亚洲私人财富管理机构拥抱加密货币，一些人预计比特币 (BTC) 到年底将达到 10 万美元

数字资产已成为亚洲私人财富的另类投资类别，76%的家族办公室和高净值个人投资了加密货币

Digital assets have emerged as an alternative investment class for private wealth in Asia, with 76% of family offices and high-net-worth individuals investing in cryptocurrencies versus 58% in 2022.

数字资产已成为亚洲私人财富的另类投资类别，76% 的家族办公室和高净值个人投资加密货币，而 2022 年这一比例为 58%。

A growing number of Asia-based private wealth managers are entering the crypto market, with some forecasting bitcoin (BTC) will hit $100,000 by year's end.

越来越多的亚洲私人财富管理机构正在进入加密货币市场，一些人预测比特币 (BTC) 到年底将达到 10 万美元。

The latest findings are based on a survey of more than 80 family offices and high-net-worth individuals conducted in the second half of this year by Aspen Digital, a digital asset technology platform. The full report is set to be released on Monday.

最新调查结果基于数字资产技术平台Aspen Digital今年下半年对80多家家族办公室和高净值人士进行的调查。完整报告定于周一发布。

Most respondents had assets under management (AUM) between $10 million and $500 million, with 20% boasting an AUM of $500 or more. The survey also includes contributions from contributions from SBI Digital Markets and Family Office Association of Hong Kong.

大多数受访者的管理资产 (AUM) 在 1000 万美元至 5 亿美元之间，其中 20% 的受访者管理资产规模为 500 美元或以上。该调查还包括 SBI Digital Markets 和香港家族办公室协会的贡献。

Breaking down the findings

详细分析调查结果

Of the respondents, 76% said they are currently invested in cryptocurrencies and 16% are planning to do so in the future. That's a notable improvement from the previous study in 2022, when 58% had exposure to digital assets and 34% planned to invest.

在受访者中，76% 的人表示他们目前正在投资加密货币，16% 的人计划将来这样做。与之前 2022 年的研究相比，这是一个显着的进步，当时 58% 的人接触过数字资产，34% 的人计划投资。

Most respondents cited higher returns as a primary driver, with an increasing number of respondents citing diversification and inflation hedge appeal as key motivations to invest in digital assets, the report shared with CoinDesk said.

与 CoinDesk 分享的报告称，大多数受访者将更高的回报视为主要驱动力，越来越多的受访者将多元化和通胀对冲吸引力视为投资数字资产的关键动机。

Highlighting the interest in new use cases, 67% of respondents expressed interest in decentralized finance (DeFi) development, followed by 61% in artificial intelligence and decentralized physical infrastructure network (DePin), 50% in blockchain infrastructure 47% in real-world assets (RWA) tokenization.

强调对新用例的兴趣，67％的受访者表示对去中心化金融（DeFi）开发感兴趣，其次是人工智能和去中心化物理基础设施网络（DePin），61％，区块链基础设施50％，现实世界资产47％ （RWA）代币化。

"We believe every asset class will eventually transition onto the blockchain, capitalizing on the competitive advantages that blockchain technologies offer, representing immense growth potential for DeFi. Currently, approximately 85 million users are engaging with financial services on-chain and we anticipate this number will surpass 200 million by the end of 2025," Re7 Capital said.

“我们相信，每个资产类别最终都会过渡到区块链上，利用区块链技术提供的竞争优势，代表 DeFi 的巨大增长潜力。目前，大约有 8500 万用户正在使用链上金融服务，我们预计这个数字将持续增长。到 2025 年底，这一数字将超过 2 亿。”Re7 Capital 表示。

One respondent pointed to the ease of trading memecoins on Ethereum's rival Solana, while another manager called liquid restaking tokens (LRT) "too complex" to take the exposure.

一位受访者指出，在以太坊的竞争对手 Solana 上交易模因币很容易，而另一位经理则称流动性重新抵押代币（LRT）“太复杂”，无法承担风险。

The survey also highlighted a preference for institutional-grade digital asset custody.

该调查还强调了对机构级数字资产托管的偏好。

"We continue to observe a strong preference for institutional-grade digital asset custody solutions among private wealth clients, particularly family offices and high-net-worth individuals. This aligns with the increasing demand for secure and regulated digital asset storage options," a statement from Anchorage Digital said.

“我们继续观察到私人财富客户，特别是家族办公室和高净值个人对机构级数字资产托管解决方案的强烈偏好。这与对安全和受监管的数字资产存储选项不断增长的需求相一致。”来自安克雷奇数字公司的表示。

Crypto market outlook

加密货币市场前景

The private wealth sector also shared their outlook on the crypto market, with 31% of respondents expecting bitcoin to rise to at least $100,000 by the end of the fourth quarter.

私人财富部门也分享了他们对加密货币市场的展望，31%的受访者预计比特币到第四季度末将至少升至10万美元。

"We continue to observe a bullish sentiment among private wealth clients towards bitcoin's price performance in the coming quarters. Several clients have expressed optimism that BTC could rally to six figures by year-end, driven by anticipation of interest rate cuts, favorable crypto industry developments and the U.S. presidential election results," a statement from Elwood Technologies said.

“我们继续观察到私人财富客户对未来几个季度比特币价格表现的看涨情绪。一些客户表示乐观，认为在降息预期和有利的加密行业发展的推动下，比特币到年底可能会上涨至六位数以及美国总统选举结果，”埃尔伍德技术公司的一份声明说。

However, the report also highlighted muted allocation to digital assets, with the majority of private wealth managers allocating less than 5% of their portfolio to the asset class.

然而，该报告还强调了对数字资产的低调配置，大多数私人财富管理机构将其投资组合的不到 5% 分配给了该资产类别。

The report cited the fragmented nature of the digital asset landscape, regulatory uncertainty and poor user experience as critical obstacles for widespread adoption.

该报告指出，数字资产格局的分散性、监管的不确定性和糟糕的用户体验是广泛采用的关键障碍。

"Despite the optimism, the majority of private wealth managers are allocating less than 5% of their portfolio to digital assets, presenting a clear opportunity for further capital deployment into the crypto market," a statement from XBTO said.

XBTO 的一份声明表示：“尽管乐观，但大多数私人财富管理机构将其投资组合的不到 5% 分配给数字资产，这为进一步向加密市场部署资本提供了明显的机会。”

That said, 30% of respondents were hopeful of boosting exposure in the future, and several high-net-worth individuals and family offices have already increased exposure from less than 5% to over 10% in 2024 while seeking exposure to the broader crypto market in the wake of the debut of spot-based bitcoin and ether ETFs.

尽管如此，30% 的受访者希望在未来增加风险敞口，一些高净值个人和家族办公室已经将风险敞口从不到 5% 增加到 2024 年的 10% 以上，同时寻求涉足更广泛的加密货币市场在基于现货的比特币和以太币 ETF 首次亮相之后。