随着市场的稳定和比特币爪的回溯到$ 10万美元以上，凯文·奥利里（Kevin O'Leary）（也称为“奇妙”先生”（Mr. Wondress）正在加倍数字资产，并呼吁明确法规以解锁加密货币的下一章。

O'Leary在加密股票和相关股票中的权重19％。这包括直接接触加密货币和分享Coinbase，Robinhood和Wonderfi等主要加密交易所的股票。

As markets stabilize and bitcoin claws its way back above $100k, Kevin O’Leary – also known as “Mr. Wonderful” – is doubling down on digital assets and calling for clear regulation to unlock crypto’s next chapter.

随着市场的稳定和比特币爪的回溯到$ 10万美元以上，凯文·奥利里（Kevin O'Leary）（也称为“奇妙”先生”（Mr. Wondress）正在加倍数字资产，并呼吁明确法规以解锁加密货币的下一章。

“I consider crypto to be the 12th sector of the economy within five years,” O’Leary said in a wide-ranging interview with CoinDesk ahead of his keynote at Consensus 2025 in Toronto on May 15.

奥利里（O'Leary）在5月15日在多伦多在多伦多的共识2025年举行的主题演讲之前，奥利里（O'Leary）在对科德斯克（Coindesk）的广泛采访中说：“我认为加密货币是经济的第12区。”

The O’Leary Ventures Chairman outlined his approach to crypto, which is grounded in traditional portfolio construction and a very deliberate plan to prepare for institutional capital he believes is about to flood into the industry.

O'Leary Ventures主席概述了他对加密货币的方法，该方法基于传统的投资组合建设，并为他认为即将涌入该行业的机构资本做准备。

Crypto: A 19% Allocation

加密：分配19％

O’Leary holds a 19% weighting in crypto and related equities. That includes direct exposure to crypto and shares in major crypto exchanges like Coinbase (NASDAQ:COIN), Robinhood (NASDAQ:HOOD) and WonderFi.

O'Leary在加密股票和相关股票中的权重19％。这包括直接接触加密货币和股票，例如Coinbase（Nasdaq：Coin），Robinhood（Nasdaq：Hood）和Wonderfi等主要加密交易所。

“Volatility is good for an exchange," he said. “No matter what crypto is doing, up or down, the exchange is making money because it’s the infrastructure.”

他说：“波动对于交流是有益的。” “无论加密货币在做什么，上下的交换都在赚钱，因为这是基础设施。”

For yield, he prefers USDC over bank deposits.

为了收益，他更喜欢USDC而不是银行存款。

“The yield on that this morning is 3.822%. That’s better than a savings account.”

“今天早上的收益率为3.822％。这比储蓄帐户好。”

(O’Leary disclosed he is a shareholder in Circle.)

（奥利里（O'Leary）透露他是圈子的股东。）

Still, O’Leary follows a strict strategy: never more than 5% in one position and never more than 20% in any sector, including crypto.

尽管如此，O'Leary还是遵循严格的策略：在一个领域，包括加密在内的任何领域的位置不超过5％，并且不超过20％。

No to Bitcoin ETFs, No to MicroStrategy

否比特币ETF，否至MicroStrategy

Despite being long BTC, O’Leary is not a fan of the ETF wrapper.

尽管BTC很长，但O'Leary还是不喜欢ETF包装纸。

“I never understood why anybody would buy bitcoin in an ETF and pay fees. That’s insane,” he said. “If I want vol on crypto, just buy bitcoin.”

他说：“我从来不明白为什么有人会用ETF购买比特币并支付费用。这太疯狂了。” “如果我想使用加密货币，那就买比特币。”

(Bitcoin ETFs were introduced in the U.S. in January 2024 and have attracted about $115 billion in investment so far.)

（比特币ETF于2024年1月在美国推出，到目前为止吸引了约1,150亿美元的投资。）

He also opted out of MicroStrategy (NASDAQ:MSTR), saying Michael Saylor is “a great strategist, no question. But why don’t I just own bitcoin outright?”

他还选择了MicroStrategy（NASDAQ：MSTR），他说Michael Saylor是“伟大的战略家，毫无疑问。但是，为什么我不直接拥有比特币呢？”

Regulation is the Missing Piece

法规是缺失的作品

Institutional adoption of crypto hinges on regulation and compliance, he said. Large funds can’t buy in until their internal systems can account for digital assets the same way they do equities or bonds.

他说，机构采用加密对法规和合规性的采用。大型资金直到其内部系统可以像进行股票或债券的方式相同的数字资产来解释数字资产之前。

“There are trillions of dollars waiting on the sidelines. But they can’t move until it’s regulated and the compliance infrastructure is there.”

“在场外等待着数万亿美元。但是，直到受到监管，并且在那里，它们才能移动。”

That’s why he’s optimistic about stablecoin legislation in the U.S., which he expects to pass soon. If that happens, he said, “you want to own the exchanges.”

这就是为什么他对美国的Stablecoin立法感到乐观的原因，他希望很快通过。如果发生这种情况，他说：“您想拥有交流。”

“The era of the crypto cowboy is over,” he said. “They’re all in jail or felons. What we need now is compliance.”

他说：“加密牛仔的时代已经结束。” “他们都是监狱或重罪犯。我们现在需要的是合规性。”

Kevin O’Leary will be sharing more about his crypto strategy at Consensus 2025 in Toronto on May 15. Get your tickets here.

凯文·奥利里（Kevin O'Leary）将于5月15日在多伦多的2025年共识分享他的加密策略。