VanEck 預測比特幣牛市將持續至少兩個季度，設定 18 萬美元的價格目標

VanEck 數位資產研究主管 Matthew Sigel 最近在 CNBC 的“Squawk Box”採訪中預測，比特幣當前的漲勢“才剛剛開始”，預計將持續至少兩個季度。

VanEck’s Head of Digital Assets Research predicts that Bitcoin’s recent rally is expected to continue for at least two more quarters.

VanEck 數位資產研究主管預測，比特幣近期的漲勢預計將持續至少兩個季度。

In a recent interview on CNBC’s “Squawk Box,” Matthew Sigel, Head of Digital Assets Research at VanEck, shared his thoughts on Bitcoin’s price action and the factors influencing its performance.

VanEck 數位資產研究主管 Matthew Sigel 最近在 CNBC 的「Squawk Box」採訪中分享了他對比特幣價格走勢以及影響其表現的因素的看法。

Commenting on BTC’s price movements, Sigel stated that the firm’s analysis suggests that the current rally is “just getting started.” He highlighted the high volatility in Bitcoin’s price action following the election, which is expected to continue. “We’re now in blue sky territory, no technical resistance. We think we’re likely to make repeated all-time highs over the next two quarters,” Sigel remarked.

Sigel 在評論 BTC 的價格走勢時表示，該公司的分析表明當前的反彈「才剛開始」。他強調了選舉後比特幣價格走勢的高度波動，預計這種情況將持續下去。 「我們現在處於藍天領域，沒有技術阻力。我們認為，未來兩個季度我們可能會屢創歷史新高。

The expert drew parallels to Bitcoin’s performance four years ago, noting that between the election and the end of 2020, the digital asset doubled in value. He acknowledged that while “there were about 6-10 corrections,” multiple indicators suggest the current rally will continue. “We’re up 30% so far [since Trump was elected], and a number of indicators that we track are still flashing green,” he added.

這位專家將比特幣的表現與四年前的表現進行了比較，指出從大選到 2020 年底，這種數位資產的價值翻了一番。他承認，雖然“大約有 6-10 次調整”，但多項指標表明當前的漲勢將持續下去。 「自從川普當選以來，我們迄今為止已經上漲了 30%，而且我們追蹤的許多指標仍然呈現綠色閃爍，」他補充道。

A significant factor contributing to this optimistic outlook is a perceived shift in government support for Bitcoin. “This is a state change in terms of government support,” Sigel said, highlighting that key figures in the administration, including the Vice President, Attorney General, Director of Defense, National Security Advisor, and possibly even the Secretary of Treasury, are pro-Bitcoin.

造成這種樂觀前景的一個重要因素是政府對比特幣支持的明顯轉變。西格爾說：「這是政府支持的國家變化。」他強調，政府中的關鍵人物，包括副總統、總檢察長、國防部長、國家安全顧問，甚至可能還有財政部長，都支持這一項政策。

Sigel also pointed out that the anticipated end of “regulation by enforcement” from agencies like the SEC would positively impact the industry. “We’re already seeing the economic impact of that,” he noted. “There are crypto projects that are announcing that they’re going to hold conferences in the US for the first time ever, and open offices in the US and New York. It’s just great for US jobs and GDP.”

西格爾還指出​​，美國證券交易委員會等機構「執法監管」的預期結束將對產業產生積極影響。 「我們已經看到了它的經濟影響，」他指出。 「有些加密貨幣計畫宣布他們將首次在美國舉行會議，並在美國和紐約開設辦事處。這對美國就業和國內生產總值來說都是好事。

Regarding institutional interest in Bitcoin, Sigel reported an increase in inquiries from investment advisors seeking to initiate or expand their exposure to Bitcoin through spot Bitcoin ETFs. “The number of calls that I’m getting inbound from investment advisors who are at zero and looking to get to 1% or at 1% and looking to get to 3%—these calls are starting to accelerate, and we think the flows are going to follow,” he explained.

關於機構對比特幣的興趣，Sigel 報告稱，尋求透過現貨比特幣 ETF 啟動或擴大對比特幣的投資的投資顧問的詢問有所增加。 「我接到的投資顧問打來的電話數量是零，希望達到 1% 或 1%，希望達到 3%——這些電話開始加速，我們認為流量正在增加。將會跟隨，」他解釋道。

Among the market sentiment indicators, Sigel highlighted that mainstream interest, as measured by Google searches and the ranking of crypto apps in app stores, has not yet reached previous highs, suggesting there is still room for further growth in this aspect. “Coinbase’s rank in the Apple and Android app stores is nowhere near where it was four years ago,” he observed.

在市場情緒指標中，Sigel 強調，透過Google搜尋和應用程式商店中的加密應用程式排名來衡量的主流興趣尚未達到先前的高點，這表明這方面仍有進一步增長的空間。 「Coinbase 在蘋果和安卓應用程式商店中的排名與四年前相差甚遠，」他觀察到。

VanEck has set a price target of $180,000 for Bitcoin in the current bull run, which Sigel believes could be reached next year. “That would be a 1,000% return from the bottom to the peak of this cycle—that’s still the smallest Bitcoin cycle by far,” he stated.

VanEck 將目前牛市中的比特幣價格目標定為 18 萬美元，Sigel 相信明年可能會達到這一目標。 「這將是本週期從底部到峰值的 1,000% 回報——這仍然是迄今為止最小的比特幣週期，」他表示。

The discussion also touched on potential regulatory changes, including the possible departure of SEC Chair Gary Gensler. While acknowledging that “the disappointment phase will set in one to two quarters after the inauguration,” Sigel suggested that the overall impact of reduced regulatory pressure would be positive. “One is just the positive impact on dynamism when you stop suing people for breaking rules that have never been written down,” he commented.

討論還涉及潛在的監管變化，包括 SEC 主席加里·詹斯勒 (Gary Gensler) 可能離職。西格爾承認“失望階段將在就職後一到兩個季度內出現”，但他表示，監管壓力減輕的總體影響將是積極的。 「當你停止起訴那些違反從未寫下的規則的人時，就會對活力產生積極的影響，」他評論道。

Sigel also highlighted the broader implications of legitimizing Bitcoin as a reserve asset, which could “pave the way for it to be used as a global settlement currency, as the BRICS countries have been doing.” He also emphasized the potential synergy between Bitcoin and artificial intelligence. “President Trump recognizes the synergies between Bitcoin and AI—they are two sides of the same coin,” he said. “If you want to have cheap AI, you’re going to want to combine it with Bitcoin mining to take advantage of that cheap power.”

西格爾還強調了比特幣作為儲備資產合法化的更廣泛影響，這可能“為比特幣作為全球結算貨幣​​鋪平道路，就像金磚國家一直在做的那樣。”他也強調了比特幣和人工智慧之間潛在的協同作用。 「川普總統認識到比特幣和人工智慧之間的協同作用——它們是同一枚硬幣的兩面，」他說。 “如果你想擁有廉價的人工智慧，你就需要將其與比特幣挖礦結合起來，以利用這種廉價的力量。”

At press time, BTC trades at $90,816.

截至發稿時，BTC 交易價格為 90,816 美元。