Odaily星球日报讯 经纪公司伯恩斯坦（Bernstein）分析师列出了他们对 2025 年的预测表示，他们认为加密货币正进入他们所描述的“无限时代”。“无限时代”是指“一个长期的时期，标志着持续的演变和广泛的接受，最终加密货币不再是争议话题，而是成为为新智能时代构建的金融体系的一部分。”在提出他们的预期时，分析师们重申了他们对比特币到 2025 年底达到 20 万美元的目标，背景是围绕主权采用的叙事正在上升，尤其是在当选总统唐纳德·特朗普提出的战略比特币储备承诺之后。 伯恩斯坦还预测，美国现货比特币 ETF 将吸引超过 700 亿美元的净流入，几乎是 2024 年约 350 亿美元的两倍，主要由对冲基金、银行和财富顾问的加速机构采用推动，ETF 的势头将在比特币和以太坊之间继续，但可能在年底会有 Solana ETF。 “如果美国宣布建立国家比特币储备，将引发全球主权国家竞相收购比特币，”Chhugani 表示。“我们对比特币价格的预期 20 万美元并未考虑政府需求，仅考虑机构和企业需求。”关于比特币的预测，分析师们表示，矿工将“不得不”继续将算力转向人工智能（AI），以创造价值。今年加密行业将与人工智能领域有更大的融合，人工智能与加密货币的交集正在推动多个方面的创新。此外，分析师们预计，亲加密货币的美国证券交易委员会（SEC）将撤回或和解与加密公司相关的现有案件，并允许更多的私人加密公司进入公开市场，IPO 将成为市场的进一步积极催化剂。最后，Chhugani 表示，尽管去年表现不佳，但以太坊预计将在 2025 年成为下一个“机构宠儿”。分析师们认为，随着 28%的以太坊被质押，3%被 ETF 吸收，7.5%锁定在智能合约中，以太坊的有限供应以及作为费用支付和跨 Layer 1 和 Layer 2 链的抵押资产的效用，提升了它在寻求内在价值的传统投资者中的吸引力。（The Block）

Odaily星球日报讯 经纪公司伯恩斯坦（Bernstein）分析师列出了他们对 2025 年的预测表示，他们认为加密货币正进入他们所描述的“无限时代”。“无限时代”是指“一个长期的时期，标志着持续的演变和广泛的接受，最终加密货币不再是争议话题，而是成为为新智能时代构建的金融体系的一部分。”在提出他们的预期时，分析师们重申了他们对比特币到 2025 年底达到 20 万美元的目标，背景是围绕主权采用的叙事正在上升，尤其是在当选总统唐纳德·特朗普提出的战略比特币储备承诺之后。伯恩斯坦还预测，美国现货比特币 ETF 将吸引超过 700 亿美元的净流入，几乎是 2024 年约 350 亿美元的两倍，主要由对冲基金、银行和财富顾问的加速机构采用推动，ETF 的势头将在比特币和以太坊之间继续，但可能在年底会有 Solana ETF。 “如果美国宣布建立国家比特币储备，将引发全球主权国家竞相收购比特币，”Chhugani 表示。“我们对比特币价格的预期 20 万美元并未考虑政府需求，仅考虑机构和企业需求。”关于比特币的预测，分析师们表示，矿工将“不得不”继续将算力转向人工智能（AI），以创造价值。今年加密行业将与人工智能领域有更大的融合，人工智能与加密货币的交集正在推动多个方面的创新。此外，分析师们预计，亲加密货币的美国证券交易委员会（SEC）将撤回或和解与加密公司相关的现有案件，并允许更多的私人加密公司进入公开市场，IPO 将成为市场的进一步积极催化剂。最后，Chhugani 表示，尽管去年表现不佳，但以太坊预计将在 2025 年成为下一个“机构宠儿”。分析师们认为，随着 28%的以太坊被质押，3%被 ETF 吸收，7.5%锁定在智能合约中，以太坊的有限供应以及作为费用支付和跨 Layer 1 和 Layer 2 链的抵押资产的效用，提升了它在寻求内在价值的传统投资者中的吸引力。（The Block）

伯恩斯坦：预计BTC在2025年突破20万美元，ETH或将成为下一个“机构宠儿”

Odaily Report: Bernstein analysts predict that cryptocurrencies are entering the "Infinite Era", with Bitcoin reaching $200,000 by the end of 2025 driven by sovereign adoption narratives. They also forecast over $70 billion net inflows into a US spot Bitcoin ETF, Solana ETF by year-end, and Ethereum becoming the "institutional darling" in 2025.

Odaily Report: Bernstein analysts predict that cryptocurrencies are entering the "Infinite Era", with Bitcoin reaching $200,000 by the end of 2025 driven by sovereign adoption narratives. They also forecast over $70 billion net inflows into a US spot Bitcoin ETF, nearly double the $35 billion in 2024, driven by accelerated institutional adoption. Analysts expect the SEC to withdraw or settle existing cases with crypto firms and allow more private crypto companies to go public. Ethereum is also predicted to become the next "institutional darling" by 2025 due to its limited supply and utility as a fee payment and collateral asset across <Layer 1> and <Layer 2> chains.

Bernstein: BTC is expected to exceed $200,000 in 2025, and ETH may become the next "institutional darling"

Foresight News
Ethereum needs to reflect on whether its core narrative is still widely accepted by the public.
Written by: 1912212.eth, Foresight News
For Ethereum investors in 2024, it has been a roller coaster ride of sour, bitter, and spicy flavors, but no sweetness. In terms of return multiples, Ethereum not only significantly underperformed Bitcoin, but also paled in comparison to other public chain projects. Solana has already reached a new historical high, with over 20x returns from the bottom, while SUI has soared from $0.5 to around $5, delivering close to 10x returns.

Five major catalysts, will ETH see a turnaround this year?

The performance of the cryptocurrency market
Currently, the total market capitalization of cryptocurrencies is $3.4 trillion, with BTC accounting for 56.33%, which is $1.92 trillion. The stablecoin market capitalization is $205.8 billion, with a 7-day increase of 0.27%, of which USDT accounts for 66.79%.
This week, the price of BTC has shown a fluctuating upward trend, with the current price at $97,905; ETH has also shown a fluctuating upward trend, with the current price at $3,586.
Among the top 200 projects on CoinMarketCap, most have declined, and a small portion have increased, including: ZEREBRO with a 7-day increase of 90.02%, and S...

The market rebounded after the holiday, and AI and Desci tracks led the new year's increase | Hotcoin Research Market Insights: December 30, 2024 -2

Analyst says bitcoin could hit record high above $125,000 or drop to $77,000 in Q1, depending on whether President-elect Trump delivers on crypto promises
<Author: Frances Yue, Market Watch; Translator: Tong Deng, Jinse Finance>
An analyst said bitcoin could surge to a record high above $125,000 or plunge to $77,000 in the first quarter, depending on whether President-elect Donald Trump delivers on his promises to the cryptocurrency industry shortly after taking office.
Ledn's Chief Investment Officer and former Barclays Investment Bank Managing Director John Glover said based on the technical analysis tool Elliott Wave Theory, bitcoin is expected...

Bernstein: BTC is expected to exceed $200,000 in 2025, and ETH may become the next "institutional darling"

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