MV Global 首席信息官 Tom Dunleavy 表示看好 2025 年加密货币价格预测

在 X 上分享的价格预测中，MV Global（前身为 Master Ventures）首席投资官 (CIO) Tom Dunleavy 概述了他的看涨观点

Tom Dunleavy, Chief Investment Officer (CIO) at MV Global (formerly known as Master Ventures), has shared his bullish price predictions for major cryptocurrencies in 2025.

MV Global（前身为 Master Ventures）首席投资官 (CIO) Tom Dunleavy 分享了他对 2025 年主要加密货币的看涨价格预测。

MV Global is a blockchain-focused venture studio that builds infrastructure companies to advance blockchain adoption, with investments in Coinbase, Kraken, Ripple, Circle, and Bitfinex.

MV Global 是一家专注于区块链的风险投资工作室，致力于建立基础设施公司以推进区块链的采用，投资于 Coinbase、Kraken、Ripple、Circle 和 Bitfinex。

Dunleavy’s projections anticipate Bitcoin (BTC) reaching $250,000 and Ethereum (ETH) hitting $12,000 by the year’s end. Solana (SOL) is also expected to see a surge, reaching $700.

Dunleavy 的预测预计，到年底，比特币 (BTC) 的价格将达到 250,000 美元，以太坊 (ETH) 的价格将达到 12,000 美元。 Solana (SOL) 预计也将飙升，达到 700 美元。

These projections are based on an analysis that draws parallels between historical economic shifts and the current policy movements within the United States.

这些预测基于对历史经济变化与美国当前政策变动进行比较的分析。

Dunleavy compares the present crypto climate to the economic landscape of the 1970s in the US, highlighting President Nixon’s termination of the Gold Standard in 1971 as a crucial pivot point.

Dunleavy 将当前的加密货币环境与 20 世纪 70 年代的美国经济格局进行了比较，强调尼克松总统于 1971 年终止金本位制是一个关键的支点。

“If we look at the 1970s in the US, then President Nixon’s ending of the Gold Standard in 1971 could be seen as a similar pivot point as the shift we see with the Trump administration’s embrace of crypto,” he said.

“如果我们看看 20 世纪 70 年代的美国，那么尼克松总统在 1971 年结束金本位制可以被视为与我们在特朗普政府拥抱加密货币时看到的转变类似的枢轴点，”他说。

Following Nixon’s move, gold prices surged about sixfold within three years before experiencing a retracement, ultimately reaching a peak of twenty times the initial value by the decade’s end. Dunleavy suggests that a comparable trajectory could unfold for Bitcoin and altcoins under the upcoming administration's policies.

尼克松采取行动后，金价在三年内飙升约六倍，然后经历回撤，最终在十年末达到初始价值二十倍的峰值。邓利维表示，在即将到来的政府政策下，比特币和山寨币可能会出现类似的轨迹。

Here's a closer look at Dunleavy's quarterly Bitcoin and crypto predictions for 2025:

以下是 Dunleavy 对 2025 年比特币和加密货币季度预测的详细分析：

Q1 2025: Anticipating a sharp uptrend fueled by increasing excitement around the new administration. “Trump’s first 100 days lead to a realization that the crypto agenda is actually top of mind,” said Dunleavy.

2025 年第一季度：预计新政府的兴奋将推动急剧上升趋势。 “特朗普上任 100 天后，人们意识到加密货币议程实际上是首要考虑的问题，”邓利维说。

He expects a rapid market start, facilitated by the Biden administration’s cooperation in the transition process. Significant legislative advancements are anticipated within the first 100 days, particularly concerning market structure and stablecoins.

他预计，在拜登政府在过渡过程中的合作的推动下，市场将迅速启动。预计在前 100 天内将取得重大立法进展，特别是在市场结构和稳定币方面。

“We also place a higher chance on meaningful progress towards a BTC strategic reserve and the game theory of subsequent nation state adoption,” Dunleavy adds. However, a market correction is expected as the US tax season approaches, with March historically being a challenging month for Bitcoin.

“我们也更有可能在 BTC 战略储备和随后民族国家采用的博弈论方面取得有意义的进展，”邓利维补充道。然而，随着美国纳税季的临近，预计市场将出现调整，而三月历来对比特币来说是充满挑战的月份。

Q2 2025: The second quarter is projected to witness a gradual yet consistent upward movement as institutional investors increasingly enter the asset class. “Slow but steady march upward as more institutions come on board,” Dunleavy writes.

2025 年第二季度：随着机构投资者越来越多地进入该资产类别，预计第二季度将出现逐步但持续的上升趋势。邓利维写道：“随着更多机构加入，缓慢但稳定地向上发展。”

He highlights the potential approval of Bitcoin and Ethereum ETFs by major Registered Investment Advisors (RIAs) and brokerage firms such as Merrill Lynch and Charles Schwab.

他强调了比特币和以太坊 ETF 可能获得主要注册投资顾问 (RIA) 以及美林 (Merrill Lynch) 和嘉信理财 (Charles Schwab) 等经纪公司的批准。

“ETH leads as the lack of a SOL ETF is a short-term impediment to institutional flows,” he noted, indicating that Ethereum may benefit more immediately from institutional adoption compared to Solana.

他指出：“ETH 处于领先地位，因为缺乏 SOL ETF 是机构流动的短期障碍。”这表明，与 Solana 相比，以太坊可能会更直接地从机构采用中受益。

Q3 2025: Summer is expected to bring a period of consolidation, with prices experiencing sideways movement. “Summer lull. Prices chop down,” Dunleavy predicts. The introduction of a spot Solana ETF or other crypto ETFs could provide a catalyst to break this stagnation.

2025 年第三季度：预计夏季将带来一段盘整期，价格将出现横盘整理。 “夏天平静。价格会下降，”邓利维预测。 Solana ETF 现货或其他加密 ETF 的推出可能会成为打破这种停滞的催化剂。

September is identified by the CIO as a critical month for potential Securities and Exchange Commission (SEC) rulings, which could significantly influence market dynamics.

首席信息官将 9 月确定为美国证券交易委员会 (SEC) 潜在裁决的关键月份，这可能会对市场动态产生重大影响。

Q4 2025: The final quarter is anticipated to see a robust surge towards the year’s end, culminating in a blow-off top scenario. “Strong flurry into year end. Blow off top that we think bleeds into Q1 2026. This cycle peaks well into 2026 as the passive ETF bid keeps a very strong floor,” Dunleavy concludes.

2025 年第四季度：预计最后一个季度在年底前将出现强劲增长，最终出现井喷式的顶峰情景。 “年底的强劲势头。我们认为这种情况会在 2026 年第一季度结束。这一周期将在 2026 年达到顶峰，因为被动 ETF 出价保持非常强劲的下限，”Dunleavy 总结道。

At press time, BTC is trading at $100,812.

截至发稿时，BTC 交易价格为 100,812 美元。