比特幣（BTC）恢復其上升：自由秋季的NVIDIA（NVDA），對IPO的加密巨頭熱情

如果特朗普的投資僅給比特幣短暫提高至109,000美元，那麼其他震驚就很可能推動它更高。其中，壯觀的下降

Trump's investiture only gave Bitcoin a brief spike to $109,000, but other shocks could propel it even higher. Among them: Nvidia's spectacular decline and the enthusiasm of crypto giants for IPOs. Between inflated valuations and well-oiled financial strategies, experts already see the flagship crypto resuming its ascent. But beware, a few bumps could precede the celebration…

特朗普的投資僅使比特幣短暫提高至109,000美元，但其他衝擊可能會推動它更高。其中：Nvidia的壯觀下降和加密巨頭對IPO的熱情。在誇大的估值和良好的財務策略之間，專家已經看到旗艦加密貨幣恢復了其上升。但是要當心，一些顛簸可能在慶祝活動之前……

Nvidia in free fall: a springboard for Bitcoin?

NVIDIA自由秋季：比特幣的跳板？

On January 27, Nvidia achieved a feat it would have preferred to avoid: wiping out $600 billion from its valuation in a single day, an absolute record of heavy drop on Wall Street. The cause? DeepSeek, a Chinese Artificial Intelligence firm, which unveiled a model rivaling ChatGPT, sowing panic in the semiconductor market.

1月27日，NVIDIA取得了一項壯舉，它寧願避免：從一天之內從其估值中消除6000億美元，這絕對是華爾街沉重的記錄。原因？中國人工智能公司DeepSeek揭開了與Chatgpt競爭的模型，在半導體市場中播種了恐慌。

But where some lament, Bitcoin could well be laughing. Less investment in AI means less inflation, and therefore, a more lenient Fed. An ideal situation for risky assets like BTC, which could see its price boosted by capital flight out of tech.

但是，在一些哀嘆的地方，比特幣很可能在笑。對AI的投資較少意味著通貨膨脹率較小，因此，更寬鬆的飼料。 BTC這樣的風險資產的理想情況，這可以看到其價格從技術中提高。

As 10x Research points out, the decline in AI spending leaves more room for stock buybacks and calms inflationary fervor, opening the door to a rally in the flagship crypto.

正如10倍研究所指出的那樣，AI支出的下降為股票回購和平靜的通貨膨脹率帶來了更多的空間，為旗艦加密貨幣的集會打開了大門。

Raoul Pal, meanwhile, tempers enthusiasm: Bitcoin is expected to hit a local peak of $110,000 before retreating below $70,000.

同時，勞爾·帕爾（Raoul Pal）的熱情：比特幣預計將達到110,000美元的當地峰值，然後撤退到70,000美元以下。

“There have been many imitations of this chart with poor phasing. Here’s the original updated by Global Macro Investor. You’re welcome.”

“這個圖表的模仿有很多模仿，分階段很差。這是全球宏觀投資者更新的原始內容。不客氣。”

A warning not to be taken lightly, even if, for many, this is just a false flat before a new ascent.

警告不要輕易採取警告，即使對於許多人來說，這只是一個新攀登之前的一個假公寓。

The crypto market under the drip of IPOs

IPO滴落下的加密市場

Besides Nvidia, another factor could well push Bitcoin to the top: IPOs (Initial Coin Offerings) from crypto market giants. No less than ten large firms plan to go public in 2025, with a combined valuation nearing $100 billion.

除了NVIDIA外，另一個因素很可能將比特幣推向頂部：來自加密貨幣市場巨頭的IPO（初始硬幣產品）。不少於十家大公司計劃在2025年上市，總估值接近1000億美元。

And when there's a grand introduction, it means BTC prices artificially maintained in altitude.

而且，當有大量介紹時，這意味著BTC價格人為地維持高度。

This is not the first time: in 2021, before Coinbase's IPO, intense efforts were made to boost BTC prices. Once again, history seems to repeat itself, with a “clear incentive to keep Bitcoin expensive”, according to 10x Research.

這不是第一次：在2021年，在Coinbase的IPO之前，採取了激烈的努力來提高BTC價格。根據10倍研究，歷史似乎再次重演，“明確的動力使比特幣昂貴”。

But beware of excesses: with U.S. debt reaching $36 trillion, liquidity could contract, and the market could then experience a temporary correction below $70,000 before a recovery.

但是要當心過剩：隨著美國債務達到36萬億美元，流動性可能會收縮，然後在恢復之前，市場可能會經歷低於70,000美元的臨時更正。

No panic! The recent drop in Bitcoin has nothing alarming, say experts. The liquidation movements that have shaken the market follow a classic pattern of volatility. And if history repeats itself, after each correction, BTC always ends up bouncing back stronger.

不恐慌!專家說，最近的比特幣下降並沒有令人震驚的。動搖市場的清算運動遵循了經典的波動模式。而且，如果歷史重演，每次糾正後，BTC總是最終會彈跳更強。

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La révolution blockchain et crypto est en marche ! Et le jour où les impacts se feront ressentir sur l’économie la plus vulnérable de ce Monde, contre toute espérance, je dirai que j’y étais pour quelque chose

區塊鍊和加密革命正在進行中！而那一天，將對這個世界上最脆弱的經濟感受到影響的那一天，我會說我在那裡是為了某事