Bitwise 资产管理公司首席信息官表示，比特币今年仍可能达到 10 万美元

比特币在 4 月份减半前创下 73,000 美元的历史新高，现已跌破 60,000 美元，并且最近几周一直在努力守住绿线

Bitcoin price hit a new low on Friday, slipping below the $58,000 level as the world’s largest cryptocurrency continued to struggle to hold the green line in recent weeks. However, an industry analyst still believes that BTC could reach $100,000 in the second half of the year.

比特币价格周五创下新低，跌破 58,000 美元水平，因为全球最大的加密货币近几周来继续努力守住绿线。不过，一位行业分析师仍然认为，BTC下半年可能会达到10万美元。

The cryptocurrency market has seen nothing but bad news in recent days, with the latest being the German government’s massive sell-off of Bitcoin. However, many industry experts, such as Bitwise Asset Management CIO Matt Hougan, have been urging digital asset holders to look at the “long-term” potential.

最近几天，加密货币市场只有坏消息，最新的消息是德国政府大规模抛售比特币。然而，许多行业专家，例如 Bitwise Asset Management 首席信息官 Matt Hougan，一直敦促数字资产持有者关注“长期”潜力。

“I think it's safe to say the crypto market is presenting a weird dynamic right now,” Hougan wrote in a note on Wednesday.

“我认为可以肯定地说，加密货币市场目前呈现出一种奇怪的动态，”Hougan 在周三的一份报告中写道。

He highlighted the current “dichotomy” within the market, which is creating a huge potential opportunity for long-term investors in cryptocurrencies.

他强调了当前市场内的“二分法”，这为加密货币的长期投资者创造了巨大的潜在机会。

“I have never seen a better long-term setup for crypto than right now,” the CIO added.

“我从未见过比现在更好的加密货币长期设置，”首席信息官补充道。

Bitcoin price set up for second-half rally to $100,000

比特币价格下半年将上涨至 100,000 美元

The crypto market has seen a shifting tone in Washington regarding the crypto industry, Hougan noted.

Hougan 指出，华盛顿对加密货币行业的态度发生了转变。

In addition to the passage of an increasingly bipartisan resolution that aimed to establish a regulatory framework for crypto, the apparent reversal among Republicans is a major game-changer.

除了旨在建立加密货币监管框架的两党决议的通过之外，共和党人的明显逆转也是一个重大的游戏规则改变者。

Earlier this week, the Republican Party unveiled its 2024 Platform, which saw crypto coming out on top among other innovation priorities that GOP candidates would like to prioritize in the lead-up to the November elections.

本周早些时候，共和党公布了其 2024 年纲领，其中加密货币在共和党候选人希望在 11 月选举前优先考虑的其他创新优先事项中名列前茅。

The platform highlighted the importance of cryptocurrencies in promoting financial freedom and encouraging innovation, while also emphasizing the need for "sensible regulation."

该平台强调了加密货币在促进金融自由和鼓励创新方面的重要性，同时也强调了“合理监管”的必要性。

Inflows into spot Bitcoin exchange-traded funds (ETFs) have been “extraordinary,” Hougan wrote.

霍根写道，流入现货比特币交易所交易基金（ETF）的资金“非同寻常”。

The funds have already hauled in about $15 billion in net new assets since launching in January. However, the Bitwise CIO believes “they're just getting started.”

自 1 月份推出以来，这些基金已吸纳了约 150 亿美元的净新资产。然而，Bitwise 首席信息官认为“他们才刚刚开始”。

Once the ETFs are approved for mainstream use – for instance, Wells Fargo and Morgan Stanley – the market will likely see billions more in positive flows, he projected.

他预计，一旦 ETF 被批准用于主流用途（例如富国银行和摩根士丹利），市场可能会看到数十亿美元的正资金流。

While pessimism across the market did have a negative impact on the ETFs, with the funds bleeding millions in the past weeks, they picked up again earlier this week with positive flows.

尽管整个市场的悲观情绪确实对 ETF 产生了负面影响，过去几周基金损失了数百万美元，但本周早些时候，它们再次回升，资金流正向正。

Instead of being affected by the German government’s massive sell-off, U.S. Bitcoin ETFs bought the dip to bring in nearly $295 million on Monday.

美国比特币 ETF 没有受到德国政府大规模抛售的影响，而是逢低买入，周一带来近 2.95 亿美元的收益。

Bitcoin price begins second half of 2024

比特币价格将于 2024 年下半年开始

The world’s first decentralized cryptocurrency has just started trekking the second half of 2024, and for Hougan, there’s a lot of potential for the coin to surge and hit a new all-time high.

世界上第一个去中心化的加密货币刚刚开始在 2024 年下半年跋涉，对于 Hougan 来说，该代币有很大的潜力飙升并创下历史新高。

With strong growth among stablecoins, big developments in layer 2 blockchain projects, and the deeper dive of prominent institutions such as BlackRock into the Bitcoin craze, the digital currency is set up for second-half success.

随着稳定币的强劲增长、第二层区块链项目的巨大发展，以及贝莱德等知名机构对比特币热潮的深入探索，这种数字货币有望在下半年取得成功。

“The right mix of developments in the second half of the year could easily drive Bitcoin to $100,000 and push Ethereum to new all-time highs,” Hougan noted.

Hougan 指出：“下半年的正确发展组合可以轻松将比特币推至 10 万美元，并将以太坊推至历史新高。”

At the time of writing, Bitcoin price was trading at $57,200, down from nearly hitting $60,000 on Thursday.

截至撰写本文时，比特币价格为 57,200 美元，低于周四接近 60,000 美元的水平。