周四盘中，加密货币相关股票普遍下跌，其中Cipher Mining Inc.（CIFR）跌幅最为显著，暴跌9.71%。这波跌势主要受到著名投资人Cathie Wood（"木头姐"）下调比特币长期预期的影响。
据报道，Cathie Wood调整了对比特币的长期乐观预测。她指出，随着稳定币的迅速崛起，部分比特币的角色正在被取代。Wood表示，稳定币在新兴市场的应用增长远超预期，美国部分机构也开始关注以稳定币为核心的新支付基础设施。考虑到这些因素，她将2030年比特币价格预测从150万美元下调至约120万美元。
这一消息引发了加密货币相关股票的普遍下跌。除Cipher Mining外，其他加密货币股票也出现不同程度的下跌：IREN跌超8%，Coinbase和MicroStrategy跌6%，CleanSpark跌超5%，Marathon Digital Holdings跌3.5%。尽管如此，Cathie Wood仍然看好比特币的长期前景，她认为机构投资者的进场将成为主要的推动力。
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