<p>目前，加密市场的所有信号似乎都在闪烁绿色。<strong>比特币</strong>(BTC -0.54%) 刚刚创下超过 123,000 美元的新历史高点。新的加密立法正在国会通过。许多人在谈论 “稳定币夏季”。</p>
<p>简而言之，加密市场可能为年末的大幅反弹做好了准备。以下是未来五个月内有潜力飙升的三种加密货币。</p>
<h2>比特币</h2>
<p>当然，显而易见的选择是比特币。从历史上看，比特币总是引领市场上涨。因此，如果你认为加密市场将会上涨，那么你需要考虑购买比特币，它占据了加密市场总价值的惊人 62%。</p>
<p>机构对比特币的需求依然强劲。资金再次涌入现货比特币交易所交易基金（ETFs）。与此同时，新的比特币国库公司如雨后春笋般涌现。这些公司以 <strong>Strategy</strong>(MSTR -6.06%)，原始比特币国库公司的模式，正在积累数十亿美元来购买比特币。</p>
<p>此外，比特币也得到了特朗普政府的广泛关注。在许多方面，比特币的价格已成为加密市场整体健康状况和特朗普政府支持加密政策成功的一个代理指标。</p>
<p>在 “加密周” 期间，特朗普总统特别将加密货币的成功与他的整体竞选主题 “让美国再次伟大” 联系在一起。因此，我完全期待对增强战略比特币储备的新推动，以及其他可能在下半年推动比特币上涨的举措。</p>
<h2>以太坊</h2>
<p>如果有任何加密货币在特朗普白宫的支持方面接近比特币，那就是 <strong>以太坊</strong>(ETH -1.61%)。如果传统金融与区块链金融之间的合并如许多人所期待的那样发生，那么以太坊将成为其中的重要组成部分。</p>
<p>以太坊仍然是去中心化金融（DeFi）的首选区块链，拥有 58% 的市场份额。以太坊也是稳定币的主要区块链，稳定币已成为今年最热门的加密成功故事之一。这两个领域在华尔街金融公司中具有最高的吸引力。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM4MTUvZmlzdC1wdW1wLXNtYXJ0cGhvbmUuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM4MTUvZmlzdC1wdW1wLXNtYXJ0cGhvbmUuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<p>不过，请记住，截至 7 月 17 日，以太坊今年的涨幅不到 2%。因此，以太坊的表现远不如比特币那样确定。但即将到来的一个关键发展可能会点燃以太坊的热情，那就是《清晰法案》的即将通过。</p>
<p>《清晰法案》是国会在 “加密周” 期间审议的两项立法之一，提供了关于数字资产应如何监管的具体指导。现在的想法是，整体监管待遇将非常有利，为机构提供更广泛的加密相关金融产品铺平道路。这可能会解锁对 DeFi 的更多需求，从而推动以太坊价格上涨。</p>
<h2>你不应该购买的那种迷因币</h2>
<p>在任何牛市周期中，加密投资者通常会转向越来越冒险的投资，以寻求更高的回报。这通常意味着对迷因币的青睐，而迷因币是最具风险和投机性的加密货币之一。在 2024 年底，随着支持加密的热潮导致迷因币购买，出现了同样的现象。</p>
<p>虽然无法预测下一个会爆发的迷因币，但看起来 <strong>Pudgy Penguins</strong>(PENGU 4.85%)，这个受 Pudgy Penguins 非同质化代币（NFT）系列启发的迷因币，可能会引领潮流。在过去一周，Pudgy Penguins 的价格飙升了 60%。这一切发生在 <strong>Coinbase Global</strong>(COIN 2.21%) 短暂更改其社交媒体头像为 Pudgy Penguin 之后。加密影响者和一些加密公司也纷纷效仿，表达对这款迷因币的支持。</p>
<p>我之前曾写过投资以狗为主题的迷因币的风险。对以企鹅为主题的迷因币，这些警告更为强烈。</p>
<h2>购买优先级</h2>
<p>如果你在选择下一种要购买的加密货币，明确的选择是比特币。如果历史可以作为参考，比特币在极端市场不确定性期间表现良好。因此，即使你预计由于关税而导致市场动荡，比特币也可以提供对冲。而以太坊或任何其他山寨币则不能如此。</p>
<p>当然，没有保证比特币在接下来的几个月会飙升。然而，Bernstein 和标准 Chartered 最近都对比特币给出了 200,000 美元的价格预测，因此它确实有潜力翻倍。如果你愿意接受投资加密的风险，那么比特币可能是提升你在 2025 年投资组合表现的绝佳方式。</p>

ETHE

<p>加密市场显示出积极的迹象，比特币达到了超过 123,000 美元的新历史高点。机构对比特币的需求依然强劲，新的比特币财库公司正在涌现。以太坊的前景也很好，特别是在《透明法案》有望通过的情况下，这可能会增强机构的兴趣。然而，对于表情币，特别是 Pudgy Penguins，建议保持谨慎，因为其价格已经大幅上涨。总体而言，比特币被推荐作为主要投资选择，预测其在不久的将来可能达到 200,000 美元</p>

<p>All lights appear to be flashing green for the crypto market right now. <strong>Bitcoin</strong>(BTC -0.54%) just hit a new all-time high of more than $123,000. New crypto legislation is making its way through Congress. And many are talking about &#34;Stablecoin Summer.&#34;</p>
<div class="lb-trans"><p>目前，加密市场的所有信号似乎都在闪烁绿色。<strong>比特币</strong>(BTC -0.54%) 刚刚创下超过 123,000 美元的新历史高点。新的加密立法正在国会通过。许多人在谈论 “稳定币夏季”。</p>
</div><p>In short, the stage could be set for a big year-end rally in the crypto market. Here are three cryptocurrencies that have the potential to soar during the next five months.</p>
<div class="lb-trans"><p>简而言之，加密市场可能为年末的大幅反弹做好了准备。以下是未来五个月内有潜力飙升的三种加密货币。</p>
</div><h2>Bitcoin</h2>
<div class="lb-trans"><h2>比特币</h2>
</div><p>Of course, the obvious pick is Bitcoin. Historically, Bitcoin has always led the market higher. So if you think that the crypto market is headed higher, then you need to think about buying Bitcoin, which accounts for a whopping 62% of the total value of the crypto market.</p>
<div class="lb-trans"><p>当然，显而易见的选择是比特币。从历史上看，比特币总是引领市场上涨。因此，如果你认为加密市场将会上涨，那么你需要考虑购买比特币，它占据了加密市场总价值的惊人 62%。</p>
</div><p>Institutional demand for Bitcoin remains strong. Money is once again surging into the spot Bitcoin exchange-traded funds (ETFs). At the same time, new Bitcoin treasury companies are launching left and right. These companies, modeled after <strong>Strategy</strong>(MSTR -6.06%), the original Bitcoin treasury company, are amassing billions of dollars to buy Bitcoin.</p>
<div class="lb-trans"><p>机构对比特币的需求依然强劲。资金再次涌入现货比特币交易所交易基金（ETFs）。与此同时，新的比特币国库公司如雨后春笋般涌现。这些公司以 <strong>Strategy</strong>(MSTR -6.06%)，原始比特币国库公司的模式，正在积累数十亿美元来购买比特币。</p>
</div><p>Moreover, Bitcoin is getting plenty of attention from the Trump administration. In many ways, the price of Bitcoin has become a proxy for the overall health of the crypto market and the success of the Trump administration's pro-crypto policies.</p>
<div class="lb-trans"><p>此外，比特币也得到了特朗普政府的广泛关注。在许多方面，比特币的价格已成为加密市场整体健康状况和特朗普政府支持加密政策成功的一个代理指标。</p>
</div><p>During &#34;Crypto Week,&#34; President Donald Trump specifically linked the success of crypto to his overall campaign theme of &#34;Make America Great Again.&#34; So I'm fully expecting a new push for an enhanced Strategic Bitcoin Reserve, as well as other moves that could send Bitcoin higher in the second half of the year.</p>
<div class="lb-trans"><p>在 “加密周” 期间，特朗普总统特别将加密货币的成功与他的整体竞选主题 “让美国再次伟大” 联系在一起。因此，我完全期待对增强战略比特币储备的新推动，以及其他可能在下半年推动比特币上涨的举措。</p>
</div><h2>Ethereum</h2>
<div class="lb-trans"><h2>以太坊</h2>
</div><p>If there's any cryptocurrency that comes close to Bitcoin in terms of support from the Trump White House, it's <strong>Ethereum</strong>(ETH -1.61%). If there is going to be a merger of traditional finance and blockchain finance, as many now expect, then Ethereum is going to be a big part of it.</p>
<div class="lb-trans"><p>如果有任何加密货币在特朗普白宫的支持方面接近比特币，那就是 <strong>以太坊</strong>(ETH -1.61%)。如果传统金融与区块链金融之间的合并如许多人所期待的那样发生，那么以太坊将成为其中的重要组成部分。</p>
</div><p>Ethereum is still the go-to blockchain for decentralized finance (DeFi), where it holds a commanding 58% market share. Ethereum is also the primary blockchain for stablecoins, which have emerged as one of the hottest crypto success stories of the year. These are two areas of the crypto market that hold the highest appeal for Wall Street financial firms.</p>
<div class="lb-trans"><p>以太坊仍然是去中心化金融（DeFi）的首选区块链，拥有 58% 的市场份额。以太坊也是稳定币的主要区块链，稳定币已成为今年最热门的加密成功故事之一。这两个领域在华尔街金融公司中具有最高的吸引力。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjM4MTUvZmlzdC1wdW1wLXNtYXJ0cGhvbmUuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F823815%2Ffist-pump-smartphone.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><p>Keep in mind, though, that Ethereum is up less than 2% for the year (as of July 17). So Ethereum is much less of a slam dunk than Bitcoin. But there is one key development coming up soon that could light a fire under Ethereum, and that is the imminent passage of the Clarity Act.</p>
<div class="lb-trans"><p>不过，请记住，截至 7 月 17 日，以太坊今年的涨幅不到 2%。因此，以太坊的表现远不如比特币那样确定。但即将到来的一个关键发展可能会点燃以太坊的热情，那就是《清晰法案》的即将通过。</p>
</div><p>The Clarity Act, which is one of the two pieces of legislation under review by Congress during &#34;Crypto Week,&#34; provides specific guidance on how digital assets should be regulated. The thinking now is that the overall regulatory treatment will be very favorable, opening the door for institutions to offer a much broader array of crypto-related financial products. That could unlock even more demand for DeFi, thereby helping to push the price of Ethereum higher.</p>
<div class="lb-trans"><p>《清晰法案》是国会在 “加密周” 期间审议的两项立法之一，提供了关于数字资产应如何监管的具体指导。现在的想法是，整体监管待遇将非常有利，为机构提供更广泛的加密相关金融产品铺平道路。这可能会解锁对 DeFi 的更多需求，从而推动以太坊价格上涨。</p>
</div><h2>The one meme coin you should not buy</h2>
<div class="lb-trans"><h2>你不应该购买的那种迷因币</h2>
</div><p>During any bullish cycle, crypto investors typically rotate into riskier and riskier investments, as they search for higher and higher returns. That usually means an embrace of meme coins, which are among the riskiest and most speculative cryptocurrencies out there. At the end of 2024, the same phenomenon occurred, as pro-crypto euphoria led to meme coin buying.</p>
<div class="lb-trans"><p>在任何牛市周期中，加密投资者通常会转向越来越冒险的投资，以寻求更高的回报。这通常意味着对迷因币的青睐，而迷因币是最具风险和投机性的加密货币之一。在 2024 年底，随着支持加密的热潮导致迷因币购买，出现了同样的现象。</p>
</div><p>It's impossible to predict which meme coin will pop next, but it looks like <strong>Pudgy Penguins</strong>(PENGU 4.85%), the meme coin inspired by the Pudgy Penguins non-fungible token (NFT) collection, could lead the way. In the past week, Pudgy Penguins soared as much as 60%. That happened after <strong>Coinbase Global</strong>(COIN 2.21%) briefly changed its social media profile photo to a Pudgy Penguin. Crypto influencers and some crypto firms followed suit, showing their support for the meme coin.</p>
<div class="lb-trans"><p>虽然无法预测下一个会爆发的迷因币，但看起来 <strong>Pudgy Penguins</strong>(PENGU 4.85%)，这个受 Pudgy Penguins 非同质化代币（NFT）系列启发的迷因币，可能会引领潮流。在过去一周，Pudgy Penguins 的价格飙升了 60%。这一切发生在 <strong>Coinbase Global</strong>(COIN 2.21%) 短暂更改其社交媒体头像为 Pudgy Penguin 之后。加密影响者和一些加密公司也纷纷效仿，表达对这款迷因币的支持。</p>
</div><p>I've written before about the perils of investing in dog-themed meme coins. Those warnings are even stronger for penguin-themed meme coins.</p>
<div class="lb-trans"><p>我之前曾写过投资以狗为主题的迷因币的风险。对以企鹅为主题的迷因币，这些警告更为强烈。</p>
</div><h2>Buying priorities</h2>
<div class="lb-trans"><h2>购买优先级</h2>
</div><p>If you are choosing which cryptocurrency to buy next, the clear choice is Bitcoin. If history is any guide, Bitcoin has the ability to perform well during periods of extreme market uncertainty. So, even if you are expecting market turmoil ahead due to tariffs, Bitcoin could provide a hedge. The same cannot be said for Ethereum, or any other altcoin.</p>
<div class="lb-trans"><p>如果你在选择下一种要购买的加密货币，明确的选择是比特币。如果历史可以作为参考，比特币在极端市场不确定性期间表现良好。因此，即使你预计由于关税而导致市场动荡，比特币也可以提供对冲。而以太坊或任何其他山寨币则不能如此。</p>
</div><p>There's no guarantee, of course, that Bitcoin will soar during the next few months. However, both Bernstein and Standard Chartered have recently come out with $200,000 price predictions for Bitcoin, so it definitely has the potential to double in value. If you're willing to accept the risks of investing in crypto, then Bitcoin could be a great way to turbocharge the performance of your portfolio in 2025.</p>
<div class="lb-trans"><p>当然，没有保证比特币在接下来的几个月会飙升。然而，Bernstein 和标准 Chartered 最近都对比特币给出了 200,000 美元的价格预测，因此它确实有潜力翻倍。如果你愿意接受投资加密的风险，那么比特币可能是提升你在 2025 年投资组合表现的绝佳方式。</p>
</div>

2025 年下半年可能大幅上涨的 3 种加密货币