Odaily星球日报讯 桥水基金创始人 Ray Dalio 在中文播客首秀中表示,他持有少量比特币作为分散投资工具,但相较于比特币,黄金更具吸引力。Dalio 认为,黄金是第二大储备货币,而比特币作为一种可存储财富的可靠货币仍存在一些缺点,例如各国央行不会持有比特币。Dalio 强调,黄金是唯一一种个人可以拥有而非他人负债的资产。(注:非他人负债意味着其价值由市场供需决定,不受任何发行方、政府或银行的偿付能力影响)
此外,在谈及稳定币时,Dalio 表示稳定币在交易方面有显著优势,但它们通常不提供利息,这使得其作为财富储存工具不如提供利息的货币资产。Dalio 认为,相较于稳定币,能够根据通胀率提供补偿的通胀指数债券是更好的资产选择,但稳定币的购买者通常是不太关注利率的新兴市场用户,更看重交易便利性。
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