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[虚拟币交流]
彭博分析师:2025年加密货币将霸占全球科技股市值20%(转)
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本帖最后由 豪开心 于 2024-1-1 21:55 编辑 , J) R8 A) ]6 C9 U/ U+ h
( M% o, E: Z0 q4 F0 c) t) {彭博分析师:2025年加密货币将霸占全球科技股市值20%& l3 \. s: I* s/ y) L
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比特币(BTC)价格在今年迄今的涨幅超过150%,整体加密货币市场的市值来到1.6兆美元,年增超过110%,体现今年币市的彭博复苏。
9 x) a; D" T0 R' L+ l对此现况,曾在彭博智库担任近十年分析师、现专注于区块链的Jamie Coutts在X发文指出:预计到2025年底,科技股将占全球股票市场总额的25%,这数字在过去十年翻了一倍之多。而加密货币的市值则预计将在2025年占科技股市值的20%,5年内成长5倍。8 r, X/ g y! Q/ Y" F- E
他也表示,他认为至少在未来1~2年内,科技和加密货币应该成为投资组合中最大的增持部位,直到流动性周期转变。, c" g" P, ?1 s- P; ~$ w
山寨季将在明年Q2低点的1~1.5年内到来
2 o4 W- @5 k$ \9 V. B就在本月中,Coutts也曾评论,目前山寨币正在向上突破,但市场仍然由比特币的上涨所主导,但向山寨季的转变似乎已临近,考虑到明年比特币现货ETF将导致出现大星资金流动,因此这个转变的周期可能需要更长时间,他预估山寨季会在2024年第二季的周期低点后的1~1年半内到来。
" l- b" G# R; d; p: `, m# Z3 v“我们将看到一些明显的长期赢家的出现在这个循环中,L1、L2的山寨币和dApp具有产品/市场契合度和不断增长的采用率。区块链的采用正处于结构性上升趋势。系好安全带。”9 r$ J3 p& Q, `8 l2 B& [& y
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