市场专家预测 2025 年将出现新的加密货币牛市

比特币在过去几周大幅调整后再次逼近 10 万美元大关，山寨币交易所交易基金 (ETF) 即将出现

Market expert VirtualBacon has recently shared seven key predictions that could shape the cryptocurrency landscape in 2025. At the heart of these predictions is the assertion that Ethereum (ETH) may outshine Bitcoin (BTC) in terms of performance, even as Bitcoin continues to hold a dominant position in the market.

市场专家 VirtualBacon 最近分享了 7 个可能塑造 2025 年加密货币格局的关键预测。这些预测的核心是，即使比特币继续保持领先地位，以太坊 (ETH) 的性能可能会超越比特币 (BTC)。市场的主导地位。

The expert believes that the current crypto bull run is only just beginning, as Bitcoin approaches the significant $100,000 mark once again following a sharp correction over the past weeks and with altcoin exchange-traded funds (ETFs) on the horizon.

这位专家认为，当前的加密货币牛市才刚刚开始，比特币在过去几周的大幅调整之后再次逼近 10 万美元大关，并且山寨币交易所交易基金 (ETF) 即将出现。

Anticipating a longer, slower bull cycle extending potentially into the fourth quarter of 2025, the expert points to the Federal Reserve’s cautious approach to liquidity, which is expected to mitigate the risks of sudden market crashes.

专家预计，更长、更慢的牛市周期可能会延续到 2025 年第四季度，美联储对流动性采取谨慎态度，预计这将减轻市场突然崩盘的风险。

The likelihood of a recession is projected to drop to 33%, signaling a period of relative stability. Bitcoin’s dominance is anticipated to rise, largely driven by institutional demand, with spot ETFs already holding approximately 5% of Bitcoin’s supply.

经济衰退的可能性预计将下降至 33%，标志着一段相对稳定的时期。预计比特币的主导地位将会上升，这主要是由机构需求推动的，现货 ETF 已经持有比特币供应量的约 5%。

While altcoins may lag initially, VirtualBacon asserts that this “slower cycle” is seen as a “blessing,” providing ample time for growth and maturation within the market.

虽然山寨币最初可能会落后，但 VirtualBacon 断言，这种“较慢的周期”被视为“祝福”，为市场的增长和成熟提供了充足的时间。

One of the most consequential factors influencing the crypto market in 2025 is anticipated massive liquidity injections. The US debt crisis is likely to compel the Federal Reserve to implement quantitative easing, thereby expanding its balance sheet and flooding markets with cash.

影响 2025 年加密货币市场的最重要因素之一是预期的大规模流动性注入。美国债务危机可能迫使美联储实施量化宽松，从而扩大其资产负债表，并向市场注入大量现金。

Additionally, a revaluation of gold—potentially adjusting from $42 per ounce to around $2,000—could create even more liquidity in the system. Such conditions typically lead to inflation, which is historically associated with rising asset prices, suggesting that cryptocurrencies may thrive in this environment.

此外，黄金的重估——可能从每盎司 42 美元调整至 2,000 美元左右——可能会在系统中创造更多的流动性。这种情况通常会导致通货膨胀，而通货膨胀在历史上与资产价格上涨有关，这表明加密货币可能会在这种环境下蓬勃发展。

However, despite these optimistic predictions, VirtualBacon casts doubt on the likelihood of the US Bitcoin Reserve Act passing in 2025. The proposal for the US Treasury to acquire one million Bitcoin over five years faces significant hurdles, particularly in securing taxpayer support for such a massive expenditure.

然而，尽管有这些乐观的预测，VirtualBacon 对 2025 年美国比特币储备法案通过的可能性表示怀疑。美国财政部在五年内收购 100 万比特币的提议面临重大障碍，特别是在确保纳税人支持如此大规模的比特币方面。支出。

On the regulatory front, the expert anticipates that pro-crypto legislation may favor altcoins, particularly through the proposed Fit for the 21st Century Act.

在监管方面，专家预计支持加密货币的立法可能有利于山寨币，特别是通过拟议的《适应 21 世纪法案》。

This legislation could provide a clearer regulatory framework for cryptocurrencies, designating decentralized tokens like Layer-1 blockchains as commodities under the Commodity Futures Trading Commission (CFTC), while less decentralized assets would fall under the Securities and Exchange Commission (SEC).

这项立法可以为加密货币提供更清晰的监管框架，将 Layer-1 区块链等去中心化代币指定为商品期货交易委员会 (CFTC) 管辖下的商品，而去中心化程度较低的资产将归入证券交易委员会 (SEC) 管辖。

With Paul Atkins, a pro-crypto advocate, potentially leading the SEC, major cryptocurrencies may flourish, although smaller startups could face challenges navigating the new landscape, according to the expert.

这位专家表示，随着加密货币倡导者保罗·阿特金斯（Paul Atkins）可能领导美国证券交易委员会（SEC），主要的加密货币可能会蓬勃发展，尽管规模较小的初创公司可能会面临驾驭新格局的挑战。

The prediction of altcoin ETFs gaining traction is another exciting prospect for 2025. VirtualBacon expects ETFs for cryptocurrencies such as Litecoin, HBAR, XRP, and Solana to emerge, driven by their unique statuses and pending legal resolutions.

山寨币 ETF 获得关注的预测是 2025 年另一个令人兴奋的前景。VirtualBacon 预计，在其独特地位和悬而未决的法律解决方案的推动下，莱特币、HBAR、XRP 和 Solana 等加密货币 ETF 将会出现。

As Ethereum ETFs already draw institutional interest, a similar pattern could unfold for these altcoins, further accelerating institutional adoption in the crypto market.

由于以太坊 ETF 已经吸引了机构的兴趣，这些山寨币可能会出现类似的模式，进一步加速机构在加密货币市场的采用。

Perhaps the most captivating prediction is that Ethereum could outperform Bitcoin, potentially doubling Bitcoin’s returns in 2025.

也许最吸引人的预测是，以太坊的表现可能会超越比特币，到 2025 年，比特币的回报率可能会翻倍。

With institutional investors showing a preference for ETH over BTC in recent months, along with historical performance trends favoring Ethereum in the first half of the year, the stage is set for significant growth in the Ethereum ecosystem.

近几个月来，机构投资者对 ETH 的偏好超过了 BTC，加上上半年历史表现趋势有利于以太坊，以太坊生态系统的显着增长已经做好了准备。

VirtualBacon estimates end-of-year prices of approximately $200,000 for Bitcoin and $14,000 for Ethereum, presenting ambitious yet “potentially attainable targets” given the expected influx of liquidity and institutional support.

VirtualBacon 估计比特币年底价格约为 20 万美元，以太坊价格约为 14,000 美元，考虑到预期的流动性涌入和机构支持，提出了雄心勃勃但“可能实现的目标”。

As of this writing, BTC is trading at $95,840, recording gains of over 4% in the 24-hour time frame. Similarly, ETH is trading at $3,200, recording even higher gains of nearly 6% in the same time frame.

截至撰写本文时，BTC 交易价格为 95,840 美元，24 小时内涨幅超过 4%。同样，ETH 的交易价格为 3,200 美元，同期涨幅甚至更高，接近 6%。