#近期走势分析 Business Insider reports that according to a recent report from Bernstein, the price of Bitcoin will soar to $500,000 by the end of this century.
In an initial report on Microstrategy shares, Bernstein analysts Gautam Chhugani and Mahika Sapra said bitcoin’s price will surge 659% from Friday afternoon levels to $500,000 by 2029.
The sharp rise in Bitcoin prices is due to strong demand for Bitcoin ETFs, which have attracted tens of billions of dollars in assets since their launch earlier this year.
#SpotBitcoinETF# The soaring demand, combined with Bitcoin’s dwindling supply, creates a supply-demand dynamic that is ripe for the cryptocurrency to continue to rise in price. “This is driven by unprecedented demand for Bitcoin from ETFs managed by leading global asset managers ($190 billion in AUM expected in 2025, compared to $60 billion today) and a constrained Bitcoin supply,” Bernstein said.
Chhugani and Sapra said their base case Bitcoin price forecast is for $200,000 by 2025, $500,000 by 2029, and $1 million by 2033. The analysts had previously expected Bitcoin to reach a cycle high of $150,000 in 2025, but they revised their expectations upward due to strong ETF flows.
The firm's predictions are part of its first coverage of Microstrategy, which Bernstein says is "building the world's largest bitcoin company." The firm rates MicroStrategy an "outperform" with a price target of $2,890, representing a 94% upside from Friday afternoon's price. MicroStrategy already holds 1.1% of the total supply of Bitcoin, worth about $14.5 billion. Meanwhile, MicroStrategy's total market capitalization is $26 billion.
Bernstein believes that MicroStrategy deserves a premium valuation because it offers investors an "active leverage" strategy compared to passive Bitcoin ETFs. "Over the past 4 years, MicroStrategy's active strategy has resulted in a higher Bitcoin price per share - BTC/share has increased by 67%, or diluted earnings per share from 6 Bitcoin in the fourth quarter of 2020 to about 10 Bitcoin today," Bernstein said. On Friday, Bitcoin traded just over $65,000, about 12% below its all-time high of nearly $74,000. $BTC