Cathie Wood Says Bitcoin Is 'More Scarce Than Gold' — Predicts M&A Surge Under Trump 2.0
Cathie Wood Says Bitcoin Is 'More Scarce Than Gold' — Predicts M&A Surge Under Trump 2.0
According to Wood, production rises in tandem with the price of gold. Bitcoin prevents that from occurring.Cathie Wood, the founder of Ark Investment Management LLC, predicts a surge in mergers and acquisitions after President-elect Donald Trump defeats Vice President Kamala Harris in the 2024 election.
方舟投資管理公司創始人凱西·伍德預測，在當選總統特朗普通過副總統賀錦麗在2024年選舉中獲勝後，合併與收購將大幅增加。
What Happened: "M&A has been prevented by the FTC. That is going to change," Wood, popularly known for leading ARK Innovation ETF (NYSE:ARKK) said in an interview with Bloomberg Television on Thursday.
發生了什麼："M&A被聯邦貿易委員會阻止了。這將會改變，" 木德在週四接受彭博電視採訪時表示，她因領導ARK Innovation ETF（紐交所：ARKK）而廣爲人知。
The seasoned investor continues to maintain her optimistic view on cryptocurrencies, projecting that Bitcoin (CRYPTO: BTC) may hit $1.5 million by 2030. Wood highlighted how Bitcoin is becoming "more scarce than gold," pointing out that after the April halving, its annual supply increase has decreased to 0.9%.
這位資深投資者繼續保持對數字貨幣的樂觀態度，預計比特幣（數字貨幣：BTC）到2030年可能會達到150萬。木德強調，比特幣正在變得"比黃金更稀缺，" 並指出在4月減半後，其年供應量增長已減少至0.9%。
According to Wood, production rises in tandem with the price of gold. Bitcoin prevents that from occurring.
木德表示，生產與黃金價格同步上漲。而比特幣防止了這種情況的發生。
Her remarks come as Bitcoin has gained 120% this year and is now trading above $100,000. Wood highlights Bitcoin's fixed supply cap of 21 million coins and credits the surge to increased institutional interest and regulatory certainty.
她的言論出現在比特幣今年已上漲120%，並且現在價格超過10萬美元的背景下。木德強調，比特幣的固定供應上限爲2100萬枚，並將此次價格飆升歸功於機構興趣的增加和監管的確定性。
The emergence of Bitcoin ETFs has significantly increased retail investor interest, with prominent offerings such as iShares Bitcoin Trust (NASDAQ:IBIT), Grayscale Bitcoin Trust (NYSE:GBTC), Fidelity Wise Origin Bitcoin Fund (BATS:FBTC), ARK 21Shares Bitcoin ETF (BATS:ARKB), Bitwise Bitcoin ETF (NYSE:BITB), Grayscale Bitcoin Mini Trust (NYSE:BTC), ProShares Bitcoin ETF (NYSE:BITO), and Volatility Shares Trust 2x Bitcoin Strategy ETF (BATS:BITX), providing various options for investors seeking exposure to the cryptocurrency market.
比特幣ETF的出現顯著增加了散戶投資者的興趣，著名的產品包括iShares比特幣信託（納斯達克：IBIT）、Grayscale Bitcoin Trust（紐交所：GBTC）、Fidelity Wise Origin比特幣基金（BATS：FBTC）、ARK 21Shares比特幣ETF（BATS：ARKB）、Bitwise比特幣ETF（紐交所：BITB）、Grayscale比特幣迷你信託（紐交所：BTC）、ProShares比特幣ETF（紐交所：BITO）和Volatility Shares Trust 2x比特幣策略ETF（BATS：BITX），爲尋求接觸數字貨幣市場的投資者提供了多種期權。
Why It Matters: The Ark Innovation ETF manager, known for her high-conviction bets on disruptive technology, has recently adjusted her fund's positions. ARKK sold 14,016 shares of Tesla Inc. (NASDAQ:TSLA) at $436.17 and 33,402 shares of Palantir Technologies Inc. (NYSE:PLTR) at $74.21 on Thursday.
爲什麼這很重要：以其對顛覆性科技的高度信任而聞名的ARK Innovation ETF經理最近調整了她基金的頭寸。ARK在週四以436.17美元的價格出售了14,016股特斯拉（納斯達克：TSLA），以及以74.21美元的價格出售了33,402股Palantir Technologies（紐交所：PLTR）。
Wood also expressed optimism about broader market participation under Trump's presidency. "The market's going to broaden out right now and reward companies who are at the leading edge of innovation," she said during a previous CNN appearance, though cautioning that growth wouldn't be linear.
木德還對特朗普總統任內更廣泛的市場參與表示樂觀。"市場現在將會擴大，並獎勵那些處於創新前沿的公司，" 她在之前的一次CNN採訪中表示，但也提醒增長不會是線性的。
Her outlook aligns with Bank of America analysts' predictions of increased M&A activity, particularly in banking and biotech sectors, under a Republican administration. Analysts note that financial sector deals historically increased by 50% during Republican presidencies.
她的展望與美國銀行分析師關於在共和黨政府下，尤其是在銀行和生物技術板塊中，M&A活動增加的預測一致。分析師指出，歷史上金融板塊的交易在共和黨總統任期內通常增長了50%。
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Image via Ark Invest
圖片來自ARK
譯文內容由第三人軟體翻譯。
