?自美国审批通过比特币现货ETF后，比特币的最新流向及储备数量，已引发各方关注。
The latest movement of bitcoin and the amount of reserves #xff0c have been of concern since the United States approved the adoption of the spot ETF in Bitcoin.
?据《Bitcoin Magazine》发布的信息显示，截止1月20日，美国比特币ETF已经积累了95000个BTC，价值40亿美元。
? According to information published in Bitcoin Magazine, xff0c; xff0c as of 20 January; 95,000 BTCxff0c; value of $4 billion have been accumulated in the United States by Bitcoin ETF.
令人吃惊的是，中美竟是全球比特币储备最大的两个国家。据Swan Media披露的数据显示，中国持有约19万个比特币，而美国则持有约21.5万个比特币。这些庞大的储备数量显示出中美两国对比特币的强劲兴趣和投资热情。
Surprisingly, xff0c; China and the United States are the two largest countries in the world’s Bitcoin reserves. Data released by Swan Media show xff0c; China holds about 190,000 bitcoins xff0c; and the United States holds about 215,000 bitcoins.
此外，一些知名机构和公司也加入了比特币的持仓行列，如贝莱德（BlackRock）持有超过2.86万个比特币，灰度比特币信托（GBTC）持有超过58万个比特币，MicroStrategy持有超过18.9万个比特币。这些数据表明，比特币作为一种资产正逐渐获得机构投资者的认可和接纳。
In addition, xff0c; a number of well-known institutions and companies have joined Bitcoin's warehousing xff0c; e.g. Beled xff08; Black Rock #xff09; holding more than 286,000 bitcoins xff0c; Greyscale Bitcoin Trust xff08; GBTC #xff09; holding more than 580,000 bitcoins xff0c; MicroStrategy holding more than 189,000 bitcoins. These data show that xff0c; Bitcoin as an asset is gradually being accepted and accepted by institutional investors.
在此背景下，加密货币专家Jurica Dujmovic对比特币ETF的前景非常乐观，他认为比特币的使用将在不太遥远的将来变得更加普遍化，比特币价格有望飙升至100万美元，并挑战黄金、债券和美联储的地位。
In this context xff0c; the prospect of an encrypt currency expert, Jurica Dujmovic, is very optimistic xff0c; he believes that the use of bitcoin will become more widespread in the not-too-distant future xff0c; that bitcoin prices are expected to soar to $1 million xff0c; and that the status of gold, bonds and the US Federal Reserve will be challenged.
与之一同交流的分析师Marija Matic、Bruce Ng和Juan Villaverde，也对比特币的短期价格动态到比特币未来的长期预测等方面发表了意见。
The analysts who shared with one of them, Marija Matic, Bruce Ng and Juan Villaverde，, also commented on the short-term price developments in the amount of bitcoin to future long-term projections of Bitcoin.
?Marija Matic认为，ETF活动带来的需求冲击可能会推动比特币价格上涨。大多数比特币由长期持有者不愿意放弃他们的加密货币，即将到来的稀缺性和供需失衡可能会在一段时间内对价格施加上行压力。
Marija Matic argues that the demand shock from & #xff0c; ETF activities could drive the price increase in bitcoin. Most bitcoins are reluctant to give up their encrypted currency & #xff0c; the impending scarcity and supply-demand imbalances may put upward pressure on prices over time.
从长远来看，比特币能够与黄金的吸引力相抗衡。其可预测的货币政策和流动性使其在超过黄金的市值方面具有可行的优势，这一点正在得到认可。如果这些卓越的特征被中央银行和国家认可纳，比特币市值进一步扩张将成为可能。
In the long run, xff0c; Bitcoin can counterbalance the attractiveness of gold. Predictable monetary policy and liquidity give it a viable advantage over the market value of gold xff0c; this is being recognized.
不过在市场情绪方面，Matic观察到关于比特币的不确定性仍然存在。她怀疑比特币ETF交易的早期活动已经是净中性或负面的，接下来一年的发展将提供更多的有益信息。
In terms of market sentiment, however, xff0c; Matic observed that uncertainty about bitcoin remained. She suspected that the early activities of the Bitcoin ETF deal were either net neutral or negative xff0c; the following year would provide more useful information.
?Bruce Ng认为，就像二十年前黄金ETF推出后金价出现波动一样，比特币价格可能会出现波动，但坚实的基本面应该占据上风。
♪ Bruce Ng thinks #xff0c; #xff0c; #xffc; #xff0c; #xff0c; #xff0c; #xff0c; but solid fundamentals should prevail.
在谈到风险时，Ng说华尔街机构可能潜在地掌控比特币，甚至参与加密挖矿。如果单一方获得了多数地位，将会损害比特币的去中心化理念。不过他相信比特币节点运营商和矿工的社会协调，可以制衡过度的华尔街中心化。
Speaking of risk, xff0c; Ng says that Wall Street agencies may potentially control bitcoin， or even participate in encrypted mining. If a single party gets a majority xff0c, it will undermine Bitcoin’s concept of decentralisation. But he believes in social coordination between Bitcoin node operators and miners xff0c; it can counterbalance excessive Wall Street centralization.
?Ng预测在10年内，加密市值将超过10万亿美元。比特币可能会占据加密市场的30%-40%，价格达到每枚18.5万至24.6万美元。此外，随着比特币作为对抗通货膨胀的角色变得更为广泛理解，它将被认可为一种可行的硬资产。
♪ Ng predicts that the market value of encryption will exceed $10 trillion in 10 years. Bitcoins could take up 30-40% of the encryption market; prices range from $185,000 to $246,000 per unit. ♪ #xff0c; xff0c; as bitcoins become more widely understood as a counter-inflationary role; it will be recognized as a viable hard asset.
?Juan Villaverde表示，资本未来将从债券流向比特币和其他替代资产，原因是人们对负债国家在没有货币贬值的情况下偿还债务的信任减弱，比特币的货币属性使其成为这种迁移的首选目的地。
♪ Juan Villaverde says xff0c; capital will flow from bonds to bitcoin and other alternative assets xff0c; this is because trust in debtor countries to pay their debts without currency devaluation xff0c; and Bitcoin's monetary attributes make it the preferred destination for such movements.
虽然与黄金、土地等估值数万亿美元的资产相比，加密市场仍然相对较小。但他认为比特币特别有巨大上涨潜力，因为投资者将认识到它在稀缺性、审计性、可预测性和可传输性方面相对于其他价值存储具有优势。
Although xff0c is still relatively small compared to assets valued at trillions of dollars, such as gold, land, etc., the encryption market is still relatively small. But he believes that Bitcoin has a particularly large upscaling potential xff0c; because investors will recognize that it has an advantage over other values in terms of scarcity, auditing, predictability, and transmissionability.
总结
比特币ETF的批准和储备增长引发了广泛关注，并激发了分析师们对比特币价格未来走势的乐观预测。尽管市场情绪存在一定的不确定性，但比特币作为一种资产的认可和采纳趋势仍在增强。可以预测，比特币作为一种全球性的加密货币，正在引领数字资产的未来发展，为投资者带来了新的投资机会。
The approval and reserve growth of the Bitcoin ETF has generated widespread concern about xff0c; and has inspired optimistic predictions by analysts about future trends in the price of the Bitcoin. Despite some uncertainty in market sentiment xff0c; however, the trend towards the recognition and adoption of Bitcoin as an asset is increasing. xff0c; Bitcoin as a global encrypted currency xff0c; leading the future development of digital assets xff0c; and opening up new investment opportunities for investors.
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