Bitwise：比特币爱好者应该购买以太坊的3个理由

作者：Andrew Throuvalas，Crypto Potato；编译：白水，金色财经

Author: Andrew Thuuvalas, Crypto Potato; compiled: White Water, Gold Book

随着现货以太坊 ETF 在美国的出现，现有的比特币 ETF 持有者是否应该在其持有的加密货币中加上 ETH？

As the spot ETF appears in the United States, should the existing Bitcoin ETF holder add ETH to the encrypted currency it holds?

在周四的 Twitter 帖子中，Bitwise 首席信息官 Matt Hougan 提供了三个理由来说明为什么这可能是一个好主意。

On Thursday's Twitter post, Bitwise Chief Information Officer Matt Hougan provided three reasons why this might be a good idea.

为什么比特币持有者应该购买以太坊？

Why should a Bitcoin holder buy Ether?

Hougan 写道，首先是为了多元化。由于预测加密货币的未来很困难，因此持有两种领先的加密资产可以利于投资者，以防一种资产失宠或随着时间的推移吞噬另一种资产。

Hougan writes that is primarily about diversification. Because of the difficulty of predicting the future of encrypted money, holds two leading encrypted assets for the benefit of investors in order to prevent one asset from being spoiled or devouring another over time.

“问问任何一位在互联网泡沫时期购买过 AOL Pets.com 的投资者就知道了，”Hougan 说。 “他们的总体赌注是正确的——互联网将会变得很大！——但具体细节却是错误的。伤心！”

“Ask any investor who purchased AOL Pets.com during the Internet bubble,” Hougan said, “their overall bet is right — the Internet will get bigger! — but the details are wrong. Sad!”

根据TradingView的数据，截至撰写本文时，比特币的市值占整个加密市场的55%。以太坊占18.6%。

According to TradingView, at the time of writing, the market value of Bitcoin was 55% of the entire encryption market.

虽然ETH在过去五年中与比特币的表现基本持平，但自2022年9月合并以来，它对顶级加密货币的主导地位已经慢慢消退。不过，ETH/BTC的比率在上个月获准接受美国现货ETF后得到了小幅提振。

Although the performance of ETH in the past five years has remained essentially the same as that of Bitcoin, its dominance of top cryptographic currencies has slowly faded since its merger in September 2022. However, the rate of ETH/BTC received a small boost last month after it was approved to accept the US spot ETF.

其次，Hougan 表示，比特币和以太坊本质上的不同使得人们很难在它们之间做出选择。比特币的优化目标是成为“更好的货币”，而以太坊则专为“可编程货币”而设计，可支持稳定币和 DeFi 等区块链应用。

Second, Hougan states that the differences between the bitcoin and the Etherton are inherently difficult to choose between. Bitcoin’s goal of optimization is to become a “better currency” and the Tails are designed for “programmable currency” to support the application of blocks such as the stable currency and DeFi.

他说：“在 BTC 的主导地位中添加一些 ETH，可以让你更广泛地接触公共区块链可以做的所有事情。”

He said, “Adding some ETH to the BTC’s dominance will give you wider access to everything that can be done in the public block chain.”

BTC 和 ETH 都录得最佳表现

BTC and ETH recorded the best performance.

最后，Hougan 表示，这两种资产的历史表现表明，它们在投资组合中保持平衡时效果最佳。

Finally, Hougan stated that the historical performance of the two assets

例如，当 BTC 和 ETH 分配之间加权 70/30 (56.32%) 时，具有 5% 加密货币分配的“传统”60/40 投资组合在过去四年中的累计回报率高于纯粹分配给 BTC 时的累积回报率 (54.49%) ）。

For example, when the weighting between BTC and ETH distribution is 70/30 (56.32 per cent), the “traditional” 60/40 investment portfolio with an encrypted currency distribution is higher than the cumulative return (54.49 per cent) in the last four years.

令人惊讶的是，它的“最大回撤”甚至低于当时纯 BTC 投资组合，峰值时仅回撤 25.19%，而峰值时为 25.35%。

Surprisingly, it was even lower than the then pure BTC portfolio, with a peak of only 25.19 per cent and a peak of 25.35 per cent.

然而，Hougan 表示，投资者可能只想保留比特币的主要原因仍然存在。

However, Hougan indicated that the main reason why investors might simply want to retain Bitcoin remained.

“比特币很可能是加密货币中出现的占主导地位的新“货币”形式，”Hougan 说道，并引用了其在该市场的巨大现有领先地位和社区导向。

“Bitcoin is likely to be the dominant new “currency” form of crypto-currency,” said Hougan, citing its great existing leadership and community orientation in the market.

“金钱是一个巨大的市场。如果成功的话，比特币还有很大的运行空间，”他说。

"Money is a huge market. If it succeeds, bitcoin still has a lot of room to run," he said.

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