亿万富翁投资人、桥水基金创始人雷·达里奥（Ray Dalio）近日再次对比特币在全球金融体系中的角色表达了谨慎态度。他指出，尽管比特币具备稀缺性和一定的“货币属性”，但从央行资产配置与储备管理的角度来看，比特币并不适合作为官方储备资产。
在最近一次访谈中，达里奥将比特币形容为一种“精神层面的货币”。他承认，比特币总量固定、去中心化，并被广泛视为数字货币，但这些特征并不足以让央行将其纳入资产负债表。达里奥认为，央行更关注资产的安全性、稳定性和可控性，而这些恰恰是比特币的短板。
达里奥重点提到了比特币的透明性问题。他指出，比特币链上交易完全可追踪，这在储备管理层面反而成为一种风险。一旦交易被监控、干扰甚至限制，其作为国家级储备资产的可靠性将受到质疑。相比之下，黄金在脱离金融体系后更难被追踪或控制，因此在极端环境下具备更强的避险属性。
从安全角度来看，达里奥还提醒，比特币存在被技术攻击、破坏或监管限制的潜在风险，这会削弱其作为长期财富储存工具的吸引力。正因如此，在比特币与黄金之间做选择时，他始终更偏向黄金。
尽管如此，达里奥并非完全否定比特币。他透露自己仍然持有少量比特币，并在此前多次建议投资者关注比特币和黄金等稀缺资产，以对冲全球高债务和货币贬值风险。不过，他明确表示，比特币在其资产配置中的优先级低于黄金。
在谈及稳定币时，达里奥态度更加保守。他认为，稳定币与法币挂钩，本质上仍受传统货币体系影响，更适合用于快速支付和交易，而非长期储值或资产配置。
总体来看，雷·达里奥的观点为“比特币是否能成为央行储备资产”这一话题提供了重要参考。在他看来，比特币是一种具有稀缺价值的数字货币，而黄金依然是更成熟、更可靠的硬资产避险选择。这一立场也反映出传统金融巨头对加密资产态度的现实边界。
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