The "national strategic reserve" attribute of #ETH突破2500 #Strategy增持比特币 #CPI数据来袭 #交易经验 #加密圆桌会议要点 $BTC $BNB $SOL Bitcoin will be strengthened in 2025:
- **Sovereign competition intensifies**: El Salvador ignores IMF bans and increases reserves to 6,162 coins, while Japan's Metaplanet surpasses this with 6,796 coins, as geopolitical games give rise to a new narrative of "digital gold";
- **Cross-market linkages deepen**: The correlation coefficient between Bitcoin and MicroStrategy stock reaches 0.85, and on the day BlackRock increased its holdings, Nasdaq crypto concept stocks rose 4%, indicating a trend of traditional capital indirectly allocating cryptocurrency through equity channels;
- **Valuation system upgrade**: Bernstein raises its target price for the end of 2025 to $200,000, with core logic including expectations of $70 billion in ETF net inflows and the acceleration of the "corporate balance sheet Bitcoinization" process.