比特幣價格預測來自Bitwise Cio Matt Hougan

Bitwise Asset Management的首席投資官Matt Hougan最近分享了他對比特幣未來價格軌蹟的見解 - 他的前景異常看漲。

Matt Hougan, Chief Investment Officer at Bitwise Asset Management, recently shared his insights on Bitcoin’s future price trajectory — and his outlook is exceptionally bullish.

Bitwise Asset Management的首席投資官Matt Hougan最近分享了他對比特幣未來價格軌蹟的見解 - 他的前景異常看漲。

During a recent interview, Hougan discussed the factors that could propel Bitcoin to new highs, exploring the implications of Bitcoin ETFs, institutional adoption, and the broader macroeconomic landscape.

在最近的一次採訪中，霍根討論了可以推動比特幣進入新高點的因素，探討了比特幣ETF，制度採用和更廣泛的宏觀經濟景觀的含義。

According to Hougan, Bitcoin is poised for a significant rise, potentially crossing the $1 million mark by 2029.

據霍根（Hougan）稱，比特幣有望大幅上升，到2029年可能會超過100萬美元。

Hougan views BTC as a digital alternative to gold, a market valued at nearly $20 trillion. He also sees Bitcoin playing a crucial role in cross-border transactions, another multi-trillion-dollar space. With Bitcoin’s supply permanently capped at 21 million coins, Hougan believes the math points to a much higher price in the years ahead.

Hougan認為BTC是黃金的數字替代品，這個市場價值將近20萬億美元。他還認為比特幣在跨境交易中起著至關重要的作用，這是另一個數万億美元的空間。隨著比特幣的供應永久封頂為2100萬個硬幣，霍根認為，數學指向未來幾年的價格要高得多。

In the short term, Hougan highlights a powerful supply-demand imbalance. Bitcoin’s annual production is around 160,000 coins, while demand from new spot Bitcoin ETFs is soaking up approximately 500,000 coins per year.

在短期內，霍根強調了強大的供求需求失衡。比特幣的年產量約為160,000個硬幣，而新現場比特幣ETF的需求每年吸收約500,000個硬幣。

This mismatch, he says, means something has to give — and that something will likely be the price, breaking through resistance and moving significantly higher.

他說，這種不匹配意味著必須給出一些東西 - 而且有些東西可能是價格，破壞了阻力和更高的移動。

“Institutions are starting to allocate”

“機構開始分配”

In the institutional sphere, Hougan noted that pension funds and other major investors move slowly — often requiring months of due diligence and consulting before making investment decisions. However, some institutions have already begun allocating to Bitcoin.

在機構領域，霍根指出，養老基金和其他主要投資者行動緩慢 - 通常需要幾個月的盡職調查和諮詢，然後才能做出投資決策。但是，一些機構已經開始分配比特幣。

He added that with the total crypto market nearing $3 trillion, having no exposure is effectively taking a short position. Allocating just 1-2% to Bitcoin isn’s viewed as aggressive; it simply brings portfolios to neutral. As institutions become more comfortable with this idea, Hougan expects Bitcoin allocations to rise steadily, providing additional fuel for long-term growth.

他補充說，隨著總加密貨幣市場接近3萬億美元，沒有曝光實際上是很短的位置。僅分配1-2％的比特幣ISN被認為是侵略性的；它只是將投資組合帶入中立。隨著機構對這個想法的越來越舒適，Hougan預計比特幣分配將穩步上升，為長期增長提供了額外的燃料。

In Hougan’s view, Bitcoin’s journey to $1 million will be driven by its fundamental value proposition, market dynamics, and increasing institutional acceptance — a combination that could transform the crypto landscape by the end of the decade.

霍根（Hougan）認為，比特幣的100萬美元之旅將由其基本價值主張，市場動態和日益增加的機構認可所驅動 - 這種結合可以在十年結束前改變加密貨幣景觀。