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[lastpost] => 2685739 从科学崇拜到数字反叛:AI Meme 币背后的意识形态博弈(转) 1730424821 丁小荷
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比特币价格展望没有最高,只有更高。在10万美元的看涨欢呼声之中,伯恩斯坦研究公司在其最新报告中预测,到2025年底,比特币价格可能会高达20万美元。3 \6 S) a% x0 b. ~- \2 e
( C2 I& X) [7 d( v报告指出,今年年底,预计华尔街将取代创始人中本聪,成为比特币顶级钱包。这与比特币ETF的大获成功有关,该类型基金已经成为今年ETF中的主要交易。! Z3 X! j+ l/ q% I
0 p: I: d- r6 S- W截止周三,比特币现货ETF总资产净值为640.88亿美元,ETF市值较比特币总市值占比达4.86%,历史累计净流入已达213.45亿美元。3 @ g4 g; d2 z# x" _* s, R4 U) s% F
) t: u0 t* g/ n! O, i p. J6 r此外,摩根大通在本月的一份报告中表示,在地缘ZZ紧张局势加剧的情况下,投资者正在转向黄金和比特币进行避险交易,以应对出现灾难性局面。2 k* o, @/ k- h
7 C9 W( O5 }& ]! X, @自月初以来,比特币价格上涨了6%,目前稳定在67000美元上方。本周一,比特币一度涨至69400美元以上,靠近市场的70000美元关键心理价位。# g Y# t) [6 h7 K7 Z% T; H# k; N$ _
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看涨声不绝
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* b' ~& v" g8 k0 O/ a7 i) W& ~多家分析机构都对比特币价格发出了看涨信号,尤其是美国大选在即,利好比特币的总统候选人特朗普正在不断扩大其竞选优势。
& R, C0 J" h/ m& l
# ~: [* o9 i% ]$ B, Y+ y# i3 u) U摩根大通指出,市场正在从事贬值交易,即黄金需求飙升。主要原因在于2022年以来的地缘ZZ不确定性上升,长期通胀带来的高风险性,以及全球主要经济体的ZF赤字持续居高不下。
$ s+ k/ z1 s! i1 k' C3 U) Z/ `2 K; ~
对冲基金Tudor Investment创始人Paul Tudor Jones也警告,他看好比特币和其他大宗商品,因为美国大选之后,几乎是条条大路通通胀。黄金、比特币、大宗商品和纳斯达克股票篮子是他的首选投资,且他将不会持有任何固收资产。+ \ c, }$ f* w" W( f
, u" w# L% G" _; X除了宏观方面的影响,伯恩斯坦还指出人工智能带来的能源需求也有助于比特币获利。VanEck公司的数字资产研究主管Matthew Sigel曾解释,人工智能公司需要能源,而比特币矿工拥有能源。' v E! ^7 b* |+ ~; L0 M
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伯恩斯坦指出,这将加快比特币挖矿的行业整合,并推动该行业从今年减半带来的低迷中快速复苏。
7 x. u& ^8 D! |) m/ G) ^5 T! M- \" S+ Z# S, H& }
采矿公司Luxor的首席执行官 Nick Hansen则表示,矿工每消耗一千瓦时的能源就可以从人工智能中赚取2-3美元,而比特币采矿则赚取0.15-0.20美元。# j4 N+ n4 G: Y4 K, M$ [
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