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2021-05-28
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Ark’s Cathie Wood Blames Crypto Crash on ‘ESG Movement’<blockquote>Ark的Cathie Wood将加密货币崩盘归咎于“ESG运动”</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":135767713,"tweetId":"135767713","gmtCreate":1622185973332,"gmtModify":1634183030416,"author":{"id":3584434786747659,"idStr":"3584434786747659","authorId":3584434786747659,"authorIdStr":"3584434786747659","name":"hww1","avatar":"https://static.tigerbbs.com/6c1c3e4564640f7232d5b95c289381b4","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>pls like + comment!</p></body></html>","htmlText":"<html><head></head><body><p>pls like + comment!</p></body></html>","text":"pls like + comment!","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/135767713","repostId":1175252727,"repostType":4,"repost":{"id":"1175252727","kind":"news","pubTimestamp":1622185262,"share":"https://www.laohu8.com/m/news/1175252727?lang=zh_CN&edition=full","pubTime":"2021-05-28 15:01","market":"fut","language":"en","title":"Ark’s Cathie Wood Blames Crypto Crash on ‘ESG Movement’<blockquote>Ark的Cathie Wood将加密货币崩盘归咎于“ESG运动”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175252727","media":"finance.yahoo","summary":"Elon Musk and the “ESG movement” are responsible for the recent drop in cryptocurrency prices, an in","content":"<p>Elon Musk and the “ESG movement” are responsible for the recent drop in cryptocurrency prices, an influential fund manager told CoinDesk’s Consensus 2021 conference today.</p><p><blockquote>一位有影响力的基金经理今天在CoinDesk的Consensus 2021会议上表示，埃隆·马斯克和“ESG运动”是最近加密货币价格下跌的原因。</blockquote></p><p>Cathie Wood, the founder of Ark Investment Management, saidbitcoin– which has lost up to 50% of its value in the last few weeks – has come under pressure from institutional investors concerned about its environmental profile.</p><p><blockquote>Ark Investment Management创始人凯西·伍德(Cathie Wood)表示，比特币在过去几周内损失了高达50%的价值，受到了机构投资者对其环境状况的压力。</blockquote></p><p>“It was precipitated by the ESG [environmental, social and governance] movement and this notion, which was exacerbated by Elon Musk, that there are some real environmental problems with the mining of bitcoin. A lot of institutional buying went on pause,” she told Nathaniel Whittemore in a pre-recorded interview broadcast Thursday.</p><p><blockquote>“这是由ESG（环境、社会和治理）运动以及Elon Musk加剧的这种观念促成的，即比特币的开采存在一些真正的环境问题。许多机构购买暂停了，”她在周四播出的预先录制的采访中告诉Nathaniel Whittemore。</blockquote></p><p>Musk, who had buoyed markets by saying Tesla wouldbuy bitcoin for its treasuryand accept it as payment for its cars, reversed course on the latter, sendingprices downwards.</p><p><blockquote>马斯克曾表示，特斯拉将用其国债购买比特币并接受其作为汽车的付款，这提振了市场，但马斯克改变了后者的做法，导致价格下跌。</blockquote></p><p>“Elon probably got a few calls from institutions,” Wood said. “I noticed that BlackRock is [Tesla]’s number three shareholder and Larry Fink is the CEO. He is focused on ESG and especially on climate change. I’m sure BlackRock registered some complaints and perhaps there are some very large holders in Europe who are extremely sensitive to this.”</p><p><blockquote>“埃隆可能从机构获得了一些评级，”伍德说。“我注意到贝莱德是（特斯拉）的第三大股东，Larry Fink是首席执行官。他专注于ESG，尤其是气候变化。我确信贝莱德收到了一些投诉，也许欧洲有一些非常大的持有者对此非常敏感。”</blockquote></p><p>Wood, a storied innovation investor, remains confident in the future of Bitcoin, which she described as the first rules-based “global monetary system in the world.” Recently, speaking to Bloomberg, she forecast the cryptocurrencywill go to $500,000.</p><p><blockquote>伍德是一位传奇的创新投资者，她对比特币的未来仍然充满信心，她将其描述为世界上第一个基于规则的“全球货币体系”。最近，在接受彭博社采访时，她预测加密货币将达到50万美元。</blockquote></p><p>In her Consensus appearance Thursday, she predicted central banks will begin buying crypto assets for their balance sheets and that Musk will prove positive for bitcoin in the long term, improving its environmental profile.</p><p><blockquote>在周四的共识露面中，她预测各国央行将开始为其资产负债表购买加密资产，从长远来看，马斯克将对比特币有利，改善其环境状况。</blockquote></p><p>“He has encouraged a lot more conversation, a lot more analytical thinking. And I do believe he’s going to become a part of the process,” she said.</p><p><blockquote>“他鼓励了更多的对话，更多的分析性思维。我确实相信他将成为这个过程的一部分，”她说。</blockquote></p><p>Deflationary environment</p><p><blockquote>通缩环境</blockquote></p><p>Prominent figures likeLawrence SummersandRay Daliohave recently warned that government and central bank spending could push up inflation this year. But Wood, who is known for bucking conventional wisdom, said deflation is more likely. She predicted a “significant” fall in commodity prices and that technology like artificial intelligence and blockchain will serve to hold down business costs.</p><p><blockquote>劳伦斯·萨默斯和雷·达里奥等知名人士最近警告说，政府和央行的支出可能会推高今年的通胀。但以反对传统观点而闻名的伍德表示，通货紧缩的可能性更大。她预测大宗商品价格将“大幅”下跌，人工智能和区块链等技术将有助于压低商业成本。</blockquote></p><p>“As time goes on here, we are thinking that the much higher probability is deflation. I know most people think that’s crazy, given what’s going on. But we have seen a crack in some commodity prices already,” she said.</p><p><blockquote>“随着时间的推移，我们认为通缩的可能性要高得多。我知道大多数人认为这很疯狂，考虑到正在发生的事情。但我们已经看到一些大宗商品价格出现了裂痕，”她说。</blockquote></p><p>That, in turn, could lead some policymakers in emerging markets, or even the eurozone, to adopt hard money, including bitcoin.</p><p><blockquote>反过来，这可能会导致新兴市场甚至欧元区的一些政策制定者采用硬通货，包括比特币。</blockquote></p><p>“In emerging markets, if commodity prices come down, a lot of them are linked to commodity prices [and] their currencies will come under pressure,” she said. “I wouldn’t be surprised if some of these emerging market central banks start accumulating bitcoin … because they know their currencies are going down, and that they will be under attack as reserves go down.”</p><p><blockquote>“在新兴市场，如果大宗商品价格下跌，其中许多与大宗商品价格挂钩，它们的货币将面临压力，”她说。“如果其中一些新兴市场央行开始积累比特币，我不会感到惊讶……因为他们知道自己的货币正在贬值，并且随着储备下降，他们将受到攻击。”</blockquote></p><p>In his own appearance at Consensus this week, Daliosaidbitcoin could become a victim of its own success: that governments will try to ban it as it becomes a competitive threat. But Wood said governments have learned that innovation is key to long-term growth and that technology, be it cryptocurrency and the internet before it, can’t really be stopped.</p><p><blockquote>达里奥本周在Consensus的露面中表示，比特币可能会成为其自身成功的受害者：当它成为竞争威胁时，政府将试图禁止它。但伍德表示，各国政府已经认识到，创新是长期增长的关键，技术，无论是加密货币还是之前的互联网，都无法真正停止。</blockquote></p><p>“They’re all trying to say, ‘Let’s have a better regulatory footprint here so that we attract more innovation.’ And I think that is going to happen with, or already is happening with, cryptocurrencies,” she said.</p><p><blockquote>“他们都试图说，‘让我们在这里建立更好的监管足迹，以便吸引更多创新。’我认为加密货币将会发生这种情况，或者已经发生了，”她说。</blockquote></p><p>Wood said she was “very happy” to see Gary Gensler, who is known to be open-minded toward cryptocurrency, installed as the new head of the Securities and Exchange Commission, alongside Valerie A. Szczepanik, who leads the body’s Strategic Hub for Innovation and Financial Technology.</p><p><blockquote>伍德表示，她“非常高兴”看到以对加密货币持开放态度而闻名的加里·詹斯勒(Gary Gensler)与领导该机构创新战略中心的瓦莱丽·A·什切帕尼克(Valerie A.Szczepanik)一起被任命为美国证券交易委员会(Securities and Exchange Commission)新任主席和金融科技。</blockquote></p><p>Wood said bitcoin has proved itself as a store of value and a way to protect against wealth confiscation. She said it had the potential to be a settlement network following the introduction of layer 2 solutions like the Lightning Network. But Ark is increasingly focused onethereum, having invested in Grayscale’s Ethereum Trust and hired an Ethereum miner to its fintech analysis team. (Grayscale is a unit of Digital Currency Group, the parent company of CoinDesk.)</p><p><blockquote>伍德说，比特币已经证明了自己是一种价值储存手段和防止财富被没收的一种方式。她表示，在推出Lightning Network等第2层解决方案后，它有潜力成为结算网络。但Ark越来越关注onethereum，投资了Grayscale的以太币信托基金，并聘请了一名以太币矿工加入其金融科技分析团队。（灰度是CoinDesk母公司Digital Currency Group的一个部门。）</blockquote></p><p>“We’re intrigued by stablecoins and [decentralized finance], of course, and [non-fungible tokens]. And we’re also very interested that developers are migrating very, very quickly [to Ethereum]. I always say to our analysts, ‘Follow the developers, let’s see what they’re doing.’ Because that’s a very loud signal,” Wood told Whittemore.</p><p><blockquote>“当然，我们对稳定币和[去中心化金融]以及[不可替代代币]很感兴趣。我们也非常感兴趣的是，开发者正在非常非常快地迁移到[以太币]。我总是对我们的分析师说，‘关注开发者，让我们看看他们在做什么。’因为这是一个非常响亮的信号，”伍德告诉Whittemore。</blockquote></p><p></p><p>As for Musk, Wood said he would help bitcoin miners to “green” their operations. “This auditing of what miners, certainly in North America, are willing to do around how much of their electricity usage is generated by renewables is going to bring that topic into stark relief. It will encourage an acceleration in the adoption of renewables beyond which otherwise would have taken the place.”</p><p><blockquote>至于马斯克，伍德表示，他将帮助比特币矿工“绿化”他们的运营。“对矿工（尤其是北美的矿工）愿意围绕可再生能源产生的用电量进行审计，将使这个话题变得更加突出。它将鼓励加速可再生能源的采用，否则就会取代这个位置。”</blockquote></p><p>As described in a recentSquare-Ark white paper, mining and renewables can grow in tandem, with bitcoin acting as a “battery” to soak up excess electricity produced from intermittent sources like solar and wind, Wood said. In effect, mining can help fund renewables and make solar more attractive to innovation investors including Ark.</p><p><blockquote>伍德说，正如最近的Square-Ark白皮书所述，采矿业和可再生能源可以协同发展，比特币可以充当“电池”，吸收太阳能和风能等间歇性能源产生的多余电力。实际上，采矿业可以帮助为可再生能源提供资金，并使太阳能对包括Ark在内的创新投资者更具吸引力。</blockquote></p><p>Previously the firm didn’t see the potential to make big returns from solar and wind, but now that might change. “I’m actually quite excited about it,” she said.</p><p><blockquote>此前，该公司没有看到太阳能和风能带来巨额回报的潜力，但现在这种情况可能会改变。“实际上我对此感到非常兴奋，”她说。</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Ark’s Cathie Wood Blames Crypto Crash on ‘ESG Movement’<blockquote>Ark的Cathie Wood将加密货币崩盘归咎于“ESG运动”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArk’s Cathie Wood Blames Crypto Crash on ‘ESG Movement’<blockquote>Ark的Cathie Wood将加密货币崩盘归咎于“ESG运动”</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">finance.yahoo</strong><span class=\"h-time small\">2021-05-28 15:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Elon Musk and the “ESG movement” are responsible for the recent drop in cryptocurrency prices, an influential fund manager told CoinDesk’s Consensus 2021 conference today.</p><p><blockquote>一位有影响力的基金经理今天在CoinDesk的Consensus 2021会议上表示，埃隆·马斯克和“ESG运动”是最近加密货币价格下跌的原因。</blockquote></p><p>Cathie Wood, the founder of Ark Investment Management, saidbitcoin– which has lost up to 50% of its value in the last few weeks – has come under pressure from institutional investors concerned about its environmental profile.</p><p><blockquote>Ark Investment Management创始人凯西·伍德(Cathie Wood)表示，比特币在过去几周内损失了高达50%的价值，受到了机构投资者对其环境状况的压力。</blockquote></p><p>“It was precipitated by the ESG [environmental, social and governance] movement and this notion, which was exacerbated by Elon Musk, that there are some real environmental problems with the mining of bitcoin. A lot of institutional buying went on pause,” she told Nathaniel Whittemore in a pre-recorded interview broadcast Thursday.</p><p><blockquote>“这是由ESG（环境、社会和治理）运动以及Elon Musk加剧的这种观念促成的，即比特币的开采存在一些真正的环境问题。许多机构购买暂停了，”她在周四播出的预先录制的采访中告诉Nathaniel Whittemore。</blockquote></p><p>Musk, who had buoyed markets by saying Tesla wouldbuy bitcoin for its treasuryand accept it as payment for its cars, reversed course on the latter, sendingprices downwards.</p><p><blockquote>马斯克曾表示，特斯拉将用其国债购买比特币并接受其作为汽车的付款，这提振了市场，但马斯克改变了后者的做法，导致价格下跌。</blockquote></p><p>“Elon probably got a few calls from institutions,” Wood said. “I noticed that BlackRock is [Tesla]’s number three shareholder and Larry Fink is the CEO. He is focused on ESG and especially on climate change. I’m sure BlackRock registered some complaints and perhaps there are some very large holders in Europe who are extremely sensitive to this.”</p><p><blockquote>“埃隆可能从机构获得了一些评级，”伍德说。“我注意到贝莱德是（特斯拉）的第三大股东，Larry Fink是首席执行官。他专注于ESG，尤其是气候变化。我确信贝莱德收到了一些投诉，也许欧洲有一些非常大的持有者对此非常敏感。”</blockquote></p><p>Wood, a storied innovation investor, remains confident in the future of Bitcoin, which she described as the first rules-based “global monetary system in the world.” Recently, speaking to Bloomberg, she forecast the cryptocurrencywill go to $500,000.</p><p><blockquote>伍德是一位传奇的创新投资者，她对比特币的未来仍然充满信心，她将其描述为世界上第一个基于规则的“全球货币体系”。最近，在接受彭博社采访时，她预测加密货币将达到50万美元。</blockquote></p><p>In her Consensus appearance Thursday, she predicted central banks will begin buying crypto assets for their balance sheets and that Musk will prove positive for bitcoin in the long term, improving its environmental profile.</p><p><blockquote>在周四的共识露面中，她预测各国央行将开始为其资产负债表购买加密资产，从长远来看，马斯克将对比特币有利，改善其环境状况。</blockquote></p><p>“He has encouraged a lot more conversation, a lot more analytical thinking. And I do believe he’s going to become a part of the process,” she said.</p><p><blockquote>“他鼓励了更多的对话，更多的分析性思维。我确实相信他将成为这个过程的一部分，”她说。</blockquote></p><p>Deflationary environment</p><p><blockquote>通缩环境</blockquote></p><p>Prominent figures likeLawrence SummersandRay Daliohave recently warned that government and central bank spending could push up inflation this year. But Wood, who is known for bucking conventional wisdom, said deflation is more likely. She predicted a “significant” fall in commodity prices and that technology like artificial intelligence and blockchain will serve to hold down business costs.</p><p><blockquote>劳伦斯·萨默斯和雷·达里奥等知名人士最近警告说，政府和央行的支出可能会推高今年的通胀。但以反对传统观点而闻名的伍德表示，通货紧缩的可能性更大。她预测大宗商品价格将“大幅”下跌，人工智能和区块链等技术将有助于压低商业成本。</blockquote></p><p>“As time goes on here, we are thinking that the much higher probability is deflation. I know most people think that’s crazy, given what’s going on. But we have seen a crack in some commodity prices already,” she said.</p><p><blockquote>“随着时间的推移，我们认为通缩的可能性要高得多。我知道大多数人认为这很疯狂，考虑到正在发生的事情。但我们已经看到一些大宗商品价格出现了裂痕，”她说。</blockquote></p><p>That, in turn, could lead some policymakers in emerging markets, or even the eurozone, to adopt hard money, including bitcoin.</p><p><blockquote>反过来，这可能会导致新兴市场甚至欧元区的一些政策制定者采用硬通货，包括比特币。</blockquote></p><p>“In emerging markets, if commodity prices come down, a lot of them are linked to commodity prices [and] their currencies will come under pressure,” she said. “I wouldn’t be surprised if some of these emerging market central banks start accumulating bitcoin … because they know their currencies are going down, and that they will be under attack as reserves go down.”</p><p><blockquote>“在新兴市场，如果大宗商品价格下跌，其中许多与大宗商品价格挂钩，它们的货币将面临压力，”她说。“如果其中一些新兴市场央行开始积累比特币，我不会感到惊讶……因为他们知道自己的货币正在贬值，并且随着储备下降，他们将受到攻击。”</blockquote></p><p>In his own appearance at Consensus this week, Daliosaidbitcoin could become a victim of its own success: that governments will try to ban it as it becomes a competitive threat. But Wood said governments have learned that innovation is key to long-term growth and that technology, be it cryptocurrency and the internet before it, can’t really be stopped.</p><p><blockquote>达里奥本周在Consensus的露面中表示，比特币可能会成为其自身成功的受害者：当它成为竞争威胁时，政府将试图禁止它。但伍德表示，各国政府已经认识到，创新是长期增长的关键，技术，无论是加密货币还是之前的互联网，都无法真正停止。</blockquote></p><p>“They’re all trying to say, ‘Let’s have a better regulatory footprint here so that we attract more innovation.’ And I think that is going to happen with, or already is happening with, cryptocurrencies,” she said.</p><p><blockquote>“他们都试图说，‘让我们在这里建立更好的监管足迹，以便吸引更多创新。’我认为加密货币将会发生这种情况，或者已经发生了，”她说。</blockquote></p><p>Wood said she was “very happy” to see Gary Gensler, who is known to be open-minded toward cryptocurrency, installed as the new head of the Securities and Exchange Commission, alongside Valerie A. Szczepanik, who leads the body’s Strategic Hub for Innovation and Financial Technology.</p><p><blockquote>伍德表示，她“非常高兴”看到以对加密货币持开放态度而闻名的加里·詹斯勒(Gary Gensler)与领导该机构创新战略中心的瓦莱丽·A·什切帕尼克(Valerie A.Szczepanik)一起被任命为美国证券交易委员会(Securities and Exchange Commission)新任主席和金融科技。</blockquote></p><p>Wood said bitcoin has proved itself as a store of value and a way to protect against wealth confiscation. She said it had the potential to be a settlement network following the introduction of layer 2 solutions like the Lightning Network. But Ark is increasingly focused onethereum, having invested in Grayscale’s Ethereum Trust and hired an Ethereum miner to its fintech analysis team. (Grayscale is a unit of Digital Currency Group, the parent company of CoinDesk.)</p><p><blockquote>伍德说，比特币已经证明了自己是一种价值储存手段和防止财富被没收的一种方式。她表示，在推出Lightning Network等第2层解决方案后，它有潜力成为结算网络。但Ark越来越关注onethereum，投资了Grayscale的以太币信托基金，并聘请了一名以太币矿工加入其金融科技分析团队。（灰度是CoinDesk母公司Digital Currency Group的一个部门。）</blockquote></p><p>“We’re intrigued by stablecoins and [decentralized finance], of course, and [non-fungible tokens]. And we’re also very interested that developers are migrating very, very quickly [to Ethereum]. I always say to our analysts, ‘Follow the developers, let’s see what they’re doing.’ Because that’s a very loud signal,” Wood told Whittemore.</p><p><blockquote>“当然，我们对稳定币和[去中心化金融]以及[不可替代代币]很感兴趣。我们也非常感兴趣的是，开发者正在非常非常快地迁移到[以太币]。我总是对我们的分析师说，‘关注开发者，让我们看看他们在做什么。’因为这是一个非常响亮的信号，”伍德告诉Whittemore。</blockquote></p><p></p><p>As for Musk, Wood said he would help bitcoin miners to “green” their operations. “This auditing of what miners, certainly in North America, are willing to do around how much of their electricity usage is generated by renewables is going to bring that topic into stark relief. It will encourage an acceleration in the adoption of renewables beyond which otherwise would have taken the place.”</p><p><blockquote>至于马斯克，伍德表示，他将帮助比特币矿工“绿化”他们的运营。“对矿工（尤其是北美的矿工）愿意围绕可再生能源产生的用电量进行审计，将使这个话题变得更加突出。它将鼓励加速可再生能源的采用，否则就会取代这个位置。”</blockquote></p><p>As described in a recentSquare-Ark white paper, mining and renewables can grow in tandem, with bitcoin acting as a “battery” to soak up excess electricity produced from intermittent sources like solar and wind, Wood said. In effect, mining can help fund renewables and make solar more attractive to innovation investors including Ark.</p><p><blockquote>伍德说，正如最近的Square-Ark白皮书所述，采矿业和可再生能源可以协同发展，比特币可以充当“电池”，吸收太阳能和风能等间歇性能源产生的多余电力。实际上，采矿业可以帮助为可再生能源提供资金，并使太阳能对包括Ark在内的创新投资者更具吸引力。</blockquote></p><p>Previously the firm didn’t see the potential to make big returns from solar and wind, but now that might change. “I’m actually quite excited about it,” she said.</p><p><blockquote>此前，该公司没有看到太阳能和风能带来巨额回报的潜力，但现在这种情况可能会改变。“实际上我对此感到非常兴奋，”她说。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/ark-cathie-wood-blames-crypto-232000617.html\">finance.yahoo</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/ark-cathie-wood-blames-crypto-232000617.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175252727","content_text":"Elon Musk and the “ESG movement” are responsible for the recent drop in cryptocurrency prices, an influential fund manager told CoinDesk’s Consensus 2021 conference today.Cathie Wood, the founder of Ark Investment Management, saidbitcoin– which has lost up to 50% of its value in the last few weeks – has come under pressure from institutional investors concerned about its environmental profile.“It was precipitated by the ESG [environmental, social and governance] movement and this notion, which was exacerbated by Elon Musk, that there are some real environmental problems with the mining of bitcoin. A lot of institutional buying went on pause,” she told Nathaniel Whittemore in a pre-recorded interview broadcast Thursday.Musk, who had buoyed markets by saying Tesla wouldbuy bitcoin for its treasuryand accept it as payment for its cars, reversed course on the latter, sendingprices downwards.“Elon probably got a few calls from institutions,” Wood said. “I noticed that BlackRock is [Tesla]’s number three shareholder and Larry Fink is the CEO. He is focused on ESG and especially on climate change. I’m sure BlackRock registered some complaints and perhaps there are some very large holders in Europe who are extremely sensitive to this.”Wood, a storied innovation investor, remains confident in the future of Bitcoin, which she described as the first rules-based “global monetary system in the world.” Recently, speaking to Bloomberg, she forecast the cryptocurrencywill go to $500,000.In her Consensus appearance Thursday, she predicted central banks will begin buying crypto assets for their balance sheets and that Musk will prove positive for bitcoin in the long term, improving its environmental profile.“He has encouraged a lot more conversation, a lot more analytical thinking. And I do believe he’s going to become a part of the process,” she said.Deflationary environmentProminent figures likeLawrence SummersandRay Daliohave recently warned that government and central bank spending could push up inflation this year. But Wood, who is known for bucking conventional wisdom, said deflation is more likely. She predicted a “significant” fall in commodity prices and that technology like artificial intelligence and blockchain will serve to hold down business costs.“As time goes on here, we are thinking that the much higher probability is deflation. I know most people think that’s crazy, given what’s going on. But we have seen a crack in some commodity prices already,” she said.That, in turn, could lead some policymakers in emerging markets, or even the eurozone, to adopt hard money, including bitcoin.“In emerging markets, if commodity prices come down, a lot of them are linked to commodity prices [and] their currencies will come under pressure,” she said. “I wouldn’t be surprised if some of these emerging market central banks start accumulating bitcoin … because they know their currencies are going down, and that they will be under attack as reserves go down.”In his own appearance at Consensus this week, Daliosaidbitcoin could become a victim of its own success: that governments will try to ban it as it becomes a competitive threat. But Wood said governments have learned that innovation is key to long-term growth and that technology, be it cryptocurrency and the internet before it, can’t really be stopped.“They’re all trying to say, ‘Let’s have a better regulatory footprint here so that we attract more innovation.’ And I think that is going to happen with, or already is happening with, cryptocurrencies,” she said.Wood said she was “very happy” to see Gary Gensler, who is known to be open-minded toward cryptocurrency, installed as the new head of the Securities and Exchange Commission, alongside Valerie A. Szczepanik, who leads the body’s Strategic Hub for Innovation and Financial Technology.Wood said bitcoin has proved itself as a store of value and a way to protect against wealth confiscation. She said it had the potential to be a settlement network following the introduction of layer 2 solutions like the Lightning Network. But Ark is increasingly focused onethereum, having invested in Grayscale’s Ethereum Trust and hired an Ethereum miner to its fintech analysis team. (Grayscale is a unit of Digital Currency Group, the parent company of CoinDesk.)“We’re intrigued by stablecoins and [decentralized finance], of course, and [non-fungible tokens]. And we’re also very interested that developers are migrating very, very quickly [to Ethereum]. I always say to our analysts, ‘Follow the developers, let’s see what they’re doing.’ Because that’s a very loud signal,” Wood told Whittemore.As for Musk, Wood said he would help bitcoin miners to “green” their operations. “This auditing of what miners, certainly in North America, are willing to do around how much of their electricity usage is generated by renewables is going to bring that topic into stark relief. It will encourage an acceleration in the adoption of renewables beyond which otherwise would have taken the place.”As described in a recentSquare-Ark white paper, mining and renewables can grow in tandem, with bitcoin acting as a “battery” to soak up excess electricity produced from intermittent sources like solar and wind, Wood said. In effect, mining can help fund renewables and make solar more attractive to innovation investors including Ark.Previously the firm didn’t see the potential to make big returns from solar and wind, but now that might change. “I’m actually quite excited about it,” she said.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":555,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":16,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/135767713"}
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