从全球来看: * 股票市场大约有 120+ 万亿美元 的财富 * 固定收益(债券)大约有 140+ 万亿美元 * 房地产大约 250+ 万亿美元 * 广义货币(M2)大约 100+ 万亿美元 * 黄金约 30 万亿美元 * 而比特币只有 1.9 万亿美元。 比特币涨到 85k、95k、105k —— 本质上都是同一件事。 无论如何,它依然非常小。 它还有非常、非常长的路要走。 而且,全球数以 数百兆美元(hundreds of trillions) 的财富,现在才刚刚第一次开始有途径接触比特币。 别只盯着树木而忽略整片森林。 Globally, there's: ~$120+ trillion of wealth in equities ~$140+ trillion of wealth in fixed income ~$250+ trillion of wealth in real estate ~$100+ trillion in M2 / money ~$30 trillion in gold There's $1.9 trillion in Bitcoin. Bitcoin at $85k, $95k, $105k is all the same thing. In any case, it's tiny. It has a long long way to go. And access is just now opening up for the $100s of trillions of wealth to be able to buy it for the first time. Don't lose the forrest for the trees.
Hunter HorsleyCEO, Bitwise Asset Management
观点原文
从全球来看:
- 股票市场大约有 120+ 万亿美元 的财富
- 固定收益(债券)大约有 140+ 万亿美元
- 房地产大约 250+ 万亿美元
- 广义货币(M2)大约 100+ 万亿美元
- 黄金约 30 万亿美元
- 而比特币只有 1.9 万亿美元。
比特币涨到 85k、95k、105k —— 本质上都是同一件事。
无论如何,它依然非常小。
它还有非常、非常长的路要走。
而且,全球数以 数百兆美元(hundreds of trillions) 的财富,现在才刚刚第一次开始有途径接触比特币。
别只盯着树木而忽略整片森林。
Globally, there's:
~$120+ trillion of wealth in equities
~$140+ trillion of wealth in fixed income
~$250+ trillion of wealth in real estate
~$100+ trillion in M2 / money
~$30 trillion in gold
There's $1.9 trillion in Bitcoin.
Bitcoin at $85k, $95k, $105k is all the same thing.
In any case, it's tiny. It has a long long way to go. And access is just now opening up for the $100s of trillions of wealth to be able to buy it for the first time.
Don't lose the forrest for the trees.
Bitcoin
相关观点
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- 到 2026 年底,美国大多数金融机构和金融科技公司都将拥有加密产品或完成相关集成。 他们不在推特上高调发声,但这件事正在发生。 人们的看多程度还远远不够。 By the end of 2026, the majority of US financial institutions and fintech companies will have a crypto product / integration. They’re not on Twitter. But it’s happening. People are not bullish enough.Hunter Horsley · 2026/01/08
- 700 亿美元的欺诈和被浪费的纳税人资金。 但 Ro 的“计划”并不是拉响警报、去修补这些问题。相反,他把时间花在设计一种新的、针对普通公民的资产没收机制上,好让政府能拿到更多的钱。 政客们早就忘了,他们的角色本应是公仆。 我还要补充一点:那些忙碌、高效、温和的普通公民,也同样忘记了自己的角色——他们本应积极参与选举。 $70 billion of fraud and wasted taxpayer money. But what Ro has a plan for is not pulling the fire alarm and fixing this. Rather what he’s been spending time on is a new private citizen asset confiscation to have more money for the government. Politicians have long forgotten their role is to be a servant. I will add, busy, productive, moderate private citizens have also forgotten their role as needing to be active in elections.Hunter Horsley · 2025/12/28