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关于比特币,摩根大通策略师认为,由于比特币的波动性较高,它无法直接与黄金配置相比较。该行认为,考虑到风险,比特币的市值应该远低于现在。三年内比特币ETF可能超过600亿美元,但比特币在四月“减半”后可能会出现价格下跌,可能下跌至42000美元。当前市场价格已经反映了未来收益“减半”事件的影响。

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