Odaily星球日报讯 Coatue Management 创始人 Philippe Laffont 预测，比特币市值将在 2030 年前达到 5 万亿美元，较当前 2.1 万亿美元上涨 134%。Laffont 将比特币列入其"40 佳"投资名单，与微软、英伟达等科技巨头并列。他认为比特币占全球总资产的比例应从目前的 0.5%提升至 1%-2%，并指出比特币波动性正在下降，且可能受益于全球"去美元化"趋势。（财联社）

Odaily星球日报讯 Coatue Management 创始人 Philippe Laffont 预测，比特币市值将在 2030 年前达到 5 万亿美元，较当前 2.1 万亿美元上涨 134%。Laffont 将比特币列入其"40 佳"投资名单，与微软、英伟达等科技巨头并列。他认为比特币占全球总资产的比例应从目前的 0.5%提升至 1%-2%，并指出比特币波动性正在下降，且可能受益于全球"去美元化"趋势。（财联社）

对冲基金Coatue创始人：比特币2030年市值将达5万亿美元

<Odaily> Planet Daily News: Coatue Management founder Philippe Laffont predicts that Bitcoin's market value will reach $5 trillion before 2030, a 134% increase from the current $2.1 trillion. Laffont has included Bitcoin in his "Top 40" investment list, alongside tech giants like Microsoft and Nvidia. He believes Bitcoin's share of global total assets should increase from the current 0.5% to 1%-2%, and notes that Bitcoin's volatility is declining and may benefit from the global "de-dollarization" trend. (Cailian Press)

Coatue Founder: Bitcoin Market Value to Reach $5 Trillion by 2030

In the crypto world, what truly determines victory is never code, but the interplay between liquidity, power, and regulation. The rise and fall of BUSD is not merely a tragic tale of a stablecoin, but a financial war waged by exchanges attempting to "unify the world."

When BUSD was thrust onto the historical stage, it carried not only a compliance narrative, but also Binance's ambition to reshape the stablecoin order through coercive measures—by manipulating exchange rates and merging trading pairs, directly swallowing competitors' liquidity into its own ledger.

The "automatic conversion" of 2022 was a textbook example of a blitzkrieg; and 2023...

The Rise and Fall of Binance's Dominance: From BUSD's "Unification" to $U's "Conquering the World"—The Stablecoin Wars

Source: Galaxy Research; Translation: Jinse Finance xz
Bitcoin's closing price in 2025 is expected to be roughly the same as the level at the beginning of the year.
The cryptocurrency market experienced a genuine bullish wave in the first ten months of this year. Regulatory reforms continued to advance, ETFs continued to attract funds, and on-chain activity became increasingly active. Bitcoin hit an all-time high of $126,080 on October 6th.
However, the market failed to deliver the expected breakthrough after the initial frenzy; instead, it experienced rotation, repricing, and rebalancing. This was driven by factors such as unmet macroeconomic expectations, a shift in investment narratives, leveraged margin calls, and massive...

Galaxy: 26 Predictions for the Crypto Market in 2026

This article is from Kyle Crypto Hunt.
Compiled by Odaily Odaily(@OdailyChina); Translated by Azuma (@azuma_eth)
Editor's Note: Arthur Hayes, the legendary market predictor, co-founder of BitMEX, is at it again, offering his predictions. In today's episode of the Kyle Crypto Hunt podcast, Hayes discusses macroeconomic liquidity changes, market trends, his personal positions, and trading strategies...