渣打:機構買盤將推升比特幣衝 20 萬美元,但恐削弱競爭幣旺季

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渣打銀行(Standard Chartered)數位資產研究全球主管 Geoff Kendrick 指出,機構資金的進場有望激勵比特幣、以太幣再創新高,但同時也可能讓即將到來的競爭幣熱潮失去往年的強勁動能。

Geoff Kendrick 提到:「機構資金流入 ETF 將對比特幣、以太幣的表現形成支撐。我們預計到 2025 年底,比特幣價格將衝上 20 萬美元,而以太幣則有望飆升至 1 萬美元。」

我們還預期,2025 年流入比特幣的機構資金規模將超越 2024 年,而這些新增資金可能主要來自「退休基金」這類長期投資機構。

不過,Geoff Kendrick 強調,雖然資金後續可能逐漸流向競爭幣,但規模、力度恐不如以往。

競爭幣旺季將以「輕量版」的形式登場,原因在於機構資金的流向將集中在比特幣和以太幣,部分抵消了資金輪動至競爭幣的效應。

然而,QCP Capital 分析師則認為,美國總統川普(Donald Trump)近日推出的官方迷因幣 Official Trump(TRUMP),可能會是引爆新一輪競爭幣熱潮的催化劑。他們分析指出:

TRUMP 迷因幣在全球的傳播速度與影響力,象徵著資本形成的典範轉移。隨著加密資產進一步走向主流化,這或許正是引爆下一波競爭幣熱潮的契機。

〈渣打:機構買盤將推升比特幣衝 20 萬美元,但恐削弱競爭幣旺季〉這篇文章最早發佈於《區塊客》。

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