cryptopolitan.com
بعد فوز دونالد ترامب في الانتخابات dent الأمريكية لعام 2024، دعت شركة بيرنشتاين الاستثمارية المستثمرين إلى القفز إلى سوق Bitcoin المزدهر. وفي ملاحظة متفائلة للعملاء، أشار غوتام تشوغاني، قائد أبحاث العملات المشفرة في برنشتاين، إلى الزخم، ونصح العملاء بشراء العملات المشفرة والأصول ذات الصلة.
قال تشوجاني: "مرحبًا بكم في سوق العملات المشفرة الصاعدة - اشترِ كل ما تستطيع شراءه". يأتي هذا الاقتراح الجريء في الوقت الذي يتم فيه تداول Bitcoin بحوالي 86000 دولار بعد اهتمام المؤسسات والوعي بأصول العملة المشفرة كتحوط ضد التضخم.
قامت برنشتاين (800 مليار دولار أمريكي) بطرح مذكرتها صباح يوم الاثنين للعملاء:
— يانو 🟪 (@JasonYanowitz) 11 نوفمبر 2024
"مرحبًا بكم في سوق العملات المشفرة الصاعد. شراء كل ما تستطيع. لا تقاوم هذا – قم بإضافة التعرض للعملات المشفرة في أسرع وقت ممكن.
المرحلة 3 هي حقا علينا. pic.twitter.com/ZGLoLvtXJD
Bitcoin’s appeal as “digital gold”
In view of the increasing global inflation, Bernstein considers Bitcoin as a much better option than conventional investments, describing it as “digital gold.” According to the firm, increased demand will be propelled by the limited supply of Bitcoin due to the halving cycles, which reduce the rate of issuance.
With the recent halving, the daily supply was reduced from 900 BTC to 450 BTC, a situation that has in the past led to a significant post-halving price rise. Chhugani and his team explained the different means that investors can use to access the growing crypto market.
Some examples of exposure are the Bitcoin and Ethereum exchange-traded funds, publicly listed bitcoin miners like Riot and Core Scientific, and exchanges like Robinhood and Coinbase. Other avenues of investment that were also mentioned include MicroStrategy, which has incorporated bitcoin as part of its corporate treasuries.
For direct crypto buyers, Bernstein recommended a basket of coins, which includes BTC, ETH, SOL, OP, ARB, POL, UNI, AAVE, and LINK. The firm suggests that cautious investors should “invert their mental models” and accept the upward trend of Bitcoin prices. The report states that Trump is the first openly pro-crypto president-elect, which provides institutional support that has attracted both old and new investors.
Bernstein’s price forecasts
According to Bernstein’s analysts, Bitcoin is expected to gain more momentum, saying that it may hit $200,000 by 2025, which they reckon is quite a low estimate given the rising use and limited supply of Bitcoin.
According to Bernstein, ETFs could hold between $60 billion and $190 billion in the next 10 years. However, in the longer-term, Bernstein has predicted that the price of Bitcoin could reach $1 million by 2033.
While Bitcoin’s price grows, the activity in the futures market is at an all-time high. The open interest in Bitcoin futures, a measure of the total value of outstanding contracts, has hit a record $51.3bn as of November 11. Over the past 24 hours, the liquidations in the futures market reached $165 million, and the majority of these closures belonged to short sellers who expected the Bitcoin price to decrease.