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T. Rowe Price 數位資產主管:比特幣已成貨幣貶值討論核心

2026-09-20 21:27:35

ChainCatcher 消息,据 Bitcoin Magazine 披露,資產管理巨頭 T. Rowe Price 數字資產業務主管 Blue Macellari 在比特幣雜誌訪談中表示,比特幣如今已成為貨幣貶值討論的核心議題。她指出,債券義務警員正在回歸,美國國債融資正從外國買家轉向國內買家,而日本、義大利的債務狀況與美國買家基礎並不具有可比性。

Macellari 擁有 20 年新興市場主權債務與困境債務投資經驗,後負責組建 T. Rowe Price 的數字資產業務。她在訪談中回顧了該機構內部數字資產討論的演變,以及推出主動管理多代幣 ETF 的考量,並談及資產管理代幣化與自動化趨勢、24/7 交易帶來的流動性割裂風險。

此外,Macellari 評估了 GENIUS 法案下穩定幣對國債的需求究竟是實質性變化還是一廂情願,並認為貶值交易實際推動了機構對比特幣的配置。她還表示,波動性可作為投資組合工具,不同世代在比特幣分配上存在明顯分歧。

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