根据伯恩斯坦(Bernstein)最近的一份报告,到本世纪30年代末,比特币的价格将飙升至50万美元。
According to a recent report by Bernstein, by the end of the 1930s, the price of Bitcoin will have risen sharply to $500,000.
伯恩斯坦公司的分析师高塔姆·丘加尼(Gautam Chhugani)和马希卡·萨普拉(Mahika Sapra)在一份关于微策略(MicroStrategy)股票的初始报告中表示,比特币有望从上周五下午的水平飙升659%,到2029年达到50万美元。
In an initial report on MicroStrategy stocks, Boernstein's analysts Gautam Chugani and Mahika Sapra stated that bitcoin was expected to jump from 659% last Friday afternoon to $500,000 in 2029.
推动比特币价格大幅上涨的主要驱动因素将是现货比特币ETF的需求旺盛,自今年早些时候推出以来,现货比特币ETF已吸引了数百亿美元的资产。
The main driver of the significant increase in Bitcoin prices will be the strong demand for spot Bitcoin ETF, which has attracted tens of billions of dollars in assets since its launch earlier this year.
不断飙升的需求,加上比特币不断减少的供应,创造了有利的供需动态,从而有望促使加密货币的价格继续上涨。
Rising demand, coupled with a declining supply of bitcoin, has created favourable supply and demand dynamics, which are expected to lead to continued price increases for encrypted currencies.
伯恩斯坦解释道:“这是由全球领先资产管理公司运营的ETF对比特币的空前需求(预计其资产管理规模到2025年为1900亿美元,目前为600亿美元)以及比特币供应受到限制所导致的。”
Bernstein explained: “This is due to the unprecedented demand for ETF bitcoin operated by leading global asset management companies (the size of which is expected to be $190 billion in 2025 and currently $60 billion) and limited availability of bitcoin.”
Chhugani和Sapra表示,他们的基本预测是,比特币价格到2025年将达到20万美元,到2029年将达到50万美元,到2033年将达到100万美元。
Chugani and Sapra indicated that their basic projections were that the price of
伯恩斯坦分析师此前预计比特币将在2025年达到15万美元的周期高点,但由于强劲的ETF资金流入,他们上调了预期。
The Bernstein analysts had previously anticipated that Bitcoin would reach a high cycle of $150,000 in 2025, but they had increased their expectations as a result of strong ETF inflows.
该公司对比特币价格的预测来自于其针对微策略股票的首份报告,伯恩斯坦称微策略正在“打造全球最大的比特币公司”。
The company's forecast for the price of bitcoin came from its first report on micro-strategy stocks, which Bernstein described as “making the largest bitcoin company in the world”.
该公司将微策略评级为“优于大盘”,目标价为2890美元,较上周五有94%的上涨空间。
The company rated the micro-strategy as “better than the big plate”, with a target price of $2890, representing 94 per cent of the increase over last Friday.
微策略已持有比特币总供应量的1.1%,价值约145亿美元。与此同时,微策略的总市值为260亿美元。
Micro-strategies already hold 1.1 per cent of the total Bitcoins supply, valued at approximately $14.5 billion. At the same time, the total market value of micro-strategies is $26 billion.
伯恩斯坦认为,微策略值得拥有估值溢价,因为与被动型的现货比特币ETF相比,它为投资者提供了“主动杠杆”策略。
Bernstein argued that the micro-strategy deserved a valuation premium because it provided investors with a “active leverage” strategy compared to the passive spot bitcoin ETF.
伯恩斯坦表示:“在过去4年中,微策略的积极增持策略带来了更高的每股收益——比特币/股增长了67%,即每股摊薄收益从2020年第四季度的6枚比特币增至今天的约10枚比特币。
According to Bernstein: “In the last four years, the positive growth strategy of micro-strategy has resulted in a higher gain per share — a 67 per cent increase in bitcoin/stock, which represents an increase in per share from 6 bitcoins in the fourth quarter of 2020 to about 10 bitcoins today.
周一,比特币交易价格略高于66000美元,比其近74000美元的历史高点低约11%。返回搜狐,查看更多
On Monday, the Bitcoin transaction price was just over $66,000, about 11% lower than its historical high of nearly $74,000.
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