BlockBeats消息,1月22日,宏观研究员、FFTT创始人 Luke Gromen 表示,在缺乏重大市场催化剂的情况下,机构投资者今年不太可能推动比特币从当前约9万美元上涨至15万美元。他指出,机构通常采取观望策略,而非在无明确事件驱动下追高入场。
Gromen 认为,潜在的关键变量包括美国《CLARITY法案》的推进进展以及美联储是否进一步降息。但在极端情形下,如全面贸易战或经济衰退,比特币甚至可能回落至6万美元,并引发持币企业被迫抛售。
与此形成对比的是,CryptoQuant CEO Ki Young Ju 表示机构需求仍然强劲,过去一年机构累计买入约57.7万枚BTC(约530亿美元)。此前灰度也曾指出,机构入场与监管明朗化是推动比特币再创新高的重要动力。
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