在特朗普就职典礼之前，比特币价格达到新的顶峰，接近 108,000 美元

12 月 16 日星期一，比特币价格继续强劲上涨趋势，创下最新纪录，因为它们受益于一些非常强劲的基本面。

Bitcoin prices continued their strong, upward trend on Monday, December 16, setting their latest record as they benefited from some very strong fundamentals.

12 月 16 日星期一，比特币价格继续强劲上涨趋势，创下最新纪录，因为它们受益于一些非常强劲的基本面。

The world’s most prominent digital currency, which has achieved ever-increasing highs in recent weeks, rose above $107,850, according to Coinbase data from TradingView.

根据 TradingView 的 Coinbase 数据，全球最著名的数字货币在最近几周不断创下新高，已升至 107,850 美元以上。

Several analysts highlighted this strong performance, including the TikTok influencer who goes by Wendy O.

几位分析师强调了这一强劲表现，其中包括名为 Wendy O 的 TikTok 网红。

“As 2024 comes to a close we have a lot of anticipation and hope for a pro crypto president stepping into office,” she stated via emailed comments.

她在电子邮件评论中表示：“随着 2024 年即将结束，我们对一位支持加密货币的总统上任充满期待和希望。”

“Some fundamental analysis to note is the rumor that Trump will make an Executive Order day 1 in office to create a Bitcoin Strategic Reserve. This would be done to help stabilize the dollar and help combat the US debt crisis,” said the analyst.

“需要注意的一些基本面分析是，有传言称特朗普将在上任第一天发布行政命令以创建比特币战略储备。这样做将有助于稳定美元并帮助应对美国债务危机。”该分析师表示。

“This news also brought rumors of Japan and Russia potentially following suit to create their own Bitcoin Strategic reserve and with a finite supply of 21 Million Bitcoin could cause a supply shock further pushing price up,” she added.

她补充道：“这一消息还引发了日本和俄罗斯可能效仿建立自己的比特币战略储备的传言，而 2100 万比特币的有限供应可能会导致供应冲击，进一步推高价格。”

Marc P. Bernegger, cofounder of crypto fund of funds AltAlpha Digital, also weighed in.

AltAlpha Digital 加密基金联合创始人 Marc P. Bernegger 也发表了看法。

“In my view, the latest surge in Bitcoin's price, reaching above $105,000, can be attributed to these key factors: The main driver is the anticipation of a potential U.S. Bitcoin Strategic Reserve based on comments from President-elect Donald Trump suggesting the possibility of establishing a U.S. bitcoin strategic reserve similar to its oil reserves,” he stated through email.

“在我看来，比特币价格最近飙升至 105,000 美元以上，可归因于以下关键因素：主要驱动力是基于当选总统唐纳德·特朗普的评论而对美国潜在的比特币战略储备的预期，暗示有可能建立美国比特币战略储备，类似于石油储备，”他通过电子邮件表示。

“This news fueled optimism among investors, expecting this move could increase demand and legitimacy for Bitcoin,” said Bernegger.

伯内格表示：“这一消息激发了投资者的乐观情绪，他们预计此举可能会增加比特币的需求和合法性。”

“Additionally there have been large transactions moving Bitcoins off major exchanges, reducing the available supply which typically leads to price increases,” he stated. “This weekend alone, over 27,000 Bitcoins were moved from exchanges.”

“此外，大量交易将比特币从主要交易所转移，减少了可用供应，这通常会导致价格上涨，”他表示。 “仅这个周末，就有超过 27,000 枚比特币从交易所转移。”

“Another positive news was the addition of MicroStrategy, a major corporate holder of Bitcoin, to the Nasdaq 100 index,” Bernegger indicated.

Bernegger 表示：“另一个积极消息是比特币主要企业持有者 MicroStrategy 被纳入纳斯达克 100 指数。”

Nasdaq recently announced that the company would be part of the aforementioned index as of December 23.

纳斯达克最近宣布，自 12 月 23 日起，该公司将被纳入上述指数。

“This move signifies increased institutional adoption and interest in Bitcoin,” the market observer claimed.

“此举意味着机构采用比特币和对比特币的兴趣有所增加，”市场观察家声称。

Jacob Joseph, senior research analyst at CCData, offered his perspective, choosing to focus on anticipation surrounding the shifting U.S. political landscape and also some other key factors.

CCData 的高级研究分析师雅各布·约瑟夫 (Jacob Joseph) 提出了他的观点，选择关注对美国政治格局变化的预期以及其他一些关键因素。

“The sustained momentum since the U.S. elections underscores a positive shift in Bitcoin’s fundamentals, as the industry anticipates a more regulatory-friendly environment under the new U.S. government and strong institutional adoption of the asset,” he stated via emailed comments.

他通过电子邮件评论表示：“美国大选以来的持续势头凸显了比特币基本面的积极转变，因为业界预计在美国新政府的领导下将出现更加有利的监管环境，并且机构会大力采用该资产。”

“With last week’s U.S. CPI figures meeting expectations, the market may be factoring in another anticipated interest rate cut by the Federal Reserve later this week,” said Joseph, speaking to the policy meeting scheduled to take place on Tuesday, December 17 and Wednesday, December 18.

约瑟夫在定于周二、12 月 17 日和周三举行的政策会议上表示：“随着上周美国 CPI 数据符合预期，市场可能会考虑美联储本周晚些时候再次降息的预期。” 12 月 18 日。

“Historically, December has been a favorable month for Bitcoin, with an average return of 9.11% since 2014,” he noted, citing the digital currency’s market history.

“从历史上看，12 月对比特币来说是一个有利的月份，自 2014 年以来平均回报率为 9.11％，”他引用了数字货币的市场历史。

“The current rally could also benefit from the ‘Santa Rally,’ a seasonal trend typically observed in the stock market, where equities experience positive price action in late December,” Joseph stated.

Joseph 表示：“当前的反弹也可能受益于‘圣诞老人集会’，这是股市中常见的季节性趋势，股市在 12 月底经历了积极的价格走势。”

Olivier Mammet, head of US OTC trading for Gemini, also spoke to the matter, providing his views on what drove bitcoin’s recent gains.

Gemini 美国场外交易主管 Olivier Mammet 也谈到了此事，就推动比特币近期上涨的因素发表了自己的看法。

“A lot of this has been fuelled by excitement as we head towards Trump’s inauguration in January,” he stated.

“随着特朗普一月份就职典礼的临近，这在很大程度上是由兴奋推动的，”他说。

“The pattern of swings on Sunday evening is well alive and the fast break through the $103,000 area can be explained by a market positioned on the wrong foot,” the market observer claimed.

市场观察人士称，“周日晚间的波动模式十分活跃，快速突破 103,000 美元区域可以用市场定位错误来解释。”

“We saw perpertuals funding turn negative on a few exchanges over the weekend, a sign of an increase in short positions that got liquidated fast,” he stated.

他表示：“周末，我们看到一些交易所的永续资金资金转为负值，这是空头头寸增加并迅速清算的迹象。”

“On Friday evening, Nasdaq also indicated that Microstrategy would enter the Nasdaq 100 Index on 23rd December,” said Mammet.

“周五晚间，纳斯达克还表示 Microstrategy 将于 12 月 23 日进入纳斯达克 100 指数，”Mammet 表示。

“We also have FOMC this week, and although a 25bps cut is expected (>90% probability), the market could be positioning for it,” he concluded.

“本周我们还将召开 FOMC，尽管预计会降息 25 个基点（概率 >90%），但市场可能会为此做好准备，”他总结道。

Disclosure: I own some bitcoin, bitcoin cash, litecoin, ether, EOS and SOL.

披露：我拥有一些比特币、比特币现金、莱特币、以太币、EOS 和 SOL。