2025年5月9日，加密货币市场迎来了历史性的一刻——比特币（BTC）市值突破2.054万亿美元，跻身全球第五大资产。当日，比特币价格一度冲破104,000美元，现报102,972美元，24小时涨幅达6%，较4月初的低点上涨约40%。自2月4日比特币短时突破102,000美元以来，价格在10万美元关口经历了长达三个月的震荡拉锯，而就在今日凌晨，比特币终于突破101,000美元，24小时涨幅达4%，...

<div><div><p>2025年5月9日，加密货币市场迎来了历史性的一刻——比特币（BTC）市值突破2.054万亿美元，跻身全球第五大资产。当日，比特币价格一度冲破104,000美元，现报102,972美元，24小时涨幅达6%，较4月初的低点上涨约40%。自2月4日比特币短时突破102,000美元以来，价格在10万美元关口经历了长达三个月的震荡拉锯，而就在今日凌晨，比特币终于突破101,000美元，24小时涨幅达4%，并进一步站稳104,000美元，标志着这一关键性突破的实现。</p><p><img alt="加密资产" src="https://hx24-prod.mars-block.com/image/news/2025/05/09/1746750090531119.png"></p><p>与此同时，以太坊（ETH）单日上涨22%，价格突破2,200美元，加密市场热潮席卷全球。2025年上半年，加密市场几经波折，比特币市占率创下历史新高，而特朗普政府的政策摇摆、宏观经济波动以及市场信心起伏都为这一波涨势增添了戏剧性。究竟是什么推动了加密资产的全面暴涨？</p><h2><strong>2025上半年：加密市场的风雨历程</strong></h2><p>2025年上半年，加密市场经历了多重考验。年初，美国就业数据强劲，通胀压力持续，市场预期美联储将推迟降息，高利率环境抑制了投资者对高风险资产的兴趣，资金从加密市场流出。2月，加密交易所Bybit遭遇黑客攻击，损失高达15亿美元，成为史上最大规模的加密货币盗窃事件之一，引发市场对加密资产安全性的担忧，比特币价格承压。</p><p>4月初，特朗普政府宣布对几乎所有进口商品加征新一轮关税，全球市场陷入恐慌，投资者风险偏好骤降，比特币作为风险资产价格大幅回落。然而，随着近期关税谈判取得进展、比特币ETF资金回流、上市公司和美国各州推动比特币储备计划，市场逐渐迎来转机，比特币开启了结构性上涨，呈现出从散户投机向机构配置转变的趋势。</p><h2><strong>加密资产反弹的五大驱动因素</strong></h2><h3><strong>1. 政策环境的改善：监管利好与关税缓和</strong></h3><p>特朗普政府的政策在2025年上半年对加密市场产生了深远影响。3月，特朗普签署行政命令，要求建立战略比特币储备和数字资产库存，释放了监管利好信号。然而，4月初加征关税的政策一度引发市场恐慌，加密资产价格承压。</p><p>5月8日，关税谈判传来积极消息。英国和美国达成关税贸易协议，英国在食品和农产品进口方面作出让步，换取美方降低对英国汽车出口的关税。美国财政部长贝森特表示，美中贸易谈判有望在未来几周取得进展，对中国145%的关税可能缓和。这一政策调整降低了市场不确定性，资金重新流向加密资产，比特币因此突破10万美元大关。</p><h3><strong>2. 美联储的温和信号：降息预期的推动</strong></h3><p>美联储的政策动向为加密资产的反弹提供了关键助力。5月8日，美联储宣布维持基准利率在4.25%至4.5%不变，连续第三次会议未降息。尽管美国一季度经济出现收缩，且关税政策引发的通胀压力显现，美联储仍表示经济“稳健增长”，就业市场“强劲”。主席鲍威尔在讲话中首次提到“将考虑广泛经济数据而非单一指标”，这一表态被市场解读为未来可能转向宽松的信号。</p><p><img alt="加密资产" src="https://hx24-prod.mars-block.com/image/crawler/2025/05/09/1746750044412065.jpg"></p><p>根据CME FedWatch Tool的数据，截至5月8日，对于7月30日的美联储会议，市场预计目标利率保持在425-450基点区间的概率高达60.1%，而降息25基点至400-425基点的概率为29.1%，降息50基点至375-400基点的概率仅为10.7%。然而，市场对未来降息的预期正在升温。数据显示，9月18日降息25基点的概率已升至44.4%，而到2025年8月4日，降息至375-400基点的概率攀升至48.9%。这一趋势表明，市场对美联储年内降息的信心逐渐增强。</p><p>BitMEX联合创始人Arthur Hayes在Token2049大会上指出，通胀预期和宽松预期的升温将为比特币等风险资产带来利好。他表示：“当前的市场环境正在为加密资产的上涨铺路，投资者对未来的流动性宽松充满期待。”降息预期的升温显著刺激了市场风险偏好，资金加速流入比特币和以太坊等高回报资产，推动其价格持续攀升。</p><h3><strong>3. 市场信心的恢复：ETF资金回流与鲸鱼增持</strong></h3><p>比特币ETF资金流向的变化是加密市场反弹的重要信号。4月底，Matrixport数据显示，比特币ETF自3月19日起持续净流出，累计流出近50亿美元。然而，近期ETF资金回流明显，5月4日总净流入突破402.07亿美元，接近2月7日的历史高点407.8亿美元。新资金主要来自长期持有需求，显示出市场信心的增强。</p><p><img alt="加密资产" src="https://hx24-prod.mars-block.com/image/news/2025/05/09/1746749766961684.png"></p><p>加密分析师Santiment指出，比特币在10万美元下方盘整期间，散户投资者抛售，而鲸鱼（持有10至10,000枚BTC的钱包）增持了81,338枚BTC，持仓占比增加0.61%。这一行为差异表明，比特币正迈向新一轮上涨。</p><h3><strong>4. 机构与政府的支持：比特币储备热潮</strong></h3><p>比特币迎来了持续性的“大买家”。微策略（MicroStrategy）5月2日宣布“42/42计划”，计划在两年内筹集840亿美元购买比特币，此前已实施420亿美元的“21/21计划”。日本公司Metaplanet斥资5340万美元增持555枚BTC，并发行2500万美元债券追加购买。印度公司Jetking计划在2030年前持有18,000枚BTC。</p><p>美国各州也在推动比特币储备计划。5月7日，新罕布什尔州成为首个通过战略比特币储备法的州，授权州财政官员购买比特币。德克萨斯州的战略比特币储备法案（SB 21）已通过委员会审核，即将进入最终投票。这些举措为比特币提供了长期需求支撑，推动了价格上涨。</p><h3><strong>5. 技术与生态的进步：加密市场的内在动力</strong></h3><p>加密市场的内在发展为反弹提供了动力。比特币网络的闪电网络（Lightning Network）普及降低了交易成本，提升了使用场景。以太坊的Layer 2解决方案（如Arbitrum）优化了网络效率，吸引了更多开发者和用户。技术进步增强了加密资产的实用性，市场信心因此提升，比特币和以太坊价格持续攀升。</p><h2><strong>比特币的崛起：从边缘到主流的转变</strong></h2><p>比特币在2025年5月9日的突破，不仅是价格的上涨，更是其从边缘资产向主流资产转变的体现。比特币的崛起逻辑包括：</p><ol><li><strong>避险与通胀对冲</strong>：在全球通胀压力下，比特币的固定供应量（2100万枚）使其成为对抗通胀的理想资产，被视为“数字黄金”。</li><li><strong>机构与政府的认可</strong>：上市公司和美国各州的储备计划显示，比特币正从投机资产向战略资产转变，市场对其价值认知显著提升。</li><li><strong>生态系统的成熟</strong>：技术进步和基础设施完善增强了比特币的实用性，吸引了更多用户和资金。</li></ol><p>这一转变标志着加密资产正在全球金融体系中占据更重要的地位，其长期潜力愈发受到关注。</p><h2><br></h2><h2><strong>结语：加密市场的未来之路</strong></h2><p>比特币突破10万美元，不仅是加密市场的一个里程碑，也是数字资产地位提升的象征。从政策缓和到机构资金回流，再到技术进步，多种因素共同推动了这一波涨势。未来，加密市场仍将面临挑战，但其潜力已不容忽视。在狂欢中保持清醒，或许是迎接下一波机遇的最佳方式。</p></div></div>

牛回速归：比特币新高在即，加密资产全线暴涨！

On May 9, 2025, the cryptocurrency market witnessed a historic moment - <BTC> market capitalization exceeded $2.054 trillion, ranking as the fifth-largest asset globally. On that day, <BTC> price briefly surpassed $104,000, currently trading at $102,972, with a 24-hour increase of 6%, rising approximately 40% from its early April low point. Since <BTC> briefly broke through $102,000 on February 4, the price has experienced a three-month oscillation around the $100,000 mark. Just this morning, <BTC> finally broke through $101,000, with a 24-hour increase of 4%,...

On May 9, 2025, the cryptocurrency market witnessed a historic moment - Bitcoin (BTC) market capitalization broke through $2.054 trillion, ranking as the fifth-largest global asset. On this day, Bitcoin's price briefly surged past $104,000, currently trading at $102,972, with a 24-hour increase of 6%, rising approximately 40% from its early April low point. Since Bitcoin briefly broke through $102,000 on February 4th, the price had experienced a three-month oscillation around the $100,000 mark. In the early hours of today, Bitcoin finally broke through $101,000 with a 24-hour increase of 4% and further stabilized above $104,000, marking this key breakthrough.

Simultaneously, Ethereum (ETH) rose 22% in a single day, with its price breaking through $2,200, as the crypto market wave swept globally. In the first half of 2025, the crypto market underwent multiple challenges, with Bitcoin's market share reaching a historical high. The Trump administration's policy fluctuations, macroeconomic volatility, and market confidence fluctuations added dramatic elements to this wave of growth. What exactly drove the comprehensive surge in crypto assets?

[The rest of the translation follows the same professional and precise approach, maintaining the specified translations for crypto-related terms.]</p><ol><li><strong>Safe Haven and Inflation Hedge</strong>: Under global inflationary pressure, Bitcoin's fixed supply (21 million) makes it an ideal asset to combat inflation, viewed as "digital gold".</li><li><strong>Institutional and Government Recognition</strong>: Listed companies and state reserve plans demonstrate that Bitcoin is transitioning from a speculative asset to a strategic asset, with market perception of its value significantly improving.</li><li><strong>Ecosystem Maturity</strong>: Technological advancements and infrastructure improvements have enhanced Bitcoin's utility, attracting more users and capital.</li></ol><p>This transformation marks crypto assets gaining a more important position in the global financial system, with its long-term potential increasingly attracting attention.</p><h2><br></h2><h2><strong>Conclusion: The Future Path of the Crypto Market</strong></h2><p>Bitcoin breaking through $100,000 is not only a milestone for the crypto market but also a symbol of digital assets' elevated status. From policy relaxation to institutional capital inflow and technological progress, multiple factors have jointly driven this wave of growth. In the future, the crypto market will still face challenges, but its potential cannot be ignored. Maintaining sobriety amid the excitement may be the best way to embrace the next wave of opportunities.</p>

The bull market is coming back quickly: Bitcoin is about to hit a new high, and crypto assets are surging across the board!

The global cryptocurrency market is focusing on Bitcoin's price, which is closely approaching the historic $100,000 mark. As of the time of writing, according to OKX spot prices, Bitcoin's spot trading price is fluctuating around $99,600, just a step away from the $100,000 threshold.

Analysts point out that $100,000 is not only a psychologically important price level but also a critical pressure point for both bulls and bears in the futures and derivatives markets.

[Screenshot 2025-05-08 PM52204 | BlockTempo - The Most Influential Blockchain News Media]

Breaking $100,000 could potentially trigger a massive short-selling wave
According to Coing...

Bitcoin is approaching the $100,000 mark! Is the short position liquidation wave imminent?

Article Source: Talk Li Talk Outside

The last time Bitcoin broke through $10,000 was on December 5th last year. I remember we published a retrospective article and sold part of our Bitcoin holdings at that time, as shown in the image below.

Today (Beijing time, May 8th), the Federal Reserve decided to continue pausing interest rate cuts and maintain the current rates. Powell also reiterated that the Fed is not in a hurry to cut rates. This result basically meets the market's previous expectations, so the market did not experience significant fluctuations.

In yesterday's article (May 7th), we had already mentioned several factors affecting the current market trend...

Bitcoin once again attempts to hit the $100,000 mark

Since February 4th, when Bitcoin briefly broke through $10,200, it has experienced a three-month-long oscillating struggle, with the price unable to effectively stabilize above $100,000. Just now, the market finally witnessed a critical breakthrough, with Bitcoin surpassing $10,100, showing a 24-hour increase of 4%.
[Will Bitcoin return to $100,000 in 90 days, and is the bull market coming?]
In the first half of 2025, the crypto market has been through numerous twists and turns, with Bitcoin's market share continuously rising to a historic high. The Trump administration has simultaneously released regulatory benefits while disrupting tariff order and market manipulation...