灰度:比特币短期更像科技股,克服波动才能成为“数字黄金”

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Odaily星球日报讯 加密资产管理公司灰度在最新报告中指出,比特币近期跌至约 6 万美元的走势更像高增长科技股回调,而非黄金投资者熟悉的避险模式,这表明比特币在当前阶段仍更像一种新兴技术资产,而非成熟的价值储存工具。虽然比特币具备固定供应量、去中心化网络等特点,从长期来看可能成为价值储存手段,但其 17 年的历史远不及黄金数千年的货币角色。灰度认为稳定币及代币化资产监管推进、区块链基础设施创新,以及以太坊、Solana、Chainlink 等平台的发展,有望推动比特币和加密资产的下一阶段采用。同时,如果比特币能解决扩展性、手续费和量子抗性等问题,其波动性可能下降,与股市相关性减弱,未来表现或更接近“数字黄金”。(CoinDesk)

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