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比特币的最佳案例是2025年的250000美元:查尔斯·爱德华兹(Charles Edwards)
Top crypto analysts share their insights on where Bitcoin, Solana, and other major cryptocurrencies will trade by the year-end. Plus, the latest signals from futures traders and a look at the crypto market sentiment.
顶级加密分析师分享了他们对比特币,Solana和其他主要加密货币将在年底交易的见解。另外,期货交易者的最新信号和加密市场情绪。
The Bulls
公牛
Bitcoin ‘best case' is $250,000 in 2025: Charles Edwards
比特币“最佳案例”是2025年$ 250,000:查尔斯·爱德华兹(Charles Edwards)
Bitcoin could reach new all-time highs of $250,000 in 2025 if there are no more surprise tariff scares from US President Donald Trump and the Federal Reserve’s policies remain pro-risk assets and pro-liquidity into the back end of the year, Capriole Investments founder Charles Edwards predicts.
如果美国总统唐纳德·特朗普(Donald Trump)不再有惊喜的关税,那么比特币在2025年的新历史最高点可能达到25万美元,而美联储的政策仍然是一年中的亲风险资产和亲利用性,Capriole Investment Investments创始人Charles Edwards预测。
“[It’s] an interesting question and one that I get asked often,” Edwards tells Magazine. “I think the best case would be 2x EV (Bitcoin Energy Value), which is around the $250,000 mark.”
“这是一个有趣的问题,我经常被问到一个问题,”爱德华兹告诉杂志。 “我认为最好的情况是2x EV(比特币能量价值),大约为25万美元。”
Edwards adds that he thinks we are starting to see some Bitcoin treasury flywheel effects play out already, which could go exponential as companies seek to replicate the (Micro)Strategy playbook.
爱德华兹(Edwards)补充说,他认为我们已经开始看到一些比特币国库的飞轮效果已经发挥作用,随着公司寻求复制(Micro)策略剧本的指数,这可能会达到指数。
Earlier this year, in April, BitMEX co-founder Arthur Hayes predicted Bitcoin could hit $250,000 in 2025 if the US Federal Reserve pivots to quantitative easing. Meanwhile, in November 2024, Fundstrat Global Advisors’ researcher Tom Lee gave a 12-month deadline for $250,000 Bitcoin.
今年早些时候,在4月份,如果美国美联储枢纽定量宽松,Bitmex联合创始人Arthur Hayes预测比特币将在2025年达到25万美元。同时,在2024年11月,FundStrat Global Advisors的研究人员汤姆·李(Tom Lee)以25万美元的比特币给了12个月的截止日期。
Solana ‘may surpass' $500 by the year-end: Cole Kennelly
索拉纳(Solana)'可能超过'$ 500,年终:科尔·肯纳利(Cole Kennelly)
Solana price may triple in price by the end of 2025 if its adoption rate gains momentum again, says Volmex Labs founder and CEO Cole Kennelly.
Volmex Labs创始人兼首席执行官Cole Kennelly说,如果索拉纳(Solana)价格在2025年底之前可能会增加三倍。
“I think SOL price may surpass $500 by the end of 2025, exceeding $250+ billion in network market cap.”
“我认为,到2025年底,索尔价格可能超过500美元,超过2500亿美元的网络市值。”
Kennelly argues that Solana is the premier world computer powering a variety of decentralized applications with a single global atomic state. He predicts that growing stablecoin use such as USDT and USDC and an upswing in the broader DeFi sector, specifically derivatives products, will catalyze demand for SOL.
肯内利(Kennelly)认为,索拉纳(Solana)是最重要的世界计算机,为各种全球原子状态提供了各种分散的应用程序。他预测,诸如USDT和USDC等越来越多的稳定使用的使用以及更广泛的偏转部门的增长,特别是衍生产品产品,将催化对SOL的需求。
Kennelly’s price prediction matches the same 2025 target that VanEck projected for Solana back in December 2024.
Kennelly的价格预测与2024年12月在2024年12月为Solana预计的2025年目标相匹配。
Another big boost for Solana this year could come if the US regulators approve Solana exchange-traded funds (ETFs). On April 30, Bloomberg Intelligence boosted its estimated odds of this happening to 90%.
如果美国监管机构批准了Solana Exchange贸易资金(ETF),今年索拉纳的另一个重大提升可能会发生。 4月30日,彭博情报公司将其估计的几率提高到90%。
However, as we saw with Ether, crypto ETF launches do not guarantee that the asset will skyrocket. While Bitcoin surged 73% in the following two months after spot Bitcoin ETFs launched to reach new all-time highs, Ether dropped 36% in the two months after its July 2024 launch.
但是,正如我们在Ether上看到的那样,加密ETF的发布并不能保证资产会飞涨。在Spot Bitcoin ETF推出以达到新历史高点之后的两个月后,比特币在接下来的两个月中飙升了73%,在2024年7月推出后的两个月中,Ether下降了36%。
HYPE giving exchanges a “run for their money”: Ben Simpson
炒作给交流“赚钱”:本·辛普森
Keep an eye on the native token of decentralized exchange Hyperliquid (HYPE) for the rest of the year, says Collective Shift CEO Ben Simpson, who says the outlook is bullish, but he’s not ready to slap a price target on it just yet.
集体班次首席执行官本·辛普森(Ben Simpson)说,请密切关注今年剩余时间的分散交换超级流动性(HYPE)的本地代币。
“No price targets, but it’s doing really well as a revenue-generating layer 1,” Simpson tells Magazine. Launched in December 2024, Hyperliquid’s layer-1 blockchain, HyperEVM, managed to surpass Solana in seven-day fees by the week of February 27.
辛普森告诉《杂志》:“没有价格目标,但它确实做得很好。” HypereVM HypereVM于2024年12月推出,在2月27日一周之前设法超过了Solana的7天费用。
Simpson says the layer 1 is keeping major crypto exchanges on their toes.
辛普森说,第1层正在将主要的加密交换保持在其脚趾上。
“It’s built for derivatives, so it’s competing against major exchanges and giving them a run for their money by generating revenue on the platform and giving a share back to tokenholders. One I’m bullish on for this cycle,” Simpson says.
辛普森说:“它是为衍生工具而建造的,因此它正在与主要的交流竞争,并通过在平台上产生收入并将股份返还给Tokenholders竞争。
The Bears
熊
BTC Classic, ETC and other 'classic coins' may underperform in 2025: Michaël van de Poppe
BTC Classic等和其他“经典硬币”可能在2025年表现不佳:MichaëlVande poppe
The OG spin-off tokens, Bitcoin Classic and Ethereum Classic will likely underperform this year price-wise, according to MN Trading Capital founder Michaël van de Poppe.
根据MN Trading Capital Capital创始人MichaëlVande Poppe的说法,OG衍生令牌,比特币经典和以太坊经典的价格可能不佳。
“The assets within the top 50 that I’m the most bearish on are the Classic coins,” van de Poppe tells Magazine.
范德·波普(Van de Poppe)告诉《杂志》(Van de Poppe)告诉杂志:“我最看跌的前50名资产是经典硬币。”
“Coins that come from 2017 and are still printing significant lower lows against Bitcoin will likely continue to die down. Coins such as Bitcoin Classic and Ethereum Classic that serve no role and have proven to be wrong in their thesis.”
“来自2017年并仍在对比特币打印出明显的低点的硬币可能会继续消失。像比特币经典和以太坊经典之类的硬币,这些硬币没有作用,并且在其论文中被证明是错误的。”
Both Bitcoin Classic and Ethereum Cash launched in 2017, and van de Poppe says they may still see some gains due to the rising tide lifting all boats.
比特币经典币和以太坊现金于2017年推出,范德·波普(Van de Poppe)表示,由于潮汐升起的所有船只,他们可能仍然会看到一些收益。
He says if Bitcoin does another “3x,” then it is “very likely” that these classic coins may even make a “similar move,” but to him, that’s still bearish since
他说,如果比特币还有另一个“ 3倍”,那么这些经典硬币甚至可能采取“类似的举动”,但对他来说,这仍然是看不见的
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