马克·库班看好比特币。你也应该这样吗？

比特币（BTC 0.69%）今年上涨了 58%，仍然是 2024 年表现最好的加密货币之一。以目前 67,000 美元的价格，比特币距离历史高点 73,750 美元仅一步之遥，并且似乎准备强劲年终集会。

Billionaire tech entrepreneur Mark Cuban has become increasingly bullish on Bitcoin (CRYPTO: BTC) and is urging investors to consider adding the world's most popular cryptocurrency to their portfolios. Cuban's interest in Bitcoin has piqued the curiosity of many investors, prompting them to evaluate the merits of investing in BTC. Here's a closer look at the case for and against buying Bitcoin.

亿万富翁科技企业家马克·库班（Mark Cuban）越来越看好比特币（CRYPTO：BTC），并敦促投资者考虑将世界上最受欢迎的加密货币添加到他们的投资组合中。库班对比特币的兴趣激起了许多投资者的好奇心，促使他们评估投资比特币的优点。以下是对支持和反对购买比特币的案例的详细分析。

The case for buying Bitcoin is clear: massive upside potential. When asked in July how much higher Bitcoin could go, Cuban's response was succinct: "Way higher than you think." For context, just 11 years ago, Bitcoin was trading for less than $100. At the time, who could have conceived of investors seriously discussing a $1 million price tag for Bitcoin?

购买比特币的理由很明确：巨大的上涨潜力。当七月份被问及比特币可能上涨多少时，库班的回答很简洁：“比你想象的要高得多。”就背景而言，就在 11 年前，比特币的交易价格还不到 100 美元。当时，谁能想到投资者会认真讨论 100 万美元的比特币价格？

But Cuban sees more in Bitcoin than just its phenomenal upside potential. For instance, Cuban suggests that Bitcoin can serve as a safe haven asset during periods of political uncertainty. He's also convinced that Bitcoin — like gold — can be a store of value, particularly in hyperinflationary economic environments. As a result, Bitcoin offers some surprising downside risk protection for investors.

但库班在比特币中看到的不仅仅是其惊人的上行潜力。例如，库班表示，在政治不确定时期，比特币可以作为避险资产。他还相信，比特币——就像黄金一样——可以成为一种价值储存手段，特别是在恶性通货膨胀的经济环境中。因此，比特币为投资者提供了一些令人惊讶的下行风险保护。

There's one more aspect of Bitcoin that appeals to Cuban — its ability to function as a global digital currency. In fact, Cuban has suggested that Bitcoin could eventually serve as a world reserve currency, akin to the role played by the U.S. dollar today. If so, it would dramatically boost worldwide demand for Bitcoin, creating fresh upward price pressure for years, if not decades, to come.

比特币还有一个吸引库班的方面——它作为全球数字货币的能力。事实上，库班表示比特币最终可能成为一种世界储备货币，类似于今天美元所扮演的角色。如果是这样，这将极大地增加全球对比特币的需求，在未来几年甚至几十年内创造新的价格上涨压力。

Cuban is so bullish on Bitcoin that he's now a leading figure in Crypto4Harris, a loose coalition of tech investors and Silicon Valley entrepreneurs backing a pro-crypto strategy for Vice President Kamala Harris. Cuban has even suggested that he'd be willing to serve as the new head of the SEC in a Harris administration.

库班如此看好比特币，以至于他现在是 Crypto4Harris 的领军人物，这是一个由科技投资者和硅谷企业家组成的松散联盟，支持副总统卡马拉·哈里斯 (Kamala Harris) 的亲加密战略。库班甚至表示，他愿意在哈里斯政府中担任美国证券交易委员会的新任负责人。

But let's not forget that just a few years ago, Cuban was a Bitcoin skeptic. In 2019, he famously suggested that he'd rather buy bananas than Bitcoin. That's because he didn't see any clear utility for Bitcoin. At least with bananas, there's the inherent nutritional value. "I could eat bananas — Bitcoin, not so much," he said at the time.

但我们不要忘记，就在几年前，库班还是比特币怀疑论者。 2019 年，他提出了一个著名的建议：他宁愿购买香蕉，也不愿购买比特币。那是因为他没有看到比特币有任何明显的用途。至少香蕉有其固有的营养价值。 “我可以吃香蕉——比特币，但没那么多，”他当时说道。

Cuban admitted that he didn't understand the point of buying crypto at all. To him, buying Bitcoin was akin to investing in baseball cards or comic books. Sure, the digital asset may have value for die-hard enthusiasts, but what about the rest of us? Bitcoin, he said, simply didn't have any intrinsic value, and that made it hard to trust. If you've ever wondered why someone would pay $1 million for a rare baseball card, you've also likely wondered why someone would pay $1 million for a single Bitcoin.

库班承认他根本不明白购买加密货币的意义。对他来说，购买比特币就像投资棒球卡或漫画书。当然，数字资产可能对铁杆爱好者有价值，但我们其他人呢？他说，比特币根本没有任何内在价值，这使得人们很难信任。如果你曾经想知道为什么有人会花 100 万美元购买一张稀有的棒球卡，你也可能想知道为什么有人会花 100 万美元购买一个比特币。

Which brings us to the crux of the matter: Many investors still question whether Bitcoin is a "home run" investment. In 2019 — just two years before Bitcoin went on to hit a then-all-time high of $69,000 — things weren't clear at all. Even today, it's still not clear whether Bitcoin will ever breach the $100,000 price point.

这让我们看到了问题的关键：许多投资者仍然质疑比特币是否是“本垒打”投资。 2019 年——就在比特币创下 69,000 美元历史高点的两年前——情况根本不清楚。即使在今天，比特币是否会突破 10 万美元的价格点仍不清楚。

So before you decide to follow Cuban and buy Bitcoin, you need to be comfortable with its value as a digital asset. If you don't "get" how Bitcoin could fundamentally transform the modern global financial system, then it might not be right for you.

因此，在您决定跟随 Cuban 购买比特币之前，您需要对其作为数字资产的价值感到满意。如果您不“了解”比特币如何从根本上改变现代全球金融体系，那么它可能不适合您。