SEC撤销诉讼后，在标准普尔500指数中获得了令人垂涎的位置。加密货币的合法性日益增长的合法性在将其纳入退休投资组合以及比特币和以太坊ETF的可用性中表明，这表明与其边缘地位背道而驰。

However, O’Leary highlighted that institutional investors – such as sovereign wealth and pension funds – remain largely absent, with only clear regulations capable of drawing their substantial capital into the market.

但是，奥利里强调，机构投资者（例如主权财富和养老基金）仍然在很大程度上不存在，只有明确的法规才能将其大量资本纳入市场。

To bridge this gap, O’Leary is actively advocating for two pivotal pieces of legislation. The first, the GENIUS Act, focuses on establishing a regulatory framework for stablecoins, digital tokens pegged to fiat currencies like USDC, which O’Leary personally holds.

为了弥合这一差距，奥利里（O'Leary）积极倡导两项关键的立法。首先，《天才法》（Genius Act）的重点是建立一个针对稳定币的监管框架，数字代币与O'Leary亲自拥有的USDC这样的法定货币挂钩。

Stablecoins, he argued in Toronto, could disrupt the multitrillion-dollar currency trading market, which he described as “old and ugly and inefficient” due to high fees charged by banks and credit card companies. By enabling faster, cheaper cross-border transactions, stablecoins would dismantle these inefficiencies, a prospect that has already caught the attention of Big Tech, with reports of Meta (NASDAQ:META) exploring partnerships in the space.

他在多伦多认为Stablecoins可能会破坏多元化的货币贸易市场，由于银行和信用卡公司收取的高费用，他将其描述为“古老而丑陋且效率低下”。通过实现更快，更便宜的跨境交易，Stablecoins将拆除这些效率低下的效率，这一前景已经引起了Big Tech的关注，并报道了Meta（Nasdaq：Meta）探索该空间中伙伴关系的报道。

Analysts project the stablecoin market could reach $2.5 trillion if the GENIUS Act, recently advanced in the Senate, is passed, despite criticisms from figures like Sen. Elizabeth Warren, who has raised concerns about potential conflicts of interest tied to Trump-backed firms.

分析师项目，如果最近在参议院中晋级的《天才法》（Genius Act）通过参议员伊丽莎白·沃伦（Elizabeth Warren）等人的批评，他对与特朗普支持的公司有关的潜在利益冲突表示担忧，但稳定的市场可能会达到2.5万亿美元。

The second piece of legislation, the market structure bill, aims to provide a comprehensive framework for digital assets, crucially defining whether they are commodities or securities. O’Leary predicted that its passage would unleash a “trillion dollars” in institutional capital, particularly into top-tier tokens like Bitcoin.

第二条立法是市场结构法案，旨在为数字资产提供全面的框架，并至关重要的是它们是商品还是证券。奥利里（O'Leary）预测，它的通过将在机构资本中释放出“万亿美元”，尤其是像比特币这样的顶级令牌。

This aligns with findings from a January survey of U.S. institutional investors by EY and Coinbase, which identified regulatory uncertainty as the primary barrier to crypto investment. Specifically, 50% of respondents highlighted the need for clear custody rules, 49% sought clarity on commodity versus security classifications, and 46% emphasized tax treatment, with 26% prioritizing the regulation of stablecoins and tokenized fiat.

这与EY和Coinbase 1月对美国机构投资者的调查的调查相吻合，EY和Coinbase认为监管不确定性是加密投资的主要障碍。具体而言，有50％的受访者强调需要清楚的监护权规则，有49％的受访者要求对商品与安全分类进行清晰，而46％的受访者强调税收待遇，而26％的人优先考虑对稳定的固定剂和代币化的法规。

Despite the promise of these bills, O'Leary acknowledged that the crypto industry has "hit a wall" in expanding assets under management, with institutional capital still on the sidelines. He views regulation as a "dialysis" process that would cleanse the market of low-quality assets, channeling capital into the top five tokens and creating a "vortex" of investment.

尽管有这些法案的承诺，奥利里（O'Leary）承认，加密货币行业在扩大管理资产方面已“撞墙”，机构资本仍处于场外。他认为法规是一种“透析”过程，它将清理低质量资产的市场，将资本转移到前五名的代币中，并创造出“涡流”的投资。

His push for regulation, a stance he never anticipated taking, underscores the industry’s maturation and the critical role of policy in unlocking its next phase of growth. As O'Leary navigates Washington to champion these reforms, the crypto market stands at a crossroads, with the potential to redefine global finance—if the regulatory pieces fall into place.

他对监管的推动，他从未预料到的立场，强调了该行业的成熟以及政策在解锁其下一阶段增长方面的关键作用。当奥利里（O'Leary）在华盛顿倡导这些改革时，加密货币市场处于十字路口，如果监管部门落入原位，则有可能重新定义全球融资。