Berkshire Hathaway c&#7911;a Warren Buffett &#273;ang b&#432;&#7899;c v&agrave;o m&#7897;t giai &#273;o&#7841;n m&#7899;i. Khi &ldquo;Nh&agrave; ti&ecirc;n tri x&#7913; Omaha&rdquo; n&#7893;i ti&#7871;ng r&uacute;t lui &#7903; tu&#7893;i 95, t&#7853;p &#273;o&agrave;n n&agrave;y hi&#7879;n &#273;ang n&#7855;m gi&#7919; l&#432;&#7907;ng ti&#7873;n m&#7863;t k&#7927; l&#7909;c l&agrave; 382 t&#7927; USD. Theo Barchart, s&#7889; ti&#7873;n n&agrave;y &#273;&#7911; &#273;&#7875; mua g&#7847;n 480 c&ocirc;ng ty thu&#7897;c ch&#7881; s&#7889; S&amp;P 500.
L&#432;&#7907;ng ti&#7873;n kh&#7893;ng l&#7891; c&ugrave;ng v&#7899;i 12 qu&yacute; li&ecirc;n ti&#7871;p b&aacute;n r&ograve;ng c&#7893; phi&#7871;u khi&#7871;n nhi&#7873;u ng&#432;&#7901;i cho r&#7857;ng Berkshire &#273;ang chu&#7849;n b&#7883; cho m&#7897;t &#273;&#7907;t s&#7909;t gi&#7843;m th&#7883; tr&#432;&#7901;ng. &#272;i&#7873;u n&agrave;y c&#361;ng l&agrave;m d&#7845;y l&ecirc;n th&#7855;c m&#7855;c li&#7879;u ban l&atilde;nh &#273;&#7841;o m&#7899;i c&oacute; m&#7903; c&#7917;a h&#417;n v&#7899;i t&agrave;i s&#7843;n s&#7889; hay kh&ocirc;ng.
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-berkshire-hathaway-s-cash-hoard-hit-record-high-as-warren-buffett-retires">Kho ti&#7873;n m&#7863;t c&#7911;a Berkshire Hathaway &#273;&#7841;t m&#7913;c cao k&#7927; l&#7909;c khi Warren Buffett ngh&#7881; h&#432;u</h2>

Vi&#7879;c Buffett ngh&#7881; h&#432;u v&agrave;o ng&agrave;y 31/12/2024 &#273;&aacute;nh d&#7845;u k&#7871;t th&uacute;c 60 n&#259;m d&#7851;n d&#7855;t, bi&#7871;n Berkshire t&#7915; m&#7897;t c&ocirc;ng ty d&#7879;t may g&#7863;p kh&oacute; kh&#259;n th&agrave;nh m&#7897;t &#273;&#7871; ch&#7871; t&agrave;i ch&iacute;nh h&agrave;ng &#273;&#7847;u th&#7871; gi&#7899;i.
Hi&#7879;n nay, t&#7853;p &#273;o&agrave;n n&agrave;y qu&#7843;n l&yacute; kho&#7843;ng 200 c&ocirc;ng ty con, bao g&#7891;m BNSF, GEICO v&agrave; Berkshire Hathaway Energy. Berkshire c&#361;ng &#273;ang s&#7903; h&#7919;u c&#7893; ph&#7847;n l&#7899;n t&#7841;i Apple (65 t&#7927; USD), Coca-Cola (28 t&#7927; USD), <a href="https://vn.beincrypto.com/bank-of-america-crypto-allocatio/" target="_blank" rel="noreferrer noopener">Bank of America</a> (32 t&#7927; USD) v&agrave; American Express (58 t&#7927; USD).
C&aacute;c c&ocirc;ng ty b&#7843;o hi&#7875;m nh&#432; National Indemnity v&agrave; GEICO t&#7841;o ra kho&#7843;n doanh thu b&#7843;o hi&#7875;m &#273;&#7873;u &#273;&#7863;n, gi&uacute;p Berkshire c&oacute; ngu&#7891;n ti&#7873;n l&#7899;n &#273;&#7875; &#273;&#7847;u t&#432; v&agrave;o c&#7893; phi&#7871;u v&agrave; c&aacute;c th&#432;&#417;ng v&#7909; th&acirc;u t&oacute;m. &#272;&acirc;y ch&iacute;nh l&agrave; &ldquo;&#273;&#7897;ng c&#417; ti&#7873;n m&#7863;t&rdquo; m&#7841;nh m&#7869; cho t&#7853;p &#273;o&agrave;n n&agrave;y.
C&acirc;u h&#7887;i l&#7899;n &#273;&#7863;t ra l&uacute;c n&agrave;y: Greg Abel, Ph&oacute; Ch&#7911; t&#7883;ch m&#7843;ng kinh doanh ngo&agrave;i b&#7843;o hi&#7875;m c&#7911;a Berkshire, s&#7869; l&agrave;m g&igrave; v&#7899;i l&#432;&#7907;ng ti&#7873;n m&#7863;t ch&#432;a t&#7915;ng c&oacute; n&agrave;y?
Abel, ng&#432;&#7901;i &#273;i l&ecirc;n t&#7915; m&#7843;ng n&#259;ng l&#432;&#7907;ng ch&#7913; kh&ocirc;ng ph&#7843;i &#273;&#7847;u t&#432; ch&#7913;ng kho&aacute;n, <a href="https://vn.beincrypto.com/warren-buffett-successor-greg-abel-bitcoin-berkshire-hathaway/" target="_blank" rel="noreferrer noopener">ti&#7871;p nh&#7853;n v&#7883; tr&iacute; l&atilde;nh &#273;&#7841;o</a> &#273;&uacute;ng l&uacute;c l&atilde;i su&#7845;t &#273;ang gi&#7843;m v&agrave; chi ph&iacute; c&#417; h&#7897;i c&#7911;a ti&#7873;n m&#7863;t nh&agrave;n r&#7895;i t&#259;ng l&ecirc;n.
Nhi&#7873;u chuy&ecirc;n gia cho r&#7857;ng &ocirc;ng c&oacute; th&#7875; s&#7869; ti&#7871;p t&#7909;c tri&#7871;t l&yacute; &#273;&#7847;u t&#432; gi&aacute; tr&#7883; nh&#432; Buffett, nh&#432;ng v&#7899;i &ldquo;n&uacute;i ti&#7873;n&rdquo; n&agrave;y, Berkshire s&#7869; c&oacute; c&#417; h&#7897;i th&acirc;u t&oacute;m c&aacute;c doanh nghi&#7879;p v&#7899;i gi&aacute; h&#7845;p d&#7851;n n&#7871;u th&#7883; tr&#432;&#7901;ng &#273;i xu&#7889;ng.
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&ldquo;&#272;i&#7873;u m&agrave; Berkshire c&oacute; th&#7875; m&#7845;t &#273;i l&agrave; c&aacute;c m&#7889;i quan h&#7879; r&#7897;ng c&#7911;a Buffett. Li&#7879;u t&#7853;p &#273;o&agrave;n n&agrave;y c&ograve;n &#273;&#432;&#7907;c g&#7885;i h&#7895; tr&#7907; c&aacute;c ng&acirc;n h&agrave;ng nh&#432; n&#259;m 2008 n&#7919;a kh&ocirc;ng?&rdquo; &ndash; theo Brian Meredith (UBS), tr&iacute;ch &#273;&#259;ng tr&ecirc;n The Economist <a href="https://archive.fo/20251228180614/https:/www.economist.com/business/2025/12/28/as-warren-buffett-retires-uncertainty-looms-for-berkshire-hathaway#selection-1263.0-1427.1" target="_blank" rel="noreferrer noopener nofollow">b&agrave;i vi&#7871;t</a>.
</blockquote>

C&#7897;ng &#273;&#7891;ng &#273;&#7847;u t&#432; crypto c&#361;ng &#273;ang d&otilde;i theo s&aacute;t sao. Buffett t&#7915; l&acirc;u kh&ocirc;ng &#273;&aacute;nh gi&aacute; cao Bitcoin v&agrave; t&#7915;ng g&#7885;i &#273;&#7891;ng ti&#7873;n n&agrave;y l&agrave; &ldquo;thu&#7889;c di&#7879;t chu&#7897;t c&#7845;p nh&acirc;n hai&rdquo;, &#273;&#7891;ng th&#7901;i Berkshire c&#361;ng ch&#432;a t&#7915;ng &#273;&#7847;u t&#432; tr&#7921;c ti&#7871;p v&agrave;o crypto.
Tuy nhi&ecirc;n, <a href="https://beincrypto.com/warren-buffett-profit-bitcoin-crypto/" target="_blank" rel="noreferrer noopener">kho&#7843;n &#273;&#7847;u t&#432; v&agrave;o Nu Holdings</a> &ndash; ng&acirc;n h&agrave;ng s&#7889; c&oacute; ho&#7841;t &#273;&#7897;ng li&ecirc;n quan &#273;&#7871;n crypto t&#7841;i Brazil &ndash; l&#7841;i cho th&#7845;y kh&#7843; n&#259;ng Berkshire s&#7869; gi&aacute;n ti&#7871;p ti&#7871;p c&#7853;n l&#297;nh v&#7921;c n&agrave;y d&#432;&#7899;i th&#7901;i Abel.
Nu Holdings l&agrave; m&#7897;t trong nh&#7919;ng kho&#7843;n &#273;&#7847;u t&#432; n&#7893;i b&#7853;t trong <a href="https://beincrypto.com/warren-buffett-banking-on-bitcoin/" target="_blank" rel="noreferrer noopener">danh m&#7909;c Berkshire Hathaway</a>. Sau khi r&oacute;t 500 tri&#7879;u USD ban &#273;&#7847;u v&agrave;o n&#259;m 2021 v&agrave; sau &#273;&oacute; l&agrave; 250 tri&#7879;u USD n&#7919;a, gi&aacute; c&#7893; phi&#7871;u c&ocirc;ng ty &#273;&atilde; t&#259;ng v&#7885;t, ri&ecirc;ng n&#259;m 2025 &#273;&atilde; t&#259;ng h&#417;n 50%.
<img style="height:400px;width:640px;" decoding="async" src="https://assets.beincrypto.com/img/7T0W45gXHxyGPArvkPzsIQ3BXGw=/smart/b3b7dae1a8a64c49bf62ea1f177c065e" alt="Nu Holdings Stock Performance" class="wp-image-787281">Hi&#7879;u su&#7845;t c&#7893; phi&#7871;u Nu Holdings. Ngu&#7891;n: <a href="https://www.tradingview.com/x/QIpIRQ8R/" target="_blank" rel="noreferrer noopener nofollow">TradingView</a>

<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-berkshire-s-382-billion-war-chest-signals-caution-and-opportunity-for-crypto-markets">Berkshire v&#7899;i 382 t&#7927; USD ti&#7873;n m&#7863;t cho th&#7845;y s&#7921; th&#7853;n tr&#7885;ng v&agrave; c&#417; h&#7897;i cho th&#7883; tr&#432;&#7901;ng crypto</h2>

&#272;&agrave; t&#259;ng tr&#432;&#7903;ng n&agrave;y n&#7889;i ti&#7871;p th&agrave;nh t&iacute;ch &#7845;n t&#432;&#7907;ng trong n&#259;m 2023 v&agrave; 2024, v&#7899;i m&#7913;c t&#259;ng g&#7847;n 100% gi&aacute; tr&#7883; c&#7893; phi&#7871;u trong n&#259;m 2023 v&agrave; g&#7847;n 50% trong n&#259;m 2024.
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&ldquo;D&ugrave; Buffett lu&ocirc;n c&oacute; quan &#273;i&#7875;m ti&ecirc;u c&#7921;c v&#7873; th&#7883; tr&#432;&#7901;ng crypto, Greg Abel l&#7841;i ch&#432;a t&#7915;ng th&#7875; hi&#7879;n &yacute; ki&#7871;n r&otilde; r&agrave;ng v&#7873; lo&#7841;i t&agrave;i s&#7843;n n&agrave;y. Tuy nhi&ecirc;n, nhi&#7873;u kh&#7843; n&#259;ng &ocirc;ng s&#7869; ti&#7871;p n&#7889;i di s&#7843;n c&#7911;a Buffett, t&#7853;p trung v&agrave;o c&aacute;c doanh nghi&#7879;p t&#7841;o ra d&ograve;ng ti&#7873;n th&#7921;c t&#7871;. N&#7871;u c&oacute; s&#7921; thay &#273;&#7893;i, ch&#7855;c ch&#7855;n ph&#7843;i c&oacute; t&iacute;n hi&#7879;u r&otilde; r&agrave;ng t&#7915; CEO m&#7899;i, &#273;i&#7873;u m&agrave; hi&#7879;n ch&#432;a x&#7843;y ra,&rdquo; Juan Pellicer &ndash; Tr&#432;&#7903;ng b&#7897; ph&#7853;n Nghi&ecirc;n c&#7913;u t&#7841;i Sentora, t&#7915;ng chia s&#7867; v&#7899;i BeInCrypto.
</blockquote>

Chi&#7871;n l&#432;&#7907;c hi&#7879;n t&#7841;i c&#7911;a Berkshire c&#361;ng cho th&#7845;y s&#7921; th&#7853;n tr&#7885;ng. Ba n&#259;m qua, t&#7853;p &#273;o&agrave;n n&agrave;y &#273;&atilde; b&aacute;n ra kho&#7843;ng 184 t&#7927; USD c&#7893; phi&#7871;u, tr&#7903; th&agrave;nh m&#7897;t trong nh&#7919;ng nh&agrave; b&aacute;n r&ograve;ng l&#7899;n nh&#7845;t th&#7871; gi&#7899;i.
K&#7871;t h&#7907;p v&#7899;i 382 t&#7927; USD &#273;ang n&#7857;m &#7903; ti&#7873;n m&#7863;t v&agrave; tr&aacute;i phi&#7871;u ch&iacute;nh ph&#7911; ng&#7855;n h&#7841;n, ngu&#7891;n &ldquo;ti&#7873;n d&#7921; tr&#7919;&rdquo; n&agrave;y gi&uacute;p Berkshire &#273;&#7913;ng v&#7919;ng n&#7871;u th&#7883; tr&#432;&#7901;ng bi&#7871;n &#273;&#7897;ng ho&#7863;c t&#7853;n d&#7909;ng c&aacute;c c&#417; h&#7897;i mua t&agrave;i s&#7843;n gi&aacute; r&#7867;.
Nhi&#7873;u ng&#432;&#7901;i trong gi&#7899;i crypto c&oacute; th&#7875; nh&#7853;n th&#7845;y &#273;i&#7875;m t&#432;&#417;ng &#273;&#7891;ng: khi c&aacute;c t&#7893; ch&#7913;c l&#7899;n t&iacute;ch l&#361;y ti&#7873;n m&#7863;t l&agrave; d&#7845;u hi&#7879;u th&#432;&#7901;ng xu&#7845;t hi&#7879;n tr&#432;&#7899;c c&aacute;c giai &#273;o&#7841;n r&#7911;i ro. &#272;i&#7873;u n&agrave;y c&#361;ng t&#7841;o ra c&#417; h&#7897;i cho nh&#7919;ng nh&agrave; &#273;&#7847;u t&#432; nh&#7887; l&#7867; bi&#7871;t n&#7855;m b&#7855;t.
C&acirc;u chuy&#7879;n Berkshire c&#361;ng l&agrave; b&agrave;i h&#7885;c l&#7899;n: ngay c&#7843; nh&#7919;ng nh&agrave; &#273;&#7847;u t&#432; gi&aacute; tr&#7883; ki&ecirc;n &#273;&#7883;nh nh&#7845;t c&#361;ng &#432;u ti&ecirc;n t&iacute;ch l&#361;y ti&#7873;n, chu&#7849;n b&#7883; cho c&aacute;c giai &#273;o&#7841;n th&#7883; tr&#432;&#7901;ng bi&#7871;n &#273;&#7897;ng.
Trong l&#7883;ch s&#7917;, Berkshire ch&#7881; <a href="https://vn.beincrypto.com/berkshire-hathaway-death-cross-leadership-crypto/" target="_blank" rel="noreferrer noopener">thua so v&#7899;i S&amp;P 500</a> &#273;&uacute;ng 20 n&#259;m k&#7875; t&#7915; 1965. Tuy nhi&ecirc;n, t&#7893;ng l&#7907;i nhu&#7853;n c&#7911;a t&#7853;p &#273;o&agrave;n l&#7841;i v&#432;&#7907;t xa th&#7883; tr&#432;&#7901;ng chung, v&#7899;i m&#7913;c l&atilde;i trung b&igrave;nh 19.9% m&#7895;i n&#259;m so v&#7899;i 10.4% c&#7911;a S&amp;P, ch&#7913;ng minh s&#7921; ki&ecirc;n nh&#7851;n v&agrave; s&#7913;c m&#7841;nh c&#7911;a ngu&#7891;n ti&#7873;n trong &#273;&#7847;u t&#432; d&agrave;i h&#7841;n.
Khi Buffett ngh&#7881; h&#432;u, c&acirc;u h&#7887;i &#273;&#7863;t ra l&agrave; li&#7879;u Abel c&oacute; d&aacute;m th&#7917; ti&#7871;p c&#7853;n t&agrave;i s&#7843;n s&#7889; nh&#432;ng v&#7851;n gi&#7919; nguy&ecirc;n tri&#7871;t l&yacute; &#273;&#7847;u t&#432; gi&aacute; tr&#7883; hay kh&ocirc;ng. N&#7871;u c&oacute;, th&#7883; tr&#432;&#7901;ng crypto c&oacute; th&#7875; s&#7869; c&oacute; th&ecirc;m m&#7897;t &#273;&#7891;ng minh t&#7893; ch&#7913;c l&#7899;n m&#7841;nh.

Khoản tiền mặt 382 tỷ USD của Berkshire Hathaway làm dấy lên suy đoán về crypto khi Buffett nghỉ hưu

Berkshire Hathaway c&#7911;a Warren Buffett &#273;ang b&#432;&#7899;c v&agrave;o m&#7897;t giai &#273;o&#7841;n m&#7899;i. Khi &ldquo;Nh&agrave; ti&ecirc;n tri x&#7913; Omaha&rdquo; n&#7893;i ti&#7871;ng r&uacute;t lui &#7903; tu&#7893;i 95, t&#7853;p &#273;o&agrave;n n&agrave;y hi&#7879;n &#273;ang n&#7855;m gi&#7919; l&#432;&#7907;ng ti&#7873;n m&#7863;t k&#7927; l&#7909;c l&agrave; 382 t&#7927; USD. Theo Barchart, s&#7889; ti&#7873;n n&agrave;y &#273;&#7911; &#273;&#7875; mua g&#7847;n 480 c&ocirc;ng ty thu&#7897;c ch&#7881; s&#7889; S&amp;P 500.
L&#432;&#7907;ng ti&#7873;n kh&#7893;ng l&#7891; c&ugrave;ng v&#7899;i 12 qu&yacute; li&ecirc;n ti&#7871;p b&aacute;n r&ograve;ng c&#7893; phi&#7871;u khi&#7871;n nhi&#7873;u ng&#432;&#7901;i cho r&#7857;ng Berkshire &#273;ang chu&#7849;n b&#7883; cho m&#7897;t &#273;&#7907;t s&#7909;t gi&#7843;m th&#7883; tr&#432;&#7901;ng. &#272;i&#7873;u n&agrave;y c&#361;ng l&agrave;m d&#7845;y l&ecirc;n th&#7855;c m&#7855;c li&#7879;u ban l&atilde;nh &#273;&#7841;o m&#7899;i c&oacute; m&#7903; c&#7917;a h&#417;n v&#7899;i t&agrave;i s&#7843;n s&#7889; hay kh&ocirc;ng.
<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-berkshire-hathaway-s-cash-hoard-hit-record-high-as-warren-buffett-retires">Kho ti&#7873;n m&#7863;t c&#7911;a Berkshire Hathaway &#273;&#7841;t m&#7913;c cao k&#7927; l&#7909;c khi Warren Buffett ngh&#7881; h&#432;u</h2>

Vi&#7879;c Buffett ngh&#7881; h&#432;u v&agrave;o ng&agrave;y 31/12/2024 &#273;&aacute;nh d&#7845;u k&#7871;t th&uacute;c 60 n&#259;m d&#7851;n d&#7855;t, bi&#7871;n Berkshire t&#7915; m&#7897;t c&ocirc;ng ty d&#7879;t may g&#7863;p kh&oacute; kh&#259;n th&agrave;nh m&#7897;t &#273;&#7871; ch&#7871; t&agrave;i ch&iacute;nh h&agrave;ng &#273;&#7847;u th&#7871; gi&#7899;i.
Hi&#7879;n nay, t&#7853;p &#273;o&agrave;n n&agrave;y qu&#7843;n l&yacute; kho&#7843;ng 200 c&ocirc;ng ty con, bao g&#7891;m BNSF, GEICO v&agrave; Berkshire Hathaway Energy. Berkshire c&#361;ng &#273;ang s&#7903; h&#7919;u c&#7893; ph&#7847;n l&#7899;n t&#7841;i Apple (65 t&#7927; USD), Coca-Cola (28 t&#7927; USD), <a href="https://vn.beincrypto.com/bank-of-america-crypto-allocatio/" target="_blank" rel="noreferrer noopener">Bank of America</a> (32 t&#7927; USD) v&agrave; American Express (58 t&#7927; USD).
C&aacute;c c&ocirc;ng ty b&#7843;o hi&#7875;m nh&#432; National Indemnity v&agrave; GEICO t&#7841;o ra kho&#7843;n doanh thu b&#7843;o hi&#7875;m &#273;&#7873;u &#273;&#7863;n, gi&uacute;p Berkshire c&oacute; ngu&#7891;n ti&#7873;n l&#7899;n &#273;&#7875; &#273;&#7847;u t&#432; v&agrave;o c&#7893; phi&#7871;u v&agrave; c&aacute;c th&#432;&#417;ng v&#7909; th&acirc;u t&oacute;m. &#272;&acirc;y ch&iacute;nh l&agrave; &ldquo;&#273;&#7897;ng c&#417; ti&#7873;n m&#7863;t&rdquo; m&#7841;nh m&#7869; cho t&#7853;p &#273;o&agrave;n n&agrave;y.
C&acirc;u h&#7887;i l&#7899;n &#273;&#7863;t ra l&uacute;c n&agrave;y: Greg Abel, Ph&oacute; Ch&#7911; t&#7883;ch m&#7843;ng kinh doanh ngo&agrave;i b&#7843;o hi&#7875;m c&#7911;a Berkshire, s&#7869; l&agrave;m g&igrave; v&#7899;i l&#432;&#7907;ng ti&#7873;n m&#7863;t ch&#432;a t&#7915;ng c&oacute; n&agrave;y?
Abel, ng&#432;&#7901;i &#273;i l&ecirc;n t&#7915; m&#7843;ng n&#259;ng l&#432;&#7907;ng ch&#7913; kh&ocirc;ng ph&#7843;i &#273;&#7847;u t&#432; ch&#7913;ng kho&aacute;n, <a href="https://vn.beincrypto.com/warren-buffett-successor-greg-abel-bitcoin-berkshire-hathaway/" target="_blank" rel="noreferrer noopener">ti&#7871;p nh&#7853;n v&#7883; tr&iacute; l&atilde;nh &#273;&#7841;o</a> &#273;&uacute;ng l&uacute;c l&atilde;i su&#7845;t &#273;ang gi&#7843;m v&agrave; chi ph&iacute; c&#417; h&#7897;i c&#7911;a ti&#7873;n m&#7863;t nh&agrave;n r&#7895;i t&#259;ng l&ecirc;n.
Nhi&#7873;u chuy&ecirc;n gia cho r&#7857;ng &ocirc;ng c&oacute; th&#7875; s&#7869; ti&#7871;p t&#7909;c tri&#7871;t l&yacute; &#273;&#7847;u t&#432; gi&aacute; tr&#7883; nh&#432; Buffett, nh&#432;ng v&#7899;i &ldquo;n&uacute;i ti&#7873;n&rdquo; n&agrave;y, Berkshire s&#7869; c&oacute; c&#417; h&#7897;i th&acirc;u t&oacute;m c&aacute;c doanh nghi&#7879;p v&#7899;i gi&aacute; h&#7845;p d&#7851;n n&#7871;u th&#7883; tr&#432;&#7901;ng &#273;i xu&#7889;ng.
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&ldquo;&#272;i&#7873;u m&agrave; Berkshire c&oacute; th&#7875; m&#7845;t &#273;i l&agrave; c&aacute;c m&#7889;i quan h&#7879; r&#7897;ng c&#7911;a Buffett. Li&#7879;u t&#7853;p &#273;o&agrave;n n&agrave;y c&ograve;n &#273;&#432;&#7907;c g&#7885;i h&#7895; tr&#7907; c&aacute;c ng&acirc;n h&agrave;ng nh&#432; n&#259;m 2008 n&#7919;a kh&ocirc;ng?&rdquo; &ndash; theo Brian Meredith (UBS), tr&iacute;ch &#273;&#259;ng tr&ecirc;n The Economist <a href="https://archive.fo/20251228180614/https:/www.economist.com/business/2025/12/28/as-warren-buffett-retires-uncertainty-looms-for-berkshire-hathaway#selection-1263.0-1427.1" target="_blank" rel="noreferrer noopener nofollow">b&agrave;i vi&#7871;t</a>.
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C&#7897;ng &#273;&#7891;ng &#273;&#7847;u t&#432; crypto c&#361;ng &#273;ang d&otilde;i theo s&aacute;t sao. Buffett t&#7915; l&acirc;u kh&ocirc;ng &#273;&aacute;nh gi&aacute; cao Bitcoin v&agrave; t&#7915;ng g&#7885;i &#273;&#7891;ng ti&#7873;n n&agrave;y l&agrave; &ldquo;thu&#7889;c di&#7879;t chu&#7897;t c&#7845;p nh&acirc;n hai&rdquo;, &#273;&#7891;ng th&#7901;i Berkshire c&#361;ng ch&#432;a t&#7915;ng &#273;&#7847;u t&#432; tr&#7921;c ti&#7871;p v&agrave;o crypto.
Tuy nhi&ecirc;n, <a href="https://beincrypto.com/warren-buffett-profit-bitcoin-crypto/" target="_blank" rel="noreferrer noopener">kho&#7843;n &#273;&#7847;u t&#432; v&agrave;o Nu Holdings</a> &ndash; ng&acirc;n h&agrave;ng s&#7889; c&oacute; ho&#7841;t &#273;&#7897;ng li&ecirc;n quan &#273;&#7871;n crypto t&#7841;i Brazil &ndash; l&#7841;i cho th&#7845;y kh&#7843; n&#259;ng Berkshire s&#7869; gi&aacute;n ti&#7871;p ti&#7871;p c&#7853;n l&#297;nh v&#7921;c n&agrave;y d&#432;&#7899;i th&#7901;i Abel.
Nu Holdings l&agrave; m&#7897;t trong nh&#7919;ng kho&#7843;n &#273;&#7847;u t&#432; n&#7893;i b&#7853;t trong <a href="https://beincrypto.com/warren-buffett-banking-on-bitcoin/" target="_blank" rel="noreferrer noopener">danh m&#7909;c Berkshire Hathaway</a>. Sau khi r&oacute;t 500 tri&#7879;u USD ban &#273;&#7847;u v&agrave;o n&#259;m 2021 v&agrave; sau &#273;&oacute; l&agrave; 250 tri&#7879;u USD n&#7919;a, gi&aacute; c&#7893; phi&#7871;u c&ocirc;ng ty &#273;&atilde; t&#259;ng v&#7885;t, ri&ecirc;ng n&#259;m 2025 &#273;&atilde; t&#259;ng h&#417;n 50%.
<img style="height:400px;width:640px;"decoding="async" src="https://assets.beincrypto.com/img/7T0W45gXHxyGPArvkPzsIQ3BXGw=/smart/b3b7dae1a8a64c49bf62ea1f177c065e" alt="Nu Holdings Stock Performance" class="wp-image-787281">Hi&#7879;u su&#7845;t c&#7893; phi&#7871;u Nu Holdings. Ngu&#7891;n: <a href="https://www.tradingview.com/x/QIpIRQ8R/" target="_blank" rel="noreferrer noopener nofollow">TradingView</a>

<h2 class="bic-gutenberg-heading wp-heading wp-block-heading" id="h-berkshire-s-382-billion-war-chest-signals-caution-and-opportunity-for-crypto-markets">Berkshire v&#7899;i 382 t&#7927; USD ti&#7873;n m&#7863;t cho th&#7845;y s&#7921; th&#7853;n tr&#7885;ng v&agrave; c&#417; h&#7897;i cho th&#7883; tr&#432;&#7901;ng crypto</h2>

&#272;&agrave; t&#259;ng tr&#432;&#7903;ng n&agrave;y n&#7889;i ti&#7871;p th&agrave;nh t&iacute;ch &#7845;n t&#432;&#7907;ng trong n&#259;m 2023 v&agrave; 2024, v&#7899;i m&#7913;c t&#259;ng g&#7847;n 100% gi&aacute; tr&#7883; c&#7893; phi&#7871;u trong n&#259;m 2023 v&agrave; g&#7847;n 50% trong n&#259;m 2024.
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&ldquo;D&ugrave; Buffett lu&ocirc;n c&oacute; quan &#273;i&#7875;m ti&ecirc;u c&#7921;c v&#7873; th&#7883; tr&#432;&#7901;ng crypto, Greg Abel l&#7841;i ch&#432;a t&#7915;ng th&#7875; hi&#7879;n &yacute; ki&#7871;n r&otilde; r&agrave;ng v&#7873; lo&#7841;i t&agrave;i s&#7843;n n&agrave;y. Tuy nhi&ecirc;n, nhi&#7873;u kh&#7843; n&#259;ng &ocirc;ng s&#7869; ti&#7871;p n&#7889;i di s&#7843;n c&#7911;a Buffett, t&#7853;p trung v&agrave;o c&aacute;c doanh nghi&#7879;p t&#7841;o ra d&ograve;ng ti&#7873;n th&#7921;c t&#7871;. N&#7871;u c&oacute; s&#7921; thay &#273;&#7893;i, ch&#7855;c ch&#7855;n ph&#7843;i c&oacute; t&iacute;n hi&#7879;u r&otilde; r&agrave;ng t&#7915; CEO m&#7899;i, &#273;i&#7873;u m&agrave; hi&#7879;n ch&#432;a x&#7843;y ra,&rdquo; Juan Pellicer &ndash; Tr&#432;&#7903;ng b&#7897; ph&#7853;n Nghi&ecirc;n c&#7913;u t&#7841;i Sentora, t&#7915;ng chia s&#7867; v&#7899;i BeInCrypto.
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Chi&#7871;n l&#432;&#7907;c hi&#7879;n t&#7841;i c&#7911;a Berkshire c&#361;ng cho th&#7845;y s&#7921; th&#7853;n tr&#7885;ng. Ba n&#259;m qua, t&#7853;p &#273;o&agrave;n n&agrave;y &#273;&atilde; b&aacute;n ra kho&#7843;ng 184 t&#7927; USD c&#7893; phi&#7871;u, tr&#7903; th&agrave;nh m&#7897;t trong nh&#7919;ng nh&agrave; b&aacute;n r&ograve;ng l&#7899;n nh&#7845;t th&#7871; gi&#7899;i.
K&#7871;t h&#7907;p v&#7899;i 382 t&#7927; USD &#273;ang n&#7857;m &#7903; ti&#7873;n m&#7863;t v&agrave; tr&aacute;i phi&#7871;u ch&iacute;nh ph&#7911; ng&#7855;n h&#7841;n, ngu&#7891;n &ldquo;ti&#7873;n d&#7921; tr&#7919;&rdquo; n&agrave;y gi&uacute;p Berkshire &#273;&#7913;ng v&#7919;ng n&#7871;u th&#7883; tr&#432;&#7901;ng bi&#7871;n &#273;&#7897;ng ho&#7863;c t&#7853;n d&#7909;ng c&aacute;c c&#417; h&#7897;i mua t&agrave;i s&#7843;n gi&aacute; r&#7867;.
Nhi&#7873;u ng&#432;&#7901;i trong gi&#7899;i crypto c&oacute; th&#7875; nh&#7853;n th&#7845;y &#273;i&#7875;m t&#432;&#417;ng &#273;&#7891;ng: khi c&aacute;c t&#7893; ch&#7913;c l&#7899;n t&iacute;ch l&#361;y ti&#7873;n m&#7863;t l&agrave; d&#7845;u hi&#7879;u th&#432;&#7901;ng xu&#7845;t hi&#7879;n tr&#432;&#7899;c c&aacute;c giai &#273;o&#7841;n r&#7911;i ro. &#272;i&#7873;u n&agrave;y c&#361;ng t&#7841;o ra c&#417; h&#7897;i cho nh&#7919;ng nh&agrave; &#273;&#7847;u t&#432; nh&#7887; l&#7867; bi&#7871;t n&#7855;m b&#7855;t.
C&acirc;u chuy&#7879;n Berkshire c&#361;ng l&agrave; b&agrave;i h&#7885;c l&#7899;n: ngay c&#7843; nh&#7919;ng nh&agrave; &#273;&#7847;u t&#432; gi&aacute; tr&#7883; ki&ecirc;n &#273;&#7883;nh nh&#7845;t c&#361;ng &#432;u ti&ecirc;n t&iacute;ch l&#361;y ti&#7873;n, chu&#7849;n b&#7883; cho c&aacute;c giai &#273;o&#7841;n th&#7883; tr&#432;&#7901;ng bi&#7871;n &#273;&#7897;ng.
Trong l&#7883;ch s&#7917;, Berkshire ch&#7881; <a href="https://vn.beincrypto.com/berkshire-hathaway-death-cross-leadership-crypto/" target="_blank" rel="noreferrer noopener">thua so v&#7899;i S&amp;P 500</a> &#273;&uacute;ng 20 n&#259;m k&#7875; t&#7915; 1965. Tuy nhi&ecirc;n, t&#7893;ng l&#7907;i nhu&#7853;n c&#7911;a t&#7853;p &#273;o&agrave;n l&#7841;i v&#432;&#7907;t xa th&#7883; tr&#432;&#7901;ng chung, v&#7899;i m&#7913;c l&atilde;i trung b&igrave;nh 19.9% m&#7895;i n&#259;m so v&#7899;i 10.4% c&#7911;a S&amp;P, ch&#7913;ng minh s&#7921; ki&ecirc;n nh&#7851;n v&agrave; s&#7913;c m&#7841;nh c&#7911;a ngu&#7891;n ti&#7873;n trong &#273;&#7847;u t&#432; d&agrave;i h&#7841;n.
Khi Buffett ngh&#7881; h&#432;u, c&acirc;u h&#7887;i &#273;&#7863;t ra l&agrave; li&#7879;u Abel c&oacute; d&aacute;m th&#7917; ti&#7871;p c&#7853;n t&agrave;i s&#7843;n s&#7889; nh&#432;ng v&#7851;n gi&#7919; nguy&ecirc;n tri&#7871;t l&yacute; &#273;&#7847;u t&#432; gi&aacute; tr&#7883; hay kh&ocirc;ng. N&#7871;u c&oacute;, th&#7883; tr&#432;&#7901;ng crypto c&oacute; th&#7875; s&#7869; c&oacute; th&ecirc;m m&#7897;t &#273;&#7891;ng minh t&#7893; ch&#7913;c l&#7899;n m&#7841;nh.