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External Reporting发布于 4 天前

Markus Thielen 表示 Bitcoin 到 2030 年达到 $1M 是“数学上不可能的”

扫兴者 Markus Thielen 表示,将 Bitcoin 价格推高至每枚 $1 million 所需的数万亿美元资金在 2030 年之前不会到位……甚至可能永远不会。

Markus Thielen 表示 Bitcoin 到 2030 年达到 $1M 是“数学上不可能的”
作者 Cointelegraph by Ciaran LyonsPublisher Cointelegraph 3 分钟阅读
Image via Cointelegraph

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根据 10x Research 研究主管 Markus Thielen 的说法,关于 Bitcoin 到 2030 年将达到 $1 million 的常被引用的预测背后的数字根本对不上。

“这在数学上是不可能的,” Thielen 在 Trade Secrets 节目中告诉 Cointelegraph,他认为 Bitcoin 在过去 15 年的历史资本流入远低于未来四年内达到 $1 million 所需吸引的金额。“我们已经看到了 $1 trillion 美元的流入,才将市值真正推向 $1 trillion。要让每枚 Bitcoin 达到 $1 million。我认为从现在开始还需要 15x,” Thielen 说道。

截至发稿时,根据 CoinMarketCap 的数据,Bitcoin 的市值约为 $1.28 trillion,交易价格为 $63,868,根据 CoinMarketCap。

Thielen 估计,Bitcoin 需要再吸引 $15 trillion 的资本才能达到每枚 Bitcoin $1 million 的价格。这相当于在未来四年内,大约 25% 的美国股市总价值流入 Bitcoin。

“这需要数万亿,” Thielen 说道

“需要数万亿又数万亿的资金才能真正实质性地推高价格,这就是为什么我们不像那些我们认为在数学上完全不现实的论点那样看涨,因为这需要数万亿,” Thielen 说道。

Bitcoin 在过去 30 天内下跌了 2.35%。(CoinMarketCap)

Thielen 表示,Bitcoin 的价格越高,散户情绪就越弱,部分原因是投资者希望拥有完整单位资产的心理。

“我想很多人可能会想,也许我买辆新车比买一枚 Bitcoin 更好,或者我真的要为了一枚 Bitcoin 工作整整一年吗?” Thielen 说道。“人们不想买十分之一或百分之一枚 Bitcoin;他们想买一整枚 Bitcoin。你不会想买一幅画的一小部分。”

“Satoshis 听起来确实不如 Bitcoin 那么有趣,” Thielen 说道。

他警告 Bitcoin 持有者不要指望 Bitcoin 会像之前的周期那样反弹,而且 $126,000 的历史高点可能不会像投资者预期的那样迅速再次出现。

“通常这需要一些时间,因为我们的市值更高了,而推高 Bitcoin 价格通常需要大量资金。所以我不会认为明年我们会看到新高。如果我们能回到,比方说 $100K,我认为那已经是一个非常巨大的成就了,” Thielen 说道。

$1 million 的 Bitcoin 已被知名的行业高管吹捧

许多著名的行业人士都做出了 Bitcoin 到 2030 年将达到 $1 million 的预测,包括 Coinbase 首席执行官 Brian Armstrong、前 Twitter 首席执行官 Jack Dorsey 和 ARK Invest 首席执行官 Cathie Wood。 Thielen 认为,这种大胆的预测是高管们吸引媒体关注的一种简便方式。

(Brian Armstrong)

“整数,而且数字越高,被媒体引用的次数就越多,” Thielen 说道,他认为夸张的预测往往弊大于利。

“这些乐观的价格目标往往会伤害散户投资者,因为他们会想,好吧,如果这只对了一半,那我也能赚很多钱,” Thielen 说道。

“我认为几乎所有人仍然非常看涨并预测更高的价格,但我们进入今年时已经相当保守,而且你知道,我认为我们的保守做法一直是正确的策略,” Thielen 说道。

Cointelegraph 询问 Thielen,Bitcoin 持有者可以合理预期 Bitcoin 在哪一年达到 $1 million。“我不想说绝不可能,但我确实认为,一百万真的是一个很高的数字,” Thielen 说道。

“你知道,这需要发生重大的信用事件,一切都崩塌。”

Cointelegraph 发布由 Cointelegraph 内部编辑团队制作的具有专业领域知识的长篇新闻、分析和叙事报告。所有文章都经过 Cointelegraph 编辑根据我们的编辑标准进行编辑和审核。某些文章包含联属链接,Cointelegraph 可能从中赚取佣金。这些关系不会影响我们审核哪些产品或我们的编辑结论。此处发布的内容不构成财务、法律或投资建议。读者应在适当的情况下进行自己的研究并咨询合格的专业人士。Cointelegraph 保持完全的编辑独立性。

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  1. Aug 15Bitcoin to $1M by 2030 is ‘mathematically impossible’ says Markus Thielen
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