比特幣：2026年的4200億美元流入？

根據Bitwise，該軌跡正在進行中。加密指數經理預計將有前所未有的投資浪潮：到2026年最高4200億美元。

Cryptocurrency behemoth Bitcoin (BTC) might witness a whopping $420 billion inflow by 2026, according to a report by crypto index manager Bitwise.

根據Crypto Index Manager Bitwise的一份報告，到2026年，加密貨幣龐然大物比特幣（BTC）可能會目睹4200億美元的流入。

The report, titled "Billionaire Band Together To Pour $420 Billion In Bitcoin By 2026 As Global Economy Reboots," predicts that high net worth individuals, states, and asset managers could pour up to $420 billion into Bitcoin by 2026.

該報告的標題為“億萬富翁樂隊在一起，將到2026年重新啟動到2026年，將4200億美元的比特幣投入到比特幣，並預測，到2026年，高淨值個人，州和資產經理可以將高達4200億美元的比特幣倒入比特幣中。

The projections by Bitwise come as Bitcoin is rapidly gaining popularity among major investors, who are increasingly seeking to diversify their portfolios and hedge against inflation.

由於比特幣在主要投資者中迅速越來越受歡迎，他們越來越多地尋求多樣化其投資組合和對沖通貨膨脹。

"Major investors are pivoting to Bitcoin in a big way, and we project that, in 2025 and 2026, the outflows from equities and bonds will largely flow into Bitcoin, in addition to smaller contributions from other sources such as property and commodities," the report said.

該報告說：“主要投資者正在大力向比特幣旋轉，我們預計，除了財產和商品等其他來源的較小貢獻之外，在2025年和2026年，股票和債券的流出將主要流向比特幣。”

The report predicts that, in a conservative scenario, about $150 billion could flow into Bitcoin by 2026. In this scenario, states would allocate 1% of their gold reserves to Bitcoin, some American companies would hold a 10% reserve in Bitcoin, and asset management platforms would contribute 0.1% of their assets under management to Bitcoin.

該報告預測，在保守的情況下，到2026年可能會流向比特幣。在這種情況下，各州將其1％的黃金儲量分配給比特幣，一些美國公司將在比特幣中持有10％的儲備金，資產管理平台將為BitCoin貢獻0.1％的資產佔其資產的0.1％。

However, in a central scenario, which Bitwise favors, predicts that investments in Bitcoin could reach $420 billion by 2026.

但是，在一個偏愛的中心情況下，預測比特幣的投資到2026年可能達到4200億美元。

In this scenario, states would reallocate 5% of their gold reserves to Bitcoin, companies would double their exposure to Bitcoin, and asset management platforms would commit 0.5% of their portfolios to Bitcoin.

在這種情況下，各州將將其黃金儲量的5％重新分配給比特幣，公司將增加對比特幣的曝光，資產管理平台將其投資組合的0.5％投資到比特幣。

This level of investment would absorb about 7.7% of Bitcoin’s total supply, signaling a true strategic realignment by major global economic entities.

這種投資水平將吸收比特幣總供應量的7.7％，這表明了全球主要經濟實體的真正戰略重新調整。

"This scenario would also factor in a modest level of outflows from private investors, which are not included in the main analysis. It is important to note that, at this stage, we are not attempting to quantify the private investor outflows," the report noted.

報告指出：“這種情況也將考慮私人投資者的流出水平，這些情況不包括在主要分析中。重要的是要注意，在此階段，我們並沒有試圖量化私人投資者的流出。”

Furthermore, the report predicts that, in an optimistic scenario, investments in Bitcoin could hit over $600 billion by 2026.

此外，該報告預測，在樂觀的情況下，對比特幣的投資可能到2026年達到6000億美元。

This scenario would see states allocating up to 10% of their reserves to Bitcoin, sovereign wealth funds fully positioning themselves in Bitcoin, and companies quadrupling their holdings in Bitcoin.

這種情況將使各州將多達10％的儲量分配給比特幣，主權財富基金將自己完全定位在比特幣中，而公司將其在比特幣中持有的持股量增加了四倍。

This level of investment would exhaust nearly 15% of Bitcoin’s total supply, effectively rendering it the reserve asset of a post-dollar world.

這一水平的投資將耗盡比特幣總供應量的近15％，從而有效地使其成為後財政部的儲備資產。

The report also highlights the role of Bitcoin ETFs in driving this investment wave.

該報告還強調了比特幣ETF在推動這一投資浪潮中的作用。

In 2024 alone, these products attracted $36.2 billion in a single year, showcasing the strong demand for liquid and regulated Bitcoin exposure.

僅在2024年，這些產品在一年中就會吸引362億美元，從而展示了對液體和受管制比特幣的強烈需求。

These ETFs have also achieved remarkable speed in accumulating assets under management. In one year, they reached $125 billion, which is 20 times faster than gold-backed ETFs at their launch.

這些ETF在積累管理的資產方面也取得了顯著的速度。在一年中，他們達到了1,250億美元，其發射時的速度比金牌支持的ETF快20倍。

For bitcoin advocates, it’s confirmation: the leading crypto is conquering its status as the safe haven asset of the 21st century.

對於比特幣擁護者來說，這是確認的：領先的加密貨幣正在征服其作為21世紀的避風港資產的地位。

Three scenarios are emerging on the horizon:

三種情況正在浮出水面：

* **Cautious scenario: $150 billion at stake**

***謹慎的方案：危險的1500億美元**

In its most moderate scenario, Bitwise imagines partial adoption. States would allocate only 1% of their gold reserves to bitcoin. Some American companies would hold a reserve of 10%, and asset management platforms would not go beyond 0.1%. Result: $150 billion inflows, a contained but real confidence signal.

在最溫和的情況下，Bitwise想像了部分採用。各州只能將其黃金儲量的1％分配給比特幣。一些美國公司將持有10％的儲備，資產管理平台不會超過0.1％。結果：1500億美元的流入，包含但真正的置信信號。

* **Central scenario: $420 billion inflows**

***中心方案：4200億美元流入**

This is the scenario favored by Bitwise. Here, states reallocate 5% of their gold, companies double their exposure, and asset managers commit 0.5% of their portfolios. This movement would absorb 7.7% of bitcoin’s total supply. This would no longer be a speculative bet, but a true strategic realignment by major global economic entities.

這是Bitwise偏愛的方案。在這裡，各州重新分配了其黃金的5％，公司的曝光率加倍，資產經理承諾投資組合的0.5％。該運動將吸收比特幣總供應量的7.7％。這不再是投機性的賭注，而是全球主要經濟實體的真正戰略重新調整。

* **Optimistic scenario: towards $600 billion**

***樂觀的場景：邁向6000億美元**

The most ambitious projection calls for massive adoption. States would allocate up to 10% of their reserves, sovereign wealth funds would fully position themselves, and companies would quadruple their holdings. Result: more than $600 billion inflows and 15% of the BTC supply absorbed. In this scenario, bitcoin would become the reserve asset of a post-dollar world.

最雄心勃勃的預測要求大量採用。各州將最多分配其儲備金的10％，主權財富基金將完全定位自己，公司將使他們的股份四倍。結果：超過6000億美元的流入和15％的BTC供應吸收。在這種情況下，比特幣將成為後美元世界的儲備資產。

Don't miss out on the latest cryptocurrency news!

不要錯過最新的加密貨幣新聞！

Join the conversation in the CoinTribune Telegram community.

加入Cointribune Telegram社區中的對話。

This dynamic is driven by bitcoin’s scarcity—with over 94% of the supply already mined, each BTC gains in scarcity—and the legitimacy of ETFs.

這種動態是由比特幣的稀缺性驅動的 - 超過94％的供應已經開采了，每個BTC稀缺的收益都在稀缺中，以及ETF的合法性。

The convergence between bitcoin and gold in terms of the Sharpe ratio also fuels this changing perspective. Even at Fidelity, the narrative is evolving: according to Jurrien Timmer, a BTC above $

比特幣與黃金之間的融合也以夏普比的比率助長了這種不斷變化的觀點。即使在富達時，敘述也在不斷發展：根據$ $ $ $的BTC的Jurrien Timmer的說法