亞洲私人財富管理機構擁抱加密貨幣，有些人預計比特幣 (BTC) 到年底將達到 10 萬美元

數位資產已成為亞洲私人財富的另類投資類別，76%的家族辦公室和高淨值人士投資了加密貨幣

Digital assets have emerged as an alternative investment class for private wealth in Asia, with 76% of family offices and high-net-worth individuals investing in cryptocurrencies versus 58% in 2022.

數位資產已成為亞洲私人財富的另類投資類別，76% 的家族辦公室和高淨值個人投資加密貨幣，而 2022 年這一比例為 58%。

A growing number of Asia-based private wealth managers are entering the crypto market, with some forecasting bitcoin (BTC) will hit $100,000 by year's end.

越來越多的亞洲私人財富管理機構正在進入加密貨幣市場，有些人預測比特幣 (BTC) 到年底將達到 10 萬美元。

The latest findings are based on a survey of more than 80 family offices and high-net-worth individuals conducted in the second half of this year by Aspen Digital, a digital asset technology platform. The full report is set to be released on Monday.

最新調查結果基於數位資產技術平台Aspen Digital今年下半年對80多家家族辦公室和高淨值人士進行的調查。完整報告定於週一發布。

Most respondents had assets under management (AUM) between $10 million and $500 million, with 20% boasting an AUM of $500 or more. The survey also includes contributions from contributions from SBI Digital Markets and Family Office Association of Hong Kong.

大多數受訪者的管理資產 (AUM) 在 1,000 萬美元至 5 億美元之間，其中 20% 的受訪者管理資產規模為 500 美元或以上。該調查還包括 SBI Digital Markets 和香港家族辦公室協會的貢獻。

Breaking down the findings

詳細分析調查結果

Of the respondents, 76% said they are currently invested in cryptocurrencies and 16% are planning to do so in the future. That's a notable improvement from the previous study in 2022, when 58% had exposure to digital assets and 34% planned to invest.

在受訪者中，76% 的人表示他們目前正在投資加密貨幣，16% 的人計劃將來這樣做。與先前 2022 年的研究相比，這是一個顯著的進步，當時 58% 的人接觸過數位資產，34% 的人計劃投資。

Most respondents cited higher returns as a primary driver, with an increasing number of respondents citing diversification and inflation hedge appeal as key motivations to invest in digital assets, the report shared with CoinDesk said.

與 CoinDesk 分享的報告稱，大多數受訪者將更高的回報視為主要驅動力，越來越多的受訪者將多元化和通膨對沖吸引力視為投資數位資產的關鍵動機。

Highlighting the interest in new use cases, 67% of respondents expressed interest in decentralized finance (DeFi) development, followed by 61% in artificial intelligence and decentralized physical infrastructure network (DePin), 50% in blockchain infrastructure 47% in real-world assets (RWA) tokenization.

強調對新用例的興趣，67％的受訪者表示對去中心化金融（DeFi）開發感興趣，其次是人工智慧和去中心化物理基礎設施網路（DePin），61％，區塊鏈基礎設施50％，現實世界資產47％ （RWA）代幣化。

"We believe every asset class will eventually transition onto the blockchain, capitalizing on the competitive advantages that blockchain technologies offer, representing immense growth potential for DeFi. Currently, approximately 85 million users are engaging with financial services on-chain and we anticipate this number will surpass 200 million by the end of 2025," Re7 Capital said.

「我們相信，每個資產類別最終都會過渡到區塊鏈上，利用區塊鏈技術提供的競爭優勢，代表DeFi 的巨大成長潛力。目前，大約有8,500 萬用戶正在使用鏈上金融服務，我們預計這個數字將持續成長。

One respondent pointed to the ease of trading memecoins on Ethereum's rival Solana, while another manager called liquid restaking tokens (LRT) "too complex" to take the exposure.

一位受訪者指出，在以太坊的競爭對手 Solana 上交易模因幣很容易，而另一位經理則稱流動性重新抵押代幣（LRT）“太複雜”，無法承擔風險。

The survey also highlighted a preference for institutional-grade digital asset custody.

該調查還強調了對機構級數位資產託管的偏好。

"We continue to observe a strong preference for institutional-grade digital asset custody solutions among private wealth clients, particularly family offices and high-net-worth individuals. This aligns with the increasing demand for secure and regulated digital asset storage options," a statement from Anchorage Digital said.

「我們繼續觀察到私人財富客戶，特別是家族辦公室和高淨值個人對機構級數位資產託管解決方案的強烈偏好。這與對安全和受監管的數位資產儲存選項不斷增長的需求相一致。」來自安克拉治數位公司的表示。

Crypto market outlook

加密貨幣市場前景

The private wealth sector also shared their outlook on the crypto market, with 31% of respondents expecting bitcoin to rise to at least $100,000 by the end of the fourth quarter.

私人財富部門也分享了他們對加密貨幣市場的展望，31%的受訪者預計比特幣到第四季末將至少升至10萬美元。

"We continue to observe a bullish sentiment among private wealth clients towards bitcoin's price performance in the coming quarters. Several clients have expressed optimism that BTC could rally to six figures by year-end, driven by anticipation of interest rate cuts, favorable crypto industry developments and the U.S. presidential election results," a statement from Elwood Technologies said.

「我們繼續觀察到私人財富客戶對未來幾季比特幣價格表現的看漲情緒。一些客戶表示樂觀，認為在降息預期和有利的加密行業發展的推動下，比特幣到年底可能會上漲至六位數以及美國總統選舉結果，”埃爾伍德技術公司的一份聲明說。

However, the report also highlighted muted allocation to digital assets, with the majority of private wealth managers allocating less than 5% of their portfolio to the asset class.

然而，該報告也強調了對數位資產的低調配置，大多數私人財富管理機構將其投資組合的不到 5% 分配給了該資產類別。

The report cited the fragmented nature of the digital asset landscape, regulatory uncertainty and poor user experience as critical obstacles for widespread adoption.

報告指出，數位資產格局的分散性、監管的不確定性和糟糕的用戶體驗是廣泛採用的關鍵障礙。

"Despite the optimism, the majority of private wealth managers are allocating less than 5% of their portfolio to digital assets, presenting a clear opportunity for further capital deployment into the crypto market," a statement from XBTO said.

XBTO 的一份聲明表示：“儘管樂觀，但大多數私人財富管理機構將其投資組合的不到 5% 分配給數位資產，這為進一步向加密市場部署資本提供了明顯的機會。”

That said, 30% of respondents were hopeful of boosting exposure in the future, and several high-net-worth individuals and family offices have already increased exposure from less than 5% to over 10% in 2024 while seeking exposure to the broader crypto market in the wake of the debut of spot-based bitcoin and ether ETFs.

儘管如此，30% 的受訪者希望在未來增加風險敞口，一些高淨值個人和家族辦公室已經將風險敞口從不到5% 增加到2024 年的10% 以上，同時尋求涉足更廣泛的加密貨幣市場在基於現貨的比特幣和以太幣 ETF 首次亮相之後。