LMAX 首席执行官预测，机构拥抱将推动加密货币牛市

LMAX 集团首席执行官 David Mercer 预测加密货币将呈现看涨趋势，理由是潜在的机构投资和供需之间的严重失衡。美世预计，由于超过抛售压力，比特币将创下新高，并估计，如果全球资产的 3% 分配给加密货币，那么加密货币市场总额可能会达到惊人的 6 万亿美元。即将到来的比特币减半和代币化的日益普及进一步支持了他的乐观前景，以太坊和 Solana 预计也将经历价格上涨。美世认为，加密货币的潜在价值在于代币化，并将比特币视为其广泛采用的催化剂。

Institutional Adoption Fuels Bullish Crypto Outlook, Predicts LMAX CEO

LMAX 首席执行官预测，机构采用将推动看涨加密货币前景

In an interview with CNBC, David Mercer, CEO of LMAX Group, a leading provider of electronic trading solutions for financial institutions, expressed his bullish outlook for the cryptocurrency market, citing the transformative potential of institutional investment and the upcoming Bitcoin halving event.

领先的金融机构电子交易解决方案提供商 LMAX 集团首席执行官 David Mercer 在接受 CNBC 采访时表达了对加密货币市场的看好前景，并列举了机构投资的变革潜力和即将到来的比特币减半事件。

Institutional Interest Propels Bitcoin Higher

机构利益推动比特币走高

Mercer emphasized the significance of institutional adoption in driving the surge in Bitcoin prices. He noted that the influx of institutional capital far outweighs selling pressures, creating an imbalance that has pushed Bitcoin to new highs.

美世强调了机构采用对推动比特币价格飙升的重要性。他指出，机构资本的涌入远远超过了抛售压力，造成了不平衡，将比特币推至新高。

"Bitcoin reaching new highs is inevitable," Mercer said. "Institutional investment is the key driver, and it's not going away."

美世表示：“比特币触及新高是不可避免的。” “机构投资是关键驱动力，而且它不会消失。”

To illustrate the scale of institutional interest, Mercer pointed to the significant inflows into Bitcoin exchange-traded funds (ETFs) in early March, which reached nearly $700 million in a single day. This, he argued, is a stark contrast to the daily supply of Bitcoin mined, which is estimated to be around 900, creating a substantial supply-demand imbalance that favors price appreciation.

为了说明机构兴趣的规模，美世指出 3 月初大量资金流入比特币交易所交易基金 (ETF)，单日资金流入量接近 7 亿美元。他认为，这与每日开采的比特币供应量形成鲜明对比，比特币日供应量估计约为 900 个，造成严重的供需不平衡，有利于价格上涨。

Bitcoin Halving to Exacerbate Bullish Momentum

比特币减半加剧看涨势头

Mercer also discussed the upcoming Bitcoin halving, an event that is expected to reduce the number of Bitcoin mined per day by half, to approximately 450. This, he believes, will further reduce selling pressures and contribute to Bitcoin's continued ascent.

美世还讨论了即将到来的比特币减半，这一事件预计将使每天开采的比特币数量减少一半，达到约 450 个。他认为，这将进一步减轻抛售压力，并有助于比特币的持续上涨。

"The halving is already priced into the market to some extent," Mercer said. "But it will still have a positive impact on the price of Bitcoin."

美世表示：“市场已经在一定程度上消化了减半的影响。” “但它仍然会对比特币的价格产生积极影响。”

Crypto Market Poised for Exponential Growth

加密货币市场有望呈指数级增长

Beyond Bitcoin, Mercer expressed optimism for the broader cryptocurrency market, predicting that it could reach a total market capitalization of $6 trillion if just 3% of the world's assets were allocated to crypto.

除了比特币之外，美世还对更广泛的加密货币市场表示乐观，预测如果全球资产的 3% 分配给加密货币，其总市值可能会达到 6 万亿美元。

"That's a huge opportunity," Mercer said. "We should expect most crypto prices to go north from here, and I think Ethereum and Solana will follow."

“这是一个巨大的机会，”默瑟说。 “我们应该预计大多数加密货币价格将从这里开始上涨，我认为以太坊和 Solana 也会紧随其后。”

Tokenization: The Fourth Industrial Revolution

代币化：第四次工业革命

Mercer also highlighted the transformative potential of tokenization, which he believes is the true underlying value proposition of crypto. He predicted that the token economy could reach a value of $20 trillion by 2030.

美世还强调了代币化的变革潜力，他认为这是加密货币真正的潜在价值主张。他预测，到 2030 年，代币经济的价值可能达到 20 万亿美元。

"Tokenization is the fourth or fifth industrial revolution," Mercer said. "It will revolutionize the way we own and transfer assets."

“代币化是第四次或第五次工业革命，”美世说。 “它将彻底改变我们拥有和转移资产的方式。”

Bitcoin as a Proof of Concept for Tokenization

比特币作为代币化概念的证明

Mercer emphasized that Bitcoin is not merely a currency but rather a proof of concept for the transformative power of tokenization. He believes that Bitcoin has paved the way for the development of other cryptocurrencies and applications that will drive the growth of the token economy.

美世强调，比特币不仅仅是一种货币，更是代币化变革力量的概念证明。他认为，比特币为其他加密货币和应用程序的发展铺平了道路，将推动代币经济的增长。

"Bitcoin is the signpost for tokenization," Mercer said. "It has shown us what is possible, and we are just beginning to scratch the surface."

“比特币是代币化的路标，”默瑟说。 “它向我们展示了可能性，而我们才刚刚开始触及表面。”

Institutional Adoption to Continue

机构采用继续

Mercer expressed confidence that institutional adoption of crypto will continue to accelerate, with major players such as the Government Pension Investment Fund (GPIF) of Japan exploring the possibility of incorporating Bitcoin into their investment portfolios.

美世表示相信机构对加密货币的采用将继续加速，日本政府养老金投资基金（GPIF）等主要参与者正在探索将比特币纳入其投资组合的可能性。

"The institutionalization of crypto is still in its early stages," Mercer said. "But it's happening, and it's going to have a profound impact on the market."

“加密货币的制度化仍处于早期阶段，”美世表示。 “但它正在发生，并且将对市场产生深远的影响。”

Ethereum ETFs to Fuel Growth

以太坊 ETF 推动增长

Mercer also discussed the potential for spot Ethereum ETFs, predicting that their approval would be a major catalyst for the growth of the Ethereum ecosystem and the decentralized economy.

美世还讨论了以太坊 ETF 现货的潜力，预测它们的批准将成为以太坊生态系统和去中心化经济增长的主要催化剂。

"Bitcoin is the store of value," Mercer said. "Ethereum is the utility. The oil of the crypto market. An Ethereum ETF would be a game-changer."

“比特币是价值储存手段，”默瑟说。 “以太坊是一种实用工具。加密货币市场的石油。以太坊 ETF 将改变游戏规则。”

Conclusion

结论

Mercer's bullish outlook for the cryptocurrency market is based on a combination of factors, including institutional adoption, the upcoming Bitcoin halving, and the transformative potential of tokenization. While he acknowledges that the market is subject to volatility, he believes that the long-term trend is undeniably positive.

美世对加密货币市场的看涨前景基于多种因素，包括机构采用、即将到来的比特币减半以及代币化的变革潜力。虽然他承认市场会波动，但他认为长期趋势无可否认是积极的。

"Based purely on supply and demand, we should see the price of Bitcoin being multiples of what it is today," Mercer said. "The crypto market is still in its infancy, and we have a long way to go."

美世表示：“纯粹基于供求关系，我们应该会看到比特币的价格是现在的数倍。” “加密货币市场仍处于起步阶段，我们还有很长的路要走。”