“Bitcoin cũng tương tự như đồng USD trong hệ thống tiền pháp định”, theo CEO Catherine Wood của ARK Investment Management.
Những ngày gần đây, thị trường tiền số đang sốt trở lại. Là đồng tiền số lớn nhất, Bitcoin đã tăng tổng cộng gần 300% trong năm 2020, hiện đang giao dịch ở mức gần 34.000 USD – những con số khiến người nghe choáng váng. Tuy nhiên, theo CEO Catherine Wood của ARK Investment Management, có thể đây mới chỉ là bước khởi đầu.
Đà tăng gần đây khiến nhiều nhà đầu tư nhớ lại thời điểm năm 2017, khi Bitcoin đạt đỉnh 19.783 USD trước khi bị bán tháo và suốt gần 3 năm sau đó không thể quay trở lại mức cao như vậy. Theo Wood, lần này câu chuyện sẽ khác bởi 1 lý do rất lớn: sự tham gia của các nhà đầu tư định chế – điều mà bà cho là có thể đẩy tăng giá của 1 đồng Bitcoin lên tới mức 500.000 USD.
Theo bà, Bitcoin chính là đồng tiền được biết đến nhiều nhất trong hệ sinh thái các tài sản kỹ thuật số. “Bitcoin cũng tương tự như đồng USD trong hệ thống tiền pháp định. Đó là 1 vị thế khá cao quý”.
Wood bổ sung thêm rằng sự nổi lên của những đồng tiền kỹ thuật số do các NHTW phát hành – mà điển hình là đồng nhân dân tệ kỹ thuật số của Trung Quốc – càng giúp gia tăng tính chính thống của Bitcoin.
Một số nhà đầu tư hiện coi Bitcoin như 1 tài sản kỹ thuật số thay thế cho vàng hoặc là 1 công cụ bảo vệ họ trước lạm phát. Cục dự trữ liên bang Mỹ sẽ giữ lãi suất ở mức siêu thấp trong tương lai gần cũng là 1 trong những lý do giúp Bitcoin tăng giá. Và nếu như các nhà đầu tư định chế như các quỹ đầu cơ quan tâm nhiều hơn đến Bitcoin, giá còn có thể tiếp tục tăng. Hơn nữa, theo Wood, một nguyên nhân khác là nguồn cung Bitcoin chỉ được giới hạn ở 21 triệu đồng, và hiện đã có 18,5 triệu đồng được khai thác.
Gần đây các nhà đầu tư định chế đã gia tăng tỷ trọng tiền số trong danh mục, khiến nhiều người so sánh với “những ngày đầu tiên các tổ chức chuyển sang đầu tư vào bất động sản hay vào các thị trường mới nổi”. “Họ bắt đầu chỉ với 0,5%, sau đó là 1%, 5% và cứ thế lớn dần”, Wood nói. Nếu như tất cả các định chế tài chính đều phân bổ khoảng 5% danh mục vào Bitcoin, giá của nó có thể lên đến “400.000 – 500.000 USD”.
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