2025 年比特币 (BTC) 价格预测：特朗普的回归会推动新的牛市吗？

1 月 10 日，强于预期的美国就业报告提振美元，加密货币现货价格跌破 93,000 美元

After dipping below $93,000 on Jan. 10 due to a stronger-than-expected U.S. jobs report, Bitcoin (CRYPTO: BTC) recovered slightly on morning trading as the U.S. dollar also saw a 0.5% increase.

由于美国就业报告强于预期，比特币 (CRYPTO: BTC) 在 1 月 10 日跌破 93,000 美元后，在早盘交易中小幅回升，美元也上涨了 0.5%。

The jobs data showed a gain of 368,000 jobs in December 2024, beating economists' expectations and providing some support for the dollar. However, the report also showed a decrease in the unemployment rate to 4.2%, putting it below pre-pandemic levels.

就业数据显示，2024年12月就业岗位增加36.8万个，超出经济学家预期，为美元提供一定支撑。然而，报告还显示失业率下降至4.2%，低于大流行前的水平。

The jobs data also impacted Bitcoin prices, which fell by about 1.2% during morning trading. At the same time, the U.S. Dollar Index (DXY) saw a 0.5% increase.

就业数据也影响了比特币价格，早盘交易期间比特币价格下跌约 1.2%。与此同时，美元指数（DXY）上涨0.5%。

The jobs data also comes amid a presidential election year, with Donald Trump expected to return to the White House on Jan. 20 after emerging victorious in the November 2024 presidential election.

该就业数据也是在总统选举年发布的，唐纳德·特朗普在 2024 年 11 月总统选举中获胜后预计将于 1 月 20 日重返白宫。

During his campaign, Trump pledged to prioritize the U.S. cryptocurrency sector, promising to appoint crypto-friendly regulators and position the U.S. as a global leader in digital asset innovation.

在竞选期间，特朗普承诺优先考虑美国加密货币行业，承诺任命对加密货币友好的监管机构，并将美国定位为数字资产创新的全球领导者。

Grayscale Anticipates a Potential Boost From Presidential Inauguration, Institutional InflowsSteno Research projected new all-time highs for Bitcoin in 2025 due to the upcoming presidential inauguration and a "unprecedentedly favorable regulatory environment."

Grayscale 预计总统就职典礼和机构资金流入可能会提振Steno Research 预计，由于即将举行的总统就职典礼和“前所未有的有利监管环境”，比特币价格将在 2025 年创下历史新高。

"With the inauguration right around the corner, this macroeconomic setback could be short-lived. We still maintain a structurally bullish outlook for crypto valuations," Grayscale stated in its analysis.

Grayscale 在分析中表示：“随着就职典礼的临近，这种宏观经济挫折可能是短暂的。我们仍然对加密货币估值保持结构性看涨前景。”

Other market analysts also remained bullish on Bitcoin for 2025, with Steno Research projecting new all-time highs for the cryptocurrency in the setup.

其他市场分析师也仍然看好 2025 年比特币，Steno Research 预计该加密货币将创下历史新高。

According to Grayscale, institutional adoption could also surge significantly under the new administration. U.S. Bitcoin exchange-traded funds finally crossed the $100 billion mark in net assets for the first time in November 2024, a development that was highlighted by analysts at Bloomberg Intelligence.

据 Grayscale 称，在新政府领导下，机构采用率也可能大幅飙升。美国比特币交易所交易基金的净资产终于在 2024 年 11 月首次突破 1000 亿美元大关，彭博资讯分析师强调了这一进展。

The funds could attract another $48 billion of inflows in 2025 alone, an occurrence that could provoke a demand shock and propel the cryptocurrency higher, the analysts added.

分析师补充说，仅在 2025 年，这些基金就可能吸引另外 480 亿美元的资金流入，这种情况可能会引发需求冲击并推动加密货币走高。

In the meantime, Sygnum Bank, a Swiss-based digital asset manager, also expects surging institutional demand and thinks such inflows will keep driving up the value of Bitcoin throughout the year.

与此同时，总部位于瑞士的数字资产管理公司 Sygnum Bank 也预计机构需求将激增，并认为此类资金流入将在全年继续推高比特币的价值。

Grayscale Recently Updated Its List of Top Tokens to Watch in 2025Grayscale recently updated its list of the top tokens to watch in 2025, considering a possible regulatory shift given the outcome of the US election.

Grayscale 最近更新了 2025 年最值得关注的代币列表 Grayscale 最近更新了 2025 年最值得关注的代币列表，考虑到美国大选结果可能导致监管发生变化。

A token to watch is Ripple's (CRYPTO: XRP) XRP, which has been the top-performing crypto asset over the last 90 days. Among many other factors, this is expected to contribute to the strengthening investment case of cryptocurrencies, the firm says.

值得关注的代币是 Ripple 的 XRP（加密货币：XRP），它是过去 90 天内表现最好的加密资产。该公司表示，除许多其他因素外，这预计将有助于加强加密货币的投资案例。

"Despite short-term fluctuations, analysts largely agree that Bitcoin is poised for a strong 2025, capitalizing on macroeconomic trends and regulatory developments to sustain its resilience," the Grayscale report concluded.

Grayscale 报告总结道：“尽管存在短期波动，但分析师普遍认为，比特币将在 2025 年表现强劲，利用宏观经济趋势和监管发展来维持其弹性。”