Skybridge Capital，Crypto财政部和Scaramucci：纽约一分钟关于褪色趋势的一分钟

Skybridge Capital的Scaramucci对加密货币趋势产生了怀疑，而其他人则首先潜入。是天才还是胆小的？让我们分解。

The crypto world is never short on drama, and the intersection of SkyBridge Capital, crypto treasuries, and Anthony Scaramucci is no exception. Scaramucci himself has voiced concerns about companies diving headfirst into crypto treasuries, questioning the long-term viability of this trend. But is he right? Let's unpack the situation.

加密世界从来都不是戏剧性的，而Skybridge Capital，Crypto国库和Anthony Scaramucci的交集也不例外。 Scaramucci本人对公司首先进入加密货币的公司表示担忧，从而质疑这一趋势的长期可行性。但是他对吗？让我们解开情况。

Scaramucci's Skepticism: A Contrarian View

Scaramucci的怀疑：一种逆势观点

Anthony Scaramucci, the founder and managing partner of SkyBridge Capital, recently suggested that the trend of public companies adopting crypto treasury models is likely to decline. His argument is pretty straightforward: why pay a premium for a company to hold crypto when investors can simply buy the assets themselves? It's a valid point. He specifically highlights MicroStrategy (Saylor's company) as a different case due to their diverse product offerings.

Skybridge Capital的创始人兼执行合伙人Anthony Scaramucci最近建议，采用加密货币模型的上市公司的趋势可能会下降。他的论点非常简单：为什么当投资者可以自己购买资产时，为什么要为公司持有加密货币的费用呢？这是一个有效的观点。他特别强调了MicroStrategy（Saylor的公司），因为它们的产品多样化。

He notes, "Right now we’re having this replicative treasury company idea...So, you know, it will fade."

他指出：“现在，我们正在拥有这个复制性的财政公司的想法……所以，您知道，它会消失。”

The Crypto Treasury Craze: A Flash in the Pan?

加密货币热潮：锅中的闪光灯？

The idea of using Bitcoin as a corporate treasury asset gained traction back in 2021, with companies like MicroStrategy leading the charge. The lure was simple: massive gains. This prompted other companies, big and small, to jump on the bandwagon, adding Bitcoin or other cryptocurrencies to their balance sheets in an attempt to attract investor interest. Some even ventured into Ether.

使用比特币作为公司财政部资产的想法在2021年就引起了人们的关注，像MicroStrategy这样的公司领导了这一收费。诱饵很简单：大幅增长。这促使其他大小的公司跳上了潮流，在其资产负债表中增加了比特币或其他加密货币，以吸引投资者的兴趣。有些甚至冒险进入以太。

Hyperion DeFi: A Bold Move or Reckless Detour?

Hyperion Defi：大胆的举动还是鲁ck绕道？

Then you have companies like Hyperion DeFi (formerly Eyenovia), which made a complete 180, abandoning its ophthalmic technology to become a cryptocurrency treasury vehicle. This move raises eyebrows. They're staking billions in HYPE tokens, aiming to become the largest holder and attract institutional capital. Is it a visionary leap or a reckless detour? The jury's still out.

然后，您将拥有像Hyperion Defi（以前是Eyenovia）这样的公司，该公司的完整为180，放弃了其眼科技术，成为加密货币库。此举引起了人们的注意。他们的炒作代币数十亿美元，旨在成为最大的持有人并吸引机构资本。这是有远见的飞跃还是鲁ck的绕道？陪审团仍在外面。

The Opportunity

机会

Hyperion's strategy does offer some potential advantages. As a Nasdaq-listed entity, it provides a bridge between crypto and traditional markets. Plus, staking HYPE tokens could generate substantial returns. However...

Hyperion的策略确实提供了一些潜在的优势。作为纳斯达克上市的实体，它提供了加密货币和传统市场之间的桥梁。另外，放置炒作令牌可能会产生可观的回报。然而...

The Risks

风险

Cryptocurrency volatility, regulatory uncertainty, and a lack of deep blockchain expertise among Hyperion's leadership are significant risks. A crypto winter could decimate their treasury, and SEC scrutiny could derail the entire venture. It's a volatile tightrope walk, to say the least.

加密货币波动，监管不确定性以及Hyperion领导层缺乏深层区块链专业知识是重大风险。加密冬季可能会破坏他们的财政部，而SEC的审查可能会使整个企业脱轨。至少可以说，这是一个动荡的绳索步行路。

The Bottom Line: Proceed with Caution

底线：谨慎

So, what's the takeaway? Scaramucci's skepticism serves as a valuable reminder to look under the hood of these crypto treasury companies. Are they offering something more than just indirect exposure to crypto? Or are they simply adding an unnecessary layer of complexity and cost?

那么，收获是什么？ Scaramucci的怀疑是在这些加密货币公司的引擎盖下的宝贵提醒。他们是否提供更多的东西不仅仅是间接接触加密货币？还是他们只是添加了不必要的复杂性和成本？

Hyperion's gamble highlights the high-stakes nature of this game. While the potential rewards are enticing, the risks are equally substantial. Investors need to tread carefully, weighing the potential for gains against the very real possibility of losses.

Hyperion的赌博突出了这场比赛的高风险性质。尽管潜在的奖励是诱人的，但风险同样是实质性的。投资者需要仔细踩踏，权衡收益的潜力与损失的实际可能性。

Final Thoughts

最后的想法

The world of crypto treasuries is a wild ride, full of bold moves and cautionary tales. Whether it's a fading trend or the future of corporate finance remains to be seen. But one thing's for sure: it's never a dull moment in the Big Apple of crypto.

加密纪念世界是一个狂野的旅程，充满了大胆的动作和警告性的故事。无论是衰落的趋势还是公司财务的未来，还有待观察。但是可以肯定的是：在大苹果的加密苹果中，这绝不是沉闷的时刻。