比特幣的價格飆升至今早$ 104,000

機構流入，創紀錄的ETF動力以及不斷增長的公司採用的混合在一起，這加劇了這一集會。

The price of Bitcoin has surged past $104,000 this morning, and it’s no accident. A mix of surging institutional inflows, record-breaking ETF momentum, and growing corporate adoption are fueling this rally. Here’s what’s helping contribute to the rising price of Bitcoin.

今天早上，比特幣的價格已經超過104,000美元，這絕非偶然。機構流入，創紀錄的ETF動力以及不斷增長的公司採用的混合在一起，這加劇了這一集會。這是有助於對比特幣價格上漲的貢獻的原因。

JUST IN: #Bitcoin hits $104,000 💥 pic.twitter.com/YMbyi3cZq2

就在：#bitcoin hits $ 104,000💥pic.twitter.com/ymbyi3czq2

Big institutions like banks, asset managers, and even some companies are putting money into Bitcoin through ETFs (exchange-traded funds).

銀行，資產經理甚至一些公司等大型機構正在通過ETF（交易所交易資金）將錢投入比特幣。

On Wednesday, James Seyffart of Bloomberg ETF Research reported that spot Bitcoin ETFs have officially hit a new all-time high in lifetime flows, according to Bloomberg data. This marks a sharp recovery from the dip earlier this year and signals strong investor conviction.

據彭博社數據稱，彭博ETF研究的詹姆斯·塞夫特（James Seyffart）報告說，據彭博社數據稱，現貨比特幣ETF已正式達到了終生流量的新歷史最高水平。這標誌著今年早些時候從跌幅中急劇恢復，並表示強烈的投資者定罪。

“Lifetime net flows is #1 most imp metric to watch IMO, very hard to grow, pure truth, no bs,” said Ericl Balchunas, Bloomberg Senior ETF Analyst. “Impressive they were able to make it to new high water mark so soon after the world was supposed to end. Byproduct of barely anyone leaving, left only a tiny hole to dig out of.”

彭博社高級ETF分析師Ericl Balchunas說：“終身網絡流量是觀看IMO，很難成長，純粹的真相，沒有BS的最大限額指標。” “令人印象深刻的是，他們能夠在全世界結束後不久就能夠進入新的高水位。

After yesterdays inflows, the spot Bitcoin ETFs are now at a new high water market for lifetime flows. Currently at $40.33 billion according to Bloomberg data h/t @EricBalchunas pic.twitter.com/0GKPNlmprs

昨天的流入後，現貨比特幣ETF現在處於終生流動的新高水位市場。目前根據彭博數據h/t @ericbalchunas pic.twitter.com/0gkpnlmprs為403.3億美元

ETF resilience suggests institutional investors not only just didn’t flinch during recent market corrections, but started buying more — a key signal that further shows Bitcoin’s base is strengthening. The data also supports the case that many of these investors are in for the long haul, not quick flips. The ETFs have been on a buying spree, helping push up the price.

ETF的彈性表明，機構投資者不僅在最近的市場糾正中不退縮，而且開始購買更多的信號，這是進一步表明比特幣的基礎正在加強的關鍵信號。這些數據還支持許多這些投資者長期使用的情況，而不是快速翻轉。 ETF一直在購買，有助於提高價格。

U.S. 🇺🇸 Bitcoin ETF inflows by day 👇 pic.twitter.com/GVzvX6pu2b

美國🇺🇸比特幣ETF流入一天👇pic.twitter.com/gvzvx6pu2b

At the same time, macro adoption trends are accelerating. Strategy Executive Chairman Michael Saylor noted earlier this week at the Bitcoin For Corporations event at Strategy World 2025 that “Bitcoin treasury companies are getting exponentially more powerful.” Japanese public company Metaplanet CEO Simon Gerovich shared that he believes a “tidal wave” of more companies will be adopting Bitcoin as a reserve asset.

同時，宏觀採用趨勢正在加速。戰略執行董事長邁克爾·塞勒（Michael Saylor）本週早些時候在2025年《戰略世界戰略》（Batraliation World）的《比特幣活動》中指出，“比特幣國庫公司的公司變得越來越強大。”日本上市公司Metaplanet首席執行官西蒙·格羅維奇（Simon Gerovich）分享說，他認為更多公司將採用比特幣作為儲備資產。

This outlook is backed by Strategy CEO Phong Le’s prediction that the number of corporate Bitcoin holders will skyrocket to from 70 to 700 companies by next year. It’s a bold forecast, but one supported by the increasing popularity of Bitcoin as a treasury reserve asset in a time of dollar debasement and sovereign debt concern.

戰略首席執行官Phong Le的預測支持了這種前景，即公司比特幣持有人的數量將在明年到明年的70至700家公司。這是一個大膽的預測，但是在美元貶值和主權債務關注的時候，比特幣作為國庫券資產的普及而支持。

Julien Bittel, Head of Macro Research at Global Macro Investor, shared a chart showing how Bitcoin’s price continues to closely follow the global M2 money supply — a measure of worldwide liquidity. His updated chart shows a strong correlation, with a clear upward trend. “We’re going higher,” Bittel commented, suggesting that as more money flows into the global economy, some of it is landing in Bitcoin.

全球宏觀投資者宏觀研究負責人朱利安·比特爾（Julien Bittel）分享了一張圖表，顯示了比特幣的價格如何繼續跟隨全球M2貨幣供應，這是全球流動性的衡量標準。他更新的圖表顯示了強烈的相關性，並具有清晰的上升趨勢。貝特爾評論說：“我們要更高。”當越來越多的錢流入全球經濟時，其中一些人正在降落在比特幣中。

Lots of you have been asking for the updated Global M2 vs. Bitcoin chart. Well, here it is…And yes – it still tells the same story: We’re going higher…

你們中的許多人一直在要求更新的全局M2與比特幣圖表。好吧，這是……是的 - 它仍然講述了同樣的故事：我們要更高…

All signs point to momentum building: institutional demand via ETFs, corporate treasury adoption, M2 correlation, and investor confidence appear to be pushing Bitcoin upward.

所有跡像都指向動力建設：通過ETF，公司財政部採用，M2相關性和投資者信心的機構需求似乎正在向上推動比特幣。

In addition to all this, there’s growing belief that Bitcoin is becoming more accepted as a long-term store of value — like digital gold. On top of that, with inflation fears and concerns about the U.S. dollar, some investors are turning to Bitcoin as a way to protect their money.

除此之外，人們越來越相信比特幣正變得越來越被視為價值的長期存儲，例如數字黃金。最重要的是，由於通貨膨脹的擔憂和對美元的擔憂，一些投資者正在轉向比特幣，以保護他們的錢。

Supporting the bullish technical narrative, ChartsBTC reported on X this week that Bitcoin’s current price of $102,766 reflects a 10% year-to-date gain, up from $93,381 at the end of 2024.

ChartsBTC在支持看漲的技術敘事時在本週X上報導說，比特幣目前的價格為102,766美元，反映了10％至今的增長，高於2024年底的93,381美元。