Odaily星球日报讯 继最近阿布扎比投资贝莱德比特币 ETF 后，渣打银行全球数字资产研究负责人 Geoffrey Kendrick 预计将有更多主权财富基金进入市场。与此同时，他还预测会有更多国家养老基金和其他机构投资者购买比特币，而各国央行可能会效仿，并指出捷克国家银行正在考虑将其 1400 亿欧元储备中的 5%（约 70 亿欧元）用于投资比特币，而瑞士国家银行也处于比特币投资考虑的早期阶段。随着机构对比特币的访问权限改善以及波动性下降，Kendrick 预计更多投资组合将“从低配比特币的起点向最佳水平迁移”。（The Block）

Odaily星球日报讯 继最近阿布扎比投资贝莱德比特币 ETF 后，渣打银行全球数字资产研究负责人 Geoffrey Kendrick 预计将有更多主权财富基金进入市场。与此同时，他还预测会有更多国家养老基金和其他机构投资者购买比特币，而各国央行可能会效仿，并指出捷克国家银行正在考虑将其 1400 亿欧元储备中的 5%（约 70 亿欧元）用于投资比特币，而瑞士国家银行也处于比特币投资考虑的早期阶段。随着机构对比特币的访问权限改善以及波动性下降，Kendrick 预计更多投资组合将“从低配比特币的起点向最佳水平迁移”。（The Block）

渣打银行：或将有更多主权财富基金购买比特币

Odaily reported that after the recent investment by the Abu Dhabi Investment Authority in the BlackRock Bitcoin ETF, <Geoffrey Kendrick>, the global digital asset research head at Standard Chartered, expects more sovereign wealth funds to enter the market. At the same time, he also predicted that more national pension funds and other institutional investors will purchase Bitcoin, and central banks in various countries may follow suit, noting that the Czech National Bank is considering allocating 5% (about 70 billion euros) of its 140 billion euro reserves to Bitcoin investments, while the Swiss National Bank is also in the early stages of considering Bitcoin investments. As institutional access to Bitcoin improves and volatility declines, Kendrick expects more portfolios to "migrate from an underweight Bitcoin starting point to an optimal level". (<The Block>)

Odaily reported that after the recent investment by the Abu Dhabi Investment Authority in the BlackRock Bitcoin ETF, <Geoffrey Kendrick>, the global digital asset research head at Standard Chartered, expects more sovereign wealth funds to enter the market. At the same time, he also predicted that more national pension funds and other institutional investors will purchase Bitcoin, and central banks in various countries may follow suit, noting that the Czech National Bank is considering investing 5% (about 70 billion euros) of its 140 billion euro reserves in Bitcoin, while the Swiss National Bank is also in the early stages of considering Bitcoin investment. As institutional access to Bitcoin improves and volatility declines, <Kendrick> expects more portfolios to "migrate from an underweight Bitcoin starting point to an optimal level".

Standard Chartered Bank: More sovereign wealth funds may buy Bitcoin

Odaily reports that according to a recent report by global investment firm Bernstein, investors should be prepared for further upside in Bitcoin-related assets and stocks. Analysts point out that the Bitcoin bull market will continue as institutional money continues to flow into the sector. The report states: "The joint adoption by banks, institutional investors, corporations, and sovereign nations (directly or through sovereign wealth funds) makes Bitcoin a clear challenger to gold." The analyst added that the purchase of Bitcoin through ETFs by the Abu Dhabi sovereign wealth fund is positive for its future performance. The disclosed data shows that top institutions including Jane Street Group, Citadel Advisors, and Morgan Stanley have already purchased hundreds of millions of dollars worth of Bitcoin ETFs. Bernstein analysts had previously predicted that Bitcoin will reach $200,000 by the end of 2025. (Decrypt)

Bernstein: Bitcoin bull market will continue as institutional investors enter the market

Odaily reported that Bernstein, in a research report on Monday, said that the U.S. cryptocurrency task force will focus on establishing a national <BTC> reserve, which could spark similar efforts globally. The analyst team led by Gautam Chhugani wrote that "if the U.S. establishes a <BTC> reserve, it could lead to a global race among governments to buy <BTC> as part of their reserve assets." The report said that establishing a <BTC> strategic reserve would bring a series of structural issues. "Will the U.S. Federal Reserve (Fed) or the Treasury Department purchase <BTC>?" the report pointed out that if it is the Federal Reserve, this would require legislative approval. The report also stated, "How will the Federal Reserve fund the purchase of cryptocurrencies?" Bernstein said the central bank may do so by issuing debt or selling part of its gold reserves. The report added that the U.S. government could also add the $2 billion in <BTC> seized from criminal organizations to the national reserve. The brokerage noted that the Trump administration has also announced the creation of a sovereign wealth fund (SWF). Bernstein said, "Such a fund will view key <Dai> companies/market leaders as strategic assets to hold." "Investors should prepare for the next bull market, focusing on <BTC> and <BTC>-related stocks."

Bernstein: US Cryptocurrency Task Force Will Focus on Building National Bitcoin Reserve

The major U.S. banks are aggressively entering the cryptocurrency services market targeting large funds, investors and traders, leveraging the rapid relaxation of regulatory policies under the leadership of President Donald Trump, to launch digital asset versions of their long-dominated businesses.
The article author: Yueqi Yang
Article translated by: <Block unicorn>

Standard Chartered Bank: More sovereign wealth funds may buy Bitcoin

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