比特幣的價格火箭飛向11萬美元：機構投資者助長了歷史集會？

在機構興趣和宏觀因素的推動下，比特幣眼睛$ 110K。七月的波動會導致新的高點還是震動？扣！

Bitcoin Price Rockets Towards $110K: Institutional Investors Fueling a Historical Rally?

比特幣的價格火箭飛向11萬美元：機構投資者助長了歷史集會？

Bitcoin's price is surging towards $110,000 in early July, driven by strong institutional investment and a favorable macroeconomic backdrop. Can this rally sustain itself, or are we in for a wild ride? Let's dive in.

在7月初，比特幣的價格在7月初漲到11萬美元，這是在強大的機構投資和有利的宏觀經濟背景的推動下。這個集會可以維持自己，還是我們要狂野？讓我們潛水。

Institutional Investors: The Quiet Revolution

機構投資者：安靜的革命

One of the biggest factors driving Bitcoin's recent surge is the increasing involvement of institutional investors. U.S. spot Bitcoin ETFs, led by BlackRock’s IBIT, have seen a net cash inflow of around $12.8 billion in the last three months. This influx of capital signals a growing acceptance of Bitcoin as a legitimate asset class by major financial players. The rising demand from institutional investors has caused a sharp decline of disposable coins on centralized exchanges thus exaggerating the supply vs demand shock.

推動比特幣最近激增的最大因素之一是機構投資者的參與日益增加。在過去三個月中，由貝萊德（Blackrock）的IBIT領導的美國現金現金流入約為128億美元。大量的資本湧入信號越來越多地接受比特幣作為主要財務參與者的合法資產類別。機構投資者的需求不斷上升，導致一次性交易所的一次性硬幣急劇下降，從而誇大了供應與需求衝擊。

The Macroeconomic Winds

宏觀經濟的風

Beyond institutional investment, macroeconomic factors are also playing a crucial role. Bitcoin's price appears to be mirroring the exponential growth of the global money supply (M2). With the U.S. government likely to increase its budget deficit, more money supply in the near term is extremely bullish for Bitcoin. Easing geopolitical tensions amid an anticipated Fed rate cut in the second half of 2025 spells macro bullish sentiment.

除了機構投資之外，宏觀經濟因素也起著至關重要的作用。比特幣的價格似乎正在反映全球貨幣供應（M2）的指數增長。隨著美國政府可能會增加預算赤字，在短期內，更多的貨幣供應對比特幣來說是極其看漲的。在2025年下半場預期的美聯儲降低的情況下，寬鬆的地緣政治緊張局勢是宏觀看漲情緒。

July: A Month of Volatility

七月：一個月的波動

While the overall outlook is positive, July is shaping up to be a volatile month. As K33’s Vetle Lunde puts it, July is “crowded with latent Trump volatility.” Legislative grenades could detonate smoothly (rare, but not impossible), opening a path to $170K. If not, expect a gut-check that shakes out late longs before the real party starts.

雖然整體前景是積極的，但七月正構成一個動蕩的月份。正如K33的獸醫倫德所說的那樣，七月“擠滿了潛在的特朗普波動”。立法手榴彈可能會順利引爆（罕見，但不是不可能的），打開了17萬美元的道路。如果沒有，請期待腸道檢查在真正的聚會開始之前渴望的腸子。

Potential Price Targets

潛在的價格目標

Given these factors, some analysts are setting ambitious price targets. If Bitcoin continues to follow M2, a new all-time high is within reach, potentially pushing the price to $120,000 or even $170,000. However, a retracement towards the $92,000-$96,000 range could invalidate this bullish sentiment.

鑑於這些因素，一些分析師正在設定雄心勃勃的價格目標。如果比特幣繼續遵循M2，則有一個新的歷史最高水平，可能會將價格提高到120,000美元甚至170,000美元。但是，對$ 92,000- $ 96,000範圍的回溯可能使這種看漲情緒無效。

My Two Satoshis

我的兩個satoshis

While the potential for significant gains is enticing, it's crucial to remain cautious. The cryptocurrency market is known for its volatility, and unexpected events can quickly change the landscape. Don't put all your eggs in one basket. Diversify your investments, do your own research, and only invest what you can afford to lose.

儘管取得巨大收益的潛力是誘人的，但要保持謹慎至關重要。加密貨幣市場以其波動性而聞名，意外事件可以迅速改變景觀。不要把所有的雞蛋都放在一個籃子裡。多樣化您的投資，進行自己的研究，只投資您能負擔得起的損失。

The Bottom Line

底線

Bitcoin's charge toward $110K isn’t just another ETF-flow head-fake. It’s a cocktail of deficit-driven liquidity, a weaker dollar, and Washington’s sudden love affair with “strategic” crypto. So, is now a good time to buy Bitcoin? That's a decision you need to make for yourself, but all signs point to a potentially exciting ride. Just remember to buckle up, because this month is going to be loud! And keep that popcorn handy!

比特幣對$ 110K的費用不僅僅是另一個ETF-Flow Head-Fake。這是赤字驅動的流動性，較弱的美元以及華盛頓與“戰略性”加密貨幣的突然戀愛的雞尾酒。那麼，現在是購買比特幣的好時機嗎？這是您需要做出的決定，但所有跡像都表明了潛在的​​激動人心的旅程。只要記住要扣緊，因為這個月會很大！並保持爆米花方便！