<p><strong>比特币</strong> (CRYPTO: BTC) 和其他加密货币正进入 “有史以来最大的宏观投资机会”，行业专家 <strong>Dan Tapiero</strong> 表示，他预计数字资产行业将进一步与传统金融融合。</p>
<h2><strong>比特币是核心价值储存资产</strong></h2>
<p>在 6 月 7 日的 <strong>Scott Melker</strong> 播客中，Tapiero 表示，稳定币、代币化资产和人工智能代理正在比大多数投资者意识到的更快地推动金融上链。</p>
<p>他说这些不再是理论，而是正在成为支付、交易和自主 AI 交易的基础设施。</p>
<p>“我们认为，在未来五到十年内，将会有数万万亿，而不是几十或几百万亿的交易由自主代理完成，” Tapiero 说。</p>
<p>Tapiero 认为，AI 代理不会使用电汇。他们需要基于区块链的货币来进行即时、全球和小规模的交易。</p>
<p>他将比特币比作储蓄账户，将稳定币比作支票账户，表示比特币仍然是核心价值储存资产，而稳定币则推动日常交易。</p>
<p>Tapiero 的基金尚未完全沉迷于 AI，仍在投资于 <strong>以太坊</strong> (CRYPTO: ETH)，他强调以太坊的可编程性，以及 <strong>Solana</strong> (CRYPTO: SOL) 的速度。</p>
<h2><strong>Coinbase 是 “金融的亚马逊”</strong></h2>
<p>Tapiero 还指出 <strong>Coinbase Global Inc.</strong> (NASDAQ: COIN) 已成为加密领域的 “杰出公司”，并可能演变为类似微软的金融平台。</p>
<p>他指出 Coinbase 从零售交易扩展到多个收入来源，包括衍生品、保管、支付和基础设施。</p>
<p>Tapiero 还认为预测市场是加密的一个重要下一步。他表示，这些市场允许用户对特定结果下注，而不仅仅是资产价格，并可能成为现实世界数据的 “真相容器”。</p>
<p>这位基金经理预计稳定币市场将超越美元，数字版日元、欧元、印尼盾、巴西雷亚尔和其他货币将获得关注。</p>
<p>他补充说，尽管稳定币的交易量在 2025 年达到了 33 万亿美元，但这仍然只占全球外汇交易的四天。</p>
<h2>价格走势</h2>
<p>尽管 Tapiero 的乐观评估，比特币在过去一个月下跌超过 20%，而以太坊和 Solana 的跌幅甚至更大，分别超过 25%。</p>
<p><em>图片来源：Shutterstock</em></p>

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<p>行业专家 Dan Tapiero 表示，目前的加密货币下跌带来了 “最大的宏观投资机会”，他预测通过人工智能代理和代币化资产将与传统金融深度整合。他将比特币视为核心的价值储存工具，并强调了 Coinbase 向金融平台的演变。尽管有这种乐观的展望，但比特币、以太坊和索拉纳在过去一个月中已下跌超过 20-25%</p>

<p><strong>Bitcoin</strong> (CRYPTO: BTC) and other cryptocurrencies are entering the &#34;single biggest macro investment opportunity of all time,&#34; says industry expert <strong>Dan Tapiero</strong>, who expects the digital asset industry to further integrate with traditional finance.</p>
<div class="lb-trans"><p><strong>比特币</strong> (CRYPTO: BTC) 和其他加密货币正进入 “有史以来最大的宏观投资机会”，行业专家 <strong>Dan Tapiero</strong> 表示，他预计数字资产行业将进一步与传统金融融合。</p>
</div><h2><strong>Bitcoin Is Core Store-Of-Value Asset</strong></h2>
<div class="lb-trans"><h2><strong>比特币是核心价值储存资产</strong></h2>
</div><p>Speaking on June 7 on <strong>Scott Melker’</strong> s podcast, Tapiero said that stablecoins, tokenized assets and AI agents are pushing finance on chain faster than most investors realize.</p>
<div class="lb-trans"><p>在 6 月 7 日的 <strong>Scott Melker</strong> 播客中，Tapiero 表示，稳定币、代币化资产和人工智能代理正在比大多数投资者意识到的更快地推动金融上链。</p>
</div><p>He said these are no longer theory but instead they are becoming the rails for payments, trading and autonomous AI transactions.</p>
<div class="lb-trans"><p>他说这些不再是理论，而是正在成为支付、交易和自主 AI 交易的基础设施。</p>
</div><p>&#34;We think that they're going to be thousands of trillions, not tens or hundreds, thousands of trillions of transactions within the next five to 10 years done by autonomous agents,&#34; Tapiero said.</p>
<div class="lb-trans"><p>“我们认为，在未来五到十年内，将会有数万万亿，而不是几十或几百万亿的交易由自主代理完成，” Tapiero 说。</p>
</div><p>Tapiero argued that AI agents will not use wire transfers. They will need blockchain-based money to transact instantly, globally and at small scale.</p>
<div class="lb-trans"><p>Tapiero 认为，AI 代理不会使用电汇。他们需要基于区块链的货币来进行即时、全球和小规模的交易。</p>
</div><p>He compared Bitcoin to a savings account and stablecoins to a checking account, saying Bitcoin remains the core store-of-value asset while stablecoins power day-to-day transactions.</p>
<div class="lb-trans"><p>他将比特币比作储蓄账户，将稳定币比作支票账户，表示比特币仍然是核心价值储存资产，而稳定币则推动日常交易。</p>
</div><p>Tapiero's funds are not yet completely obsessed with AI and are still investing in <strong>Ethereum</strong> (CRYPTO: ETH) which he highlights for programmability and <strong>Solana</strong> (CRYPTO: SOL) for speed.</p>
<div class="lb-trans"><p>Tapiero 的基金尚未完全沉迷于 AI，仍在投资于 <strong>以太坊</strong> (CRYPTO: ETH)，他强调以太坊的可编程性，以及 <strong>Solana</strong> (CRYPTO: SOL) 的速度。</p>
</div><h2><strong>Coinbase The ‘Amazon Of Finance</strong>‘</h2>
<div class="lb-trans"><h2><strong>Coinbase 是 “金融的亚马逊”</strong></h2>
</div><p>Tapiero also noted <strong>Coinbase Global Inc.</strong> (NASDAQ: COIN) has become the &#34;preeminent company&#34; in crypto and could evolve into a Microsoft-style financial platform.</p>
<div class="lb-trans"><p>Tapiero 还指出 <strong>Coinbase Global Inc.</strong> (NASDAQ: COIN) 已成为加密领域的 “杰出公司”，并可能演变为类似微软的金融平台。</p>
</div><p>He pointed to Coinbase's expansion beyond retail trading into multiple revenue lines, including derivatives, custody, payments and infrastructure.</p>
<div class="lb-trans"><p>他指出 Coinbase 从零售交易扩展到多个收入来源，包括衍生品、保管、支付和基础设施。</p>
</div><p>Tapiero also sees prediction markets as a major next step for crypto. He said they allow users to bet on specific outcomes, not just asset prices, and could become &#34;truth receptacles&#34; for real-world data.</p>
<div class="lb-trans"><p>Tapiero 还认为预测市场是加密的一个重要下一步。他表示，这些市场允许用户对特定结果下注，而不仅仅是资产价格，并可能成为现实世界数据的 “真相容器”。</p>
</div><p>The fund owner expects stablecoin market to expand beyond the U.S. dollar, with digital versions of the yen, euro, rupiah, real and other currencies gaining traction.</p>
<div class="lb-trans"><p>这位基金经理预计稳定币市场将超越美元，数字版日元、欧元、印尼盾、巴西雷亚尔和其他货币将获得关注。</p>
</div><p>He added that while stablecoin volume reached $33 trillion in 2025, it still accounts for around four days of global foreign-exchange trading.</p>
<div class="lb-trans"><p>他补充说，尽管稳定币的交易量在 2025 年达到了 33 万亿美元，但这仍然只占全球外汇交易的四天。</p>
</div><h2>Price Action</h2>
<div class="lb-trans"><h2>价格走势</h2>
</div><p>Despite Tapiero’s upbeat assessment, Bitcoin is down over 20% over the past month, while Ethereum and Solana have recorded even steeper losses at over 25%, respectively.</p>
<div class="lb-trans"><p>尽管 Tapiero 的乐观评估，比特币在过去一个月下跌超过 20%，而以太坊和 Solana 的跌幅甚至更大，分别超过 25%。</p>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Shutterstock</em></p>
</div>

Bitcoin, Ethereum, Solana Down Over 20% In A Month Is The 'Biggest Macro Opportunity,' Expert Claims

- 行业专家 Dan Tapiero 称比特币正迎来重大投资机遇。  
- 他提到稳定币、代币化资产和人工智能代理将助力财务链上发展。  
- Tapiero 预测未来五到十年交易量将达到数万万亿次，市场也将扩展至其他货币。

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专家声称，比特币、以太坊和 Solana 在一个月内下跌超过 20% 是'最大的宏观机会'