比特幣 BTC/USD 突破 66,000 美元，10 倍研究預測將迅速邁向 70,000 美元並創下歷史新高

這一上升趨勢受到穩定幣鑄造加速的支撐，最近幾週發行了近 100 億美元，超過了比特幣 ETF 流量。

Bitcoin BTC/USD rose above $66,000 on Friday morning. A swift move towards $70,000 and new all-time highs is likely, fueled by accelerating stablecoin minting, monetary stimulus in China and renewed altcoin activity, 10x Research predicts in their latest report.

週五上午，比特幣 BTC/USD 升至 66,000 美元以上。 10x Research 在最新報告中預測，在穩定幣鑄造加速、中國貨幣刺激以及山寨幣活動重新興起的推動下，比特幣價格可能會迅速升至 70,000 美元並創下歷史新高。

Since the Federal Reserve's September rate cut, Bitcoin and Ethereum ETH/USD have surged 5% and 11%, respectively. Some altcoins also experienced more impressive gains. For instance, Ethena ENA/USD, Sei SEI/USD and Shiba Inu SHIB/USD reported gains of 54%, 51%, and 36%, respectively.

自聯準會 9 月降息以來，比特幣和以太幣 ETH/USD 分別飆升 5% 和 11%。一些山寨幣也經歷了更令人印象深刻的漲幅。例如，Ethena ENA/USD、Sei SEI/USD 和 Shiba Inu SHIB/USD 分別上漲 54%、51% 和 36%。

Here are some of the factors highlighted by the analysts that are driving the uptrend:

以下是分析師強調的一些推動上漲趨勢的因素：

Stablecoin Minting Surges

穩定幣鑄造量激增

The uptrend is being supported by accelerating stablecoin minting. Nearly $10 billion in new stablecoins have been issued in recent weeks, which is even more than the Bitcoin ETF flows.

穩定幣鑄造的加速支撐了這一上升趨勢。最近幾週發行了近 100 億美元的新穩定幣，甚至超過了比特幣 ETF 的流量。

Interestingly, Circle, the company behind USDC and known for catering to regulated institutions, has accounted for 40% of recent stablecoin inflows. This seems to indicate increased interest in stablecoins from larger market players.

有趣的是，USDC背後的公司Circle以迎合受監管機構而聞名，佔近期穩定幣流入量的40%。這似乎表明較大的市場參與者對穩定幣的興趣增加。

Overall, year-to-date stablecoin inflows have amounted to $35 billion, pushing the total value of outstanding stablecoins to $160 billion.

整體而言，今年迄今穩定幣流入量已達 350 億美元，使流通穩定幣總價值達到 1,600 億美元。

Altcoin Activity Spikes

山寨幣活動激增

A DeFi renaissance is also being observed. Following a drop in bond yields, Aave’s lending platform fees reached $43 million in August, which is higher than the previous peak of $42 million in March 2024.

DeFi 的復興也正在被觀察到。隨著債券殖利率下降，Aave 的借貸平台費用在 8 月達到 4,300 萬美元，高於 2024 年 3 月 4,200 萬美元的上一個高峰。

Bitcoin’s dominance has waned post-FOMC meeting, while Ethereum gas fees have spiked due to increased altcoin activity.

聯邦公開市場委員會會議後，比特幣的主導地位已經減弱，而以太坊汽油費由於山寨幣活動增加而飆升。

Retail Trading Trends

零售交易趨勢

In South Korea, retail crypto trading has seen daily volumes of around $2 billion. Shiba Inu once again reclaimed the top spot in trading volume, signaling rising speculation.

在韓國，零售加密貨幣交易日交易量約 20 億美元。柴犬再次奪回交易量第一的寶座，預示著投機活動的增加。

Meanwhile, Chinese over-the-counter brokers have reported consistent quarterly inflows of $20 billion for the last six quarters, which totals around $120 billion.

同時，中國場外經紀商報告稱，過去六個季度的季度資金流入持續達到 200 億美元，總計約 1,200 億美元。

China Stimulus Plan to Trigger ‘Parabolic Rally’

中國刺激計劃引發“拋物線反彈”

The $278 billion Chinese stimulus plan, combined with potential capital outflows from China, could trigger a “parabolic rally” in cryptocurrency prices, the report suggests.

報告稱，中國 2,780 億美元的刺激計劃，加上中國潛在的資本外流，可能引發加密貨幣價格的「拋物線上漲」。

10x Research predicts Bitcoin will reach $70,000 in the next two weeks, with new all-time highs expected by late October.

10x Research 預測比特幣將在未來兩週內達到 7 萬美元，預計到 10 月底將創下歷史新高。

It's also worth noting that Bitcoin’s 30-day realized volatility has dropped to 41%, which could allow institutional traders to take larger positions.

另外值得注意的是，比特幣的 30 天實際波動率已降至 41%，這可能允許機構交易者持有更大的部位。

The report concludes that the likelihood of a Q4 rally is “exceptionally high,” with gains likely front-loaded and FOMO returning to the altcoin market.

該報告的結論是，第四季度反彈的可能性“異常高”，上漲可能會提前，並且“害怕錯過”情緒會重返山寨幣市場。

The Impact of Bitcoin as an Institutional Asset Class to Be Discussed at Benzinga's Future of Digital Assets Event

Benzinga 數位資產未來活動將討論比特幣作為機構資產類別的影響

The upcoming Benzinga Future of Digital Assets event on Nov. 19 will delve into the evolving role of Bitcoin as an institutional asset class.

即將於 11 月 19 日舉行的 Benzinga 數位資產未來活動將深入探討比特幣作為機構資產類別不斷演變的角色。

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不要錯過頂級行業專業人士的重要見解。立即購買門票，與我們一起在紐約市硬石酒店度過一個難忘的夜晚。