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[lastpost] => 2688045 十一月估计虚拟币要暴涨啊 1730422236 22301
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比特币价格展望没有最高,只有更高。在10万美元的看涨欢呼声之中,伯恩斯坦研究公司在其最新报告中预测,到2025年底,比特币价格可能会高达20万美元。4 q- }. E2 q" D) p3 u) E/ x1 h' a7 E
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报告指出,今年年底,预计华尔街将取代创始人中本聪,成为比特币顶级钱包。这与比特币ETF的大获成功有关,该类型基金已经成为今年ETF中的主要交易。
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# x, ^3 e# B; `2 k* u( P截止周三,比特币现货ETF总资产净值为640.88亿美元,ETF市值较比特币总市值占比达4.86%,历史累计净流入已达213.45亿美元。
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此外,摩根大通在本月的一份报告中表示,在地缘ZZ紧张局势加剧的情况下,投资者正在转向黄金和比特币进行避险交易,以应对出现灾难性局面。+ a2 ]0 t3 a- Z9 x
6 I+ E4 R9 j7 R自月初以来,比特币价格上涨了6%,目前稳定在67000美元上方。本周一,比特币一度涨至69400美元以上,靠近市场的70000美元关键心理价位。
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看涨声不绝" ^" ]$ g* i: C) V: H/ T9 p
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多家分析机构都对比特币价格发出了看涨信号,尤其是美国大选在即,利好比特币的总统候选人特朗普正在不断扩大其竞选优势。5 w2 u/ R" Z* ~9 |3 X; _8 n9 i
2 `6 X% i& S$ M; V3 J+ B' e摩根大通指出,市场正在从事贬值交易,即黄金需求飙升。主要原因在于2022年以来的地缘ZZ不确定性上升,长期通胀带来的高风险性,以及全球主要经济体的ZF赤字持续居高不下。" T$ v# e! R: m) p1 Q5 g( U
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对冲基金Tudor Investment创始人Paul Tudor Jones也警告,他看好比特币和其他大宗商品,因为美国大选之后,几乎是条条大路通通胀。黄金、比特币、大宗商品和纳斯达克股票篮子是他的首选投资,且他将不会持有任何固收资产。
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/ S( s# ~- \1 T+ A除了宏观方面的影响,伯恩斯坦还指出人工智能带来的能源需求也有助于比特币获利。VanEck公司的数字资产研究主管Matthew Sigel曾解释,人工智能公司需要能源,而比特币矿工拥有能源。. w, q( b% I7 _
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伯恩斯坦指出,这将加快比特币挖矿的行业整合,并推动该行业从今年减半带来的低迷中快速复苏。4 @! q, f, z9 M# P
/ \' F( W$ r8 _$ P$ L( @采矿公司Luxor的首席执行官 Nick Hansen则表示,矿工每消耗一千瓦时的能源就可以从人工智能中赚取2-3美元,而比特币采矿则赚取0.15-0.20美元。
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