Odaily星球日报讯 Galaxy Research 预测比特币（BTC）将在 2025 年上半年超过 15 万美元，甚至可能在同年最后一季度达到 18.5 万美元。该研究机构认为，机构、企业和国家层面的采用是推动这种顶级加密货币达到这些高点的主要因素。Galaxy Research 还表示，它预见 BTC 将继续保持其超越其他资产类别（包括标准普尔 500 指数）的趋势。关于黄金，Galaxy 团队预计 BTC 的总市值将达到贵金属总市值的 20%。在撰写本文时（2024 年 12 月 29 日），BTC 的市值约为 1.85 万亿美元，而黄金的市值估计接近 18 万亿美元。（Bitcoin.com）

Galaxy Research：比特币市值将达到黄金的20%

Odaily Odaily Galaxy Research predicts that Bitcoin (BTC) will exceed $150,000 in the first half of 2025, and may even reach $185,000 in the last quarter of the same year. The research firm believes that institutional, corporate, and national adoption are the main factors driving this top cryptocurrency to these highs. Galaxy Research also said that it foresees BTC continuing its trend of outperforming other asset classes, including the S&amp;P 500. Regarding gold, the Galaxy team expects BTC&#39;s total market value to reach 20% of the total market value of precious metals. At the time of writing (December 29, 2024), BTC&#39;s market value is approximately US$1.85 trillion, while gold&#39;s market value is estimated to be close to US$18 trillion. (Bitcoin.com)

Galaxy Research: Bitcoin market value will reach 20% of gold

Odaily Report: According to a market forecast report by cryptocurrency mining company Blockware, Bitcoin prices could quadruple by 2025, with the worst-case scenario still seeing a 58% increase, depending on Trump's strategic Bitcoin reserve plan and Federal Reserve policy. Blockware believes that if Trump "does not execute" the strategic Bitcoin reserve, a bear market target price of $150,000 is possible, which the industry hopes can be achieved in the early days of his administration. Strike founder and CEO Jack Mallers stated that Trump is likely to issue an executive order on his first day in office, designating Bitcoin as a US reserve asset. Meanwhile, Blockware said that even if the Federal Reserve "further reverses" its rate cut direction, long-term holders (addresses holding BTC for more than 155 days) "actively" selling Bitcoin, the bear market target price could still be achieved. Blockware added that if the following three factors converge, Bitcoin prices could reach a "bull market" of $400,000: First, with the Consumer Price Index (CPI) declining, the Federal Reserve must take a "more moderate stance". Second, companies must accelerate Bitcoin adoption, with one of the "Big Seven" - Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia, or Tesla - adding Bitcoin to their balance sheets. Finally, the US government must not only convert its existing Bitcoin holdings into strategic Bitcoin reserves, but also accumulate more Bitcoin, although Galaxy Digital recently stated that this outcome is unlikely. As a "base case", assuming the US government converts its Bitcoin holdings into strategic Bitcoin reserves, the Federal Reserve cuts rates as expected, and corporate adoption continues at the "current pace", Blockware sets a BTC target price of $225,000.

Blockware: Bitcoin's potential price range in 2025 is predicted to be between $150,000 and $400,000

Odaily reports that 10x Research's market analysis indicates that the biggest surprise is that the bull market has suddenly reached its peak, and at this time, almost everyone is most confident that Bitcoin will rise by +50% to +150% by 2025. Some even predict that before Trump's inauguration, Bitcoin will experience a precisely timed parabolic trend, but will then experience a significant correction. However, 10x Research holds a different view. Although the December 23 report advised caution and emphasized various risk factors, there are now several key data points that traders need to carefully evaluate and monitor, as Bitcoin volatility is expected to increase rapidly.

10x Research: Bitcoin volatility is expected to increase soon

Odaily reported that according to statistics, the capital inflow of Bitcoin and Gold ETFs in 2024 is as follows:
- Bitcoin: net inflow of $36.8 billion
- Gold: net inflow of $454 million
The former is about 81 times the latter.