Odaily星球日报讯 Zerocap 首席投资官 Jonathan de Wet 周三在一份投资者报告中表示，比特币的上涨势头仍然强劲。de Wet 表示，“我们预计（比特币）在未来几周将达到 7 万美元，”并指出技术突破为其进一步上涨提供了坚实的基础。 政府间区块链专家 Andy Lian 则表示，特朗普创建比特币储备的计划可能标志着加密监管的一个转折点，“这种政治支持可能会带来更有利的监管环境，提振投资者信心和需求。”Lian 认为，在全球货币政策的推动下，比特币将在下周达到历史新高，主要央行大幅降息等消息可能会提振包括加密货币在内的风险资产。（Decrypt）

Odaily星球日报讯 Zerocap 首席投资官 Jonathan de Wet 周三在一份投资者报告中表示，比特币的上涨势头仍然强劲。de Wet 表示，“我们预计（比特币）在未来几周将达到 7 万美元，”并指出技术突破为其进一步上涨提供了坚实的基础。政府间区块链专家 Andy Lian 则表示，特朗普创建比特币储备的计划可能标志着加密监管的一个转折点，“这种政治支持可能会带来更有利的监管环境，提振投资者信心和需求。”Lian 认为，在全球货币政策的推动下，比特币将在下周达到历史新高，主要央行大幅降息等消息可能会提振包括加密货币在内的风险资产。（Decrypt）

Zerocap首席投资官：比特币将在未来几周内突破7万美元

Odaily Planet Daily Report: Zerocap's Chief Investment Officer Jonathan de Wet said in an investor report on Wednesday that the upward momentum of Bitcoin remains strong. De Wet said, "We expect (Bitcoin) to reach $70,000 in the coming weeks," and pointed out that the technical breakthrough provides a solid foundation for further upside. Intergovernmental blockchain expert Andy Lian said that Trump's plan to create a Bitcoin reserve may mark a turning point in crypto regulation, "This political support may lead to a more favorable regulatory environment, boosting investor confidence and demand." Lian believes that driven by global monetary policy, Bitcoin will reach a new all-time high next week, and news of major central banks significantly cutting interest rates may boost risk assets including cryptocurrencies. (Decrypt)

Odaily Planet Daily Report: Zerocap's Chief Investment Officer Jonathan de Wet said in an investor report on Wednesday that the upward momentum of Bitcoin remains strong. De Wet said, "We expect (Bitcoin) to reach $70,000 in the coming weeks," and pointed out that the technical breakthrough provides a solid foundation for further upside. Intergovernmental blockchain expert Andy Lian said that Trump's plan to create a Bitcoin reserve may mark a turning point in crypto regulation, "This political support may lead to a more favorable regulatory environment, boosting investor confidence and demand." Lian believes that driven by global monetary policy, Bitcoin will reach a new all-time high next week, and news of major central banks significantly cutting interest rates may boost risk assets, including cryptocurrencies. (Decrypt)

Zerocap Chief Investment Officer: Bitcoin will break $70,000 in the next few weeks

In a new study, Geoff Kendrick, the head of digital asset research at Standard Chartered Bank, estimates that before the US presidential election in November, Bitcoin may reach $73,800, an increase of 12% from the current level. To support this, Kendrick cites the changing pattern of the Bitcoin-to-MicroStrategy (MicroStrategy) stock multiple (stock multiple = total assets ÷ total common shares outstanding). MicroStrategy is known for hoarding a large amount of Bitcoin, with its reserves recently reaching 252,000 coins. After trading in sync with the Bitcoin price (green line) throughout 2024, the MicroStrategy stock multiple (blue line) has already exploded. Kendrick states that the two fundamental factors causing this premium may drive Bitcoin higher, and the gap between the two will narrow over time. The first factor is that last month, there was news that BNY Mellon had obtained an exemption from SAB 121, an unpopular legislation that forced traders to list the cryptocurrencies they hold on their balance sheets. Relaxed regulation is generally seen as a favorable factor for Bitcoin. Secondly, the SAB 121 exemption is closely related to MicroStrategy's announcement of its plan to become a "Bitcoin bank," which will provide Bitcoin capital market tools in the future. Kendrick expects that future exemptions may allow the company to earn income by lending out Bitcoin.

Standard Chartered: Bitcoin has 12% upside potential before US election

Odaily Planet Daily Report: Bitwise Chief Investment Officer Matt Hougan said that recent comments by US Vice President Harris on cryptocurrencies indicate that if regulators give the green light, investors will flock to the digital asset market. On Monday, Harris promised to support a regulatory framework that protects Black investors and owners of cryptocurrencies. Hougan pointed out in a blog post that Harris's proposal coincided with a 5% rise in the price of <Bit>coin on Monday and a $558 million inflow into the <Bit>coin spot ETF, the largest inflow since June 4. He added: "Regardless of what Harris actually said, the price movement that day tells me that there is a lot of money on the sidelines waiting to be unleashed into the market."(<The Block>)

Bitwise Chief Investment Officer: A large amount of funds are waiting on the sidelines, waiting to enter the market after the US crypto regulatory risks are lifted

This is the best of times and the worst of times! The bigger the waves, the more expensive the fish.