MV Global 資訊長 Tom Dunleavy 表示看好 2025 年加密貨幣價格預測

在 X 上分享的價格預測中，MV Global（前身為 Master Ventures）首席投資長 (CIO) Tom Dunleavy 概述了他的看漲觀點

Tom Dunleavy, Chief Investment Officer (CIO) at MV Global (formerly known as Master Ventures), has shared his bullish price predictions for major cryptocurrencies in 2025.

MV Global（前身為 Master Ventures）首席投資長 (CIO) Tom Dunleavy 分享了他對 2025 年主要加密貨幣的看漲價格預測。

MV Global is a blockchain-focused venture studio that builds infrastructure companies to advance blockchain adoption, with investments in Coinbase, Kraken, Ripple, Circle, and Bitfinex.

MV Global 是一家專注於區塊鏈的創投工作室，致力於建立基礎設施公司以推進區塊鏈的採用，投資於 Coinbase、Kraken、Ripple、Circle 和 Bitfinex。

Dunleavy’s projections anticipate Bitcoin (BTC) reaching $250,000 and Ethereum (ETH) hitting $12,000 by the year’s end. Solana (SOL) is also expected to see a surge, reaching $700.

Dunleavy 的預測預計，到年底，比特幣 (BTC) 的價格將達到 25 萬美元，以太幣 (ETH) 的價格將達到 12,000 美元。 Solana (SOL) 預計也將飆升，達到 700 美元。

These projections are based on an analysis that draws parallels between historical economic shifts and the current policy movements within the United States.

這些預測是基於對歷史經濟變化與美國當前政策變動進行比較的分析。

Dunleavy compares the present crypto climate to the economic landscape of the 1970s in the US, highlighting President Nixon’s termination of the Gold Standard in 1971 as a crucial pivot point.

Dunleavy 將當前的加密貨幣環境與 20 世紀 70 年代的美國經濟格局進行了比較，強調尼克森總統於 1971 年終止金本位制是一個關鍵的支點。

“If we look at the 1970s in the US, then President Nixon’s ending of the Gold Standard in 1971 could be seen as a similar pivot point as the shift we see with the Trump administration’s embrace of crypto,” he said.

「如果我們看看 20 世紀 70 年代的美國，那麼尼克森總統在 1971 年結束金本位制可以被視為與我們在川普政府擁抱加密貨幣時看到的轉變類似的樞軸點，」他說。

Following Nixon’s move, gold prices surged about sixfold within three years before experiencing a retracement, ultimately reaching a peak of twenty times the initial value by the decade’s end. Dunleavy suggests that a comparable trajectory could unfold for Bitcoin and altcoins under the upcoming administration's policies.

尼克森採取行動後，金價在三年內飆升約六倍，然後經歷回撤，最終在十年末達到初始價值二十倍的峰值。鄧利維表示，在即將到來的政府政策下，比特幣和山寨幣可能會出現類似的軌跡。

Here's a closer look at Dunleavy's quarterly Bitcoin and crypto predictions for 2025:

以下是 Dunleavy 對 2025 年比特幣和加密貨幣季度預測的詳細分析：

Q1 2025: Anticipating a sharp uptrend fueled by increasing excitement around the new administration. “Trump’s first 100 days lead to a realization that the crypto agenda is actually top of mind,” said Dunleavy.

2025 年第一季：預計新政府的興奮將推動急劇上升趨勢。 「川普上任 100 天后，人們意識到加密貨幣議程實際上是首要考慮的問題，」鄧利維說。

He expects a rapid market start, facilitated by the Biden administration’s cooperation in the transition process. Significant legislative advancements are anticipated within the first 100 days, particularly concerning market structure and stablecoins.

他預計，在拜登政府在過渡過程中的合作的推動下，市場將迅速啟動。預計在前 100 天內將取得重大立法進展，特別是在市場結構和穩定幣方面。

“We also place a higher chance on meaningful progress towards a BTC strategic reserve and the game theory of subsequent nation state adoption,” Dunleavy adds. However, a market correction is expected as the US tax season approaches, with March historically being a challenging month for Bitcoin.

「我們也更有可能在 BTC 戰略儲備和隨後民族國家採用的博弈論方面取得有意義的進展，」鄧利維補充道。然而，隨著美國納稅季的臨近，預計市場將出現調整，而三月歷來對比特幣來說是充滿挑戰的月份。

Q2 2025: The second quarter is projected to witness a gradual yet consistent upward movement as institutional investors increasingly enter the asset class. “Slow but steady march upward as more institutions come on board,” Dunleavy writes.

2025 年第二季：隨著機構投資者越來越多地進入該資產類別，預計第二季將出現逐步但持續的上升趨勢。鄧利維寫道：“隨著更多機構加入，緩慢但穩定地向上發展。”

He highlights the potential approval of Bitcoin and Ethereum ETFs by major Registered Investment Advisors (RIAs) and brokerage firms such as Merrill Lynch and Charles Schwab.

他強調了比特幣和以太坊 ETF 可能獲得主要註冊投資顧問 (RIA) 以及美林 (Merrill Lynch) 和嘉信理財 (Charles Schwab) 等經紀公司的批准。

“ETH leads as the lack of a SOL ETF is a short-term impediment to institutional flows,” he noted, indicating that Ethereum may benefit more immediately from institutional adoption compared to Solana.

他指出：「ETH 處於領先地位，因為缺乏 SOL ETF 是機構流動的短期障礙。」這表明，與 Solana 相比，以太坊可能會更直接地從機構採用中受益。

Q3 2025: Summer is expected to bring a period of consolidation, with prices experiencing sideways movement. “Summer lull. Prices chop down,” Dunleavy predicts. The introduction of a spot Solana ETF or other crypto ETFs could provide a catalyst to break this stagnation.

2025 年第三季：預計夏季將帶來一段盤整期，價格將出現橫盤整理。 “夏天平靜。價格會下降，」鄧利維預測。 Solana ETF 現貨或其他加密 ETF 的推出可能會成為打破這種停滯的催化劑。

September is identified by the CIO as a critical month for potential Securities and Exchange Commission (SEC) rulings, which could significantly influence market dynamics.

資訊長將 9 月確定為美國證券交易委員會 (SEC) 潛在裁決的關鍵月份，這可能會對市場動態產生重大影響。

Q4 2025: The final quarter is anticipated to see a robust surge towards the year’s end, culminating in a blow-off top scenario. “Strong flurry into year end. Blow off top that we think bleeds into Q1 2026. This cycle peaks well into 2026 as the passive ETF bid keeps a very strong floor,” Dunleavy concludes.

2025 年第四季：預計最後一個季度在年底前將出現強勁成長，最終出現井噴式的頂峰情境。 “年底的強勁勢頭。我們認為這種情況會在 2026 年第一季結束。

At press time, BTC is trading at $100,812.

截至發稿時，BTC 交易價格為 100,812 美元。