比特幣（BTC）的價格預測本週：隨著機構採用的加熱，BTC/USD Bulls Eye $ 50K

中國的DeepSeek AI也引起了本週的關注。與花費數十億美元開發AI模型的主要公司不同，DeepSeek據報導取得了成就

Key Takeaways:

關鍵要點：

DeepSeek AI, a Chinese company, reportedly achieved results comparable to major firms spending billions on AI development, but at a cost of just $5 million. Standard Chartered suggested that this lower cost of AI could contribute to reducing inflation, potentially benefiting assets like Bitcoin (CRYPTO: BTC).

據報導，中國公司DeepSeek AI取得的成果與花費數十億美元開發的主要公司相當，但僅為500萬美元。標準特許表明，這種較低的人工智能成本可能有助於減少通貨膨脹，從而有可能使比特幣（Crypto：BTC）等資產受益。

DeepSeek's lower-cost AI is said to be able to perform tasks like generating text, translating languages, and writing different types of code, on par with models from firms like OpenAI and Google (NASDAQ:GOOGL) (NASDAQ:GOOG) DeepMind.

DeepSeek的低成本AI據說能夠執行諸如生成文本，翻譯語言和編寫不同類型的代碼的任務，與OpenAI和Google（NASDAQ：GOOGL）（NASDAQ：GOOG：GOOG：GOOG）DEEPMIND的公司的模型相提並論。

Standard Chartered's Kendrick broadly highlighted that DeepSeek's emergence doesn't directly threaten Bitcoin but could instead support its long-term growth.

Standard Charter的Kendrick廣泛強調，DeepSeek的出現並沒有直接威脅比特幣，而是可以支持其長期增長。

Also impacting crypto this week, the Securities and Exchange Commission (SEC) rescinded Staff Accounting Bulletin No. 121, a rule that previously required companies holding crypto assets to record them as liabilities on their balance sheets.

證券交易委員會（SEC）也撤銷了本週的加密貨幣，該公司會計公告第121號，該規則以前要求持有加密貨幣資產的公司將其記錄為資產負債表上的負債。

SEC Commissioner Hester Peirce, a critic of the rule, is now leading a new crypto task force, signaling a shift in the agency's approach to digital assets. The rule's removal is expected to encourage greater institutional participation in Bitcoin.

SEC專員Hester Peirce是該規則的批評者，現在正在領導一個新的加密工作組，這表明該機構對數字資產的方式發生了變化。該規則的刪除有望鼓勵更多的機構參與比特幣。

Highlighting the increasing institutional interest in Bitcoin, Standard Chartered's Kendrick noted that Bitcoin ETFs have seen net inflows of $38 billion in just over a year.

標準憲章的肯德里克（Kendrick）強調了比特幣對比特幣的不斷增長的興趣，他指出，比特幣ETF在一年多以上的淨流入量為380億美元。

In contrast, pension funds currently hold only about 1% of this value in crypto. Kendrick suggests that the long-only investment sector, which manages assets of $40 trillion, could begin allocating to Bitcoin by 2025, pushing inflows to exceed last year's levels.

相比之下，目前，養老基金在加密貨幣中僅佔此價值的1％。肯德里克（Kendrick）建議，管理的投資部門（管理400萬億美元的資產）可能會在2025年開始分配給比特幣，使流入率超過去年的水平。

On the international front, central banks are also considering including Bitcoin in their reserves. Czech National Bank Governor Aleš Michl is set to propose adding up to $7 billion in Bitcoin to the country's holdings.

在國際陣線上，中央銀行也在考慮將比特幣在其儲備中包括。捷克國家銀行州長AlešMichl將提議將比特幣高達70億美元的比特幣歸還給該國的持股。

If approved, the Czech Republic would become the first Western nation to include Bitcoin in its central bank reserves. Michl cited diversification as a key rationale for the move.

如果獲得批准，捷克共和國將成為第一個將比特幣在其中央銀行儲備中加入的西方國家。米歇爾將多元化作為此舉的關鍵基本原理。

Despite short-term fluctuations, some analysts, like CryptoMondays founder Lou Kerner, remain optimistic about Bitcoin's future, highlighting its scarcity and increasing global demand.

儘管短期波動，但一些分析師（例如Cryptomondays創始人Lou Kerner）對比特幣的未來仍然樂觀，突出了其稀缺性和日益增長的全球需求。

Kerner points out that while short-term market shocks, like DeepSeek's emergence or potential U.S. trade tariffs during the Trump administration, can temporarily impact prices, the long-term outlook is driven by scarcity and demand.

Kerner指出，儘管短期市場衝擊（例如DeepSeek的出現或特朗普政府期間美國潛在的美國貿易關稅）可能會暫時影響價格，但長期前景是由稀缺和需求驅動的。

Standard Chartered's Kendrick also suggests that economic uncertainty could push more investors toward Bitcoin as a store of value.

標準特許的肯德里克（Kendrick）還表明，經濟不確定性可能會將更多的投資者推向比特幣作為價值存儲。