<p><strong>比特幣</strong> (CRYPTO: BTC) 和其他加密貨幣正進入 “有史以來最大的宏觀投資機會”，行業專家 <strong>Dan Tapiero</strong> 表示，他預計數字資產行業將進一步與傳統金融融合。</p>
<h2><strong>比特幣是核心價值儲存資產</strong></h2>
<p>在 6 月 7 日的 <strong>Scott Melker</strong> 播客中，Tapiero 表示，穩定幣、代幣化資產和人工智能代理正在比大多數投資者意識到的更快地推動金融上鍊。</p>
<p>他説這些不再是理論，而是正在成為支付、交易和自主 AI 交易的基礎設施。</p>
<p>“我們認為，在未來五到十年內，將會有數萬萬億，而不是幾十或幾百萬億的交易由自主代理完成，” Tapiero 説。</p>
<p>Tapiero 認為，AI 代理不會使用電匯。他們需要基於區塊鏈的貨幣來進行即時、全球和小規模的交易。</p>
<p>他將比特幣比作儲蓄賬户，將穩定幣比作支票賬户，表示比特幣仍然是核心價值儲存資產，而穩定幣則推動日常交易。</p>
<p>Tapiero 的基金尚未完全沉迷於 AI，仍在投資於 <strong>以太坊</strong> (CRYPTO: ETH)，他強調以太坊的可編程性，以及 <strong>Solana</strong> (CRYPTO: SOL) 的速度。</p>
<h2><strong>Coinbase 是 “金融的亞馬遜”</strong></h2>
<p>Tapiero 還指出 <strong>Coinbase Global Inc.</strong> (NASDAQ: COIN) 已成為加密領域的 “傑出公司”，並可能演變為類似微軟的金融平台。</p>
<p>他指出 Coinbase 從零售交易擴展到多個收入來源，包括衍生品、保管、支付和基礎設施。</p>
<p>Tapiero 還認為預測市場是加密的一個重要下一步。他表示，這些市場允許用户對特定結果下注，而不僅僅是資產價格，並可能成為現實世界數據的 “真相容器”。</p>
<p>這位基金經理預計穩定幣市場將超越美元，數字版日元、歐元、印尼盾、巴西雷亞爾和其他貨幣將獲得關注。</p>
<p>他補充説，儘管穩定幣的交易量在 2025 年達到了 33 萬億美元，但這仍然只佔全球外匯交易的四天。</p>
<h2>價格走勢</h2>
<p>儘管 Tapiero 的樂觀評估，比特幣在過去一個月下跌超過 20%，而以太坊和 Solana 的跌幅甚至更大，分別超過 25%。</p>
<p><em>圖片來源：Shutterstock</em></p>

COIN

ETHE

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<p>行業專家 Dan Tapiero 表示，目前的加密貨幣下跌帶來了 “最大的宏觀投資機會”，他預測通過人工智能代理和代幣化資產將與傳統金融深度整合。他將比特幣視為核心的價值儲存工具，並強調了 Coinbase 向金融平台的演變。儘管有這種樂觀的展望，但比特幣、以太坊和索拉納在過去一個月中已下跌超過 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>比特幣</strong> (CRYPTO: BTC) 和其他加密貨幣正進入 “有史以來最大的宏觀投資機會”，行業專家 <strong>Dan Tapiero</strong> 表示，他預計數字資產行業將進一步與傳統金融融合。</p>
</div><h2><strong>Bitcoin Is Core Store-Of-Value Asset</strong></h2>
<div class="lb-trans"><h2><strong>比特幣是核心價值儲存資產</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，穩定幣、代幣化資產和人工智能代理正在比大多數投資者意識到的更快地推動金融上鍊。</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>他説這些不再是理論，而是正在成為支付、交易和自主 AI 交易的基礎設施。</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>“我們認為，在未來五到十年內，將會有數萬萬億，而不是幾十或幾百萬億的交易由自主代理完成，” Tapiero 説。</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 認為，AI 代理不會使用電匯。他們需要基於區塊鏈的貨幣來進行即時、全球和小規模的交易。</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>他將比特幣比作儲蓄賬户，將穩定幣比作支票賬户，表示比特幣仍然是核心價值儲存資產，而穩定幣則推動日常交易。</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於 AI，仍在投資於 <strong>以太坊</strong> (CRYPTO: ETH)，他強調以太坊的可編程性，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 “金融的亞馬遜”</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 還指出 <strong>Coinbase Global Inc.</strong> (NASDAQ: COIN) 已成為加密領域的 “傑出公司”，並可能演變為類似微軟的金融平台。</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 從零售交易擴展到多個收入來源，包括衍生品、保管、支付和基礎設施。</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 還認為預測市場是加密的一個重要下一步。他表示，這些市場允許用户對特定結果下注，而不僅僅是資產價格，並可能成為現實世界數據的 “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>這位基金經理預計穩定幣市場將超越美元，數字版日元、歐元、印尼盾、巴西雷亞爾和其他貨幣將獲得關注。</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>他補充説，儘管穩定幣的交易量在 2025 年達到了 33 萬億美元，但這仍然只佔全球外匯交易的四天。</p>
</div><h2>Price Action</h2>
<div class="lb-trans"><h2>價格走勢</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>儘管 Tapiero 的樂觀評估，比特幣在過去一個月下跌超過 20%，而以太坊和 Solana 的跌幅甚至更大，分別超過 25%。</p>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>圖片來源：Shutterstock</em></p>
</div>

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

- 行業專家 Dan Tapiero 稱比特幣正迎來重大投資機遇。  
- 他提到穩定幣、代幣化資產和人工智能代理將助力財務鏈上發展。  
- Tapiero 預測未來五到十年交易量將達到數萬萬億次，市場也將擴展至其他貨幣。

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專家聲稱，比特幣、以太坊和 Solana 在一個月內下跌超過 20% 是'最大的宏觀機會'