Odaily星球日报讯 伯恩斯坦的分析师敦促那些由于监管问题而没有向加密货币行业投资的投资者在特朗普胜选后“转变他们的思维模式”，分析师认为，现货比特币和以太坊 ETF、纯粹和专注于人工智能的公共比特币矿工、拥有比特币公司金库的公司以及加密货币交易所都是投资渠道。 据悉，伯恩斯坦分析师在美国大选后发布看涨报告，鼓励投资者尽快增加对加密行业的敞口。比特币在特朗普胜选后突破 8 万美元创下历史新高。研究主管 Gautam Chhugani 表示，预计特朗普政府将采取亲加密政策，或任命新的 SEC 主席，可能为行业带来更友好的监管环境。 报告建议投资者关注现货比特币和以太坊 ETF、公开上市的比特币矿业公司、持有比特币的企业以及加密交易平台（如 Robinhood 和 Coinbase）。此外，Bernstein 预计比特币在 2025 年底前可达 20 万美元，并建议投资者购买 BTC、ETH、SOL 等主要数字资产。（TheBlock）

Odaily星球日报讯 伯恩斯坦的分析师敦促那些由于监管问题而没有向加密货币行业投资的投资者在特朗普胜选后“转变他们的思维模式”，分析师认为，现货比特币和以太坊 ETF、纯粹和专注于人工智能的公共比特币矿工、拥有比特币公司金库的公司以及加密货币交易所都是投资渠道。据悉，伯恩斯坦分析师在美国大选后发布看涨报告，鼓励投资者尽快增加对加密行业的敞口。比特币在特朗普胜选后突破 8 万美元创下历史新高。研究主管 Gautam Chhugani 表示，预计特朗普政府将采取亲加密政策，或任命新的 SEC 主席，可能为行业带来更友好的监管环境。报告建议投资者关注现货比特币和以太坊 ETF、公开上市的比特币矿业公司、持有比特币的企业以及加密交易平台（如 Robinhood 和 Coinbase）。此外，Bernstein 预计比特币在 2025 年底前可达 20 万美元，并建议投资者购买 BTC、ETH、SOL 等主要数字资产。（TheBlock）

伯恩斯坦：特朗普胜选后，因担心加密监管尚未入场的投资者需转变思维模式

Odaily Planet Daily Report: Bernstein's analysts urged investors who have not invested in the cryptocurrency industry due to regulatory issues to "change their mindset" after Trump's victory. The analysts believe that spot <BTC> and <ETH> ETFs, pure and focused public <BTC> miners, companies with <BTC> corporate treasuries, and cryptocurrency exchanges are investment channels. It is reported that Bernstein analysts issued a bullish report after the US election, encouraging investors to quickly increase their exposure to the crypto industry. <BTC> broke through $80,000 and hit a new high after Trump's victory. Research head Gautam Chhugani said the Trump administration is expected to adopt a pro-crypto policy or appoint a new SEC chairman, which could create a more friendly regulatory environment for the industry. The report recommends that investors focus on spot <BTC> and <ETH> ETFs, publicly listed <BTC> mining companies, companies holding <BTC>, and crypto trading platforms (such as Robinhood and Coinbase). In addition, Bernstein expects <BTC> to reach $200,000 by the end of 2025 and recommends that investors buy major digital assets such as <BTC>, <ETH>, and <SOL>. (The Block)

Odaily Planet Daily Report: Bernstein's analysts urge investors who have not invested in the cryptocurrency industry due to regulatory issues to "change their mindset" after Trump's victory. The analysts believe that spot Bitcoin and Ethereum ETFs, pure and focused public Bitcoin miners, companies with Bitcoin corporate treasuries, and cryptocurrency exchanges are investment channels. It is reported that Bernstein analysts issued a bullish report after the US election, encouraging investors to quickly increase their exposure to the cryptocurrency industry. Bitcoin hit a new high of over $80,000 after Trump's victory. Research head Gautam Chhugani said the Trump administration is expected to adopt a pro-crypto policy or appoint a new SEC chairman, which could create a more friendly regulatory environment for the industry. The report recommends that investors focus on spot Bitcoin and Ethereum ETFs, publicly listed Bitcoin mining companies, companies holding Bitcoin, and cryptocurrency trading platforms (such as Robinhood and Coinbase). In addition, Bernstein expects Bitcoin to reach $200,000 by the end of 2025 and recommends that investors buy major digital assets such as <BTC>, <ETH>, and <SOL>.

Bernstein: After Trump's victory, investors who have not yet entered the market due to concerns about crypto regulation need to change their mindset

Odaily Planet Daily Report: About six M&A advisors and venture capitalists believe that Trump will fulfill his promise to fire Gary Gensler, who has been implementing crypto regulation through enforcement for many years. Experts also believe that Trump may pave the way for more favorable crypto regulation. Given these impending changes, M&A advisors and venture capitalists say they expect crypto M&A deals to accelerate next year. Casper Johansen, head of advisory at The Spartan Group, said: "With Trump taking office, we expect 2025 to be a more active year for deals." Haseeb Qureshi, managing partner at Dragonfly Capital, said Trump's victory and changes in SEC leadership will alleviate concerns about deals being blocked, business channels being declared illegal, or the SEC taking legal action. Some investment bankers focused on digital assets say they expect many CEOs to use acquisitions to accelerate expansion plans during Trump's second term as president. Some crypto companies that have revealed deal plans include brokerage FalconX and stablecoin issuer Tether. In June, Tether said it expects to invest $1 billion in deals over the next 12 months. There is also the $70 billion fintech company Stripe Inc., which announced last month plans to acquire stablecoin startup Bridge for about $110 million. Uncertainty around U.S. regulations and the SEC is not the only challenge in executing M&A deals. A key reason for failed deals is that buyers and sellers cannot agree on the company's valuation. Most crypto companies raised funds during the 2022 bull market, meaning their latest funding valuations are much higher than current market levels. If buyers and sellers cannot reach an agreement, the deal will fail. However, Qureshi said: "On balance, I expect the next four years to be much more favorable than the past four."

Industry insiders: Cryptocurrency M&A transactions are expected to surge during Trump's second term

After Trump's successful presidential election, the market's expectations for Trump's previously promised crypto policies have increased significantly, driving Bitcoin to soar from $69,000 to break through $81,000, and reaching a high of $81,846 today, continuously setting new historical highs.

Extended reading: Reviewing Trump's "full support for cryptocurrencies" positive promises: BTC strategic reserves, firing the SEC chairman, no CBDC...

Building a BTC reserve is a low probability event.

Against the backdrop of Trump's victory, the market expects the Trump administration's pro-crypto attitude to drive the crypto industry into a golden era. Market maker Auros...

Standard Chartered: There is a "little chance" that Trump will include Bitcoin in the U.S. strategic reserve, but he will overturn the SAB121 encryption accounting law after taking office

Odaily Planet Daily Report: Recently, investors have been enthusiastic about the prospects of the cryptocurrency industry under the leadership of US President-elect Trump, triggering a speculative frenzy, with a series of small cryptocurrencies outperforming Bitcoin, including Doge, which has risen about 50% in the past five days. In addition, ADA has risen more than 60% during this period, driven by Cardano founder <Charles Hoskinson>'s discussion of his cooperation plan with Washington lawmakers on a podcast. At the same time, <Polygon>, <Cosmos>, <Solana> and <Algorand> have all exceeded Bitcoin's approximately 7% gain in five days. BTC Markets Pty CEO Caroline Bowler said, "The tide is rising, and the rise in Bitcoin is relatively quickly spilling over to Altcoins. The entire cryptocurrency industry is expected to be a net beneficiary of the Trump administration."

Previously, <Charles Hoskinson> confirmed that he plans to cooperate with the US government under Trump's leadership to help formulate cryptocurrency legislation, with the goal of creating a clear regulatory framework for the industry.