Bernstein 分析师看好比特币，预计到 2024 年将飙升至 90,000 美元

Will Bitcoin Soar to $90,000 by 2024?

到 2024 年，比特币会飙升至 9 万美元吗？

Bernstein's analysts are bullish on Bitcoin, predicting it could hit $90,000 by the end of 2024. This $10,000 increase from their previous target of $80,000 suggests the cryptocurrency is poised for outperformance.

Bernstein 的分析师看好比特币，预测到 2024 年底比特币价格可能会达到 90,000 美元。较之前的 80,000 美元目标上涨 10,000 美元，表明该加密货币有望表现出色。

What's Driving the Optimism?

是什么推动了乐观情绪？

The upbeat outlook stems from a smaller-than-expected decline in Bitcoin's hash rate, which measures the computing power used to mine and process transactions. Analysts initially anticipated a 15% drop, but now expect it to be closer to 7%.

乐观的前景源于比特币哈希率下降幅度小于预期，该哈希率衡量用于挖掘和处理交易的计算能力。分析师最初预计下降 15%，但现在预计会接近 7%。

What's Supporting the Bullish Case?

是什么支持看涨的理由？

Several factors are contributing to the positive sentiment, including:

有几个因素促成了积极的情绪，包括：

• The start of a new Bitcoin bull cycle
• Increased investments in Bitcoin ETFs
• Expansion of mining capacity
• Record-high miner revenue

Bitcoin Miners: A Lucrative Opportunity?

新的比特币牛市周期的开始比特币 ETF 投资增加采矿能力扩大矿工收入创历史新高比特币矿工：利润丰厚的机会？

Bernstein analysts Gautam Chhugani and Mahika Sapra believe Bitcoin miners are attractive investments for equity investors seeking exposure to the cryptocurrency cycle.

Bernstein 分析师 Gautam Chhugani 和 Mahika Sapra 认为，对于寻求参与加密货币周期的股票投资者来说，比特币矿商是有吸引力的投资。

Revised Mining Stock Forecasts

修订后的矿业库存预测

Bernstein has also revised its forecasts for Bitcoin mining stocks in anticipation of the quadrennial halving event in mid-April, which aims to control Bitcoin inflation and directly affects mining profitability. Riot and CleanSpark emerge as top performers due to their robust mining capacity.

伯恩斯坦还因预期四月中旬四年一度的减半事件而修正了对比特币矿业股的预测，减半旨在控制比特币通胀，直接影响矿业盈利能力。 Riot 和 CleanSpark 因其强大的挖矿能力而成为表现最佳的公司。

Bitcoin's Dominance Unwavering

比特币的主导地位坚定不移

Despite the surge in alternative cryptocurrencies, Bernstein's upgrades reinforce Bitcoin's position as the dominant player in the digital asset landscape.

尽管替代加密货币激增，但伯恩斯坦的升级巩固了比特币作为数字资产领域主导者的地位。