比特幣 (BTC) 2024 年成為全球市值第七大資產

根據幣安發布的新數據，比特幣是 2024 年表現最好的資產之一，僅次於英偉達。

Bitcoin (CRYPTO: BTC) ended 2024 as the seventh largest global asset by market capitalisation, according to new research.

根據最新研究，比特幣（CRYPTO：BTC）在 2024 年結束時成為全球市值第七大資產。

The cryptocurrency experienced a rally of over 120% last year, positioning it seventh among the world’s largest assets by market capitalisation, data released by Binance showed.

幣安發布的數據顯示，這種加密貨幣去年漲幅超過 120%，在全球市值最大的資產中排名第七。

The crypto market capitalisation peaked at a record $3.91 trillion on December 17, with bitcoin alone reaching a market cap of over $2 trillion.

12 月 17 日，加密貨幣市值達到創紀錄的 3.91 兆美元，其中光是比特幣的市值就超過 2 兆美元。

“This is a remarkable milestone that is even more impressive considering bitcoin’s relative youth – just over a decade old – compared to other more established asset classes,” said James Quinn-Kumar, director of community engagement for Binance Australia.

幣安澳大利亞社區參與總監James Quinn-Kumar 表示：「這是一個非凡的里程碑，考慮到比特幣相對較年輕（只有十多年的歷史），與其他更成熟的資產類別相比，這一里程碑更加令人印象深刻。

“Moreover, adoption remains relatively nascent, with bitcoin still in the process of being integrated into traditional investment portfolios.”

“此外，比特幣的採用仍然相對較新，比特幣仍處於融入傳統投資組合的過程中。”

Several key developments fuelled bitcoin’s 2024 surge, including the approval of spot bitcoin ETFs in the US, favourable monetary policy shifts and expectations of a more supportive regulatory environment in the US following Donald Trump’s election as president.

幾項關鍵發展推動了比特幣 2024 年的飆升，包括美國現貨比特幣 ETF 的批准、有利的貨幣政策轉變以及唐納德·特朗普當選總統後美國對美國監管環境更具支持性的預期。

The price of bitcoin slipped to just under $90,800 on Monday amid inflation concerns, before bouncing back to above $94,000 on Tuesday.

由於通膨擔憂，比特幣價格週一跌至略低於 90,800 美元，週二反彈至 94,000 美元以上。

According to analysts, the January slump is not a surprise and is a common occurrence in post-halving years.

分析師表示，一月份的暴跌並不令人意外，而是減半後幾年的常見現象。

Looking ahead, bitcoin is expected to extend its bullish trend and reach a price range of between $200,000 and $250,000 this year.

展望未來，比特幣預計將延續看漲趨勢，今年價格將達到 20 萬美元至 25 萬美元之間。

Speaking to Super Review sister title InvestorDaily late last year, Magnet Capital co-founder Egor Sidelska highlighted that businesses are increasingly recognising bitcoin as a safeguard against inflation, counterparty risk and liquidity constraints.

去年年底，Magnet Capital 聯合創始人 Egor Sidelska 在接受 Super Review 姊妹刊物 InvestorDaily 採訪時強調，企業越來越多地認識到比特幣是抵禦通膨、交易對手風險和流動性限制的一種保障措施。

Sidelska’s remarks came after data from financial services firm River revealed smaller companies are increasingly making bitcoin a key component of their corporate balance sheets.

在西德爾斯卡發表上述言論之前，金融服務公司 River 的數據顯示，規模較小的公司越來越多地將比特幣作為其公司資產負債表的關鍵組成部分。

Specifically, the data showed that businesses held 3.3% of the total supply of bitcoin as of August 18, which is up 587% since June 2020.

具體來說，數據顯示，截至 8 月 18 日，企業持有比特幣總供應量的 3.3%，自 2020 年 6 月以來成長了 587%。

“The value proposition is starting to become very real, and it’s now becoming a lot easier for not only publicly listed companies but even small businesses to hold bitcoin positions on their balance sheet,” said Sidelska.

Sidelska 表示：“價值主張開始變得非常現實，現在不僅對於上市公司，甚至對於小企業來說，在資產負債表上持有比特幣頭寸也變得更加容易。”

“You’ll start to see these businesses in the US that basically do that. Because you can either pick a choice of, this year, earn 5% in treasuries, or earn 30% holding it in bitcoin, and because it’s liquid, you can sell whenever you want.”

「你會開始看到美國的這些企業基本上都是這樣做的。因為你可以選擇，今年，透過國債賺取 5% 的收益，或者透過持有比特幣賺取 30% 的收益，而且因為它具有流動性，所以你可以隨時出售。

Also late last year, as the price of bitcoin surged to $105,000, AMP (ASX: AMP) confirmed a modest allocation to the digital currency, acknowledging that the digital coin is “too big to ignore.”

同樣在去年年底，隨著比特幣價格飆升至 105,000 美元，AMP (ASX: AMP) 確認對數位貨幣進行適度配置，承認數位貨幣「太大而不容忽視」。

Speaking to InvestorDaily in December, Stuart Eliot, AMP’s head of portfolio management, clarified that after “testing and careful consideration by our investment team and committee,” the company decided to include “a small and risk-controlled position” in digital assets within its Dynamic Asset Allocation program in early 2024.

12 月，AMP 投資組合管理主管 Stuart Eliot 在接受InvestorDaily 採訪時澄清，經過“我們的投資團隊和委員會的測試和仔細考慮”，該公司決定將數位資產的“小額且風險可控的部位」納入其投資範圍。2024 年初的動態資產分配計畫。

The bitcoin exposure, which represents around 0.05% of its total superannuation assets under management, recognises the structural changes in the industry, including the launch of exchange-traded funds by leading international investment managers, Eliot noted.

艾略特指出，比特幣曝險約佔其管理的退休金總資產的 0.05%，這反映了該行業的結構性變化，包括領先的國際投資管理公司推出的交易所交易基金。

Previously, leading superannuation experts have dismissed cryptocurrency as a viable investment for retirement portfolios, citing its speculative nature and extreme volatility.

此前，領先的退休金專家認為加密貨幣是退休投資組合的可行投資，理由是其投機性和極端波動性。