比特币 (BTC) 价格预测：Galaxy Research 看涨，预计到 2025 年第四季度将达到 18.5 万美元

Galaxy Research 表示，随着顶级公司和国家纷纷买入加密货币之王的股票，明年比特币的价格可能会飙升至 185,000 美元以上。

Join our Telegram channel to stay up to Galaxy Research predicts that the Bitcoin price will surge past $185,000 next year as top companies and nation states buy into the king of cryptos, according to a recent analysis by Galaxy Research.

加入我们的 Telegram 频道，及时了解 Galaxy Research 的最新分析，Galaxy Research 预测，随着顶级公司和国家纷纷买入加密货币之王的股票，明年比特币价格将飙升至 185,000 美元以上。

The firm predicts that five Nasdaq-100 companies and five countries will add Bitcoin to their balance sheets next year, further accelerating its mainstream adoption, which is being driven by increasing institutional, corporate, and nation-state adoption.

该公司预测，五家纳斯达克 100 指数公司和五个国家明年将把比特币添加到其资产负债表中，进一步加速比特币的主流采用，这是由机构、企业和民族国家采用率不断提高所推动的。

🔥 BULLISH: Galaxy Research predicts #Bitcoin is set to surpass $150K in H1 2025, potentially hitting $185K by Q4, driven by institutional, corporate, and nation-state adoption, with its market cap reaching 20% of gold’s. pic.twitter.com/YdFp8FywkP

🔥 看涨：Galaxy Research 预测，在机构、企业和民族国家采用的推动下，#Bitcoin 将在 2025 年上半年突破 15 万美元，到第四季度可能达到 18.5 万美元，其市值将达到黄金的 20%。 pic.twitter.com/YdFp8FywkP

— Cointelegraph (@Cointelegraph) December 28, 2024

- Cointelegraph (@Cointelegraph) 2024 年 12 月 28 日

The researcher also predicts that US spot Bitcoin ETFs will exceed $250 billion in assets under management (AUM) next year, and that at least one wealth management platform will allocate 2% or more of its assets to Bitcoin.

研究人员还预测，明年美国现货比特币ETF的管理资产（AUM）将超过2500亿美元，至少有一个财富管理平台将把2%或更多的资产配置给比特币。

The report is also upbeat about Bitcoin’s future in decentralized finance (DeFi), projecting that the total value of Bitcoin locked in DeFi will double from its current $11 billion.

该报告还对比特币在去中心化金融（DeFi）领域的未来持乐观态度，预计锁定在 DeFi 中的比特币总价值将从目前的 110 亿美元增加一倍。

Moreover, by 2024, more than half of the top 20 Bitcoin mining companies are expected to partner with AI or hyperscalers, shifting into high-performance computing. The report also anticipates that Bitcoin could capture 20% of gold’s market capitalization by 2024, signaling broader mainstream adoption.

此外，到 2024 年，预计前 20 名比特币挖矿公司中超过一半将与人工智能或超大规模企业合作，转向高性能计算。该报告还预计，到 2024 年，比特币可能占据黄金市值的 20%，这标志着更广泛的主流采用。

Galaxy also predicts that the price of Ethereum will reach $5,500 by Q4 2025.

Galaxy 还预测，到 2025 年第四季度，以太坊的价格将达到 5,500 美元。

Countries exploring Bitcoin as strategic reserve asset

探索比特币作为战略储备资产的国家

As Bitcoin’s global adoption expands, countries are increasingly considering it as a strategic reserve asset, with recent reports indicating that Hong Kong and Germany are leading the charge.

随着比特币在全球范围内的普及，各国越来越多地将其视为战略储备资产，最近的报告表明香港和德国在这方面处于领先地位。

In Hong Kong, legislator Wu Jiezhuang has proposed adding Bitcoin to the Exchange Fund to bolster financial security as global crypto dynamics shift.

在香港，立法会议员吴杰庄提议将比特币纳入外汇基金，以随着全球加密货币动态的转变增强金融安全。

While the fund doesn't currently target crypto assets, it does allow for limited diversification. Given Hong Kong's growing crypto-friendliness, with 12 Bitcoin-linked ETFs already listed, a Bitcoin reserve could be on the horizon.

虽然该基金目前不以加密资产为目标，但它确实允许有限的多元化。鉴于香港对加密货币的友好程度不断提高，已有 12 只与比特币相关的 ETF 上市，比特币储备可能即将出现。

In Germany, former finance minister Christian Lindner has urged the European Central Bank and Bundesbank to consider including Bitcoin in their reserves, highlighting that the US is considering integrating crypto-assets into traditional reserves and that Europe must remain competitive.

在德国，前财政部长克里斯蒂安·林德纳敦促欧洲央行和德国央行考虑将比特币纳入其储备，并强调美国正在考虑将加密资产纳入传统储备，而欧洲必须保持竞争力。

Other countries, like Russia, are also considering Bitcoin reserves, while Japan has currently nixed the idea. In the US, following Donald Trump’s 2024 victory, several states, including Wyoming, are considering proposals to add Bitcoin to their state reserves.

俄罗斯等其他国家也在考虑比特币储备，而日本目前已经否决了这个想法。在美国，唐纳德·特朗普 (Donald Trump) 于 2024 年获胜后，包括怀俄明州在内的几个州正在考虑将比特币添加到其国家储备中的提议。