Odaily星球日报讯 加密基金发行商 VanEck 分析师 Nathan Frankovitz 和数字资产研究主管 Matthew Sigel 在最新报告中指出，7 月 ETP（主要是交易所交易基金）和财库公司分别购入 5.4 万枚 BTC 和 7.2 万枚 BTC，预测比特币价格或将在 2025 年底触及 18 万美元。VanEck 指出上市比特币矿企呈现出两极分化状态，APLD 和 Bitfarms 分别上涨 54%和 16%，Cipher Mining 则下跌 22%；此外，上市比特币财库公司的股价表现不佳，资产净值 (mNAV) 一直在下降，比如 Strategy 下跌 16%、Metaplanet 下跌 62%、Semler Scientific 下跌 12%。（Crypto.news）
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