如果历史重复比特币，比特币可能处于其最强的增长周期的边缘

比特币的下一个突破可能不是由散户投资者带领的，而是由华尔街领导的，这就是原因。

If history repeats, Bitcoin (BTC) could be on the verge of its strongest growth cycle yet.

如果历史重复，比特币（BTC）可能处于其迄今为止最强的生长周期的边缘。

Rising Institutional Interest in Bitcoin

比特币的机构兴趣不断上升

According to Bitwise, institutional inflows into BTC could total $180 billion by 2026. This will be driven by a wave of demand from Registered Investment Advisers (RIAs), pensions, and wirehouses.

根据Bitwise的说法，到2026年，机构流入BTC的流入可能总计1,800亿美元。这将由注册投资顾问（RIA），养老金和电线房的需求浪潮驱动。

This marks a pivotal shift from the retail-driven rallies of the past to one rooted in professional, long-term capital.

这标志着从过去的零售集会转变为源于专业的长期资本的一个关键转变。

On-chain data already hints at this transformation. UTXO (Unspent Transaction Output) analysis – a method to track Bitcoin wallet activity – indicates that institutions have begun accumulating positions quietly.

链上数据已经暗示了这种转换。 UTXO（无需交易输出）分析 - 一种跟踪比特币钱包活动的方法 - 表明机构已经开始悄悄地积累位置。

This, some analysts argue, is the “stealth phase” before a potential parabolic price move.

一些分析师认为，这是潜在的抛物线价格转移之前的“隐形阶段”。

Chart Analysis: Bitcoin ETFs Outpacing Gold

图表分析：比特币ETF超过黄金

The chart included in the tweet compares U.S. Spot Bitcoin ETF flows with SPDR Gold Shares (GLD) over a seven-year horizon. Here’s what it shows:

该推文中包含的图表将美国比特币ETF流与SPDR Gold股票（GLD）（GLD）进行了比较，这是七年的地平线。这就是它显示的：

Institutional appetite for Bitcoin is already dwarfing what we’ve historically seen with gold ETFs, especially in the early adoption phase. If momentum continues, Bitcoin could become a new macro-asset class in the portfolios of major financial institutions.

对比特币的机构食欲已经使我们历史上看到的黄金ETF所看到的东西相形见war，尤其是在早期采用阶段。如果势头继续下去，比特币可能会成为主要金融机构投资组合中的新宏观资产级别。

Conclusion: The Setup for Bitcoin’s Next Move

结论：比特币下一步的设置

This data paints a picture of a maturing Bitcoin market, where deep-pocketed institutional investors are quietly building exposure. With regulatory clarity improving and accessible vehicles like ETFs now live, the conditions are in place for massive capital inflows.

该数据描绘了一个成熟的比特币市场的图片，那里有一个储备的机构投资者正在悄悄地建立风险。随着法规清晰度的改善和像ETF这样的可访问车辆，现在可以进行大量资本流入的条件。

If history repeats — as it did with gold’s ETF-led rally in the 2000s — Bitcoin could be on the verge of its strongest growth cycle yet.

如果历史重复（就像2000年代的Gold ETF领导的集会一样），比特币可能处于其迄今为止最强的增长周期的边缘。

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