比特币（BTC）打破了以前的记录，飙升至87,000美元

由于对美国 - 中国贸易紧张局势和弱势美元（黄金）的越来越关注，传统的避风港资产，打破了以前的记录

Amid growing concerns over escalating U.S.–China trade tensions and the weakening U.S. dollar, gold — the traditional safe-haven asset — broke its previous record, reaching $3,384 per ounce on April 21.

由于对美国 - 中国贸易紧张局势的升级和疲软的美元，黄金（传统的避风港资产）的担忧越来越多，因此打破了以前的记录，在4月21日达到每盎司3,384美元。

Shortly after, Bitcoin followed a similar trajectory, surging sharply to the $87,000 level — its highest point in nearly a month. This movement echoes mid-2020, when BTC began to be recognized as “digital gold” by institutional investors.

不久之后，比特币遵循类似的轨迹，急剧飙升至87,000美元的水平，这是一个近一个月的最高点。该运动与2020年中期的回应，当时BTC开始被机构投资者承认为“数字黄金”。

Bitcoin’s Performance Silences Doubts

比特币的表现沉默怀疑

Data from TradingView shows that Bitcoin’s dominance (BTC.D) surpassed 64% in mid-April— the highest level since 2021. This surge reflects a return to “safe haven” assets within the crypto market, as capital temporarily exits more volatile altcoins.

TradingView的数据表明，比特币的统治地位（BTC.D）在4月中旬（自2021年以来的最高水平）超过64％。由于资本暂时退出更多波动性的Altcoins，这种激增反映了加密货币市场中“避风港”资产的回报。

Bitcoin Dominance – Source: TradingView

比特币优势 - 资料来源：TradingView

Market history shows that every major crypto bull cycle begins with Bitcoin leading the way before momentum spills over into other digital assets. Analysts view the rise in BTC dominance as a positive accumulation signal for a new growth phase.

市场历史表明，每个主要的加密牛周期都始于比特币在动量溢出到其他数字资产之前的前进。分析师将BTC优势的上升视为新生长阶段的积极积累信号。

Two structural factors are fueling this renewed optimism: the Bitcoin halving event in April 2024 and renewed inflows into spot Bitcoin ETFs.

有两个结构性因素激发了这种新的乐观情绪：2024年4月的比特币减半事件，并将流入重新流入到现货比特币ETF中。

On April 17, total net inflows into U.S.-listed Bitcoin ETFs reached $106.9 million, the highest in nearly a month, according to Blockchain.News. BlackRock’s IBIT fund accounted for over 75% of the total capital. Institutional investors view this trend as a strong response to the correction from the $74,000 peak in March.

根据BlockChain.news的数据，4月17日，净流入美国上市比特币ETF达到1.69亿美元，是一个近一个月中最高的。贝莱德的IBIT基金占总资本的75％以上。机构投资者认为这一趋势是对3月74,000美元高峰的纠正的强烈反应。

In the long term, the halving reduces daily BTC issuance by half, naturally creating upward price pressure. Historical data shows that in all three previous cycles, BTC prices surged 6 to 12 months after each halving event.

从长远来看，减半将每日BTC发行减少了一半，自然会造成上价压力。历史数据表明，在以前的所有三个周期中，BTC价格在每次减半事件后6至12个月飙升。

Read more: JP Morgan: Investors Prefer Gold Over Bitcoin as a Safe-Haven

阅读更多：JP Morgan：投资者更喜欢黄金而不是比特币

Long-Term Forecast: $1 Million to $1.5 Million – Hope or Just a Hype?

长期预测：100万至150万美元 - 希望还是炒作？

Robert Kiyosaki, author of the best-selling book Rich Dad, Poor Dad, recently reiterated his belief that Bitcoin could reach $1 million by 2035. In a post on X, he warned, “A Great Depression is coming. Credit card debt, student loans, and national debt are exploding. Unemployment is rising, and pensions are going bankrupt. You should stock up on gold, silver, and Bitcoin before it’s too late.”

罗伯特·基亚萨基（Robert Kiyosaki）是最畅销的书《富爸爸》（Rich Dole Dad）的作者，他最近重申了他的信念，即比特币在2035年到2035年可能达到100万美元。在X上的一篇文章中，他警告说：“一场大萧条即将到来。信用卡债务，学生贷款，学生贷款和国家债务正在爆炸。爆炸了。输入又增加了。

Kiyosaki’s argument centers on the looming collapse of the traditional financial system. He believes governments and central banks will be unable to stop the spiraling debt and currency devaluation. To him, Bitcoin is an “escape-from-the-system” asset, much like gold was in the 20th century.

Kiyosaki的论点集中在传统金融体系的迫在眉睫的崩溃上。他认为，政府和中央银行将无法阻止债务和货币贬值。对他来说，比特币是“逃脱的系统”资产，就像黄金在20世纪一样。

Meanwhile, Cathie Wood, CEO of Ark Invest, has set an even more ambitious target. In a recent interview with Bloomberg TV, Wood stated that if institutional investors continue increasing their exposure to digital assets, Bitcoin could hit $1.5 million by 2030.

同时，方舟投资首席执行官Cathie Wood设定了更加雄心勃勃的目标。伍德在最近接受彭博电视台的采访时说，如果机构投资者继续增加对数字资产的影响，到2030年，比特币将达到150万美元。

She argued that the market is still in the early stages of adoption, and a mere 2–3% shift in global assets toward Bitcoin would be enough to trigger a massive bull cycle.

她认为，市场仍处于采用的早期阶段，仅2-3％的全球资产向比特币转变就足以触发大规模的公牛周期。

“Bitcoin is the perfect digital solution to scarcity. Institutions have only dipped one foot into the market. If they step in fully, you won’대로겠지만, 모두가 이러한 최대치를 최대한 활용할 수 있다고 생각하는 것은 아닙니다.

“比特币是稀缺性的理想数字解决方案。建立一只脚进一步进入市场。我认为我无法尽可能多地使用它。

veteran analyst Benjamin Cowen is among those who express a more pessimistic view. In his April 20 newsletter, Cowen stated that while BTC's recent performance has been remarkable, it's crucial to consider the possibility of the rally fizzling out quickly.

经验丰富的分析师本杰明·科恩（Benjamin Cowen）是表达更悲观的观点的人之一。 Cowen在4月20日的通讯中表示，尽管BTC最近的表现非常出色，但要考虑集会迅速消失的可能性至关重要。

"Whenever markets bet on astronomical price targets, they tend to disregard the potential for swift reversals," Cowen warned.

考恩警告说：“每当市场上押注天文目标目标时，它们往往会忽略迅速逆转的潜力。”

As Ben explains, if the Fed keeps interest rates higher than anticipated or if the U.S. government imposes new taxes or regulations on Bitcoin miners, the entire market could witness a dramatic reversal in a matter of days.

正如Ben所解释的那样，如果美联储的利率要高于预期，或者美国政府对比特币矿工征收新税或法规，则整个市场可能会在几天之内见证剧烈的逆转。

Trump & China: The Unseen Force Behind Crypto

特朗普和中国：加密背后的看不见的力量

The recent surges in both gold and Bitcoin prices are not solely driven by the narrative of “safe haven assets.” Global macroeconomic forces, particularly those stemming from China and the U.S., are exerting a new layer of invisible pressure on digital asset markets.

最近的黄金和比特币价格的飙升不仅是由“避风港资产”的叙述驱动的。全球宏观经济力量，尤其是来自中国和美国的力量，正在对数字资产市场施加新的不可见压力。

The People’s Bank of China (PBoC) has just marked its fifth consecutive month of gold purchases. In March 2025 alone, China added 5 metric tons to its reserves, bringing the official total to a record high of 2,292 tons, representing about 6.5% of the country’s total foreign exchange reserves.

中国人民银行（PBOC）刚刚连续第五个月进行了购买黄金。仅在2025年3月，中国就在其储备中增加了5公吨，使官方总数达到了2,292吨的创纪录，占该国外汇总额的6.5％。

However, the real figures may be significantly higher. According to a new report from

但是，真实数字可能明显更高。根据来自