Odaily星球日报讯 根据全球投资机构伯恩斯坦（Bernstein）最近的一份报告，投资者应为比特币相关资产和股票的进一步上涨做好准备。分析师指出，随着机构资金继续流入该领域，比特币牛市将持续。 报告称：“银行、机构投资者、企业以及主权国家（直接或通过主权基金）的共同采用，使比特币成为黄金的明显挑战者。”分析师补充道，阿布扎比主权财富基金通过 ETF 购买比特币利好其未来走势。 其披露的数据显示，包括 Jane Street Group、Citadel Advisors 和摩根士丹利在内的顶级机构均已购买了数亿美元的比特币 ETF。伯恩斯坦分析师此前曾预测，到 2025 年底，比特币将达到 20 万美元。（Decrypt）

Odaily星球日报讯 根据全球投资机构伯恩斯坦（Bernstein）最近的一份报告，投资者应为比特币相关资产和股票的进一步上涨做好准备。分析师指出，随着机构资金继续流入该领域，比特币牛市将持续。报告称：“银行、机构投资者、企业以及主权国家（直接或通过主权基金）的共同采用，使比特币成为黄金的明显挑战者。”分析师补充道，阿布扎比主权财富基金通过 ETF 购买比特币利好其未来走势。其披露的数据显示，包括 Jane Street Group、Citadel Advisors 和摩根士丹利在内的顶级机构均已购买了数亿美元的比特币 ETF。伯恩斯坦分析师此前曾预测，到 2025 年底，比特币将达到 20 万美元。（Decrypt）

伯恩斯坦：随着机构投资者纷纷入场，比特币牛市将持续

Odaily reports that according to a recent report by global investment firm Bernstein, investors should be prepared for further upside in Bitcoin-related assets and stocks. Analysts point out that the Bitcoin bull market will continue as institutional money continues to flow into the sector. The report states: "The joint adoption by banks, institutional investors, corporations, and sovereign nations (directly or through sovereign wealth funds) makes Bitcoin a clear challenger to gold." The analyst added that the purchase of Bitcoin through ETFs by the Abu Dhabi sovereign wealth fund is positive for its future performance. The disclosed data shows that top institutions including Jane Street Group, Citadel Advisors, and Morgan Stanley have already purchased hundreds of millions of dollars worth of Bitcoin ETFs. Bernstein analysts had previously predicted that Bitcoin will reach $200,000 by the end of 2025. (Decrypt)

Odaily reports that according to a recent report by global investment firm Bernstein, investors should be prepared for further upside in Bitcoin-related assets and stocks. Analysts point out that the Bitcoin bull market will continue as institutional money continues to flow into the sector. The report states: "The joint adoption by banks, institutional investors, corporations, and sovereign nations (directly or through sovereign wealth funds) makes Bitcoin a clear challenger to gold." The analyst added that the purchase of Bitcoin through ETFs by the Abu Dhabi sovereign wealth fund is positive for its future performance. The data it disclosed shows that top institutions including Jane Street Group, Citadel Advisors, and Morgan Stanley have already purchased hundreds of millions of dollars worth of Bitcoin ETFs. Bernstein analysts had previously predicted that Bitcoin will reach $200,000 by the end of 2025. (Decrypt)

Bernstein: Bitcoin bull market will continue as institutional investors enter the market

As of December 31, 2024, institutional investors held 25.4% of the assets under management (AUM) of spot Bit ETFs, totaling $26.8 billion. Vetle Lunde, head of research at K33 Research, said that the proportion of Bit ETF assets under management held by institutional investors grew by 113% from the third quarter to the fourth quarter of 2024. Lunde's data also showed that institutional interest in BlackRock's IBIT grew more than 4-fold in 2024.

Institutional investors hold 25.4% of the assets under management of spot Bitcoin ETFs, totaling $26.8 billion

Odaily reported that Bernstein, in a research report on Monday, said that the U.S. cryptocurrency task force will focus on establishing a national <BTC> reserve, which could spark similar efforts globally. The analyst team led by Gautam Chhugani wrote that "if the U.S. establishes a <BTC> reserve, it could lead to a global race among governments to buy <BTC> as part of their reserve assets." The report said that establishing a <BTC> strategic reserve would bring a series of structural issues. "Will the U.S. Federal Reserve (Fed) or the Treasury Department purchase <BTC>?" the report pointed out that if it is the Federal Reserve, this would require legislative approval. The report also stated, "How will the Federal Reserve fund the purchase of cryptocurrencies?" Bernstein said the central bank may do so by issuing debt or selling part of its gold reserves. The report added that the U.S. government could also add the $2 billion in <BTC> seized from criminal organizations to the national reserve. The brokerage noted that the Trump administration has also announced the creation of a sovereign wealth fund (SWF). Bernstein said, "Such a fund will view key <Dai> companies/market leaders as strategic assets to hold." "Investors should prepare for the next bull market, focusing on <BTC> and <BTC>-related stocks."

Bernstein: US Cryptocurrency Task Force Will Focus on Building National Bitcoin Reserve

Odaily reported that Trader T posted on X, stating that the institutional holdings change of BlackRock's Bitcoin ETF IBIT indicates that traditional financial institutions have made progress in adopting Bitcoin against the backdrop of the Trump administration's friendly attitude towards Bitcoin: · In Q4 2024, 1,041 institutions reported holding IBIT, up 55% from 672 in Q3 2024; · Institutions doubled their Bitcoin positions in Q4, reaching 166,000 BTC; · 30% of the holdings were held by the reporting institutions, up from 19% in Q3 (a 58% increase).