随着唐纳德·特朗普准备将 BTC 指定为美国储备资产，2025 年及以后的比特币价格预测将飙升

杰克·马勒斯 (Jack Mallers) 表示，唐纳德·特朗普可能会在上任第一天发布行政命令，将比特币 (BTC) 指定为美国储备资产

Donald Trump might use an executive order on his first day in office to make Bitcoin ( BTC ) a United States reserve asset, according to Jack Mallers, CEO and founder of Strike.

Strike 首席执行官兼创始人杰克·马勒斯 (Jack Mallers) 表示，唐纳德·特朗普可能会在上任第一天使用一项行政命令，使比特币 (BTC) 成为美国储备资产。

A 200K Bitcoin buy order is coming in January 2025?

2025 年 1 月将有 20 万比特币购买订单？

Speaking in a podcast interview with YouTuber Tim Pool, Mallers explained that the president-elect could use provisions in the so-called “Dollar Stabilization Act,” which gives him broad powers to protect the US dollar.

马勒斯在接受 YouTuber Tim Pool 播客采访时解释说，当选总统可以利用所谓的“美元稳定法案”中的条款，该法案赋予他保护美元的广泛权力。

“There’s potential to use a day-one executive order to purchase Bitcoin,” Mallers said, adding:

“有可能使用第一天的行政命令来购买比特币，”马勒斯说，并补充道：

The Bitcoin Act of 2024, introduced by pro-crypto Senator Cynthia Lummis in July, proposes that the Treasury and Federal Reserve purchase 200,000 BTC each year for five years, accumulating 1 million BTC.

支持加密货币的参议员 Cynthia Lummis 在 7 月提出了《2024 年比特币法案》，提议财政部和美联储在五年内每年购买 20 万个 BTC，累计 100 万个 BTC。

The stash of Bitcoin will be held for at least 20 years, effectively taking 5% of Bitcoin’s total supply (of 21 million tokens) out of circulation.

比特币的储备将保留至少 20 年，这实际上使比特币总供应量（2100 万个代币）的 5% 不再流通。

These speculations have resulted in some new, lofty BTC price targets for 2025 and beyond.

这些猜测导致了 2025 年及以后的一些新的、较高的 BTC 价格目标。

Bitcoin price could hit $800,000 by 2025’s end

到 2025 年底，比特币价格可能达到 80 万美元

According to Perianne Boring, founder of The Digital Chamber, Bitcoin’s capped supply could lead to major price appreciation, especially if Trump successfully implements many of his proposed crypto policies.

The Digital Chamber 创始人 Perianne Boring 表示，比特币的供应上限可能会导致价格大幅升值，特别是如果特朗普成功实施他提出的许多加密货币政策的话。

“If Donald Trump is successful in putting forth a lot of the proposals that he’s proposed to the [crypto] community, the sky is the limit because Bitcoin has a fixed supply,” Boring said in an interview with Fox Business.

Boring 在接受福克斯商业频道采访时表示：“如果唐纳德·特朗普成功地向[加密]社区提出了许多建议，那么天空就是极限，因为比特币的供应量是固定的。”

She pointed to the stock-to-flow model, which predicts Bitcoin’s price to hit over $800,000 by the end of 2025. Such a surge would bring Bitcoin’s market capitalization to around $15 trillion, up from its current valuation of over $2 trillion.

她指出，股票流量模型预测，到 2025 年底，比特币的价格将达到 80 万美元以上。这种飙升将使比特币的市值从目前超过 2 万亿美元的估值升至 15 万亿美元左右。

Meanwhile, PlanB, the creator of the stock-to-flow model, predicts that Bitcoin will average around the $500,000 price level in 2025. However, he believes that the price could go as high as $1 million.

与此同时，库存流量模型的创建者 PlanB 预测，到 2025 年，比特币的平均价格将在 50 万美元左右。不过，他认为价格可能高达 100 万美元。

Source: PlanB

来源：PlanB

BlackRock suggests 1-2% portfolio allocation to Bitcoin

贝莱德建议将 1-2% 的投资组合配置为比特币

The stock-to-flow model’s Bitcoin price prediction assumes that demand for BTC will continue to grow.

库存流量模型的比特币价格预测假设对比特币的需求将继续增长。

The U.S. Treasury accumulating 200,000 BTC each year would bolster the idea of stronger demand in coming years as it will likely force other countries to consider a strategic Bitcoin reserve of their own.

美国财政部每年积累 20 万比特币，这将支持未来几年需求强劲的想法，因为这可能会迫使其他国家考虑建立自己的战略比特币储备。

Related: 2025 ‘demand shocks’ will spike Bitcoin’s price — Sygnum

相关：2025 年“需求冲击”将推高比特币价格 — Sygnum

BlackRock, which manages over $10 trillion in assets, has already recommended that investors allocate 1-2% of their portfolio to Bitcoin.

管理着超过 10 万亿美元资产的贝莱德已经建议投资者将其投资组合的 1-2% 配置为比特币。

“We see a case for investors with suitable governance and risk tolerance to include Bitcoin in a multi-asset portfolio,” the firm’s four senior executives, including ETF chief investment officer (CIO) Samara Cohen and senior portfolio strategist of the BlackRock Investment Institute Paul Henderson, said in a Dec. 12 report.

该公司的四位高级管理人员，包括 ETF 首席投资官 (CIO) Samara Cohen 和贝莱德投资研究所的高级投资组合策略师 Paul 表示，“我们认为，具有适当治理和风险承受能力的投资者可以将比特币纳入多资产投资组合”亨德森在 12 月 12 日的一份报告中说道。

For context, total global reserve assets are valued at approximately $900 trillion. A 2% allocation to Bitcoin from this pool would theoretically drive the cryptocurrency’s price to around $900,000 per unit.

就背景而言，全球储备资产总额约为 900 万亿美元。理论上，从该池中分配 2% 的比特币将使该加密货币的价格升至每单位 900,000 美元左右。

This article is not intended to be and should not be construed as investment advice. Every cryptocurrency investment carries high risk and readers are fully responsible for their own actions.

本文无意也不应被视为投资建议。每项加密货币投资都具有高风险，读者对自己的行为负全部责任。