一文回顾贝莱德创始人的加密货币立场变化

Odaily星球日报Pubblicato 2024-08-28Pubblicato ultima volta 2024-08-28

Introduzione

「比特币的价值等于人类自由的价值」

原文编译:吴说区块链

Larry Fink 是贝莱德 (BlackRock) 的首席执行官兼联合创始人,这是全球最大的资产管理公司。Fink 出生于 1952 年,在加州大学洛杉矶分校获得政治学学士学位和工商管理硕士学位。1976 年,他在 First Boston 开始了他的职业生涯,后来因开发抵押贷款支持证券 (MBS) 而获得早期成功。1988 年,他创立了贝莱德,并将其发展成一个管理数万亿美元资产的全球巨头。

他对于比特币与加密货币的态度可以分为以下几个阶段:

1. 早期观点 ( 2017-2018): 怀疑与批评

在早些年,Fink 对比特币持高度怀疑的态度。2017 年,他曾将比特币称为 “洗钱的指数”,表明他对其与非法活动关联的担忧。这一时期,Fink 和贝莱德公司基本上对加密货币持否定态度,更多地关注传统金融工具。

“比特币只是世界上对洗钱需求的体现,仅此而已。”

2. 2018-2020: 在谨慎中逐渐关注

尽管仍然保持谨慎,Fink 开始承认区块链技术的潜力以及加密货币日益增长的兴趣。然而,他仍不相信比特币是一个合法的金融资产,主要将其视为投机性和高风险的投资。

“尽管比特币和加密货币仍然是一个高度投机的市场,但我们不能忽视它背后的技术。”

“加密货币仍然是一个投机性工具,其背后的技术可能会改变整个金融系统,但比特币本身还没有证明其作为货币的可行性。”

“比特币吸引了很多人的注意力,但我们仍然需要观察它的长期稳定性。” 

“我们看到全球各地越来越多的人对比特币表现出兴趣,尤其是在货币不稳定的国家。” 

“比特币的波动性是其最大的问题之一,这使得它难以作为一种可靠的价值存储手段。”

3. 2021: 向接受比特币转变

到 2021 年,Fink 的立场开始软化。他认识到机构对比特币的兴趣日益浓厚,并承认其作为金融工具的潜力。在此期间,贝莱德公司开始将比特币期货纳入其部分基金,标志着其对这一资产类别的态度发生了重大转变。

“比特币已经引起了许多人的兴趣和想象力。”

“我相信比特币有可能成为一种全球资产,这也是我们现在越来越多地关注它的原因。” 

“市场波动提醒我们,比特币和其他加密货币仍处于发展的早期阶段,需要更多的成熟和稳定性。” 

4. 2022: 接受比特币为 “数字黄金”

2022 年,Fink 公开承认比特币为 “数字黄金”,这一术语常被比特币爱好者使用。他指出,比特币有可能颠覆金融业,尽管他强调了支持其发展的法规和基础设施的重要性。这一年标志着一个转折点,贝莱德开始积极探索与比特币相关的产品。

“比特币有可能彻底改变金融业。”

“我们需要一个更加明确的监管框架,以确保加密货币市场的长期可持续发展。” 

“尽管比特币可能不会取代法定货币,但它确实为投资者提供了一种不同的投资选择,尤其是在全球经济不确定性增加的情况下。” 

5. 2023: 推出比特币 ETF

2023 年,贝莱德通过申请比特币交易所交易基金(ETF)引发了广泛关注。Fink 重申了他认为比特币可以颠覆金融业的观点,并强调它可以作为对抗通胀和货币贬值的对冲工具。此举反映了贝莱德通过利用机构投资者对数字资产日益增长的兴趣来制定更广泛战略的努力。当被问及他认为比特币未来会有多大价值时,拉里·芬克说:“人类自由的价值是什么?”

“加密货币的未来在于它们如何被整合到现有的金融系统中,而不是作为独立的系统。” 

“比特币正在成为一种全球性的资产类别,它可能是我们所有人都应该关注的一部分。”

“随着我们看到全球经济不确定性的增加,像比特币这样的资产可能会发挥重要作用,为投资者提供一种非相关的避险选择。” 

6. 2024: 完全接受比特币进入投资组合

到 2024 年,Fink 完全接受了比特币,称其为合法的金融工具。他强调了比特币在提供非相关收益方面的潜力以及在经济不确定时期作为避险资产的作用。Fink 表示,在货币不稳定的国家,或者个人寻求政府控制之外的金融自主权的情况下,比特币可能特别有价值。贝莱德的比特币 ETF 因强劲的客户需求而获得了显著的进展,进一步巩固了该公司对加密货币领域的承诺。

“我们现在看到越来越多的机构投资者将比特币视为一种与黄金类似的避险资产,尤其是在市场动荡期间。”

“比特币是一种合法的金融工具,可以在恐惧的环境中提供非相关的回报。在某些国家,如果你对你的日常生活感到恐惧,比特币提供了某种程度的金融控制权。”

“比特币可能不仅仅是 ‘数字黄金’,它可能还会成为全球金融基础设施的一部分,我们正在仔细研究其潜力。” 

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