金融机构的需求可能会将比特币BTCUSD的价格提高到每枚硬币200000美元

金融机构的需求可能会将比特币BTCUSD的价格提高到2025年的每枚硬币200000美元

Financial institutions' demand for Bitcoin could push the price of the coin as high as $200,000 in 2025, according to two research reports.

两份研究报告称，金融机构对比特币的需求可能会在2025年将硬币的价格提高到2025美元。

Analysts from Standard Chartered and Intellectia AI said institutional Bitcoin demand from exchange-traded funds (ETFs) and traders seeking to hedge against macroeconomic risk could cause Bitcoin's price to more than double this year.

来自标准特许和Infcivelsia AI的分析师表示，交易所交易基金（ETF）的机构比特币需求以及寻求对冲宏观经济风险的商人可能会导致比特币的价格今年高达两倍以上。

"While the forecast is optimistic, it's also conditional. Any black swan - from a major regulatory clampdown to a geopolitical event - can disrupt trajectories," Fei Chen, Intellectia AI's chief investment strategist, told Cointelegraph.

“虽然预测是乐观的，但它也是有条件的。任何黑天鹅 - 从主要的监管部门到地缘政治事件 - 都会破坏轨迹，”知识中心AI的首席投资策略师Fei Chen告诉Cointelegraph。

The reports come as Bitcoin broke past $90,000 on April 22 for the first time in six weeks, reflecting traders' interest in Bitcoin and gold as potential hedges against looming trade wars and geopolitical volatility.

这些报告是因为比特币在4月22日的六周内首次损失了90,000美元，这反映了贸易商对比特币和黄金的兴趣，这是反对迫在眉睫的贸易战争和地缘政治波动的潜在对冲。

The price action followed the biggest daily net inflows into U.S. spot Bitcoin ETFs since January.

自1月以来，价格行动是在每日净流入美国现货比特币ETF之后。

The U.S.'s 11 spot BTC funds collectively pulled more than $380 million in net inflows on April 21, according to CoinGlass data.

根据Coinglass Data的数据，美国11个BTC基金在4月21日共同吸收了超过3.8亿美元的净流入。

According to Intellectia AI, the increasing institutional demand drivers - including corporate Bitcoin buyers and exchanges such as Coinbase (NASDAQ:COIN) and Kraken - could continue to propel positive price action.

根据知识分子AI的说法，日益增长的机构需求驱动因素 - 包括公司比特币买家以及Coinbase（NASDAQ：COIN）和KRAKENE等交易所的交流 - 可能会继续推动正价行动。

Corporate treasuries already hold nearly $65 billion worth of BTC, according to data from Bitcointreasuries.net.

根据BitCoinReasuries.net的数据，公司国库已经持有价值近650亿美元的BTC。

Gold and BTC "appear to have become more important components of investors' portfolios structurally" as they increasingly seek to hedge against geopolitical risk and inflation, investment bank JP Morgan said in a January research note.

投资银行JP Morgan在一月的一份研究报告中说，黄金和BTC“似乎已成为投资者投资组合的组成部分，因为他们越来越寻求对冲地缘政治风险和通货膨胀。

However, Bitcoin's correlation with gold - historically a preferred hedge against macroeconomic uncertainty - has been low since U.S. President Donald Trump announced sweeping import tariffs on April 2, Binance Research said on April 7.

但是，自从美国总统唐纳德·特朗普（Donald Trump）宣布4月2日宣布批准进口关税以来，比特币与黄金的相关性 - 历史上是对宏观经济不确定性的首选对冲。

In fact, Bitcoin has been more closely correlated with equities, Binance said.

Binance说，实际上，比特币与股票更加紧密相关。

Paradoxically, sustained ETF inflows could further diminish Bitcoin's status as a macroeconomic hedge, eroding one of its most attractive traits for institutions, Spencer Yang, a core contributor for crypto infrastructure project Fractal Bitcoin, told Cointelegraph.

矛盾的是，持续的ETF流入可以进一步降低比特币作为宏观经济的对冲的地位，侵蚀了机构最有吸引力的特征之一。

"Despite growing institutional interest, Bitcoin's long-term resilience won't be secured by balance sheet optics alone - it depends on real usage,” Yang said.

杨说：“尽管机构的兴趣日益增加，但仅资产负债表的光学元件就不会确保比特币的长期弹性 - 这取决于实际用法。”

“That means people actually transacting, building, and experimenting on the network - not just holding BTC as a speculative asset."

“这意味着人们实际上在网络上进行了交易，建造和实验，而不仅仅是将BTC作为投机资产。”