Eric Trump 與 John Koudounis 稱 Bitcoin 為全球儲備資產，並提出 100 萬美元的價格目標

📄完整原文· 由 trafilatura 自動擷取7121 字

At Bitcoin 2026 in Las Vegas, Eric Trump and Calamos Investments CEO John Koudounis sat down with Bloomberg senior ETF analyst Eric Balchunas for a panel that covered bitcoin’s maturation from speculative instrument to global reserve contender. The conversation ranged across institutional adoption, government debanking, currency debasement, and the challenge of winning over ordinary investors who still view bitcoin as too risky, too complex, or both. It was a panel that reflected how much the room has changed — a mix of long-time bitcoin believers and fresh institutional money that, a decade ago, would have dismissed this gathering entirely. Trump: Bitcoin is a sticky, limited supply asset Trump opened on a structural theme, arguing that bitcoin has become “sticky.” The U.S. government now holds approximately 300,000 bitcoin and will not sell, he said, a claim consistent with the creation of a U.S. strategic bitcoin reserve. Corporate treasury buyers like Strategy and Metaplanet, which surpassed 40,000 bitcoin in holdings by the end of the first quarter of 2026, are doing the same. The world’s largest financial platforms — Trump named Charles Schwab and Morgan Stanley — have also moved in. American Bitcoin, the company Trump co-founded, is mining bitcoin and holding every coin rather than selling. “We are compressing bitcoin,” Trump said. “There is a limited supply.” The argument, in essence, is that the natural sellers are leaving the market while a new class of permanent holders takes their place. Koudounis put the bitcoin supply compression argument in the context of a broader capital shift. He cited research projecting that 124 trillion dollars in wealth will transfer across generations through 2048, and said the 60 billion dollars that have moved into spot bitcoin ETFs so far represent a fraction of what is coming. For context, 60 billion dollars is roughly the size of a mid-tier U.S. asset manager’s total book. Set against a 124 trillion dollar transfer of accumulated Boomer wealth to Millennial and Gen Z inheritors who are far more comfortable with digital assets, it reads as a starting line. Koudounis told the audience that the institutional conversation has already moved on. “The question used to be, ‘Are you buying bitcoin?'” he said. “Now it’s, ‘What percent are you allocating?'” And his conclusion on what full institutional entry means for the asset: “Once institutions get involved, it’s game over.” How can bitcoin attract retail clients? Balchunas pressed both men on the retail challenge, asking how they would sell bitcoin to his mother — a stand-in for the generation of older investors who remain nervous about volatility and complexity. It is a question the industry has never fully answered. Bitcoin’s price history, with its 80% drawdowns and euphoric recoveries, is not a comfortable pitch to someone managing a fixed retirement income. In response to this quandary, Koudounis said that Calamos has built a line of protected bitcoin ETFs that cap downside and smooth returns, turning a perceived deterrent into a feature for conservative investors who want exposure without the full ride. The goal, he said, is to add bitcoin exposure to products that already feel familiar to traditional investors. Trump’s answer to the same question was more direct. Fixed income, he argued, is not a genuine alternative at current yields. “Do yourself a favor, go invest in fixed income at 4%,” he said. “I’ll invest in bitcoin. I’ll ride out the volatility and we’ll see who wins that equation in a 10-year period of time.” He claimed BTC has averaged roughly 70% annual growth per year over the past decade and called it “a better gold,” adding that “every country in this world needs it.” The macro case Trump made was not only about returns. He pointed to currency weakness and geopolitical instability — citing Iran specifically — as reasons traditional store-of-value assets are under pressure, and argued that BTC’s ability to transfer value across borders without a bank intermediary is a feature that becomes more valuable the more fragile existing systems look. Currency debasement, he said, is real and ongoing, and bitcoin is designed to resist it. “Would you rather have the euro,” he asked, “or would you rather have bitcoin, an asset that’s grown at 70% a year on average, year over year for the last decade? It’s not even close.” Koudounis: Banks can ‘debank’ you at any time On the question of why he became an advocate at all, Trump’s answer was personal. He described how major banks shut down hundreds of Trump Organization accounts — covering buildings, golf courses, and restaurants — following the January 6, 2021 Capitol riot. JPMorgan has since confirmed it closed those accounts. Trump and the Trump Organization later filed suit against Capital One over similar closures. “They threw us away like dogs,” Trump said on stage. The debanking experience, combined with what he described as slow, friction-heavy bank wire transfers, pushed him toward bitcoin’s censorship-resistant architecture. “That’s why I advocate like hell for this industry,” he said. On usability, Trump conceded that early crypto technology was clunky, but said banks entering the space will be the force that finally makes the experience simple. “The industry will grow,” he said, “when the user experience is simple and easy and not torturous.” Koudounis broadened the debanking argument beyond the Trumps. He drew on personal history, recounting Greece’s 2015 debt crisis, when the government imposed daily withdrawal limits on bank accounts that lasted roughly four years before capital controls were fully lifted. Citizens woke up one day to find the state had placed a ceiling on how much of their own money they could access. “You don’t have to be the Trumps to be targeted by banks,” Koudounis said. “This can happen to anybody. You, me, any of us.” Banks told you to stay away, then ‘snuck into’ bitcoin Koudounis then turned the spotlight on the financial industry’s own behavior. While banks spent years publicly dismissing BTC and warning customers away from it, they were constructing the infrastructure to invest in it out of sight. “Banks got the clue,” he said, and delivered a pointed summary to the crowd: “You guys won.” Trump closed with three statements that drew the loudest reaction of the panel. He called government spending “dangerous” and pointed to a federal investigation that found some government spending to be fraudulent, citing it as evidence for why a transparent, programmable, decentralized form of money has real-world value beyond trading. If fraud of that scale is hard to eliminate in the best-administered country on earth, he argued, it is a structural problem that BTC’s transparent ledger is built to address. He acknowledged the macro backdrop has been rough for holders over the past three months but told the audience to stay the course. And then he closed his remarks in plain terms: “I have absolute conviction that bitcoin is going to hit one million dollars… I’ve never been more bullish on this asset class in my life.”

資料狀態✓ 已擷取全文閱讀原文（Bitcoin Magazine）

🔍歷史類似事件· 關鍵字 + 標的比對6 則

2026-04-28

Eric Trump 稱 Forbes 針對 American Bitcoin 的負面報導為「中國宣傳」

相似度 420%標的 BTC關鍵字 bitcoin/trump/eric同分類 hot

2026-04-28

《富比士》轟川普家族礦企 American Bitcoin「割 5 億美元韭菜」！Eric Trump 反擊：中資媒體惡意抹黑

相似度 420%標的 BTC關鍵字 bitcoin/trump/eric同分類 hot

2026-04-28

隨著白宮暗示將有重大更新，Trump 的 Bitcoin 儲備可能即將實現

相似度 420%標的 BTC關鍵字 reserve/trump/bitcoin同分類 hot

2026-04-24

隨著 Trump 暗示美伊談判可能重啟，BTC 重回 $80K 目標價

相似度 420%標的 BTC關鍵字 bitcoin/trump/target同分類 hot

2026-04-22

川普兒子比特幣礦企 American Bitcoin 新增啟用 1.1 萬台礦機！Eric Trump 高呼：以機構級規模高效囤幣

相似度 420%標的 BTC關鍵字 bitcoin/trump/eric同分類 hot

2026-01-09

ZEC 反彈 11%！Trump 表示他不會特赦 Sam Bankman-Fried！Florida 重新審視其 Strategic Bitcoin Reserve！

相似度 390%標的 BTC關鍵字 reserve/trump/bitcoin同分類 hot

💡 目前用關鍵字 + 標的比對（MVP）· 之後會升級為 embedding 語意搜尋

原始資訊

ID：13a91060e5

來源：Bitcoin Magazine

發佈：2026-04-29 19:28:14

分類：hot · 導出分類 hot

標的：BTC

社群投票：+0 / −0 · ⭐ 1 重要 · 💬 0 留言