Bitwise 資產管理公司資訊長表示，比特幣今年仍可能達到 10 萬美元

比特幣在 4 月減半前創下 73,000 美元的歷史新高，現已跌破 60,000 美元，最近幾週一直在努力守住綠線

Bitcoin price hit a new low on Friday, slipping below the $58,000 level as the world’s largest cryptocurrency continued to struggle to hold the green line in recent weeks. However, an industry analyst still believes that BTC could reach $100,000 in the second half of the year.

比特幣價格週五創下新低，跌破 58,000 美元水平，因為全球最大的加密貨幣近幾週來繼續努力守住綠線。不過，一位產業分析師仍認為，BTC下半年可能會達到10萬美元。

The cryptocurrency market has seen nothing but bad news in recent days, with the latest being the German government’s massive sell-off of Bitcoin. However, many industry experts, such as Bitwise Asset Management CIO Matt Hougan, have been urging digital asset holders to look at the “long-term” potential.

最近幾天，加密貨幣市場只有壞消息，最新的消息是德國政府大規模拋售比特幣。然而，許多行業專家，例如 Bitwise Asset Management 資訊長 Matt Hougan，一直敦促數位資產持有者專注於「長期」潛力。

“I think it's safe to say the crypto market is presenting a weird dynamic right now,” Hougan wrote in a note on Wednesday.

「我認為可以肯定地說，加密貨幣市場目前呈現出一種奇怪的動態，」Hougan 在周三的一份報告中寫道。

He highlighted the current “dichotomy” within the market, which is creating a huge potential opportunity for long-term investors in cryptocurrencies.

他強調了當前市場內的“二分法”，這為加密貨幣的長期投資者創造了巨大的潛在機會。

“I have never seen a better long-term setup for crypto than right now,” the CIO added.

「我從未見過比現在更好的加密貨幣長期設置，」首席資訊長補充道。

Bitcoin price set up for second-half rally to $100,000

比特幣價格下半年將上漲至 10 萬美元

The crypto market has seen a shifting tone in Washington regarding the crypto industry, Hougan noted.

Hougan 指出，華盛頓對加密貨幣產業的態度發生了轉變。

In addition to the passage of an increasingly bipartisan resolution that aimed to establish a regulatory framework for crypto, the apparent reversal among Republicans is a major game-changer.

除了旨在建立加密貨幣監管框架的兩黨決議的通過之外，共和黨人的明顯逆轉也是一個重大的遊戲規則改變者。

Earlier this week, the Republican Party unveiled its 2024 Platform, which saw crypto coming out on top among other innovation priorities that GOP candidates would like to prioritize in the lead-up to the November elections.

本週早些時候，共和黨公佈了 2024 年綱領，其中加密貨幣在共和黨候選人希望在 11 月選舉前優先考慮的其他創新優先事項中名列前茅。

The platform highlighted the importance of cryptocurrencies in promoting financial freedom and encouraging innovation, while also emphasizing the need for "sensible regulation."

該平台強調了加密貨幣在促進金融自由和鼓勵創新方面的重要性，同時也強調了「合理監管」的必要性。

Inflows into spot Bitcoin exchange-traded funds (ETFs) have been “extraordinary,” Hougan wrote.

霍根寫道，流入現貨比特幣交易所交易基金（ETF）的資金「非同尋常」。

The funds have already hauled in about $15 billion in net new assets since launching in January. However, the Bitwise CIO believes “they're just getting started.”

自 1 月推出以來，這些基金已吸收了約 150 億美元的淨新資產。然而，Bitwise 資訊長認為「他們才剛開始」。

Once the ETFs are approved for mainstream use – for instance, Wells Fargo and Morgan Stanley – the market will likely see billions more in positive flows, he projected.

他預計，一旦 ETF 被批准用於主流用途（例如富國銀行和摩根士丹利），市場可能會看到數十億美元的正資金流。

While pessimism across the market did have a negative impact on the ETFs, with the funds bleeding millions in the past weeks, they picked up again earlier this week with positive flows.

儘管整個市場的悲觀情緒確實對 ETF 產生了負面影響，過去幾週基金損失了數百萬美元，但本週早些時候，它們再次回升，資金流正向正。

Instead of being affected by the German government’s massive sell-off, U.S. Bitcoin ETFs bought the dip to bring in nearly $295 million on Monday.

美國比特幣 ETF 沒有受到德國政府大規模拋售的影響，而是逢低買入，週一帶來近 2.95 億美元的收益。

Bitcoin price begins second half of 2024

比特幣價格將於 2024 年下半年開始

The world’s first decentralized cryptocurrency has just started trekking the second half of 2024, and for Hougan, there’s a lot of potential for the coin to surge and hit a new all-time high.

世界上第一個去中心化的加密貨幣剛開始在 2024 年下半年跋涉，對於 Hougan 來說，該代幣有很大的潛力飆升並創下歷史新高。

With strong growth among stablecoins, big developments in layer 2 blockchain projects, and the deeper dive of prominent institutions such as BlackRock into the Bitcoin craze, the digital currency is set up for second-half success.

隨著穩定幣的強勁成長、第二層區塊鏈項目的巨大發展，以及貝萊德等知名機構對比特幣熱潮的深入探索，這種數位貨幣有望在下半年取得成功。

“The right mix of developments in the second half of the year could easily drive Bitcoin to $100,000 and push Ethereum to new all-time highs,” Hougan noted.

Hougan 指出：“下半年的正確發展組合可以輕鬆將比特幣推至 10 萬美元，並將以太坊推至歷史新高。”

At the time of writing, Bitcoin price was trading at $57,200, down from nearly hitting $60,000 on Thursday.

截至撰寫本文時，比特幣價格為 57,200 美元，低於週四接近 60,000 美元的水平。