2025 年加密貨幣狀況：主要趨勢與投資策略

多頭們似乎已經醒悟，準備迎接 2025 年的下一個階段。

Despite the bullish market sentiments, it's crucial to remember that many people end up losing money in crypto. These losses often stem fromill-advised investment decisions motivated primarily by profit chasing rather than trying to understand broader trends.

儘管市場情緒看漲，但重要的是要記住，許多人最終在加密貨幣領域虧損。這些損失往往源自於不明智的投資決策，這些決策的動機主要是追逐利潤，而不是試圖了解更廣泛的趨勢。

To help you navigate the market and maximize your profits, this article will highlight the most crucial trends in crypto right now, which should act as a good investment guideline.

為了幫助您駕馭市場並最大化您的利潤，本文將重點放在目前加密貨幣領域最重要的趨勢，這應該作為一個很好的投資指南。

Key highlights:

主要亮點：

Let us be clear: nothing is 100% guaranteed. Everything in crypto is about betting on the most likely scenarios and hedging your investments. With that said, the most likely scenarios don't always pan out.

讓我們明確一點：沒有什麼是 100% 的保證。加密貨幣中的一切都是關於押注最有可能的情況並對沖您的投資。話雖如此，最有可能發生的情況並不總是成功。

So far, everything seems poised for a powerful bull cycle in 2025. It's a perfect storm of factors that have come together to make one of the best years for crypto in a long time.

到目前為止，一切似乎都為 2025 年強勁的牛市週期做好了準備。

Bitcoin and big-caps coins have already jumped in value by a lot. Bitcoin has crossed $100,000. Solana is at almost 20x from the lows of 2023. Cardano is over $1.

比特幣和大盤硬幣的價值已經大幅上漲。比特幣已突破 10 萬美元。 Solana 的價格幾乎是 2023 年低點的 20 倍。

Do these big caps have more to go? Probably. But the risk-reward ratio isn't as favorable anymore as it was, say, 6-12 months ago. Many of them are already up a lot from their lows.

這些大盤還有更多發展空間嗎？大概。但風險報酬率不再像 6-12 個月前那麼有利。他們中的許多人已經從低點上升了很多。

So then, what does have good risk-reward ratios? Mid and small caps. Typically, in crypto markets, money flows into Bitcoin first, followed by big altcoins, followed by mid-caps, and then low market cap cryptos. We've had the first 2 pieces of the puzzle already.

那麼，什麼具有良好的風險報酬率呢？中小盤。通常，在加密貨幣市場中，資金會先流入比特幣，然後是大型山寨幣，然後是中盤股，然後是低市值加密貨幣。我們已經完成了前兩塊拼圖。

Now it's time to look for coins that haven't pumped yet.

現在是時候尋找尚未抽出的代幣了。

The crypto market in 2025 is shaping up to be big, and a lot of it hinges on how the regulatory landscape evolves (which we've previously alluded to in our top crypto trends for 2025 deep dive). With the Trump administration back in charge, changes are already in motion.

2025 年的加密市場將會變得很大，而這在很大程度上取決於監管環境的演變（我們之前在 2025 年深入探討的頂級加密趨勢中已經提到過）。隨著川普政府重新掌權，改變已經開始。

Here's the deal: things could get a lot more crypto-friendly. There's talk that the U.S. might even integrate Bitcoin into its strategic reserves - a huge move if it happens. Gary Gensler is out as SEC chair, and his likely replacement, Paul Atkins, has a history of supporting clearer, less restrictive crypto policies.

事情是這樣的：事情可能會變得更加加密友好。有傳言稱，美國甚至可能將比特幣納入其戰略儲備——如果發生的話，這將是一個巨大的舉措。加里·詹斯勒 (Gary Gensler) 已不再擔任 SEC 主席，他的繼任者保羅·阿特金斯 (Paul Atkins) 一直支持更清晰、限制更少的加密貨幣政策。

On top of that, we're looking at better collaboration between the SEC and CFTC. That means less confusion, more oversight, and a clearer framework for both investors and institutions. Expect DeFi to get some regulatory clarity, too, which could boost confidence and push more people into the market.

最重要的是，我們正在尋求 SEC 和 CFTC 之間更好的合作。這意味著對於投資者和機構來說，更少的混亂、更多的監督以及更清晰的框架。預計 DeFi 也將獲得一定的監管明確性，這可能會提振信心並推動更多人進入市場。

Another piece of great news is a proposal to eliminate capital gains taxes on crypto transactions. If this gets the green light, it could trigger a flood of new investors. The bottom line is that the right policies could turn 2025 into a breakout year for crypto adoption.

另一個好消息是取消加密貨幣交易資本利得稅的提案。如果這獲得批准，可能會引發大量新投資者。最重要的是，正確的政策可能會使 2025 年成為加密貨幣採用的突破年。

By 2025, institutional investors are set to take over the crypto scene. Investment from these big players is expected to jump as digital assets become a go-to for portfolio diversification.

到 2025 年，機構投資者將接管加密貨幣領域。隨著數位資產成為投資組合多元化的首選，這些大型企業的投資預計將大幅增加。

Bitcoin ETFs are a prime example. They're already attracting massive inflows, and 2025 will likely see even bigger numbers compared to last year. More public companies are getting on board, too. Right now, about 31 public companies hold Bitcoin, but that number could hit 100 soon, showing that Bitcoin is becoming a serious strategic reserve asset.

比特幣 ETF 就是一個典型的例子。它們已經吸引了大量資金流入，2025 年的資金流入量可能會比去年更大。更多上市公司也加入其中。目前，大約有 31 家上市公司持有比特幣，但這一數字可能很快就會達到 100 家，這表明比特幣正在成為一種重要的策略儲備資產。

Financial firms aren't sitting still either. Altcoin ETFs are on the horizon, with 14 awaiting approval. If they get the green light, they could open the door to mainstream adoption of a broader range of digital currencies.

金融公司也沒有坐以待斃。山寨幣 ETF 即將面世，其中 14 隻正在等待批准。如果他們獲得批准，他們就可以為更廣泛的數位貨幣的主流採用打開大門。

There's even talk of a national Bitcoin reserve proposal. If that happens, it could cement Bitcoin's role as a legitimate investment option for big money players, driving even more capital into the market.

甚至有人在討論國家比特幣儲備提案。如果這種情況發生，它可能會鞏固比特幣作為大資金參與者合法投資選擇的角色，從而推動更多資本進入市場。

Bottom line? Institutional investors are here, for real this time. Stay sharp, watch the trends, and position yourself early to ride this wave.

底線？機構投資人這次真的來了。保持敏銳，觀察趨勢，儘早定位自己以駕馭這股浪潮。

During a full-on bull market in crypto, it's honestly pretty hard to pick coins that don't pump in value. With that said, some will of course perform better than others, and in crypto, narrative is arguably even more important than fundamentals, at least during bullish times.

在加密貨幣全面牛市期間，老實說，很難挑選不增值的代幣。話雖如此，有些人當然會比其他人表現得更好，而且在加密貨幣中，敘事可以說比基本面更重要，至少在看漲時期是如此。

Here are the crypto narratives that we expect to do very well in 2025:

以下是我們預計在 2025 年表現出色的加密貨幣故事：

To be fair, AI isn't just a hot narrative in crypto, it's a hot narrative everywhere. But AI has such a natural synergy with blockchain that it's definitely worth mentioning.

公平地說，人工智慧不僅是加密領域的熱門話題，也是無所不在的熱門話題。但人工智慧與區塊鏈有著如此天然的協同作用，絕對值得一提。

In 2025, the fusion of artificial intelligence and blockchain tech is creating a system that's faster, smarter, and more secure. Think real-time data processing, smoother transactions, and next-level security - all on decentralized platforms.

2025 年，人工智慧和區塊鏈技術的整合將創造一個更快、更智慧、更安全的系統。想想即時數據處理、更順暢的交易和更高級別的安全性——所有這些都在去中心化平台上。

This

這