比特币 BTC/USD 突破 66,000 美元，10 倍研究预测将迅速迈向 70,000 美元并创下历史新高

这一上升趋势受到稳定币铸造加速的支撑，最近几周发行了近 100 亿美元，超过了比特币 ETF 流量。

Bitcoin BTC/USD rose above $66,000 on Friday morning. A swift move towards $70,000 and new all-time highs is likely, fueled by accelerating stablecoin minting, monetary stimulus in China and renewed altcoin activity, 10x Research predicts in their latest report.

周五上午，比特币 BTC/USD 升至 66,000 美元以上。 10x Research 在最新报告中预测，在稳定币铸造加速、中国货币刺激以及山寨币活动重新兴起的推动下，比特币价格可能会迅速升至 70,000 美元并创下历史新高。

Since the Federal Reserve's September rate cut, Bitcoin and Ethereum ETH/USD have surged 5% and 11%, respectively. Some altcoins also experienced more impressive gains. For instance, Ethena ENA/USD, Sei SEI/USD and Shiba Inu SHIB/USD reported gains of 54%, 51%, and 36%, respectively.

自美联储 9 月降息以来，比特币和以太坊 ETH/USD 分别飙升 5% 和 11%。一些山寨币也经历了更令人印象深刻的涨幅。例如，Ethena ENA/USD、Sei SEI/USD 和 Shiba Inu SHIB/USD 分别上涨 54%、51% 和 36%。

Here are some of the factors highlighted by the analysts that are driving the uptrend:

以下是分析师强调的一些推动上涨趋势的因素：

Stablecoin Minting Surges

稳定币铸造量激增

The uptrend is being supported by accelerating stablecoin minting. Nearly $10 billion in new stablecoins have been issued in recent weeks, which is even more than the Bitcoin ETF flows.

稳定币铸造的加速支撑了这一上升趋势。最近几周发行了近 100 亿美元的新稳定币，这甚至超过了比特币 ETF 的流量。

Interestingly, Circle, the company behind USDC and known for catering to regulated institutions, has accounted for 40% of recent stablecoin inflows. This seems to indicate increased interest in stablecoins from larger market players.

有趣的是，USDC 背后的公司 Circle 因迎合受监管机构而闻名，占近期稳定币流入量的 40%。这似乎表明较大的市场参与者对稳定币的兴趣增加。

Overall, year-to-date stablecoin inflows have amounted to $35 billion, pushing the total value of outstanding stablecoins to $160 billion.

总体而言，今年迄今稳定币流入量已达 350 亿美元，使流通稳定币总价值达到 1600 亿美元。

Altcoin Activity Spikes

山寨币活动激增

A DeFi renaissance is also being observed. Following a drop in bond yields, Aave’s lending platform fees reached $43 million in August, which is higher than the previous peak of $42 million in March 2024.

DeFi 的复兴也正在被观察到。随着债券收益率下降，Aave 的借贷平台费用在 8 月份达到 4300 万美元，高于 2024 年 3 月 4200 万美元的上一个峰值。

Bitcoin’s dominance has waned post-FOMC meeting, while Ethereum gas fees have spiked due to increased altcoin activity.

联邦公开市场委员会会议后，比特币的主导地位已经减弱，而以太坊汽油费由于山寨币活动增加而飙升。

Retail Trading Trends

零售交易趋势

In South Korea, retail crypto trading has seen daily volumes of around $2 billion. Shiba Inu once again reclaimed the top spot in trading volume, signaling rising speculation.

在韩国，零售加密货币交易日交易量约为 20 亿美元。柴犬再次夺回交易量第一的宝座，预示着投机活动的增加。

Meanwhile, Chinese over-the-counter brokers have reported consistent quarterly inflows of $20 billion for the last six quarters, which totals around $120 billion.

与此同时，中国场外经纪商报告称，过去六个季度的季度资金流入持续达到 200 亿美元，总计约 1,200 亿美元。

China Stimulus Plan to Trigger ‘Parabolic Rally’

中国刺激计划引发“抛物线反弹”

The $278 billion Chinese stimulus plan, combined with potential capital outflows from China, could trigger a “parabolic rally” in cryptocurrency prices, the report suggests.

报告称，中国 2780 亿美元的刺激计划，加上中国潜在的资本外流，可能会引发加密货币价格的“抛物线上涨”。

10x Research predicts Bitcoin will reach $70,000 in the next two weeks, with new all-time highs expected by late October.

10x Research 预测比特币将在未来两周内达到 70,000 美元，预计到 10 月底将创下历史新高。

It's also worth noting that Bitcoin’s 30-day realized volatility has dropped to 41%, which could allow institutional traders to take larger positions.

还值得注意的是，比特币的 30 天实际波动率已降至 41%，这可能允许机构交易者持有更大的头寸。

The report concludes that the likelihood of a Q4 rally is “exceptionally high,” with gains likely front-loaded and FOMO returning to the altcoin market.

该报告的结论是，第四季度反弹的可能性“异常高”，上涨可能会提前，并且“害怕错过”情绪会重返山寨币市场。

The Impact of Bitcoin as an Institutional Asset Class to Be Discussed at Benzinga's Future of Digital Assets Event

Benzinga 数字资产未来活动将讨​​论比特币作为机构资产类别的影响

The upcoming Benzinga Future of Digital Assets event on Nov. 19 will delve into the evolving role of Bitcoin as an institutional asset class.

即将于 11 月 19 日举行的 Benzinga 数字资产未来活动将深入探讨比特币作为机构资产类别不断演变的角色。

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不要错过顶级行业专业人士的重要见解。立即购买门票，与我们一起在纽约市硬石酒店度过一个难忘的夜晚。