在川普就職典禮之前，比特幣價格達到新的頂峰，接近 108,000 美元

12 月 16 日星期一，比特幣價格繼續強勁上漲趨勢，創下最新紀錄，因為它們受益於一些非常強勁的基本面。

Bitcoin prices continued their strong, upward trend on Monday, December 16, setting their latest record as they benefited from some very strong fundamentals.

12 月 16 日星期一，比特幣價格繼續強勁上漲趨勢，創下最新紀錄，因為它們受益於一些非常強勁的基本面。

The world’s most prominent digital currency, which has achieved ever-increasing highs in recent weeks, rose above $107,850, according to Coinbase data from TradingView.

根據 TradingView 的 Coinbase 數據，全球最著名的數位貨幣在最近幾週不斷創下新高，已升至 107,850 美元以上。

Several analysts highlighted this strong performance, including the TikTok influencer who goes by Wendy O.

幾位分析師強調了這一強勁表現，其中包括名為 Wendy O 的 TikTok 網紅。

“As 2024 comes to a close we have a lot of anticipation and hope for a pro crypto president stepping into office,” she stated via emailed comments.

她在電子郵件評論中表示：“隨著 2024 年即將結束，我們對一位支持加密貨幣的總統上任充滿期待和希望。”

“Some fundamental analysis to note is the rumor that Trump will make an Executive Order day 1 in office to create a Bitcoin Strategic Reserve. This would be done to help stabilize the dollar and help combat the US debt crisis,” said the analyst.

「需要注意的一些基本面分析是，有傳言稱川普將在上任第一天發布行政命令以創建比特幣戰略儲備。這樣做將有助於穩定美元並幫助應對美國債務危機。

“This news also brought rumors of Japan and Russia potentially following suit to create their own Bitcoin Strategic reserve and with a finite supply of 21 Million Bitcoin could cause a supply shock further pushing price up,” she added.

她補充說：“這一消息還引發了日本和俄羅斯可能效仿建立自己的比特幣戰略儲備的傳言，而 2100 萬比特幣的有限供應可能會導致供應衝擊，進一步推高價格。”

Marc P. Bernegger, cofounder of crypto fund of funds AltAlpha Digital, also weighed in.

AltAlpha Digital 加密基金共同創辦人 Marc P. Bernegger 也發表了看法。

“In my view, the latest surge in Bitcoin's price, reaching above $105,000, can be attributed to these key factors: The main driver is the anticipation of a potential U.S. Bitcoin Strategic Reserve based on comments from President-elect Donald Trump suggesting the possibility of establishing a U.S. bitcoin strategic reserve similar to its oil reserves,” he stated through email.

「在我看來，比特幣價格最近飆升至105,000 美元以上，可歸因於以下關鍵因素：主要驅動力是基於當選總統唐納德·特朗普的評論而對美國潛在的比特幣戰略儲備的預期，暗示有可能建立美國比特幣戰略儲備，類似於石油儲備，」他透過電子郵件表示。

“This news fueled optimism among investors, expecting this move could increase demand and legitimacy for Bitcoin,” said Bernegger.

伯內格表示：“這一消息激發了投資者的樂觀情緒，他們預計此舉可能會增加比特幣的需求和合法性。”

“Additionally there have been large transactions moving Bitcoins off major exchanges, reducing the available supply which typically leads to price increases,” he stated. “This weekend alone, over 27,000 Bitcoins were moved from exchanges.”

他表示：“此外，大量交易將比特幣從主要交易所轉移，減少了可用供應，這通常會導致價格上漲。” “僅這個週末，就有超過 27,000 枚比特幣從交易所轉移。”

“Another positive news was the addition of MicroStrategy, a major corporate holder of Bitcoin, to the Nasdaq 100 index,” Bernegger indicated.

Bernegger 表示：“另一個積極消息是比特幣主要企業持有者 MicroStrategy 被納入納斯達克 100 指數。”

Nasdaq recently announced that the company would be part of the aforementioned index as of December 23.

納斯達克最近宣布，自 12 月 23 日起，該公司將納入上述指數。

“This move signifies increased institutional adoption and interest in Bitcoin,” the market observer claimed.

「此舉意味著機構採用比特幣和對比特幣的興趣增加，」市場觀察家聲稱。

Jacob Joseph, senior research analyst at CCData, offered his perspective, choosing to focus on anticipation surrounding the shifting U.S. political landscape and also some other key factors.

CCData 的高級研究分析師 Jacob Joseph 提出了他的觀點，選擇關注對美國政治格局變化的預期以及其他一些關鍵因素。

“The sustained momentum since the U.S. elections underscores a positive shift in Bitcoin’s fundamentals, as the industry anticipates a more regulatory-friendly environment under the new U.S. government and strong institutional adoption of the asset,” he stated via emailed comments.

他透過電子郵件評論表示：「美國大選以來的持續勢頭凸顯了比特幣基本面的積極轉變，因為業界預計在美國新政府的領導下將出現更加有利的監管環境，並且機構將大力採用該資產。 」

“With last week’s U.S. CPI figures meeting expectations, the market may be factoring in another anticipated interest rate cut by the Federal Reserve later this week,” said Joseph, speaking to the policy meeting scheduled to take place on Tuesday, December 17 and Wednesday, December 18.

約瑟夫在定於週二、12 月 17 日和週三舉行的政策會議上表示：「隨著上周美國 CPI 數據符合預期，市場可能會考慮聯準會本週晚些時候再次降息的預期。」12 月 18 日。

“Historically, December has been a favorable month for Bitcoin, with an average return of 9.11% since 2014,” he noted, citing the digital currency’s market history.

「從歷史上看，12 月對比特幣來說是一個有利的月份，自 2014 年以來平均回報率為 9.11％，」他引用了數位貨幣的市場歷史。

“The current rally could also benefit from the ‘Santa Rally,’ a seasonal trend typically observed in the stock market, where equities experience positive price action in late December,” Joseph stated.

Joseph 表示：“當前的反彈也可能受益於‘聖誕老人集會’，這是股市中常見的季節性趨勢，股市在 12 月底經歷了積極的價格走勢。”

Olivier Mammet, head of US OTC trading for Gemini, also spoke to the matter, providing his views on what drove bitcoin’s recent gains.

Gemini 美國場外交易主管 Olivier Mammet 也談到了此事，就推動比特幣近期上漲的因素發表了自己的看法。

“A lot of this has been fuelled by excitement as we head towards Trump’s inauguration in January,” he stated.

「隨著川普一月份就職典禮的臨近，這在很大程度上是由興奮推動的，」他說。

“The pattern of swings on Sunday evening is well alive and the fast break through the $103,000 area can be explained by a market positioned on the wrong foot,” the market observer claimed.

市場觀察人士稱，“週日晚間的波動模式十分活躍，快速突破 103,000 美元區域可以用市場定位錯誤來解釋。”

“We saw perpertuals funding turn negative on a few exchanges over the weekend, a sign of an increase in short positions that got liquidated fast,” he stated.

他表示：“週末，我們看到一些交易所的永續資金資金轉為負值，這是空頭頭寸增加並迅速清算的跡象。”

“On Friday evening, Nasdaq also indicated that Microstrategy would enter the Nasdaq 100 Index on 23rd December,” said Mammet.

「週五晚間，納斯達克還表示 Microstrategy 將於 12 月 23 日進入納斯達克 100 指數，」Mammet 表示。

“We also have FOMC this week, and although a 25bps cut is expected (>90% probability), the market could be positioning for it,” he concluded.

「本週我們還將召開 FOMC，儘管預計會降息 25 個基點（機率 >90%），但市場可能會為此做好準備，」他總結道。

Disclosure: I own some bitcoin, bitcoin cash, litecoin, ether, EOS and SOL.

揭露：我擁有一些比特幣、比特幣現金、萊特幣、以太幣、EOS 和 SOL。