比特币有多疯狂？比特币总市值突破1万亿美元;如果以贵州茅台2月19日收盘价计算，比特币币值总市值相当于茅台总市值的2.17倍。比特币价格破5.6万美元。
bitcoin How crazy is the total market value of Bitcoin going over $1 trillion; if the total market value of Bitcoin is equivalent to 2.17 times the total market value of Maoye in Guizhou on 19 February, the total market value of Bitcoin is about $56,000.
比特币价格已经涨到5.6万美元，这是比特币有史以来12年的最高点，目前总市值达到了一万亿美元大关。详细数据表明比特币价格最高达56113美元，涨幅7.64%，交易量大增22.07%。
Bitcoin prices have risen to $56,000, the highest in 12 years of Bitcoins’ history, with a total market value of $1 trillion. Detailed data show that Bitcoins prices peaked at $56113, an increase of 7.64 per cent, with a significant increase of 22.07 per cent in the volume of transactions.
截至发稿，比特币涨幅回落至7.15%，报55567.5美元，币值总市值1.04万亿美元。这一数字仅次于1.4万亿美元市值的谷歌，高于7500亿美元的特斯拉，可排名美股第5位。
By the time of publication, the Bitcoin upturned to 7.15 per cent, with a total market value of US$ 55567.5 and a total value of US$ 1.04 trillion. This figure is second only to Google, which has a market value of US$ 1.4 trillion, and is higher than US$ 750 billion Tesla, ranking fifth in the United States.
比特币此轮上涨的一项重要原因，是市场的认可度在不断提高。最近，特斯拉、万事达卡以及BNY Melollon等公司都宣布支持比特币交易。
An important reason for this increase in Bitcoin is the growing recognition of markets. Recently, Tesla, MasterCard, and BNY Melollon companies /a> have announced their support for Bitcoin transactions.
金融科技公司AVA实验室总裁John Wu表示，如果人们认为比特币本身有价值，那么未来还有上涨空间。
TechnologyAVA Lab President John Wu said that there was room for future upswing if Bitcoin was considered to be valuable in its own right.
2月以来，加拿大监管机构已批准发行全球首批加密资产（虚拟货币）比特币交易所交易基金，正式拉开了数字货币交易的新序幕。
Since February, Canadian regulators have approved the release of the first global encrypt asset (virtual currency) Bitcoin Exchange Trading Fund, formally launching a new prelude to digital currency transactions.
与此同时，马斯克继续为比特币疯狂“代言”；“新债王”冈拉克（Jeffrey Gundlach）加入比特币看涨行列，认为比特币或成下一个“经济刺激资产”；微软联合创始人比尔·盖茨转变对比特币的看空意见，持中立态度。
At the same time, Musk continues to be a mad “speaker” of Bitcoin; Jeffrey Gundlach, the “New Debtor”, joins the ranks of Bitcoin, believing that Bitcoin may become the next “economic stimulus asset”; and Bill Gates, founder of Microsoft, is neutral in his shift to Bitcoin's view.
国内私募大佬、东方港湾投资管理股份有限公司董事长但斌也看好比特币。近日，但斌在微博中称：“已购买1%的比特币ETF基金，虽然有点晚，但想通了就践行！希望保持对新生事物的好奇心！”
In recent days, Bin has taken care of bitcoin, too, as well as the head of a private fund-raiser and the director of the Eastern Harbour Investment Management Corporation. In a tweet, Bin said, “A bit of a bitcoin ETF fund has been bought, though a little late, but let's do it. He wants to keep his curiosity about new things.”
如果看看全世界的黄金，资产总规模大约为9到10万亿美元。哪怕比特币获得黄金一半的市值，那意味着还有四倍的上涨空间，即币值上涨到20万美元，“我不知道什么时候上涨才会停止”。
If you look at gold all over the world, the total size of the assets is about $9 to $10 trillion. Even if bitcoin gets half the market value of gold, that means there's still four times as much room for it to rise to $200,000, and “I don't know when it will stop.”
然而目前矿机的火爆，显卡市场仍然是一卡难求，上一代的老产品、二手显卡也都随之涨价，更有矿主拿笔记本开始挖矿。
However, at the present time, the market for the cards is still hard to find, with the old generation , second-hand cards increasing prices, and even more so, miners starting mining with notebooks.
比特币的飙升也带领美股区块链概念股集体大涨，人人涨约40%，嘉楠耘智、迅雷涨超30%，两只股票今年迄今均累涨280%；第九城市涨24%，今年迄今累涨2126%，猎豹移动、中网载线涨超13%。
The surge in Bitcoin also led the United States stock concept chain concept unit > >, with an increase of about 40 per cent for everyone, an increase of more than 30 per cent for KARA, and an increase of 280 per cent for both stocks so far this year; and a 24 per cent increase for the ninth city, 2126 per cent so far this year, and a 13 per cent increase for leopards moving and medium-connected lines.
此前，被誉为“牛市女皇”的方舟投资（ARK Investment Management）掌门人Cathie Wood及其公司分析师Yassine Elmandjra称，目前比特币的炒作程度很低，投机活动远不及2017年下半年那轮牛市，这是个十年十倍的超级机会。相反Cathie Wood认为，机构是比特币这波上涨的主要推手。
Previously, Cattie Wood, the ark leader known as the Queen of the Cow, and his company analyst, Yassine Elmandjra, said that the current low level of speculation in Bitcoin was well below that in the second half of 2017, which was a 10-year-old super-opportunity. Cathie Wood, on the contrary, argued that the institution was the main driver of the increase in Bitcoin.
得益于机构对比特币日益浓厚的兴趣，方舟投资对今年比特币的预期非常乐观。根据方舟投资2021年的构想，如果标普500指数中所有的成分股公司都将1%的现金配置比特币，那么比特币价格可能会上涨约4万美元；如果这些公司将10%的现金配置比特币，那么该加密货币的价格将相应地上涨40万美元。
Thanks to the growing interest of the agency, Bitcoin, ark investment is very optimistic about what Bitcoin expects this year. According to the Ark investment 2021, if all components of the 500 index were allocated 1% bitcoin, the price of bitcoin could increase by about $40,000; if these companies were to allocate 10% of their cash to bitcoin, the price of the encrypted currency would increase by 400,000 dollars accordingly.
比特币ETF面世
{\bord0\shad0\alphaH3D}Bitcoin ETF
但斌公开看好
But Bin is a public watcher.
对大量散户投资者来说，直接购买加密货币门槛较高，过程也较为繁琐，并可能会被黑客攻击，丢失电子密钥。因此，持有门槛更低的ETF呼之欲出。
For a large number of dispersed investors, the direct purchase of encrypted currency is high and the process is cumbersome and may be attacked by hacker and lost electron >/a> key. As a result, the holding threshold is lower.
当地时间周四（18日），北美首只比特币ETF——Purpose Bitcoin ETF（代码BTCC）在加拿大多伦多证券交易所正式上市，首日总成交量为930万份，交易总额达到1.45亿美元，成为当天多伦多交易所交易最活跃的前十大证券品种之一。
On Thursday (18) local time, North America's first Bitcoin ETF-Purpose Bitcoin ETF (code BTCC) was officially listed on the Canadian Toronto Stock Exchange, with a total volume of 9.3 million transactions on the first day, amounting to $145 million, becoming one of the top 10 types of securities traded by the Toronto Exchange on that day.
业内人士认为，这将使散户投资者持币难度降低。市场观察人士表示，随着BTCC的成功上市，以及越来越多华尔街大佬转变对比特币的态度，美国本土上市ETF指日可待。
According to industry, this will make it less difficult for bulk investors to hold their currency. Market observers say that, with the successful listing of BTCC and the growing number of Wall Street bosses who have changed their attitude to bitcoin, it is time for the U.S. domestic listing of ETFs.
此前，被誉为“牛市女皇”的Cathie Wood掌管的方舟投资管理公司曾发布研报，称如果标普500指数中的所有成分股公司都把1%的现金配置比特币，比特币价格将上涨4万美元；如果这些公司都把10%的现金配置比特币，则比特币的价格将相应地上涨40万美元。
Previously, the Ark Investment Management Company, which was run by Cathi Wood, known as the Queen of the Cattle, had published a study stating that the price of Bitcoin would increase by $40,000 if all the components of the Papphire 500 index were allocated 1 per cent of their cash to bitcoin, and that the price of Bitcoin would increase by $400,000 accordingly if those companies were to allocate 10 per cent of their cash to bitcoin.
对此，国内私募大佬、东方港湾投资管理股份有限公司董事长但斌公开表示认同。近日，但斌在微博中称：“已购买1%的比特币ETF基金，虽然有点晚，但想通了就践行！希望保持对新生事物的好奇心！”
In response to this, the head of the private fund-raiser, the director of the Eastern Harbour Investment Management Corporation, Tanbin, publicly agreed. Recently, Bin, in a tweet, said: “A bit of a bitcoin ETF fund has been bought, though a little late, but it works. He wants to keep his curiosity about new things.”
他表示：“随着特斯拉允许比特币作为支付‘货币’，它的价值可能会被提升。全世界比特币的总数为2100万枚，截至2020年7月13日已经挖出了1585万枚。如果长期持有者增多，或者类似特斯拉这样的公司不断加入，达到ARK‘牛市女皇’说的40万美元是非常有可能的……”
He said, “The value of Tesla may be raised as Tesla allows Bitcoin to be paid as a currency. The total number of bitcoins worldwide is 21 million, and 15,850,000 have been excavated as of 13 July 2020. If there are more long-term holders, or companies like Tesla, it is very likely that the $400,000 claimed by the Queen of Ark's Cow City will be reached.”
在另一条微博中，对于网友的提问“但总，我记得几年前你的微博上说，有朋友和你说过比特币会涨到100万以上，但是当时感觉你看不懂”，但斌回应道：当时，确实没想明白，但今天觉得APK“牛市女皇”说得有道理！
In another tweet, the question about the Internet friend was: "But I remember a few years ago your tweet said that friends told you that bitcoin would rise to over a million, but you didn't feel like you could understand it," but Bin responded: "It wasn't clear at the time, but today I think the APK's "Queen of the Cow" makes sense."
马斯克再度力挺
Mask's strong again.
巨头纷纷入场，被认为是比特币近期涨势如潮的关键因素。
The arrival of giants was seen as a key factor in the recent surge in Bitcoin.
“比特币是黄金的更高版本。”DoubleLine Captical首席执行官冈拉克加入了看涨比特币的行列。他曾是长期的黄金多头和美元空头，但他最近表示对两者都持中性态度。他认为，在新冠疫情期间各国向金融系统注入庞大流动性的过程下比特币疯狂上涨，该加密货币未来或将成为下一个“经济刺激资产”。
"Bitcoin is a higher version of gold." DobleLine Captic /a>al CEO González joined the watch to see bitcoin. He was a long-term gold-rich and dollar-free, but he recently expressed a neutral attitude towards both. He argued that the encoded currency would rise in the future or become the next “economic stimulus asset” under the process of infusing the financial system during the new crown.
比尔·盖茨曾对比特币有过严厉批评，声称如果可以的话，他会做空比特币，但近日他改口了。他在接受采访时透露：“我没有比特币，也没有做空比特币。所以，我持中立的观点。”
Bill Gates had been harshly critical of Bitcoin, claiming that if he could, he would be empty of bitcoin, but recently he changed his mouth. In an interview, he said, "I didn't have bitcoin, I didn't do nothing of bitcoin. So I took a neutral view."
而根据美国证交会的监管文件显示，特斯拉投资了15亿美元购入比特币，并将于短期内开始接受比特币作为购买电动车的支付工具。
According to SEC regulatory documents, Tesla invested $1.5 billion in Bitcoin and will begin to accept Bitcoin as a payment tool for the purchase of electric vehicles in the near future.
对此马斯克在社交网络评论称：
In response to a comment by Mask on social networking at :
特斯拉的举动并不能直接反映我的观点。比特币只是一种不像现金那么愚蠢的流动性形式，对于标普500指数成分公司而言，持有一些比特币算是一种冒险行为。
Tesla's behavior does not directly reflect my view. Bitcoin is just a form of liquidity that is not as stupid as cash, and holding some bitcoin is an adventure for a standard 500 index component company.
马斯克随后进一步阐明其巨额投资背后的简单逻辑，补充评论道，当法币实际利率为负时，只有“傻子”才不放眼他处。
Mask then further elaborated on the simple logic behind his huge investment, adding that when the real interest rate in French currency is negative, only “dumbs” are left out.
需要说明的是，我不是投资者，我是工程师。除了特斯拉，我甚至没有任何公开交易的股票。
The point is, I'm not an investor, I'm an engineer. I don't even have any publicly traded stocks except Tesla.
然而，当法定货币的实际利率为负时，只有傻瓜才不会去看别处。
However, when the real interest rate in the legal currency is negative, only fools do not look elsewhere.
比特币几乎和法定货币一样是胡扯。注意，关键词是“几乎”。
Bitcoin is almost as much bullshit as the legal currency. Note that the key word is “almost”.
业内人士提示风险
Industry suggests risk
尽管许多科技、金融界知名人士改变了对比特币的看法，仍有不少机构人士认为，在全球量化宽松大背景下，比特币也不是万能的，其泡沫更值得警惕。
Although many people in the scientific and financial world well-known /a> have changed the view of Gyat, many institutionalists still believe that, in the context of global quantitative easing, Bitcoin is not all-embracing and its bubbles are all the more alarming.
2月10日，拥有“末日博士”之称的美国知名经济学家鲁比尼（Nouriel Roubini）在接受英国《金融时报》采访时称：“比特币并不是防范风险的对冲工具，特斯拉创始人马斯克（Elon Musk）可能正在购买比特币，但这并不意味着所有人都应该效仿。鉴于其巨大的环境成本，比特币的基本价值为负。”
On 10 February, the famous American economist Nouriel Roubini, known as Dr. Apocalypse, said in an interview with the British Financial Times: “Bitcoin is not a hedge against risk, and the founder of Tesla, Elon Musk, may be buying bitcoin, but that does not mean that everyone should follow suit. Given its enormous environmental costs, Bitcoin's basic value is negative.”
他提醒狂热的投资者：“比特币的价格完全由一群巨鲸操纵，它没有任何基本价值，已经接近双曲线泡沫破灭的时刻。”
He reminded fanatic investors that “the price of Bitcoin was completely manipulated by a group of giant whales, that it had no basic value and that it was close to the moment the hyperbolic bubble collapsed”.
此前，全球最大的对冲基金公司桥水基金创始人瑞·达利欧发表对比特币的看法，他在文章中表示，比特币是一种绝妙的发明，或可以满足对黄金类资产替代品的需求，目前，比特币已经成功跨越了投机概念。不过，尽管比特币的供应受到限制，但数字货币的供应并不受到限制，将来或许会有更好的加密货币取代比特币。比特币存在被其他虚拟货币替代的风险，此外还面临网络风险、隐私保护问题，以及缺少政策支持等局限性。
Earlier, the founder of the world’s largest hedge fund, the Bridge Water Foundation, Ray Dario, had published the idea of Bitcoin, in which he said that Bitcoin was an excellent invention or could meet the demand for alternatives to gold-type assets, and that currently Bitcoin had succeeded in transcending the concept of speculation. However, despite restrictions on the supply of bitcoin, the supply of digital money was not limited, and there might be better encrypted currencies to replace bitcoins in the future.
在比特币疯涨至4万美元时，前海开源基金杨德龙表示，比特币作为一种加密货币，也是最受关注的数字币种，过去价格猛涨，已有了一定泡沫化。由于比特币并没有参考指标，因此很难说价格多少合理，但短期涨幅确实过大，建议投资者保持谨慎，不要过度参与炒作。
At a time when Bitcoin went madly to 40,000 dollars, Yang Delong, the former Kaitsu Foundation, said that Bitcoin, as an encrypted currency and the most important digital currency of concern, had surged in prices in the past and had become somewhat bubbled. Given that bitcoin did not have a reference, it was difficult to say how much price was reasonable, but the short-term increase was too large, suggesting that investors should be careful not to take too much part in the campaign.
入局比特币不能盲目
（经济日报-中国经济网记者 李华林）
目前，比特币交易尚在灰色地带游离，随着未来各国法定数字货币研发及推出，对虚拟货币的管控或打压力度将加大，比特币的投资空间会大大压缩。专家表示，缺少具有公信力的国家或组织为其背书，也没有和任何实物资产挂钩，当主权国家宣布比特币非法时，比特币可能会一文不值。
新年伊始，比特币就因暴涨备受关注，短短一周内，接连突破3万美元、3.5万美元大关。截至1月7日20时，比特币已突破3.8万美元，刷新历史纪录。
整个2020年期间，比特币价格一路攀升，从年初的逾7000美元上涨至2.9万美元上方，全年累计涨幅超过300%。
一度沉寂的比特币，为何再度“沸腾”起来？业内认为，比特币这波暴涨，主要与全球避险情绪有关。
受新冠肺炎疫情影响，2020年以来，全球经济遭遇重创，多国采取超常规货币宽松政策拯救经济，全球通胀预期增强。在高通胀、低增长、负利率的经济环境下，投资者和机构对避险资产的需求大大提升。而基于区块链技术的比特币，具有去中心化、总量有限、可追溯的特点，被认为可以有效避免通货膨胀，受到青睐。
从入场者的身份来看，比特币背后的玩家出现新变化，已从早期的以技术员和区块链爱好者等散户为主，变为以全球金融机构为主。巨头机构的入场，给市场带来热度和信心，推动比特币价格上涨。
比特币价格上涨还和自身特性有关。比特币以区块链作为底层技术，协议数量上限为2100万个。数据显示，截至2020年12月30日，全球比特币的供应量已超1858万个，也就是说尚待“挖掘”的比特币已不足300万个。供应量的减少，加剧了市场惜售行为，进一步推高币值。
“监管不足是催高比特币价格的重要外部因素。”恒大集团首席经济学家任泽平表示，由于世界各国金融市场发育程度、中央政府力量、投资者保守程度等具有较大差异，各国对比特币的监管态度各不相同，而监管不足和立法的相对迟滞为炒作提供了宽松环境。
尽管当前比特币行情呈现“一骑绝尘”态势，但仍有不少业内人士提醒，比特币泡沫大，波动强，风险高，盲目入局甚至加杠杆或出现爆仓危险。
1月4日，比特币从约3.3万美元开始暴跌，最低跌至2.8万美元，导致24小时内近10万人爆仓。“缺乏发行主体的比特币几乎是不受控的，很容易受到外界因素影响，这样的不确定性可能会给投资者带来损失。”任泽平说。
北京邮电大学国家大学科技园金融科技研究所所长、首席区块链经济专家陈晓华表示，比特币价格大涨大落催生了大批交易网站，这些平台的风险不可小觑，“随着越来越多投资者涌入，比特币交易平台高达数十亿元、数百亿元的客户资金缺乏第三方监管，跑路隐患不容忽视”。
更重要的是，投资比特币面临监管风险。在我国，对比特币等虚拟货币一直实行严监管。早在2013年12月份，央行等五部委发文指出，比特币并不是真正意义上的货币，不能且不应作为货币在市场上流通使用。2017年9月份，央行等七部委联合发文，要求各类ICO（首次代币发行）立即停止，相关交易平台停止运营。
目前，比特币交易尚在灰色地带游离，随着未来各国法定数字货币研发及推出，对虚拟货币的管控或打压力度将加大，比特币的投资空间会大大压缩。专家表示，缺少具有公信力的国家或组织为其背书，也没有和任何实物资产挂钩，当主权国家宣布比特币非法时，比特币可能会一文不值.
（综合自： 经济日报 中关村在线 每日经济新闻、公开消息、每经APP）
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