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cover of episode Bitcoin Steady, But the World Isn’t | Mando and Sergio Silva | REKT Vision

Bitcoin Steady, But the World Isn’t | Mando and Sergio Silva | REKT Vision

2025/4/18
logo of podcast Real Vision: Finance & Investing

Real Vision: Finance & Investing
AI Deep Dive AI Chapters Transcript
People
A
Andrew Parish
M
Mando
R
Raoul Pal
S
Sergio Silva
Topics
Raoul Pal: 我认为Bitwise是最好的加密资产管理公司，因为它自2017年以来就专注于加密货币，拥有超过30种产品，并拥有超过100亿美元的客户资产。他们提供多种服务，包括ETF、私人阿尔法策略和大型投资者的SMA，是值得信赖的机构投资者。 此外，SuperAI新加坡峰会是一个了解人工智能领域最新发展和与业内专家交流的绝佳机会，一份名为“为2030年做准备”的报告可以帮助人们为经济奇点做好准备。 Sergio Silva: 当前加密市场受政治因素驱动，这给交易带来了不确定性和情绪化风险。短期市场波动剧烈，但长期来看，比特币和其他加密货币作为价值储存手段的潜力依然存在，并可能受益于系统中增加的流动性。比特币的市场主导地位可能会继续保持高位，因为它与其他加密货币脱钩，并拥有独特的叙事和ETF流。全球金融市场对美元的担忧日益加剧，导致人们寻求替代的价值储存手段，例如黄金。人们对持有美元资产的厌恶情绪日益增长，这推动了对黄金的需求。比特币作为数字黄金，其主导地位相对于其他资产可能会保持高位，尽管其技术特性也可能影响其价格。全球力量平衡的变化和去全球化的趋势，使得黄金和比特币等避险资产的需求增加。黄金和比特币的买家群体不同，黄金市场已经成熟，而比特币市场仍在发展中，这导致黄金目前表现优于比特币。随着越来越多的国家和机构投资者开始关注比特币，比特币的价格可能会上涨。比特币的负面新闻和缺乏专业宣传，阻碍了其被主流机构投资者接受。大型机构投资者（如BlackRock、Bitwise和Binance）的参与对于提升比特币的形象和吸引更多投资者至关重要。纽约的加密货币行业已经变得更加成熟和被接受，公众对它的反应不如几年前那么强烈。人们对加密货币的提问变得更加专业和深入，反映了行业日渐成熟。美国加密货币行业的监管环境正在改善，这将吸引更多公司进入该市场。加密货币从业者应该避免过度依赖外部的认可，专注于自身发展。美国金融机构对加密货币的态度正在变得更加开放和包容。NFT的应用场景正在不断扩展，其技术层将支持不同类型的业务和垂直领域。NFT市场正在分化，艺术NFT、下一代分销网络、游戏和Meme币等不同类型的NFT正在各自发展。Meme币更多地反映了市场情绪和流动性，而不是其内在价值。The Meebit Company计划在艺术、实用性、技术创新和社区四个方面发展Meebits项目。稳定币领域存在巨大的发展潜力，但其关键在于分销渠道的建设。稳定币是加密货币领域中增长潜力巨大的产品，但其市场推广需要面向更广泛的受众。 Andrew Parish: 美国市场即将进入“五月卖出，走开”的季节，加密货币市场的价格波动可能会减弱。比特币和加密货币正逐渐融入传统金融市场，其价格走势与传统风险资产更加相关。比特币价格在短期内可能保持区间震荡，大幅上涨可能需要等到三到四个月后。比特币的价格走势难以预测，它可能会偏离与黄金的关联性。Arch Public的算法交易策略在比特币、XRP和Solana上都获得了盈利。未来几年，加密货币市场将出现更多与比特币相关的金融衍生品，例如期权、债券和抵押贷款。未来加密货币市场可能不会仅仅围绕比特币及其衍生品展开，其他资产也会扮演重要角色。

Deep Dive

Chapters
This chapter discusses the opportunities in the crypto market and highlights Bitwise Asset Management as a savvy way to invest in crypto. Bitwise is presented as an experienced and reliable crypto asset manager with a wide range of products and a large team.
  • Crypto is reshaping finance and macro.
  • Bitwise has been in crypto since 2017.
  • They manage over $10 billion in assets and offer more than 30 products.

Shownotes Transcript

Rekt co-founder and author of the Mando Minutes newsletter, Mando, is joined by Sergio Silva, CEO, of The Meebit Company, to discuss the narratives and themes driving the crypto market right now. From escalating U.S.-China trade tensions under Trump to Powell's remarks from this week's Economic Club of Chicago, they explore how these could impact crypto, risk assets, and investor sentiment. Later in the show, they are joined by Andrew Parish from Arch Public, Real Vision's affiliate partner (go to realvision.com/arch to try algorithmic trading for free).

📣 This episode is brought to you by Bitwise Asset Management. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the necessary access. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors.

👉 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. Carefully consider the extreme risks associated with crypto before investing

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