资深趋势预报员杰拉尔德·塞伦特（Gerald Celente

比特币（BTC）的拉力赛超过103,000美元正在引起投资者的重新关注，而资深趋势预报员杰拉尔德·塞伦特（Gerald Celente）则在他长期以来的看涨位置上加倍。

In the rapidly evolving world of cryptocurrencies, veteran trends forecaster Gerald Celente is sticking to his guns with a bullish outlook on Bitcoin (BTC) and a pessimistic view of AI stocks, despite a recent rally that has seen the flagship cryptocurrency breach the $103,000 mark.

在迅速发展的加密货币世界中，资深趋势预报员杰拉尔德·塞伦特（Gerald Celente）以对比特币（BTC）的看法（BTC）和AI股票的悲观观点坚持他的枪支，尽管最近一次集会已经看到了旗舰货币货币货币货币的103,000美元公差。

During a recent YouTube broadcast of his Trends Journal show, Celente, the founder of the forecasting firm, said that the surge in BTC is being driven not just by technical momentum, but also by deepening political alignment, an angle he has touched upon before.

预测公司的创始人Celente在最近的YouTube广播中，他说，BTC的激增不仅受到技术势头的驱动，而且还通过加深的政治一致性来驱动，他以前曾谈到过一个角度。

“Everyone knows that we’ve been bullish on Bitcoin because the Trump team is all in the Bitcoin cryptocurrency field,” he said. “The prices are going to go up. All they’re interested in doing is making money.”

他说：“每个人都知道我们一直对比特币看涨，因为特朗普团队都在比特币加密货币领域。” “价格将上涨。他们感兴趣的就是赚钱。”

Bitcoin is currently trading at $103,513, up 23% in the last month and more than 50% over the past year. The breakout past the six-figure threshold is not just a psychological milestone, it also signals broader macro conviction in Bitcoin’s role as a store of value, especially as global markets are readjusting to new risk and policy realities.

比特币目前的交易价格为103,513美元，在上个月增长了23％，在过去一年中超过50％。超过六位数的阈值的突破不仅是一个心理里程碑，它还标志着比特币作为价值存储的角色更广泛的宏观信念，尤其是随着全球市场正在调整新的风险和政策现实。

Earlier this year, Celente spoke about the role of campaign financing in shaping Bitcoin’s trajectory. “The Trump gang… gave him a lot of crypto. The crypto people gave him a lot of dough,” he said, suggesting that institutional players may be interested in creating a favorable regulatory environment.

今年早些时候，Celente谈到了竞选融资在塑造比特币轨迹中的作用。他说：“特朗普帮派……给了他很多加密。

Celente also shared an update on gold, another asset he has been bullish on throughout this year.

Celente还分享了有关黄金的最新消息，这是他在今年全年都看过的另一项资产。

“Gold is up some 46 bucks as we go—$3,222 an ounce, down from its $3,500 high but still flying nice,” he said.

他说：“随着我们的速度，黄金的费用约为46美元 - 每盎司3,222美元，低于3,500美元的高价，但仍然不错。”

“So we see it’s still going strong. They’re now adjusting the price down, but it’s still in a nice, broad range here.”

“因此，我们看到它仍然很强大。他们现在正在调整价格，但是这里仍然处于良好的范围。”

His thesis remains optimistic: in periods of geopolitical uncertainty, de-dollarization, and distrust in centralized institutions, capital often rotates into hard and alternative assets.

他的论文仍然乐观：在地缘政治不确定性，贬值和对集中机构的不信任的时期，资本通常会旋转成艰苦而替代的资产。

However, Celente’s optimism doesn’t extend to the speculative frenzy surrounding AI equities, particularly those like Nvidia (NASDAQ:NVDA), which have been driving the narrative around artificial intelligence’s market potential.

但是，Celente的乐观情绪并没有扩展到围绕AI股票的投机性狂热，尤其是像Nvidia（NASDAQ：NVDA）的那些股票，这些股票一直在推动围绕人工智能市场潜力的叙述。

“Nvidia stock is going back up because of the deal they just did over the Middle East with the Trump team,” Celente said.

塞伦特说：“由于他们刚刚在中东与特朗普团队达成的协议，NVIDIA股票正在恢复。”

“But we still say there’s going to be a dot-com bust, and China is going to lead the world in the AI development.”

“但是我们仍然说，将会有一个互联网的破产，中国将带领世界发展。”

He has warned for some time now that the AI rally echoes the late-1990s dot-com bubble, marked by hype-driven valuations with insufficient fundamental grounding. While short-term catalysts like geopolitical partnerships and regional investment deals may buoy specific names, suggesting that the broader AI sector remains vulnerable to a sharp correction, especially as global competition intensifies.

现在，他警告过一段时间，AI拉力赛呼应了1990年代后期的互联网泡沫，以炒作驱动的估值为标志，基本的基础不足。虽然像地缘政治合作伙伴关系和区域投资交易这样的短期催化剂可能会提起特定的名称，这表明更广泛的AI部门仍然容易受到敏锐的纠正，尤其是随着全球竞争的加剧。