随着Bitcoin在选举后飙升，伯恩斯坦告诉投资者“尽你所能”进入加密货币领域
唐纳德·特朗普 (Donald Trump) 在 2024 年美国dent大选中获胜后，投资公司伯恩斯坦 (Bernstein) 呼吁投资者进入蓬勃发展的Bitcoin市场。 Bernstein 的加密货币研究主管 Gautam Chhugani 在给客户的一份看涨报告中指出了这一势头，建议客户购买加密货币和相关资产。
“欢迎来到加密货币牛市——尽你所能购买一切，”Chhugani 说。这一大胆的建议是在Bitcoin交易价格约为 86,000 美元之际提出的，因为机构对此产生了兴趣，并且人们意识到加密资产可以对冲通胀。
伯恩斯坦（Bernstein，资产管理规模 8000 亿美元）刚刚向客户发布了周一上午的报告：
—矢野🟪 (@JasonYanowitz) 2024 年 11 月 11 日
“欢迎来到加密货币牛市。买你能买的一切。不要反抗——尽快增加加密货币曝光。”
第三阶段确实即将到来。 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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