Odaily星球日报讯 伯恩斯坦发布的一份报告分析了比特币即将到来的关键催化剂，这些催化剂可能推动比特币的价格在 2025 年达到其周期目标 200,000 美元。催化剂主要包括：比特币战略储备、加密监管承诺和比特币 ETF 和 MicroStrategy 需求。报告认为，虽然特朗普大选交易已经结束，但新加密监管时代还远未体现在价格中。投资者或应继续持有比特币股票代理至少 12-18 个月。由于大多数机构投资者正在重新审视他们的反加密立场，因此投资者将有充足的时间来为这个市场进行新的结构性配置。（The Block）

伯恩斯坦：特朗普对比特币战略储备承诺等催化剂或将比特币推至20万美元

Odaily Odaily News: A report released by Bernstein analyzed the upcoming key catalysts for Bitcoin, which may drive the price of Bitcoin to its cycle target of $200,000 in 2025. The catalysts mainly include: Bitcoin strategic reserves, crypto regulatory commitments, and Bitcoin ETF and MicroStrategy demand. The report believes that although the Trump election deal is over, the new era of crypto regulation is far from being reflected in the price. Investors may continue to hold Bitcoin stock proxies for at least 12-18 months. Since most institutional investors are re-examining their anti-crypto stance, investors will have ample time to make new structural configurations for this market. (The Block)

Bernstein: Trump's commitment to Bitcoin strategic reserves and other catalysts may push Bitcoin to $200,000

MicroStrategy founder and bitcoin bull <Michael Saylor> ruled out the possibility of bitcoin retreating to $60,000.

Saylor said in an interview with CNBC: "I don't think bitcoin will retreat to $60,000, let alone $30,000, it will rise from the current price level."

Not breaking through $100,000 would be "surprising"

Recently, Saylor also said: "I'm planning a bitcoin party to celebrate it reaching $100,000." "I think it might be on the eve of my New Year's party at my house, so if bitcoin doesn't reach...

Planning for Bitcoin's $100,000 Party, No Retracement to $60,000

Odaily Planet Daily Report: Bitcoin recorded the largest two-day decline since the US election last weekend, falling nearly 3% on Saturday and Sunday, and then recouping some of the losses, currently reported at $90,394.2 as of the time of writing. Uncertain factors affecting the market include the timeline for Trump to fulfill his promise to support cryptocurrencies, and whether all measures are feasible, such as establishing a US Bitcoin reserve. In the US stock market, the excitement brought by Trump's business-friendly stance is being suppressed by the inflation risk of trade tariffs and deficit spending providing funds for tax cuts. Investors are lowering their expectations for the Fed to cut interest rates, as the US economy is robust, which could be a barrier for the cryptocurrency market, as liquidity conditions will affect speculative demand for digital currencies. In a report, IG Australia Pty market analyst Tony Sycamore wrote that after the record-breaking rally since the November 5 election day, Bitcoin has become "overheated" and "its price rally has already digested a lot of positive news". A team of strategists led by Nikolaos Panigirtzoglou at JPMorgan Chase wrote in a report that under the Trump administration, cryptocurrency legislation could be approved soon, which will prompt a shift in the regulatory approach from enforcement to a more collaborative manner. The team said banks can enjoy greater participation in digital assets, and the market also hopes that cryptocurrency ETFs can be approved, investing in cryptocurrencies other than Bitcoin and Ethereum. The strategists said regulatory clarity will drive venture capital, mergers and acquisitions, and initial public offerings, but they added that establishing a US Bitcoin reserve is a "low probability event". (Bloomberg)

Bloomberg: Bitcoin recorded its biggest drop since the US election last weekend, and most of the positive news has been digested by the market

<Cynthia Lummis, a Republican senator considered an ally of Trump, plans to push for a Bitcoin strategic reserve bill in the next Congress, which would have the US establish a 1 million BTC reserve, about 5% of the current BTC supply. At current market prices, this purchase would require around $90 billion. If the bill is passed, the cost for investors to buy BTC could be even higher.>

Lummis urges to sell gold and buy BTC
However, Cynthia Lummis recently suggested that a portion of the Federal Reserve's gold reserves could be sold to...