BlockBeats 消息，12 月 20 日，Forest for the Trees 创始人、宏观经济分析师 Luke Gromen 在播客节目「The Monetary Matters Network」中表示，自己长期以来一直非常看好比特币，从 2022 年底、2023 年初以低于 3 万美元的价格买入大部分仓位，一路持有到现在，从来没有卖出过。但现在已经转向短期看空比特币，理由如下：1、比特币走势仍高度关联科技股。但未来 AI 竞争的瓶颈在于电力而非半导体，因此，比特币及科技股的走势不容乐观。2、比特币没有相对于黄金出现突破行情。而未来的流动性环境在于「除非核级印钞，否则就是紧缩。」3、量子计算对于比特币的威胁。「这可能在 2 到 9 年内成为问题。」Luke Gromen 强调，Tether 公司动向是一个很值得参考的因素，他们近期投资 AI、黄金。其资产负债表上的黄金仓位比比特币仓位更大。这些都是值得注意的地方。
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