方舟投资管理公司创始人凯茜·伍德在2024年1月最新一次采访中重申:她相信比特币的价格有朝一日将达到100万美元。
Founder of Ark Investment Management, Cassie Wood reiterated in his latest interview in January 2024: Cathie Wood)。
Wood is the founder and CEO of Ark Investment Corporation (ARK) and her real name is Catherine Wood (
可以说,她是一位知名的成长股投资者,以投资颠覆性创新技术而闻名,例如人工智能、电动汽车、区块链、基因测序等。
She can be said to be a well-known growth-equity investor known for investing in subversive innovations, such as artificial intelligence, electric cars, block chains, gene sequencing, etc.
她的投资理念是选择那些能够改变世界的公司,而不是那些随着世界的改变而不会被改变的公司。
她的基金在2020年取得了惊人的134%的回报率,超过了标准普尔500指数的18.4%。她也是全球投资界的第一网红,拥有众多的粉丝和追随者。
Her fund achieved an alarming rate of return of 134 per cent in 2020, exceeding 她曾经大胆预测特斯拉股价将达到4000美元(按现在的拆股比例计算),并且持有大量的特斯拉股票。她也是比特币的忠实粉丝,曾多次认为比特币有望达到100万美元/枚的价格目标。
她在投资领域积累了丰富的经验和洞察力,但也遭遇了不少挫折和质疑。她曾因为坚持买入亚马逊和特斯拉等成长股而被辞退,也曾因为基金业绩波动而被媒体和同行批评。
She has accumulated a wealth of experience and insight in the area of investment, but has also experienced setbacks and doubts. She has been fired for insisting on the purchase of growth shares such as Amazon and Tesla, and has been criticized in the media and by her peers for the volatility of the Fund’s performance.
然而,木头姐并没有放弃自己的信念和理念,她在2014年创立了方舟投资公司,专注于投资颠覆性创新技术。她的基金采用了开放和透明的策略,每天公布持仓变动,每年发布《Big Ideas》报告,分享对未来技术趋势的看法。
However, Woody did not give up her beliefs and ideas, and in 2014 she created the Ark Investment Corporation, which focuses on investment in subversive and innovative technologies. Her fund uses an open and transparent strategy, publishing warehouse changes on a daily basis, publishing annually 她的基金在过去几年中取得了惊人的业绩,成为全球最受欢迎的主动管理基金之一。
Her fund has also attracted a large number of investors and partners, including CEO Elon Mask of Tesla, CEO Jack Dossy of Twitter, among others. Her fund has achieved remarkable performance over the past few years and has become one of the most popular active management funds in the world.
木头姐对区块链技术非常看好,她认为区块链是三大革命之一,与人工智能和基因测序并列。她认为区块链技术可以实现数字稀缺性和所有权证明,从而颠覆传统的金融体系和商业模式。而且,新技术会持续导致成本下降,创造新的市场机会和需求。
在2024年1月访谈中,伍德就各种话题发表了看法,从利率到新兴的人工智能领域,并表示自己一如既往地看好比特币。
During an interview in January 2024, Wood made observations on various topics, ranging from interest rates to emerging areas of artificial intelligence, and stated that he was as good as ever with Bitcoin.
“黄金是一种价值数万亿美元的资产,我们确实相信比特币将从中分得一杯羹,”她说,并解释了比特币为何能达到每枚100万美元的价格。
“Gold is an asset worth trillions of dollars, and we do believe that bitcoin will get a piece of it”, she said, and explained why bitcoin could reach a price of $1 million per piece.
“这种比较不仅仅是关于价值,而是关于比特币作为一种去中心化的、私有的传统货币替代品所能发挥的基本作用。
大多数新兴市场都将使用比特币这样的东西作为保险,”她说,并指出比特币的广泛适用性。
Most emerging markets would use something like Bitcoin as insurance, she said, and noted the widespread applicability of Bitcoin.
她还认为,比特币代表了金融的一个新时代——第一个全球性、数字化和去中心化的货币体系。这是一个突破性的发展,特别是考虑到1971年美国黄金窗口的关闭。她说,她的结论是基于比特币的稀缺性、安全性以及投资界越来越多的接受度。
She also believed that Bitcoin represented a new era in finance — the first global, digital and decentralized monetary system. was a breakthrough development, especially in view of the 1971 closure of the US gold window. She said her conclusion was based on the scarcity, security and increasing acceptance of the Bitcoin investment community.
“因此,随着机构的介入,这种稀缺性价值将会大幅提高价格,”她并补充说,通往百万美元代币的道路只需要多一点信任。“现在,我们的价格在4万到4.3万美元之间。机构在资产配置中投入2%到5%的比特币并不需要花太多时间,我们很容易实现这一目标。”
“So, with the agency's involvement, this scarce value will raise prices considerably”, she added. “Now, our price is between 40,000 and 43,000 dollars. 如果加密货币被证明是一种新的资产类别,它将降低其与其他替代资产的相关性,这可能会增加它们对投资者的吸引力。”
If encrypted currency is proven to be a new asset class, it will reduce its relevance to other alternative assets, which may increase their attractiveness to investors.”
最后,她说:“机构其实都知道,如果出现了一种新的资产类别,那么与其他资产类别的回报相关性就会下降,这通常意味着,当你把比特币纳入你的投资组合时,单位风险的回报就会上升。机构投资者知道,但他们不能错过这样的机会。”
Finally, she said, “The institution knows that if a new asset class emerges, then the return on other asset classes will decline, which usually means that when you include bitcoin in your portfolio, the return on unit risk will rise. Institutional investors know, but they cannot miss that opportunity.”
在2021年3月,伍德在芝加哥期权交易所(CBOE)举行的一次小组会议上也表示过类似的看法。
Similar views were expressed in March 2021 at a panel meeting held by Wood at the Chicago Stock Exchange (伍德认为,来自机构的需求将是比特币估值上升的动力。如果机构想要将波动性降至最低水平、并最大化夏普比率(Sharpe Ratio,基金绩效评价标准化指标),那么它们应该将投资组合中2.5%至6.5%之间的资金投入到比特币上,因为比特币与任何其他资产类别的相关性都很低。
If institutions want to minimize volatility and maximize the Sharpe ratio (Sharpe Ratio, the Fund's standardized indicator for performance evaluation), they should invest between 2.5 and 6.5 per cent of the portfolio in bitcoin because of its low relevance to any other asset class.
此前于拉斯维加斯举行的福布斯/SHOOK顶级顾问峰会上的演讲中。
Previous presentations at the Forbes/SHOK Summit of Advisers in Las Vegas.
木头姐说,到2030年,创新市场的价值将达到210万亿美元(目前为7万亿美元)。她还指出,颠覆性股票往往是通货紧缩的,这种趋势应该会延续到2023年。
"电动汽车、人工智能、基因测序和区块链技术等创新趋势都是高度通缩的,"木头姐说。"然而,今天的市场对通货膨胀有极度的恐惧......没有人真正做大赌注,每个人都在畏缩,现金处于历史高位。投资者 "对正在进行的创新过于恐惧"。"然而,木头姐看好的颠覆性公司已经成为 "下一个牛市周期的新领袖"。
Innovative trends such as electric cars, artificial intelligence, gene sequencing and block chain technology are highly deflationary, < < < < < < wood > > > > >. > However, today's market has a strong fear of inflation. < > < nobody really gambles, everybody shrinks, cash is historically high. Investors are too afraid of ongoing innovation. > >
关于加密货币。在拉斯维加斯的同一活动中,木头姐加强了她对加密货币的支持。
It's about encrypt currency. In the same exercise in Las Vegas, Woody strengthened her support for encrypt currency.
"比特币确实是一场货币革命,"木头姐说。"对于那些没有像我们这样把美元作为储备货币的国家来说,这是一个非常重要的保险政策。"
关于即将发生的经济衰退。由于高通胀和美联储推动的加息,经济衰退是不可避免的,木头姐在同一采访中指出。 With regard to the impending recession, due to high inflation and the Fed’s interest rate hike, the recession is inevitable, as Woody pointed out in the same interview. "(美联储的利率政策)是对系统的真正冲击,"她说。"我相信我们会在很多方面看到影响。我们看到住房正在关闭。我认为我们将看到很多其他活动也会关闭。" "The Fed's interest rate policy is a real impact on the system," she said. "I'm sure we'll see it in many ways. We'll see it shut down. I think we'll see a lot of other activities shut down." "因此,我们认为我们正处于经济衰退之中,而且我们认为现在的经济衰退将持续下去,"木头姐说。"另外,如果我们看到国内生产总值的增长,可能是因为库存在继续增加,或者是进口在减少,因为公司试图解除他们的库存。" So we think we're in a recession, and we think that the recession is going to continue, "Sister Wood says." Also, if we see GDP growth, it may be because stocks are increasing, or imports are decreasing, because companies are trying to depose their stocks." 关于她不愿意成为一个名人。在最近的CNBC采访中,木头姐说,她从来没有把寻求媒体的聚光灯和名声作为自己的目标。 About her unwillingness to become a celebrity. In a recent CNBC interview, Woody said that she had never targeted the spotlight and reputation of seeking media. "ARK确实有一个社会战略,但我希望让年轻人——分析师、投资组合经理、顾问——成名,而不是我自己。"她在纽约市媒体活动中说。
方舟投资管理公司创始人凯茜·伍德(Cathie Wood)是一位知名的成长股投资者,专注于投资颠覆性创新技术,如人工智能、电动汽车、区块链、基因测序等。 The founder of Ark Investment Management Corporation, Cathy Wood, is a well-known growth-equity investor focusing on investment in subversive innovation technologies such as artificial intelligence, electric cars, block chains, gene sequencing, etc. 她相信比特币是一种颠覆性的货币革命,有望达到每枚100万美元的价格,而且将受到机构的广泛采用和支持。她曾对经济衰退感到担忧,但也重视颠覆性创新的作用,认为创新可以解决问题,而且是通货紧缩的驱动力。 She believed that Bitcoin was a subversive monetary revolution, promising $1 million apiece, and would be widely adopted and supported by institutions. She was worried about the recession, but also valued the role of subversive innovation as a solution and a driving force for deflation.
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