标准宪章的数字资产负责人杰弗里·肯德里克（Geoffrey Kendrick）重新考虑了他的比特币预测

Standard Charter的数字资产负责人杰弗里·肯德里克（Geoffrey Kendrick）正在重新考虑他看涨的比特币预测，而不是因为他过于乐观。

Standard Chartered's Head of Digital Assets, Geoffrey Kendrick, is reconsidering his bullish bitcoin forecast, and it's not because he's turning bearish. Instead, the crypto strategist is preparing to revise his predictions upward, as the world's largest cryptocurrency continues its rapid ascent.

Standard Charter的数字资产负责人杰弗里·肯德里克（Geoffrey Kendrick）正在重新考虑他看涨的比特币预测，这并不是因为他变成了看跌。取而代之的是，由于世界上最大的加密货币继续迅速上升，加密策略师正准备将其预测修改为上升。

Kendrick is rolling back his earlier prediction that bitcoin would peak around $120,000 in Q2 2025.

肯德里克（Kendrick）撤消了他较早的预测，即比特币在2025年第2季度将达到12万美元的峰值。

"I apologise that my USD120k Q2 target may be too low," Kendrick said Thursday in an email to clients.

肯德里克（Kendrick）周四在给客户的电子邮件中说：“我很抱歉我的Q2目标可能太低了。”

Just last month, Kendrick projected a new all-time high for bitcoin by mid-year, driven by "a strategic asset reallocation away from U.S. assets" and accumulation by "whales," referring to major holders with large positions.

就在上个月，肯德里克（Kendrick）在年中预测了比特币的新历史最高点，这是在“从美国资产上远离的战略资产重新分配”和“鲸鱼”积累的，这是指具有较大职位的主要持有人。

But with bitcoin now hovering close to $100,000 and surging more than 3% on the day to $99,293.54, according to CoinDesk data, that rally has moved faster than anticipated.

但是，根据Coindesk的数据，随着比特币现在徘徊在接近100,000美元，当天飙升3％以上，至99,293.54美元，该集会的行动比预期的要快。

"The dominant story for Bitcoin has changed again," Kendrick said. "It was correlation to risk assets … It then became a way to position for strategic asset reallocation out of US assets. It is now all about flows. And flows are coming in many forms."

肯德里克说：“比特币的主要故事再次发生了变化。” “这与风险资产是相关的……然后，它成为了从美国资产中进行战略资产重新分配的一种定位方式。现在，这一切都与流动有关。流动以多种形式出现。”

Among those flows: $5.3 billion in inflows over the last three weeks into U.S. spot bitcoin ETFs, as institutions are displaying a strong interest in the crypto space.

在这些流量中：在过去三周内进入美国比特币ETF的流入为53亿美元，因为机构对加密货币空间表现出了浓厚的兴趣。

Highlighting several heavyweight examples, Kendrick noted that Strategy is ramping up bitcoin buys, the Abu Dhabi sovereign wealth fund is known to hold BlackRock’s spot Bitcoin IBIT, and the Swiss National Bank was recently reported to be holding shares of MicroStrategy (NASDAQ:MSTR), often seen as a leveraged proxy for bitcoin itself.

肯德里克（Kendrick）强调了几个重量级的例子，指出策略正在加大比特币，阿布扎比主权财富基金（Abu Dhabi Sovereign Wealth Fund）众所周知，据报道，瑞士国家银行（Swiss National Bank）最近被认为是MicroStrategy（纳斯达克：MSTR）的股票，通常被视为Bitverage properaxy bitverage propcoin bitverage propcoin。

Previously, bitcoin was often lumped in with high-risk U.S. tech stocks, mirroring their volatility. But with the current wave of institutional adoption, Kendrick believes bitcoin has taken on a new narrative—one that might carry it well beyond the $120,000 mark this summer.

以前，比特币经常与美国高风险的美国科技股一起混入，反映了它们的波动性。但是肯德里克（Kendrick）认为比特币采用了一种新的叙述，这可能使它远远超出了今年夏天的120,000美元大关。

"We expect these supportive factors to push BTC to a fresh all-time high around USD 120,000 in Q2," Kendrick had said earlier. Now, with BTC nearing six figures, that milestone might just be a stepping stone.

肯德里克（Kendrick）早些时候说：“我们预计这些支持性因素将使BTC在第二季度将BTC提高到120,000美元左右。”现在，随着BTC接近六位数字，这个里程碑可能只是一个垫脚石。

As bitcoin continues its blistering rally, reaching a new all-time high in Q2 2025 at $120,000, it seems Standard Chartered's strategists may need to adjust their predictions once again.

随着比特币继续进行起泡的集会，在第二季度2025年以120,000美元的价格达到了新的历史最高高点，看来Standard Chartered的战略家可能需要再次调整他们的预测。