比特币创下新高在即？全球企业囤币、ETF疯狂吸金导致供应紧缩！

Core Viewpoint - The cryptocurrency market, particularly Bitcoin, is showing signs of recovery after a period of consolidation, with prices testing the $95,000 mark and the potential to reach $100,000 and beyond [1][8]. Group 1: Supply Dynamics - Analysts from Bernstein highlight a significant supply squeeze for Bitcoin, driven by strong demand from corporate accumulation and spot ETFs, which could set the stage for a new price surge [3][8]. - The percentage of Bitcoin held on exchanges has decreased from 16% at the end of the previous year to 13% currently, indicating potential supply tightening [3]. - Approximately 80 companies collectively hold about 700,000 Bitcoins, representing 3.4% of the total supply of 21 million Bitcoins [4]. Group 2: Institutional Involvement - The approval of Bitcoin spot ETFs in the U.S. has led to a resurgence in fund inflows, with over $3 billion net inflow last week, marking the highest level in five months [4]. - Institutional investors now account for about 33% of the total assets managed by Bitcoin ETFs, up from 20% in September of the previous year [4]. - The total amount of Bitcoin held by ETFs and corporations combined is approximately 9% of the total supply, significantly higher than at the time of ETF launch [4]. Group 3: Market Sentiment and Predictions - Standard Chartered's Geoffrey Kendrick expresses optimism for Bitcoin's short- and medium-term prospects, predicting a price peak of $120,000 by Q2 2025 and a long-term target of $200,000 by the end of 2025 [6]. - Bernstein analysts project Bitcoin could reach $200,000 by the end of 2025, $500,000 by the end of 2029, and $1 million by the end of 2033, driven by its limited supply and increasing demand [3][8]. - Recent trends indicate a shift in investor behavior, with funds moving from gold ETFs to Bitcoin ETFs, highlighting Bitcoin's growing appeal as a store of value and hedge against financial system risks [9].