Fundstrat 的 Tom Lee：比特幣到年底將「輕鬆」突破 10 萬美元

Fundstrat 研究主管 Tom Lee 在商業新聞頻道 CNBC 上證實，他毫不懷疑以同樣的速度，比特幣將會

Fundstrat’s Head of Research Tom Lee is doubling down on his bullish Bitcoin price prediction, stating that the primary cryptocurrency could hit $100,000 by the close of 2024.

Fundstrat 的研究主管 Tom Lee 加大了對比特幣價格的看漲預測，表示到 2024 年底，這種主要加密貨幣可能會達到 10 萬美元。

Appearing on CNBC, Lee said that BTC is set for a "great year," adding that the digital asset could hit a new all-time high of $100,000 this year itself.

Lee 在接受 CNBC 採訪時表示，BTC 將迎來“偉大的一年”，並補充說，這種數位資產今年可能會創下 10 萬美元的歷史新高。

"I think comfortably over $100K makes sense before the end of this year."

“我認為今年年底之前超過 10 萬美元是有意義的。”

Appearing upbeat about Bitcoin’s price trajectory, the analyst said that the flagship crypto is positioned for a "great year," adding that the digital asset could hit a new all-time high of $100,000 this year itself.

這位分析師對比特幣的價格軌跡表現出樂觀態度，表示這一旗艦加密貨幣將迎來“偉大的一年”，並補充說，該數字資產今年可能會創下 10 萬美元的歷史新高。

However, Lee’s earlier projection of Bitcoin reaching $150,000 has been revised down by 33.33%. According to the Fundstrat exec, the adjustment is a "conservative" approach to account for macroeconomic headwinds.

然而，Lee 先前對比特幣達到 15 萬美元的預測已下調 33.33%。 Fundstrat 高層表示，此次調整是應對宏觀經濟不利因素的「保守」方法。

Lee's bullish outlook is based on several factors, including the Bitcoin halving, which occurred in April and saw miner rewards cut in half. This event limited the number of new Bitcoins brought into the market. In the past, halving events have been a major catalyst for Bitcoin's price上涨.

Lee 的看漲前景基於幾個因素，包括 4 月發生的比特幣減半，導致礦工獎勵減半。這一事件限制了進入市場的新比特幣數量。過去，減半事件一直是比特幣價格上漲的主要催化劑。

For example, BTC rose by over 1,200% one year after the 2016 halving. After only seven months of halving, BTC is almost at the $100,000 gates.

例如，BTC 在 2016 年減半一年後上漲了 1,200% 以上。減半僅七個月後，BTC 就已接近 10 萬美元大關。

But it’s not just about supply. Demand is heating up. Institutions are rushing in, and BlackRock's spot Bitcoin ETF is attracting millions in inflows while MicroStrategy continues to buy more Bitcoin. According to analysts, Bitcoin spot ETFs will unlock billions in new investments.

但這不僅僅是供應問題。需求正在升溫。機構紛紛湧入，貝萊德的現貨比特幣 ETF 吸引了數百萬資金流入，而 MicroStrategy 則繼續購買更多比特幣。分析師表示，比特幣現貨 ETF 將釋放數十億美元的新投資。

Another factor driving up Bitcoin's price is the increasing adoption by institutional investors. This year, several major institutions have launched Bitcoin products or announced plans to do so. For example, BlackRock, the world's largest asset manager, began offering a spot Bitcoin ETF in October.

推高比特幣價格的另一個因素是機構投資者越來越多地採用比特幣。今年，幾個主要機構都推出了比特幣產品或宣布了這樣做的計劃。例如，全球最大的資產管理公司貝萊德於 10 月開始提供現貨比特幣 ETF。

This development is expected to attract billions of dollars in new investments into Bitcoin, as institutions that were previously unable to directly invest in the cryptocurrency will now be able to do so.

這一發展預計將為比特幣吸引數十億美元的新投資，因為以前無法直接投資加密貨幣的機構現在可以這樣做。

Institutions are also showing interest in over-the-counter (OTC) Bitcoin options trading, which could further boost demand for the leading digital asset and drive up its price.

機構也對場外（OTC）比特幣選擇權交易表現出興趣，這可能會進一步刺激對領先數位資產的需求並推高其價格。

Finally, Lee also pointed to the political landscape, which is largely favorable towards Bitcoin. After securing a second return to the White House, Donald Trump made bold promises about Bitcoin. His administration wants to create a national Bitcoin reserve. This aligns with Senator Cynthia Lummis’ Bitcoin Act, which proposes the U.S. acquire 5% of Bitcoin’s total supply over five years.

最後，李也指出了政治格局，這在很大程度上有利於比特幣。在第二次重返白宮後，唐納德·川普對比特幣做出了大膽的承諾。他的政府希望建立一個國家比特幣儲備。這與參議員 Cynthia Lummis 的《比特幣法案》一致，該法案建議美國在五年內收購比特幣總供應量的 5%。

At current prices, that’s 1 million BTC worth over $72 billion. The plan also suggests holding the Bitcoin for at least 20 years, signaling a long-term commitment to digital assets.

以當前價格計算，100 萬比特幣價值超過 720 億美元。該計劃還建議持有比特幣至少 20 年，以表明對數位資產的長期承諾。