比特币、加密货币和复苏：驾驭 2026 年牛市

揭示比特币和加密货币复苏的最新趋势，从基础设施投资到战略投资，并为下一次牛市做好准备。

The crypto world is buzzing with anticipation for the next big bull run, expected around 2026. This article dives into key trends, strategic investments, and potential recovery plays in the Bitcoin and broader crypto landscape.

加密世界充满了对下一次大牛市的预期，预计将于 2026 年左右出现。本文深入探讨了比特币和更广泛的加密领域的主要趋势、战略投资和潜在复苏。

Arthur Hayes' Prediction and Infrastructure Plays

Arthur Hayes 的预测和基础设施游戏

Arthur Hayes believes Bitcoin has found solid ground around $80,000, hinting at a potential bull market forming. He suggests the lowest we might see Bitcoin this year is in the low $80,000s, but it likely won't surge much higher until 2026. If he's right, this is the time for liquidity to return, volatility to compress, and patient capital to position itself for significant moves.

Arthur Hayes 认为，比特币已经在 80,000 美元左右找到了坚实的基础，暗示潜在的牛市正在形成。他表示，今年比特币的最低价可能会在 8 万美元左右，但到 2026 年它可能不会大幅上涨。如果他是对的，那么现在就是流动性回归、波动性压缩以及耐心资本为重大举措做好准备的时候了。

When Bitcoin stabilizes after a major run, the easy trade is gone. Smart money rotates into infrastructure and high-beta plays that benefit most when the cycle resumes. These include Bitcoin Layer 2s, core DeFi rails, and on-chain leverage exchanges.

当比特币在大幅上涨后企稳时，轻松的交易就消失了。聪明的资金会转向基础设施和高贝塔系数投资，当周期恢复时，它们受益最大。其中包括比特币第 2 层、核心 DeFi 轨道和链上杠杆交易所。

Key Infrastructure Projects to Watch

值得关注的重点基础设施项目

• Bitcoin Hyper ($HYPER): A high-throughput Bitcoin Layer 2 integrating the Solana Virtual Machine. It aims to deliver faster execution than Solana while settling back to Bitcoin. The presale has already raised over $28.5M, with $HYPER valued at $0.013335, and staking rewards set at 41%. Analysts predict a realistic price of $0.20 in 2026 and $1.50 by 2030.
• Best Wallet Token ($BEST): Targeting a 40% share of the crypto wallet market by the end of 2026, focusing on simplicity, security, and integrated on-chain tooling. The presale has raised over $17.5M so far, with $BEST priced at $0.026005 and a dynamic staking model currently at 75% APY.
• Hyperliquid ($HYPE): The dominant decentralized perpetuals exchange, built on its own high-performance Layer-1 blockchain optimized for low-latency, high-throughput trading. $HYPE is selling at $33.28 and growing.

Corporate Bitcoin Investments: A Sign of Confidence

企业比特币投资：信心的标志

KOSDAQ-listed Bitplanet's strategic Bitcoin investment demonstrates growing corporate confidence in digital assets. Their latest acquisition of 28.5 BTC brings their total holdings to 228.5 BTC, reflecting a broader trend of traditional companies embracing digital assets. This methodical accumulation suggests they see long-term potential in the digital asset space, viewing Bitcoin as both a store of value and a strategic hedge against inflation.

科斯达克上市的 Bitplanet 的比特币战略投资表明企业对数字资产的信心不断增强。他们最新收购了 28.5 BTC，使其总持有量达到 228.5 BTC，反映出传统公司拥抱数字资产的更广泛趋势。这种有条不紊的积累表明他们看到了数字资产领域的长期潜力，将比特币视为价值储存手段和对抗通胀的战略对冲工具。

The Significance of Bitplanet's Approach

Bitplanet 做法的意义

• Transparency: Bitplanet openly discloses its Bitcoin purchases and average price.
• Forward-Thinking: Their investment represents a forward-thinking approach to treasury management.
• Market Impact: It adds legitimacy to cryptocurrency as an asset class suitable for corporate treasuries.

Navigating Market Uncertainty: AI and Recovery Plays

应对市场的不确定性：人工智能和复苏发挥作用

The market is choppy, and retail traders often feel hunted by insiders. Projects like DeepSnitch AI (DSNT) aim to empower the average crypto investor by providing institutional-grade intelligence. DeepSnitch AI has already pulled in more than $590,000, the presale price has climbed to $0.02477, and early supporters are up over 60%. It provides live utility in a dead market with tools like SnitchFeed and SnitchScan, designed to prevent opacity and audit smart contracts for hidden risks.

市场波动很大，散户交易者常常感到受到内部人士的追捕。 DeepSnitch AI (DSNT) 等项目旨在通过提供机构级情报来增强普通加密货币投资者的能力。 DeepSnitch AI 已筹集超过 59 万美元，预售价格已攀升至 0.02477 美元，早期支持者涨幅超过 60%。它通过 SnitchFeed 和 SnitchScan 等工具在死市场中提供实时实用工具，旨在防止不透明并审核智能合约以发现隐藏风险。

Toncoin (TON) Recovery: A Technical Outlook

Toncoin (TON) 复苏：技术展望

Toncoin has experienced downside pressure recently, but technical indicators show signs of a potential reversal. A comprehensive analysis suggests a recovery phase may be imminent, potentially reaching $2.28 by December 2025.

Toncoin近期经历了下行压力，但技术指标显示出潜在反转的迹象。综合分析表明，复苏阶段可能即将到来，到 2025 年 12 月可能达到 2.28 美元。

Key Toncoin Price Targets

Toncoin 关键价格目标

• Short-term target (1 week): $1.82 (+15%)
• Medium-term forecast (1 month): $2.05-$2.28 range
• Key level to break for bullish continuation: $1.95 (EMA 26)

Technical indicators like RSI and MACD support a bullish reversal scenario, making it a potentially interesting recovery play.

RSI 和 MACD 等技术指标支持看涨逆转情景，使其成为潜在有趣的复苏策略。

Final Thoughts: Buckle Up for 2026!

最后的想法：为 2026 年做好准备！

Whether you're betting on infrastructure plays, corporate adoption, or technical recoveries, the crypto market is shaping up for an exciting run towards 2026. So, grab your favorite beverage, do your own research, and get ready for the ride. It's gonna be wild!

无论您是押注于基础设施建设、企业采用还是技术复苏，加密货币市场都正在为 2026 年的激动人心的发展做好准备。因此，拿起您最喜欢的饮料，进行自己的研究，并为这一旅程做好准备。会很疯狂！