金融機構的需求可能會將比特幣BTCUSD的價格提高到每枚硬幣200000美元

金融機構的需求可能會將比特幣BTCUSD的價格提高到2025年的每枚硬幣200000美元

Financial institutions' demand for Bitcoin could push the price of the coin as high as $200,000 in 2025, according to two research reports.

兩份研究報告稱，金融機構對比特幣的需求可能會在2025年將硬幣的價格提高到2025美元。

Analysts from Standard Chartered and Intellectia AI said institutional Bitcoin demand from exchange-traded funds (ETFs) and traders seeking to hedge against macroeconomic risk could cause Bitcoin's price to more than double this year.

來自標準特許和Infcivelsia AI的分析師表示，交易所交易基金（ETF）的機構比特幣需求以及尋求對沖宏觀經濟風險的商人可能會導致比特幣的價格今年高達兩倍以上。

"While the forecast is optimistic, it's also conditional. Any black swan - from a major regulatory clampdown to a geopolitical event - can disrupt trajectories," Fei Chen, Intellectia AI's chief investment strategist, told Cointelegraph.

“雖然預測是樂觀的，但它也是有條件的。任何黑天鵝 - 從主要的監管部門到地緣政治事件 - 都會破壞軌跡，”知識中心AI的首席投資策略師Fei Chen告訴Cointelegraph。

The reports come as Bitcoin broke past $90,000 on April 22 for the first time in six weeks, reflecting traders' interest in Bitcoin and gold as potential hedges against looming trade wars and geopolitical volatility.

這些報告是因為比特幣在4月22日的六週內首次損失了90,000美元，這反映了貿易商對比特幣和黃金的興趣，這是反對迫在眉睫的貿易戰爭和地緣政治波動的潛在對沖。

The price action followed the biggest daily net inflows into U.S. spot Bitcoin ETFs since January.

自1月以來，價格行動是在每日淨流入美國現貨比特幣ETF之後。

The U.S.'s 11 spot BTC funds collectively pulled more than $380 million in net inflows on April 21, according to CoinGlass data.

根據Coinglass Data的數據，美國11個BTC基金在4月21日共同吸收了超過3.8億美元的淨流入。

According to Intellectia AI, the increasing institutional demand drivers - including corporate Bitcoin buyers and exchanges such as Coinbase (NASDAQ:COIN) and Kraken - could continue to propel positive price action.

根據知識分子AI的說法，日益增長的機構需求驅動因素 - 包括公司比特幣買家以及Coinbase（NASDAQ：COIN）和KRAKENE等交易所的交流 - 可能會繼續推動正價行動。

Corporate treasuries already hold nearly $65 billion worth of BTC, according to data from Bitcointreasuries.net.

根據BitCoinReasuries.net的數據，公司國庫已經持有價值近650億美元的BTC。

Gold and BTC "appear to have become more important components of investors' portfolios structurally" as they increasingly seek to hedge against geopolitical risk and inflation, investment bank JP Morgan said in a January research note.

投資銀行JP Morgan在一月的一份研究報告中說，黃金和BTC“似乎已成為投資者投資組合的組成部分，因為他們越來越尋求對沖地緣政治風險和通貨膨脹。

However, Bitcoin's correlation with gold - historically a preferred hedge against macroeconomic uncertainty - has been low since U.S. President Donald Trump announced sweeping import tariffs on April 2, Binance Research said on April 7.

但是，自從美國總統唐納德·特朗普（Donald Trump）宣布4月2日宣布批准進口關稅以來，比特幣與黃金的相關性 - 歷史上是對宏觀經濟不確定性的首選對沖。

In fact, Bitcoin has been more closely correlated with equities, Binance said.

Binance說，實際上，比特幣與股票更加緊密相關。

Paradoxically, sustained ETF inflows could further diminish Bitcoin's status as a macroeconomic hedge, eroding one of its most attractive traits for institutions, Spencer Yang, a core contributor for crypto infrastructure project Fractal Bitcoin, told Cointelegraph.

矛盾的是，持續的ETF流入可以進一步降低比特幣作為宏觀經濟的對沖的地位，侵蝕了機構最有吸引力的特徵之一。

"Despite growing institutional interest, Bitcoin's long-term resilience won't be secured by balance sheet optics alone - it depends on real usage,” Yang said.

楊說：“儘管機構的興趣日益增加，但僅資產負債表的光學元件就不會確保比特幣的長期彈性 - 這取決於實際用法。”

“That means people actually transacting, building, and experimenting on the network - not just holding BTC as a speculative asset."

“這意味著人們實際上在網絡上進行了交易，建造和實驗，而不僅僅是將BTC作為投機資產。”