ChainCatcher 消息，据投资管理公司 VanEck 数字资产研究主管 Matthew Sigel 分析，比特币目前已处于牛市初期，市场表现强劲。VanEck 将比特币市值达到黄金市值的一半（约 50 万美元）作为中期目标，并认为从长期来看，若比特币能在全球能源贸易中占据重要份额，到 2050 年其价格有望达到 300 万美元。
Sigel 指出，比特币与黄金的相关性已达到多年高点，且机构投资者通过现货 ETF 等渠道的持续流入为市场提供了支撑。此外，比特币矿企因拥有 AI 经济中稀缺的电力资源，其矿机设备与能源合同价值显著提升，为投资者提供了新的机遇。对于市场关注的量子计算风险，Sigel 表示，尽管这是一个需要解决的问题，但目前社区已开始重视并积极应对，这并不构成抛售比特币的理由。
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