Odaily星球日报讯 Bitwise 首席执行官 Hunter Horsley 在 X 平台发文表示，当下所有资产类别——无论是股票、房地产、加密货币、大宗商品、外汇、固定收益还是信贷与基础设施——都应根据其“从正在进行及即将到来的货币贬值中获益的程度”来重新评估。
他指出，这场“资产重定价”本质上是一场全球性的货币贬值交易（debasement trade），投资者需要重新理解价值储存与通胀防御逻辑。
Odaily星球日报讯 Bitwise 首席执行官 Hunter Horsley 在 X 平台发文表示，当下所有资产类别——无论是股票、房地产、加密货币、大宗商品、外汇、固定收益还是信贷与基础设施——都应根据其“从正在进行及即将到来的货币贬值中获益的程度”来重新评估。
他指出，这场“资产重定价”本质上是一场全球性的货币贬值交易（debasement trade），投资者需要重新理解价值储存与通胀防御逻辑。
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