Coatue创始人:比特币将成为投资组合中更加核心的资产

金色财经
Jun 14, 2025

【Coatue创始人:比特币将成为投资组合中更加核心的资产】金色财经报道,对冲基金巨头Coatue Management创始人Philippe Laffont在纽约Coinbase加密货币峰会上表示,尽管投资者可能因比特币早期的波动性而望而却步,但如今比特币波动性随着时间的推移已经降低,这意味着投资比特币的成本正在下降,而机构投资者接受比特币也是加密货币成熟的标志。 此外,持有加密货币至少一个月并全部出售的比特币钱包数量已大幅下降,表明投资者正在长期持有加密货币,而不是进行交易。当然,现阶段比特币在全球净资产中所占比例依然很小(在500万亿美元中约占2万亿美元),如果比特币被更多人视为价值资产,那么必须成为投资组合中更加核心的资产。对于看重比特币的投资者,Philippe Laffont建议不要让比特币在投资组合中占据过大的比重,以至于成为投资组合的驱动因素。

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