比特币今年或飙至20万美元？资金狂涌、监管松绑引爆新一轮涨势

Core Viewpoint - Major ETF providers are betting on a further acceleration of Bitcoin's price increase over the next 12 months, with institutional investors increasing their allocation to cryptocurrencies as the U.S. leads a "regulatory-friendly" era for digital assets [1][3]. Group 1: Bitcoin Price Predictions - VanEck's Australian subsidiary predicts Bitcoin will soar to $180,000 by the end of the year, a 50% increase from current levels [1][3]. - Global X's Australian subsidiary has a more aggressive forecast, expecting Bitcoin to reach $200,000 within the year [4]. Group 2: Institutional Investment Trends - Australian investors have significantly profited from the recent Bitcoin surge, injecting a record A$163 million into ASX-listed Bitcoin ETFs in Q2 2025 [3]. - U.S. Bitcoin ETFs attracted $3 billion in inflows last week, with a single-day record of inflows on July 11 [3]. Group 3: Market Dynamics and Adoption - Approximately 40% of Australian investors have engaged with digital assets, surpassing Singapore's 26%, indicating Australia is a leading country in crypto asset adoption in the Asia-Pacific region [6]. - 25% of surveyed Australian investors plan to increase their cryptocurrency allocation in the next 12 months [6]. Group 4: Regulatory Environment - U.S. regulatory clarity is boosting institutional confidence, with key legislation aimed at eliminating regulatory ambiguities in the crypto space [7]. - The proposed legislation encourages the use of stablecoins and aims to prevent the issuance of central bank digital currencies [7]. Group 5: Market Volatility and Long-term Outlook - Bitcoin's annualized volatility has decreased from 150% to around 33%, while the Nasdaq index's volatility is approximately 20% [9]. - MHC Digital Group forecasts Bitcoin to reach $160,000 by Q4 this year and $1 million by 2030, citing increasing demand and tightening supply as key drivers [9].