Galaxy Digital 预测到 2025 年，比特币 (BTC) 的采用将发生巨大转变，预计 5 家纳斯达克 100 强公司和 5 个国家将宣布 BTC 作为储备资产

Galaxy Digital 预计到 2025 年，比特币 (BTC) 的采用将发生巨大转变。该公司预测，五家纳斯达克 100 强公司和五个国家将宣布 BTC 为储备资产。

Galaxy Digital has predicted that five Nasdaq 100 companies and five nations will adopt Bitcoin (BTC) as a reserve asset by 2025. In related news, President-elect Donald Trump has announced plans to establish a Bitcoin strategic reserve upon taking office on January 20, 2025.

Galaxy Digital 预测，到 2025 年，五家纳斯达克 100 指数公司和五个国家将采用比特币（BTC）作为储备资产。相关新闻中，当选总统唐纳德·特朗普宣布计划在 1 月 20 日上任后建立比特币战略储备， 2025 年。

Recent Trends in Bitcoin Adoption

比特币采用的最新趋势

Brazil has shown increasing interest in crypto adoption, and a German lawmaker has proposed a Bitcoin reserve, despite Germany selling 50,000 BTC in mid-2024. Among corporations, MicroStrategy leads with 446,400 BTC, and MARA, Metaplanet, and Semler Scientific have added BTC to their portfolios, indicating growing institutional interest.

巴西对加密货币的采用表现出越来越大的兴趣，尽管德国在 2024 年中期出售了 50,000 个比特币，但德国立法者还是提议建立比特币储备。在企业中，MicroStrategy 以 446,400 BTC 领先，MARA、Metaplanet 和 Semler Scientific 已将 BTC 添加到其投资组合中，这表明机构兴趣不断增长。

notably, HC Wainwright & Co. has drastically increased its year-end BTC price prediction for 2025, revising it to $225,000 from the earlier estimate of $145,000. The updated prediction is driven by optimism regarding increased U.S. regulatory clarity, potential approval of spot BTC ETFs, and institutional participation.

值得注意的是，HC Wainwright & Co. 大幅提高了 2025 年年底 BTC 价格预测，从之前估计的 145,000 美元修改为 225,000 美元。更新的预测是由对美国监管透明度的提高、现货 BTC ETF 的潜在批准以及机构参与的乐观情绪推动的。

In their report, Wainwright analysts highlight that the new target implies a cryptocurrency market cap of $10 trillion by 2025, assuming Bitcoin’s dominance drops to 45% from its current 56%. They state, "Our new price target for 2025 reflects 113% upside to current levels. However, we caution investors that 20-30% drawdowns during bull market cycles are not uncommon."

Wainwright 分析师在报告中强调，假设比特币的主导地位从目前的 56% 降至 45%，新目标意味着到 2025 年加密货币市值将达到 10 万亿美元。他们表示，“我们 2025 年的新价格目标较当前水平上涨 113%。不过，我们提醒投资者，牛市周期期间 20-30% 的下跌并不罕见。”

The report also addresses potential price fluctuations, predicting a temporary dip to the mid-$70,000s in early 2025 before the uptrend resumes. Analysts note, "Our BTC mining financial models currently assume much more conservative forecasts for BTC prices in 2025 ($115,000 by 4Q25)."

该报告还讨论了潜在的价格波动，预测在 2025 年初恢复上涨趋势之前，价格将暂时跌至 70,000 美元左右。分析师指出，“我们的 BTC 挖矿财务模型目前对 2025 年 BTC 价格的预测更为保守（到 2025 年第四季度为 115,000 美元）。”

One key factor contributing to this bullish sentiment is the possibility of the U.S. adopting BTC as a treasury reserve. While this scenario is not included in their base case, analysts note that it could "significantly exceed our base case price target." At a price of $225,000, BTC would constitute roughly 25% of gold's market capitalization.

促成这种看涨情绪的一个关键因素是美国采用比特币作为国库储备的可能性。虽然这种情况不包括在他们的基本情况中，但分析师指出，它可能“大大超过我们的基本情况价格目标”。以 225,000 美元的价格计算，BTC 将约占黄金市值的 25%。

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