隨着Bitcoin在選舉後飆升，伯恩斯坦告訴投資者“盡你所能”進入加密貨幣領域
唐納德·特朗普 (Donald Trump) 在 2024 年美國dent大選中獲勝後，投資公司伯恩斯坦 (Bernstein) 呼籲投資者進入蓬勃發展的Bitcoin市場。 Bernstein 的加密貨幣研究主管 Gautam Chhugani 在給客戶的一份看漲報告中指出了這一勢頭，建議客戶購買加密貨幣和相關資產。
“歡迎來到加密貨幣牛市——盡你所能購買一切，”Chhugani 說。這一大膽的建議是在Bitcoin交易價格約爲 86,000 美元之際提出的，因爲機構對此產生了興趣，並且人們意識到加密資產可以對沖通脹。
伯恩斯坦（Bernstein，資產管理規模 8000 億美元）剛剛向客戶發佈了週一上午的報告：
—矢野🟪 (@JasonYanowitz) 2024 年 11 月 11 日
“歡迎來到加密貨幣牛市。買你能買的一切。不要反抗——儘快增加加密貨幣曝光。”
第三階段確實即將到來。 pic.twitter.com/ZGLoLvtXJD
Bitcoin’s appeal as “digital gold”
In view of the increasing global inflation, Bernstein considers Bitcoin as a much better option than conventional investments, describing it as “digital gold.” According to the firm, increased demand will be propelled by the limited supply of Bitcoin due to the halving cycles, which reduce the rate of issuance.
With the recent halving, the daily supply was reduced from 900 BTC to 450 BTC, a situation that has in the past led to a significant post-halving price rise. Chhugani and his team explained the different means that investors can use to access the growing crypto market.
Some examples of exposure are the Bitcoin and Ethereum exchange-traded funds, publicly listed bitcoin miners like Riot and Core Scientific, and exchanges like Robinhood and Coinbase. Other avenues of investment that were also mentioned include MicroStrategy, which has incorporated bitcoin as part of its corporate treasuries.
For direct crypto buyers, Bernstein recommended a basket of coins, which includes BTC, ETH, SOL, OP, ARB, POL, UNI, AAVE, and LINK. The firm suggests that cautious investors should “invert their mental models” and accept the upward trend of Bitcoin prices. The report states that Trump is the first openly pro-crypto president-elect, which provides institutional support that has attracted both old and new investors.
Bernstein’s price forecasts
According to Bernstein’s analysts, Bitcoin is expected to gain more momentum, saying that it may hit $200,000 by 2025, which they reckon is quite a low estimate given the rising use and limited supply of Bitcoin.
According to Bernstein, ETFs could hold between $60 billion and $190 billion in the next 10 years. However, in the longer-term, Bernstein has predicted that the price of Bitcoin could reach $1 million by 2033.
While Bitcoin’s price grows, the activity in the futures market is at an all-time high. The open interest in Bitcoin futures, a measure of the total value of outstanding contracts, has hit a record $51.3bn as of November 11. Over the past 24 hours, the liquidations in the futures market reached $165 million, and the majority of these closures belonged to short sellers who expected the Bitcoin price to decrease.
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