PlanB：未来三到五个月比特币价格可能会达到当前价值的两倍

比特币 (BTC) 于 2024 年 3 月飙升至 7.3 万美元以上，创下当前历史新高，因为现货比特币 ETF 和减半势头催化了上涨势头。

Crypto analyst Plan B believes that Bitcoin price could be trading at double its current value in the next three to five months.

加密货币分析师 Plan B 认为，未来三到五个月内，比特币价格可能会达到当前价格的两倍。

This projection comes as the digital asset breaks the $70,000 price level. According to the analyst, one metric stands out and suggests that BTC could be hovering around $140,000 by November.

这一预测是在数字资产突破 70,000 美元价格水平之际做出的。这位分析师表示，有一项指标很突出，表明 BTC 到 11 月可能会徘徊在 14 万美元左右。

On July 29, commenting on the price of bitcoin after the surge observed over the weekend, Plan B wrote on X that Bitcoin’s miner revenue had bottomed following the April 2024 halving.

7 月 29 日，Plan B 在评论周末比特币价格飙升后在 X 上写道，比特币矿工收入在 2024 年 4 月减半后已触底。

“I expect bitcoin price to double from today in 3-5 months,” the analyst wrote.

这位分析师写道：“我预计比特币价格将在 3-5 个月内从今天起翻一番。”

Plan B sees this as the likely scenario based on the historical miner revenue, which currently shows miner capitulation is over.

根据历史矿工收入，B 计划认为这是可能出现的情况，目前表明矿工投降已经结束。

“Miner revenue bottomed means less profitable miners stopped. Only the most profitable miners (with newest equipment and lowest power cost) survived, the battle is over, difficulty will pump from here. And investors will take over pricing (based on a doubled S2F ratio),” Plan B explained.

“矿商收入触底意味着利润较低的矿商停产。只有最赚钱的矿工（拥有最新的设备和最低的电力成本）才能生存，战斗结束，困难将从这里开始。投资者将接管定价（基于双倍的 S2F 比率），”B 计划解释道。

Bitcoin surged to above $73k in March 2024, hitting the current all-time high as spot Bitcoin ETFs and halving momentum catalyzed upside momentum. However, the top coin plunged to under $60k in June as miners selling amid reduced revenue hit prices.

2024 年 3 月，比特币价格飙升至 7.3 万美元以上，创下当前历史新高，因为现货比特币 ETF 和减半势头催化了上涨势头。然而，随着矿商因收入减少而抛售，导致价格下跌，顶级代币在 6 月份暴跌至 6 万美元以下。

Further sell-off pressure from the German government’s BTC dump, crypto market’s reaction to the broader macro environment, and Mt. Gox news pushed Bitcoin price to lows of $55,600 in early July.

德国政府抛售比特币的进一步抛售压力、加密货币市场对更广泛宏观环境的反应以及 Mt. Gox 的消息将比特币价格推至 7 月初的 55,600 美元低点。

Analysts are now bullish on BTC rebounding higher, with potential catalysts including the upcoming U.S. election and further clarity in crypto regulation. Meanwhile, U.S. Senator Cynthia Lummis announced plans to introduce a Bitcoin reserve bill, and Trump said his administration would support such a move if he wins a second term in November.

分析师现在看好比特币反弹走高，潜在的催化剂包括即将到来的美国大选和加密货币监管的进一步明确。与此同时，美国参议员 Cynthia Lummis 宣布计划推出比特币储备法案，特朗普表示，如果他在 11 月赢得第二个任期，他的政府将支持这一举措。

Tron founder Justin Sun commented that China also needs to act, noting policy competition around this topic between China and the U.S. will benefit crypto.

Tron创始人孙宇晨评论说，中国也需要采取行动，并指出中美之间围绕这一主题的政策竞争将有利于加密货币。

Also, speaking at the Bitcoin 2024 conference in Nashville on July

此外，7 月在纳什维尔举行的比特币 2024 会议上发表讲话