Fundstrat 的 Tom Lee：比特币到年底将“轻松”突破 10 万美元

Fundstrat 研究主管 Tom Lee 在商业新闻频道 CNBC 上证实，他毫不怀疑以同样的速度，比特币将会

Fundstrat’s Head of Research Tom Lee is doubling down on his bullish Bitcoin price prediction, stating that the primary cryptocurrency could hit $100,000 by the close of 2024.

Fundstrat 的研究主管 Tom Lee 加大了对比特币价格的看涨预测，表示到 2024 年底，这种主要加密货币可能会达到 10 万美元。

Appearing on CNBC, Lee said that BTC is set for a "great year," adding that the digital asset could hit a new all-time high of $100,000 this year itself.

Lee 在接受 CNBC 采访时表示，BTC 将迎来“伟大的一年”，并补充说，这种数字资产今年可能会创下 10 万美元的历史新高。

"I think comfortably over $100K makes sense before the end of this year."

“我认为今年年底之前超过 10 万美元是有意义的。”

Appearing upbeat about Bitcoin’s price trajectory, the analyst said that the flagship crypto is positioned for a "great year," adding that the digital asset could hit a new all-time high of $100,000 this year itself.

这位分析师对比特币的价格轨迹表现出乐观态度，表示这一旗舰加密货币将迎来“伟大的一年”，并补充说，该数字资产今年可能会创下 10 万美元的历史新高。

However, Lee’s earlier projection of Bitcoin reaching $150,000 has been revised down by 33.33%. According to the Fundstrat exec, the adjustment is a "conservative" approach to account for macroeconomic headwinds.

然而，Lee 之前对比特币达到 15 万美元的预测已下调 33.33%。 Fundstrat 高管表示，此次调整是应对宏观经济不利因素的“保守”方法。

Lee's bullish outlook is based on several factors, including the Bitcoin halving, which occurred in April and saw miner rewards cut in half. This event limited the number of new Bitcoins brought into the market. In the past, halving events have been a major catalyst for Bitcoin's price上涨.

Lee 的看涨前景基于几个因素，包括 4 月份发生的比特币减半，导致矿工奖励减半。这一事件限制了进入市场的新比特币数量。过去，减半事件一直是比特币价格上涨的主要催化剂。

For example, BTC rose by over 1,200% one year after the 2016 halving. After only seven months of halving, BTC is almost at the $100,000 gates.

例如，BTC 在 2016 年减半一年后上涨了 1,200% 以上。减半仅七个月后，BTC 就已接近 10 万美元大关。

But it’s not just about supply. Demand is heating up. Institutions are rushing in, and BlackRock's spot Bitcoin ETF is attracting millions in inflows while MicroStrategy continues to buy more Bitcoin. According to analysts, Bitcoin spot ETFs will unlock billions in new investments.

但这不仅仅是供应问题。需求正在升温。机构纷纷涌入，贝莱德的现货比特币 ETF 吸引了数百万资金流入，而 MicroStrategy 则继续购买更多比特币。分析师表示，比特币现货 ETF 将释放数十亿美元的新投资。

Another factor driving up Bitcoin's price is the increasing adoption by institutional investors. This year, several major institutions have launched Bitcoin products or announced plans to do so. For example, BlackRock, the world's largest asset manager, began offering a spot Bitcoin ETF in October.

推高比特币价格的另一个因素是机构投资者越来越多地采用比特币。今年，几家主要机构都推出了比特币产品或宣布了这样做的计划。例如，全球最大的资产管理公司贝莱德于 10 月份开始提供现货比特币 ETF。

This development is expected to attract billions of dollars in new investments into Bitcoin, as institutions that were previously unable to directly invest in the cryptocurrency will now be able to do so.

这一发展预计将为比特币吸引数十亿美元的新投资，因为以前无法​​直接投资加密货币的机构现在可以这样做。

Institutions are also showing interest in over-the-counter (OTC) Bitcoin options trading, which could further boost demand for the leading digital asset and drive up its price.

机构也对场外（OTC）比特币期权交易表现出兴趣，这可能会进一步刺激对领先数字资产的需求并推高其价格。

Finally, Lee also pointed to the political landscape, which is largely favorable towards Bitcoin. After securing a second return to the White House, Donald Trump made bold promises about Bitcoin. His administration wants to create a national Bitcoin reserve. This aligns with Senator Cynthia Lummis’ Bitcoin Act, which proposes the U.S. acquire 5% of Bitcoin’s total supply over five years.

最后，李还指出了政治格局，这在很大程度上有利于比特币。在第二次重返白宫后，唐纳德·特朗普对比特币做出了大胆的承诺。他的政府希望建立一个国家比特币储备。这与参议员 Cynthia Lummis 的《比特币法案》一致，该法案建议美国在五年内收购比特币总供应量的 5%。

At current prices, that’s 1 million BTC worth over $72 billion. The plan also suggests holding the Bitcoin for at least 20 years, signaling a long-term commitment to digital assets.

按当前价格计算，100 万比特币价值超过 720 亿美元。该计划还建议持有比特币至少 20 年，表明对数字资产的长期承诺。