PANews 2月4日消息,据Cryptobriefing报道,Galaxy Digital首席执行官Mike Novogratz在财报电话会议上表示,比特币当前面临的最大风险是内部治理问题,而非量子计算。他认为量子计算更多是一种市场炒作叙事,预计比特币将及时升级至具备量子抗性的技术。Novogratz指出,比特币真正的长期威胁在于开发者之间可能出现的持久分歧或无法就升级达成共识,但他认为这种情况不太可能发生,比特币有能力应对这些问题。
谈及近期市场下跌,Novogratz认为抛压主要来自长期持有者的筹码分发,而非市场信心崩溃。虽然承认存在进一步下行可能,但他直觉市场更接近周期底部而非另一轮漫长加密寒冬的开端。他提及美国加密市场监管框架立法可能成为通过华尔街渠道吸引新需求的催化剂,并指出比特币作为由零售和机构共同支持的宏观资产角色已得到巩固。
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