VanEck 预测比特币 (BTC) 将飙升至 180,000 美元，并对 2025 年加密市场提出一系列看涨预测

随着围绕比特币（BTC）和更广泛的加密货币市场未来轨迹的猜测不断，资产管理公司 VanEck 发布了一系列预测，增强了对持续上涨势头的乐观情绪。

Asset management firm VanEck has released a set of predictions for the future trajectory of Bitcoin (BTC) and the broader cryptocurrency market, painting a picture of continued upward momentum and optimism.

资产管理公司 VanEck 发布了一系列对比特币（BTC）和更广泛的加密货币市场未来轨迹的预测，描绘了持续上涨动力和乐观的景象。

According to VanEck, the crypto bull market will reach a “medium-term peak” in the first quarter of 2025, followed by new all-time highs by the year's end. The firm estimates that Bitcoin could soar to approximately $180,000, while Ethereum (ETH) may exceed $6,000, Solana (SOL) could surpass $500, and Sui (SUI) might reach over $10.

VanEck 表示，加密货币牛市将在 2025 年第一季度达到“中期峰值”，随后在年底创下历史新高。该公司估计，比特币可能飙升至约 180,000 美元，而以太坊 (ETH) 可能会超过 6,000 美元，Solana (SOL) 可能会超过 500 美元，而 Sui (SUI) 可能会超过 10 美元。

The report further suggests that the United States will begin to embrace Bitcoin as a strategic reserve asset, as President-elect Donald Trump promised, anticipating an increase in overall crypto adoption.

该报告进一步表明，正如候任总统唐纳德·特朗普所承诺的那样，美国将开始将比特币作为战略储备资产，并预计整体加密货币采用率将会增加。

With anticipated changes in leadership at the Securities and Exchange Commission (SEC), numerous spot crypto exchange-traded products (ETPs) are also expected to be approved. This includes Ethereum ETPs featuring staking options, as well as in-kind transaction capabilities for both Bitcoin and Ethereum.

随着美国证券交易委员会（SEC）领导层的预期变化，众多现货加密货币交易所交易产品（ETP）也有望获得批准。这包括具有质押选项的以太坊 ETP，以及比特币和以太坊的实物交易功能。

The asset manager forecasts that the value of tokenized securities will exceed $50 billion in the coming months, following a 61% growth to $12 billion throughout this year.

该资产管理公司预测，继今年全年增长 61% 至 120 亿美元之后，未来几个月代币化证券的价值将超过 500 亿美元。

Most of this value currently resides on permissioned chains, but 2025 is expected to be a breakthrough year, particularly as organizations like the Depository Trust & Clearing Corporation (DTCC) explore bridging public and private blockchains.

目前，大部分价值都存在于许可链上，但 2025 年预计将是突破性的一年，特别是像存款信托与清算公司 (DTCC) 这样的组织正在探索桥接公共和私有区块链。

The firm projects that stablecoins will revolutionize payment systems, with daily settlement volumes potentially tripling to reach $300 billion by the end of 2025.

该公司预计，稳定币将彻底改变支付系统，到 2025 年底，每日结算量可能会增加两倍，达到 3000 亿美元。

This growth, driven by increased adoption in global commerce, remittances, and integration with major technology and payment networks, would position stablecoins to handle transactions equivalent to 5% of DTCC's daily volumes.

这种增长是由全球商业、汇款以及与主要技术和支付网络的集成的增加所推动的，这将使稳定币能够处理相当于 DTCC 每日交易量 5% 的交易。

Another intriguing prediction is the rise of one million new AI agents, which VanEck describes as “digital workers” that autonomously execute tasks or make decisions.

另一个有趣的预测是一百万个新人工智能代理的崛起，VanEck 将其描述为自主执行任务或做出决策的“数字工人”。

These agents are expected to generate significant on-chain activity as they expand their roles beyond decentralized finance (DeFi) into areas such as social media, gaming, and consumer applications.

这些代理预计将产生大量的链上活动，因为它们将自己的角色从去中心化金融（DeFi）扩展到社交媒体、游戏和消费者应用程序等领域。

VanEck anticipates that Bitcoin Layer-2 solutions will accumulate a total value locked (TVL) of 100,000 BTC, building on an impressive 600% growth in 2024 that brought the TVL to 30,000 BTC.

VanEck 预计，比特币 Layer-2 解决方案将积累 100,000 BTC 的总锁定价值 (TVL)，2024 年将 TVL 增长至 30,000 BTC，令人印象深刻，增长 600%。

The report forecasts that Ethereum's blob space will generate $1 billion in fees, spurred by the rapid adoption of Layer-2 solutions, rollup optimizations, and high-fee use cases such as tokenized assets and enterprise applications.

该报告预测，由于第 2 层解决方案、汇总优化以及代币化资产和企业应用程序等高费用用例的快速采用，以太坊的 blob 空间将产生 10 亿美元的费用。

VanEck predicts that decentralized finance (DeFi) will hit all-time highs, with decentralized exchange (DEX) volumes reaching $4 trillion and total value locked in DeFi rising to $200 billion.

VanEck 预测，去中心化金融（DeFi）将创下历史新高，去中心化交易所（DEX）交易量将达到 4 万亿美元，而 DeFi 锁定的总价值将升至 2000 亿美元。

This growth will reportedly be fueled by AI-related tokens, consumer-facing decentralized applications (dApps), and the tokenization of assets that drive liquidity and user adoption.

据报道，这种增长将受到人工智能相关代币、面向消费者的去中心化应用程序（dApp）以及推动流动性和用户采用的资产代币化的推动。

The non-fungible token (NFT) market is expected to rebound, with trading volumes projected to reach $30 billion in 2025. Despite recent downturns, standout projects like Pudgy Penguins and Miladys have managed to thrive by leveraging strong community ties and transitioning into consumer brands.

不可替代代币 (NFT) 市场预计将出现反弹，预计 2025 年交易量将达到 300 亿美元。尽管最近出现低迷，但像 Pudgy Penguins 和 Miladys 这样的杰出项目仍然通过利用强大的社区关系和转型为消费品牌而成功蓬勃发展。

Finally, VanEck forecasts that decentralized application (dApp) tokens will narrow the performance gap with Layer-1 tokens.

最后，VanEck 预测去中心化应用程序（dApp）代币将缩小与 Layer-1 代币的性能差距。

In 2024, Layer-1 blockchain tokens outperformed dApp tokens by a factor of two, but innovative dApps in artificial intelligence and Decentralized Physical Infrastructure Networks (DePIN) are anticipated to drive a shift in performance dynamics.

到 2024 年，Layer-1 区块链代币的表现将是 dApp 代币的两倍，但人工智能和去中心化物理基础设施网络 (DePIN) 领域的创新 dApp 预计将推动性能动态的转变。

At the time of writing, the market's leading crypto has managed to reclaim the $101,820 level, recording a 2% increase in the 24-hour time frame.

截至撰写本文时，市场领先的加密货币已成功收复 101,820 美元的水平，在 24 小时内上涨了 2%。