木头姐突发:比特币大爆涨至380万美金
木头姐最新预测
Cathie Wood 在纽约举行的 Bitcoin Investor Day 会议上表示,机构投资的大规模采用和新 ETF 产品推出意味着她预测在牛市情况下比特币价格可以比其现有目标价高出 200 多万美元,也就是到 2030 年比特币价格可能会达到 380 万美元。
Cathie Wood 解释道:“去年我们提出了比特币的看涨情况,目标价是 150 万美元。随着 SEC 为机构投资开了绿灯,我们所做的分析是,如果机构投资者将其投资组合的 5%以上资金分配给比特币,正如我们认为他们将来会做的,随着时间的推移,仅这一项操作就会使我刚才给出的预测价增加 230 万美元。”
多位行业资深人士还预测,预计将在 4 月发生的比特币减半事件可能会引发供应冲击,进一步推动当前由需求驱动的上涨趋势。
Cathie Wood 在 Reflexivity Research 主办的会议上表示,她预计即将到来的减半事件将产生与之前事件类似的效果。在 2012 年、2016 年和 2020 年三次减半事件后的 12 个月里,比特币价格分别上涨 8,069%、284% 和 559%。
Cathie Wood 表示:“我们认为(比特币)还有很长的路要走。我们还处于真正建立基于互联网的金融生态系统并消除所有收费商的初始阶段。”
此前 1 月消息,Cathie Wood 在接受采访时表示:“ARK Invest 对比特币价格的基本预测是在 2030 年达到 60 万美元范围内,随着美国 SEC 批准现货比特币 ETF,牛市的可能性有所增加,如果在牛市情况下,那么 2030 年或将达到 1,500,000 美元。”
ARK报告
今年2月,“木头姐”凯茜·伍德(Cathie Wood)带领她的ARK研究团队如期发布了名为《Big Ideas 2024》报告。
在这份长达163页的报告中,“木头姐”继续把目光锁定“颠覆性创新技术”领域,并多次提及区块链领域,本文总结如下:
未来,随着区块链技术大规模采用后,所有的资金和合同都可能转移到公共区块链,以验证数字稀缺性和所有权证明。
金融生态系统很可能会重置,以适应加密货币和智能合约的崛起。
这些技术增加了透明度,减少了资本和监管控制的影响,并降低了合同执行成本。
在这样的世界里,随着越来越多的资产变得像钱一样,以及企业和消费者适应新的金融基础设施,数字钱包将变得越来越必要,而公司结构本身也可能会受到质疑。
此外,她还提及比特币铭文,其是一项颠覆性的创新,通过为每个比特币Sats引入一个独特的编号系统,而每个Sats都是可识别和不可变的,允许用户记录他们的数据、图像或文本。
报告中还提出,比特币如何在宏观经济不确定性和对传统“避险资产”的信任下降的情况下,正演变成为一个可靠的避险资产:
安全性和资本保值:比特币运行在一个去中心化的网络上,不受任何单一实体、政府或中央银行的影响。它的开源性质保护它免受任意的资产没收和对手方风险。
多元化:比特币与传统资产类别的相关性很低,增强了它在投资组合多元化中的作用。将一个非相关的资产加入投资组合,可能会提高单位风险的收益,并在市场下跌时提供一个缓冲。
长期投资视角:尽管比特币存在短期波动,但由于其设计和稀缺性,它有着显著的长期价格增长的潜力。
流动性和可及性:全球的投资者可以24/7地访问和交易比特币,突出了它在避险不确定性时期的重要性。
通胀对冲:比特币的供应上限为2100万枚。它的稀缺性特征使它与黄金作为通胀对冲的角色相一致。
时代的传奇
木头姐是美国方舟投资公司(ARK)的创始人兼首席执行官,她的真名是凯瑟琳·伍德(Cathie Wood)。
可以说,她是一位知名的成长股投资者,以投资颠覆性创新技术而闻名,例如人工智能、电动汽车、区块链、基因测序等。
她的投资理念是选择那些能够改变世界的公司,而不是那些随着世界的改变而不会被改变的公司。
她的基金在2020年取得了惊人的134%的回报率,超过了标准普尔500指数的18.4%。她也是全球投资界的第一网红,拥有众多的粉丝和追随者。
木头姐的成长经历非常传奇。她出生于1955年,父亲是一名雷达系统工程师,母亲是一名家庭主妇。她从小就对科技和金融感兴趣,毕业于南加州大学经济学和金融学双学位。她曾在多家投资机构工作,包括詹尼斯基金、联合资本、图森资本等。
她曾经大胆预测特斯拉股价将达到4000美元(按现在的拆股比例计算),并且持有大量的特斯拉股票。她也是比特币的忠实粉丝,曾多次认为比特币有望达到100万美元/枚的价格目标。
她在投资领域积累了丰富的经验和洞察力,但也遭遇了不少挫折和质疑。她曾因为坚持买入亚马逊和特斯拉等成长股而被辞退,也曾因为基金业绩波动而被媒体和同行批评。
写在最后
方舟投资管理公司的灵魂人物,凯茜·伍德,以其对成长股的深刻洞察而闻名,她的眼光穿透了创新技术的颠覆性本质。
她对比特币的信仰不仅是对货币革命的赞歌,更是对未来的坚定预见——一种可能触及每枚380万美元天际的数字黄金,预期将赢得机构的广泛拥护与支持。
ARK研究团队在其《Big Ideas 2024》的报告中描绘了一个全新的财经世界图景:在不远的将来,资金的洪流将汇聚于比特币等Layer1之上,金融生态将迎来重塑,而企业与社会结构也将因此而演变。
Sister Mutou's latest forecast said at the meeting held in new york that the large-scale adoption of institutional investment and the launch of new products meant that she predicted that the price of Bitcoin could be more than 10,000 dollars higher than its existing target price in the bull market, that is, the price of Bitcoin might reach 10,000 dollars by 2008. We explained that last year we proposed the bullish situation of Bitcoin, and the target price was 10,000 dollars. With the green light given to institutional investment, our analysis was that if institutional investors allocated the above funds of their portfolio to Bits, As we think they will do in the future, this operation alone will increase the predicted price I just gave by $10,000 over time. Many industry veterans also predicted that the expected bitcoin halving event in June may trigger a supply shock and further promote the current demand-driven upward trend. At the hosted meeting, she said that she expected the upcoming halving event to have a similar effect to the previous events. In the next month after the halving event in 2000 and 2000, the bitcoin price will be reduced three times. We believe that Bitcoin still has a long way to go, and we are still in the initial stage of truly establishing an Internet-based financial ecosystem and eliminating all toll collectors. Last month, the news said in an interview that the basic forecast of Bitcoin price is that it will reach 10,000 US dollars in 2008, and the possibility of the spot bitcoin bull market will increase with the approval of the United States. If it is in a bull market, it will reach US dollars in that year. This month, Wood sister Cathy Wood led her research team as scheduled. In this full-page report, Sister Mu continued to focus on the field of disruptive innovation technology and mentioned the blockchain field many times. This paper concludes as follows: In the future, with the large-scale adoption of blockchain technology, all funds and contracts may be transferred to public blockchain to verify digital scarcity and ownership proof. The financial ecosystem is likely to be reset to adapt to the rise of cryptocurrency and smart contracts. These technologies have increased transparency and reduced the impact of capital and regulatory control. In this world, as more and more assets become like money and enterprises and consumers adapt to the new financial infrastructure, digital wallets will become more and more necessary, and the company structure itself may be questioned. In addition, she also mentioned the inscription of Bitcoin, which is a subversive innovation, by introducing a unique numbering system for each bitcoin, each of which is identifiable and immutable, allowing users to record their data, images or text reports. How Bitcoin is evolving into a reliable safe-haven asset security and capital preservation under the circumstance of macroeconomic uncertainty and declining trust in traditional safe-haven assets? Bitcoin runs on a decentralized network and is not affected by any single entity, government or central bank. Its open source nature protects it from arbitrary asset confiscation and counterparty risk diversification. The low correlation between Bitcoin and traditional asset categories enhances its role in portfolio diversification, which will be a different one. Adding closed assets to the portfolio may improve the return of unit risk and provide a buffer for long-term investment when the market falls. Although Bitcoin has short-term fluctuations, it has significant potential for long-term price growth due to its design and scarcity. Investors around the world can easily visit and trade Bitcoin, highlighting its importance in the period of hedging uncertainty. Inflation hedging The supply limit of Bitcoin is 10,000 pieces, and its scarcity features make it hedge against gold as inflation. The legendary Mujie, whose real name is Catherine Wood, is the founder and CEO of Ark Investment Company in the United States. It can be said that she is a well-known growth stock investor and is famous for investing in subversive innovative technologies, such as artificial intelligence, electric vehicle blockchain gene sequencing, etc. Her investment philosophy is to choose companies that can change the world instead of those that will not change with the change of the world. Her fund achieved an amazing rate of return in 2008, exceeding the standard. She is also the No.1 in the global investment community in the quasi-Poole index. online celebrity has many fans and followers. Sister Mu's growth experience is very legendary. She was born in 1998. Her father was a radar system engineer and her mother was a housewife. She was interested in technology and finance since she was a child. She graduated from the University of Southern California with a double degree in economics and finance. She worked in many investment institutions, including Janis Fund and Tucson Capital. She once boldly predicted that Tesla's share price would reach US dollars according to the current share split ratio. She calculates and holds a large number of Tesla shares. She is also a loyal fan of Bitcoin. She has repeatedly thought that Bitcoin is expected to reach the price target of 10,000 US dollars. She has accumulated rich experience and insight in the investment field, but she has also encountered many setbacks and doubts. She was fired for insisting on buying growth stocks such as Amazon and Tesla, and was criticized by the media and peers for the fluctuation of fund performance. Cathy Wood, the soul figure of Ark Investment Management Company, wrote at the end with her profound insight into growth stocks. Famous for her insight into the subversive nature of innovative technology, her belief in bitcoin is not only a hymn to the currency revolution, but also a firm vision of the future. A digital gold that may touch every million-dollar sky is expected to win wide support and support from institutions. In its report, the research team painted a brand-new picture of the financial world. In the near future, the torrent of funds will converge on bitcoin, and the financial ecology will be reshaped, and the enterprise and social structure will evolve accordingly. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台
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