投资者Luke Gromen表示，如果美国将比特币用作储备资产，比特币必须“大幅上涨”——原因如下

币界网Published on 2024-07-30Last updated on 2024-07-30

币界网报道：

资深宏观投资者Luke Gromen认为，如果比特币（BTC）或黄金被美国用作储备资产，它们的价格将会飙升。

在一段新的YouTube视频中，格罗曼表示，美国正遭受“资源诅咒”，这意味着该国生产的一种本土商品——美元——规模非常大，比其他任何国家都便宜。

Gromen指出，虽然美国垄断了美元生产，但其经济的其他部分正在萎缩，以使美元金融化。

“美国是美元的沙特阿拉伯。从短期来看，这是一件好事。从长远来看，这意味着美国经济的其他部分正在发展，我们变得非常金融化。我们变得去工业化，这导致了高度的财富不平等和高度的政治不稳定…

这意味着这是一个国家安全风险。”

但格罗曼表示，美国可以通过选择黄金或比特币作为储备资产来修复其“资源诅咒”。

“你可以通过摆脱美国国债作为主要储备资产来解决这个问题。你可以用一种在所有货币中浮动的中性储备资产来结算赤字，而不是用美国国债。无论是黄金还是比特币，就是这样。

然后你最终会做的是，考虑到美国贸易赤字和经常账户赤字的规模，有很多需求需要解决。以目前的价格，我们需要大量的黄金或比特币来解决这些问题。这意味着黄金或比特币（作为一种）中性储备资产的价格必须以美元计算大幅上涨。”

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