Galaxy Digital 預測到 2025 年，比特幣 (BTC) 的採用將發生巨大轉變，預計 5 家納斯達克 100 強公司和 5 個國家將宣布 BTC 作為儲備資產

Galaxy Digital 預計到 2025 年，比特幣 (BTC) 的採用將發生巨大轉變。

Galaxy Digital has predicted that five Nasdaq 100 companies and five nations will adopt Bitcoin (BTC) as a reserve asset by 2025. In related news, President-elect Donald Trump has announced plans to establish a Bitcoin strategic reserve upon taking office on January 20, 2025.

Galaxy Digital 預測，到2025 年，五家納斯達克100 指數公司和五個國家將採用比特幣（BTC）作為儲備資產。上任後建立比特幣戰略儲備， 2025 年。

Recent Trends in Bitcoin Adoption

比特幣採用的最新趨勢

Brazil has shown increasing interest in crypto adoption, and a German lawmaker has proposed a Bitcoin reserve, despite Germany selling 50,000 BTC in mid-2024. Among corporations, MicroStrategy leads with 446,400 BTC, and MARA, Metaplanet, and Semler Scientific have added BTC to their portfolios, indicating growing institutional interest.

巴西對加密貨幣的採用表現出越來越大的興趣，儘管德國在 2024 年中期出售了 50,000 個比特幣，但德國立法者還是提議建立比特幣儲備。在企業中，MicroStrategy 以 446,400 BTC 領先，MARA、Metaplanet 和 Semler Scientific 已將 BTC 添加到其投資組合中，這表明機構興趣不斷增長。

notably, HC Wainwright & Co. has drastically increased its year-end BTC price prediction for 2025, revising it to $225,000 from the earlier estimate of $145,000. The updated prediction is driven by optimism regarding increased U.S. regulatory clarity, potential approval of spot BTC ETFs, and institutional participation.

值得注意的是，HC Wainwright & Co. 大幅提高了 2025 年底 BTC 價格預測，從先前估計的 145,000 美元修改為 225,000 美元。更新的預測是由對美國監管透明度的提高、現貨 BTC ETF 的潛在批准以及機構參與的樂觀情緒所推動的。

In their report, Wainwright analysts highlight that the new target implies a cryptocurrency market cap of $10 trillion by 2025, assuming Bitcoin’s dominance drops to 45% from its current 56%. They state, "Our new price target for 2025 reflects 113% upside to current levels. However, we caution investors that 20-30% drawdowns during bull market cycles are not uncommon."

Wainwright 分析師在報告中強調，假設比特幣的主導地位從目前的 56% 降至 45%，新目標意味著到 2025 年加密貨幣市值將達到 10 兆美元。他們表示，“我們 2025 年的新價格目標較當前水平上漲 113%。不過，我們提醒投資者，牛市週期期間 20-30% 的下跌並不罕見。”

The report also addresses potential price fluctuations, predicting a temporary dip to the mid-$70,000s in early 2025 before the uptrend resumes. Analysts note, "Our BTC mining financial models currently assume much more conservative forecasts for BTC prices in 2025 ($115,000 by 4Q25)."

該報告還討論了潛在的價格波動，預測在 2025 年初恢復上漲趨勢之前，價格將暫時跌至 70,000 美元左右。分析師指出，“我們的 BTC 挖礦財務模型目前對 2025 年 BTC 價格的預測更為保守（到 2025 年第四季度為 115,000 美元）。”

One key factor contributing to this bullish sentiment is the possibility of the U.S. adopting BTC as a treasury reserve. While this scenario is not included in their base case, analysts note that it could "significantly exceed our base case price target." At a price of $225,000, BTC would constitute roughly 25% of gold's market capitalization.

促成這種看漲情緒的關鍵因素是美國採用比特幣作為國庫儲備的可能性。雖然這種情況不包括在他們的基本情況中，但分析師指出，它可能「大大超過我們的基本情況價格目標」。以 225,000 美元的價格計算，BTC 將約佔黃金市值的 25%。

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