Bitwise 表示 2025 年 BTC 價格預測：比特幣、以太幣和 Solana 的新 ATH

隨著現貨比特幣交易所交易基金的成功推出，美國加密貨幣監管情勢現在看起來更加樂觀

2024 was a big year for crypto, with the introduction of spot bitcoin exchange-traded funds (ETFs), improving U.S. crypto regulatory outlook and bullish price action.

2024 年對加密貨幣來說是重要的一年，隨著現貨比特幣交易所交易基金 (ETF) 的推出，美國加密貨幣監管前景的改善和看漲的價格走勢。

But 2025 could be even bigger, according to Bitwise Asset Management.

但據 Bitwise Asset Management 稱，2025 年規模可能更大。

The company, which specializes in developing crypto investment products, laid out 10 crypto predictions for the year to come in a report released Wednesday. The predictions were penned by Bitwise Chief Investment Officer Matt Hougan and Head of Research Ryan Rasmussen.

該公司專門開發加密貨幣投資產品，在周三發布的一份報告中列出了未來一年的 10 個加密貨幣預測。這些預測由 Bitwise 首席投資長 Matt Hougan 和研究主管 Ryan Rasmussen 撰寫。

The report's first prediction is that all major cryptocurrencies will set new record highs.

報告的第一個預測是所有主要加密貨幣都將創下新的紀錄高點。

Bitcoin will push to $200,000, Bitwise said, while ether will hit $7,000 and solana will more than triple to reach $750.

Bitwise 表示，比特幣將升至 20 萬美元，而以太幣將達到 7,000 美元，solana 將增長兩倍以上，達到 750 美元。

According to Bitwise, bitcoin's rise will be fueled by even bigger ETF inflows than in 2024.

據 Bitwise 稱，比特幣的上漲將受到比 2024 年更大規模的 ETF 流入的推動。

That's a bold statement considering the success of the ETFs already, but the team noted that it's not unusual for ETFs to take in larger flows in year two versus year one. They also pointed out that major wirehouses are only now finishing up their due diligence on the products and investors are feeling more comfortable increasing their exposure to bitcoin.

考慮到 ETF 已經取得的成功，這是一個大膽的聲明，但該團隊指出，ETF 在第二年吸收比第一年更大的資金流並不罕見。他們也指出，主要的電信公司現在才完成對產品的盡職調查，投資者對增加比特幣投資感到更加放心。

There's also the possibility that the U.S. Department of Labor won't be so adversarial towards the sector anymore, which according to Bitwise could enable tens of billions of dollars to flow into crypto assets from 401(k) plans.

美國勞工部也有可能不再對該行業抱持如此敵對態度，據 Bitwise 稱，這可能會讓數百億美元從 401(k) 計劃流入加密資產。

And a potential bitcoin arms race — kicked off by U.S. politicians’ plans to constitute a strategic bitcoin reserve — would certainly help move the price upwards. Bitwise predicted that the number of countries holding bitcoin will double in 2025, going from nine to eighteen.

而一場潛在的比特幣軍備競賽——由美國政客建立比特幣戰略儲備的計畫引發——肯定有助於推高價格。 Bitwise 預測，到 2025 年，持有比特幣的國家數量將增加一倍，從 9 個增加到 18 個。

Other possibilities for 2025, according to Bitwise:

據 Bitwise 稱，2025 年的其他可能性：

Stablecoins will likely benefit from clear legislation in the U.S. and fintech integrations, as well as rising prices, and double their market capitalization to reach $400 billion.

穩定幣可能會受益於美國明確的立法和金融科技整合以及價格上漲，使其市值翻一番，達到 4000 億美元。

Meanwhile, tokenized real-world assets (RWAs) could see their value shoot past $50 billion as Wall Street continues to integrate into the sector.

同時，隨著華爾街繼續融入該產業，代幣化現實世界資產 (RWA) 的價值可能會突破 500 億美元。

And the 2025 memecoin mania could even top this year's, as AI agents are making it easier than ever to launch tokens.

2025 年 memecoin 的狂熱甚至可能會超過今年，因為人工智慧代理商正在使發行代幣變得比以往任何時候都容易。

Crypto companies will also have a good year, Bitwise predicted.

Bitwise 預測，加密貨幣公司也將迎來美好的一年。

A host of crypto companies could launch initial public offerings (IPOs), Bitwise said, with stablecoin issuer Circle, crypto lending firm Figure, on-chain data company Chainalysis, crypto exchange Kraken and crypto custodian Anchorage Digital being the most likely to do so.

Bitwise 表示，許多加密貨幣公司可能會進行首次公開發行（IPO），其中穩定幣發行商Circle、加密貨幣借貸公司Figure、鏈上數據公司Chainaanalysis、加密貨幣交易所Kraken 和加密貨幣託管公司Anchorage Digital最有可能這樣做。

Already public for several years, crypto exchange Coinbase (NASDAQ:COIN) CCOIN could see its stock top $700 per share, or more than double the current level, Bitwise said, which would mean it surpasses Charles Schwab as the most valuable brokerage in the world.

Bitwise 表示，已經上市數年的加密貨幣交易所Coinbase（NASDAQ：COIN）CCOIN 的股價可能會達到每股700 美元，是目前水準的兩倍多，這意味著它將超越嘉信理財(Charles Schwab)，成為全球最有價值的券商。

Furthermore, Bitwise said that could lead to Coinbase being included in the S&P 500. Together with MicroStrategy's (NASDAQ:MSTR) likely inclusion into the Nasdaq 100, that could mean that almost every U.S. investor will have exposure to crypto through these investment vehicles.

此外，Bitwise 表示，這可能導致Coinbase 被納入標準普爾500 指數。都將透過這些投資工具接觸加密貨幣。