<p><em>图片来源：Unsplash</em></p>
<p>比特币（BTC）再次突破，攀升至几个月以来未曾达到的水平。</p>
<p><img src="https://imageproxy.pbkrs.com/https://banyanhill.s3.dualstack.us-east-1.amazonaws.com/Daily_Disruptor/images/2026/01/011626_DD_SS1.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="575" height="319" original-src="https://imageproxy.pbkrs.com/https://banyanhill.s3.dualstack.us-east-1.amazonaws.com/Daily_Disruptor/images/2026/01/011626_DD_SS1.png"/></p>
<p>来源：Coingecko</p>
<p>以太坊（ETH）也在沿着类似的轨迹前进。</p>
<p><img src="https://imageproxy.pbkrs.com/https://banyanhill.s3.dualstack.us-east-1.amazonaws.com/Daily_Disruptor/images/2026/01/011626_DD_SS2.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="575" height="326" original-src="https://imageproxy.pbkrs.com/https://banyanhill.s3.dualstack.us-east-1.amazonaws.com/Daily_Disruptor/images/2026/01/011626_DD_SS2.png"/></p>
<p>来源：Coingecko</p>
<p>虽然这两种加密货币并没有完全加速，但它们稳步上升的趋势让我觉得这可能不仅仅是短暂的反弹。</p>
<p>如果你关注 2026 年的加密货币预测，你会知道这次反弹可能是更大事件的开始。</p>
<p>比特币和以太坊今年可能会涨到多高？</p>
<p>要回答这个问题，你必须看看是谁在做这些预测，以及为什么这次他们的预测被认真对待。</p>
<h2>大胆的预测与合理的逻辑</h2>
<p>任何关注加密货币一段时间的人都知道，疯狂的价格预测是常态。</p>
<p>但认为比特币今年能达到 150,000 美元是否不切实际？</p>
<p>根据 Michael Saylor 的说法，这并不算不切实际，他是 Strategy 的联合创始人，其公司仍然是比特币最大的企业持有者之一。</p>
<p>Saylor 表示，150,000 美元是可以实现的，他指出机构需求和通过受监管渠道的稳定购买。</p>
<p>当然，你会期待这样乐观的观点来自于对比特币有大量投资的人。</p>
<p>但事实证明，他并不是唯一的乐观者。</p>
<p>如今，对比特币和以太坊最乐观的预测不仅仅来自加密货币的传播者。它们出现在机构模型和银行研究中。</p>
<p>全球研究和经纪公司 Bernstein 最近将比特币的目标定为 2026 年的 150,000 美元。他们的论点很简单：机构持续购买，ETF 吸收供应，旧的繁荣与萧条周期正在瓦解。</p>
<p>渣打银行的预测也在同一范围内。该银行之前提出了 200,000 美元的长期目标，然后在当前宏观条件下将其展望修订为到 2026 年底约 150,000 美元的更现实的基础案例。</p>
<p>这与我看到的数字一致。普遍共识是，比特币在 2026 年可能会达到 150,000 美元，即使在经历 2025 年的波动后。</p>
<p>以太坊的预测在美元方面较小，但相对于今天的价格同样令人兴奋。</p>
<p>许多当前预测将 2026 年的价格目标设定为 5,000 美元。如果网络活动和机构参与持续增长，一些分析师认为还有更大的上涨空间。</p>
<p>无论如何，以太坊的上涨潜力是难以忽视的。</p>
<p>同样难以忽视的是，这些大胆的预测不仅仅是由零售热潮推动的。它们得到了机构资金的支持。</p>
<p>在大多数加密货币历史上，大型机构往往保持距离。</p>
<p>并不是因为他们不理解技术，而是因为规则不明确。比特币难以安全持有，甚至更难融入机构依赖的监管和报告系统。</p>
<p>这一切在美国批准现货比特币 ETF 后发生了变化。</p>
<p>这些产品为养老基金和资产管理公司提供了一种受监管的方式来购买比特币，使用他们已经用于股票和债券的相同结构。</p>
<p>这为真正的机构参与打开了大门。</p>
<p>比特币 ETF 在资金流入时购买比特币。这种需求是稳定和持续的。</p>
<p>这与过去的周期有了重大转变。</p>
<p>早期的反弹主要由零售交易和杠杆驱动。每当对加密货币的热情下降，购买就会减少。但现在有一个持续的需求来源，在回调期间不会消失。</p>
<p>以太坊的情况不同，但得出的结论相似。</p>
<p>你看，以太坊不仅仅是人们交易的东西。它是一个金融产品运行的网络。它处理稳定币支付，并支持借贷和交易。它从所有这些活动中赚取费用。</p>
<p>以太坊还可以被质押，这使得持有者能够赚取收入。这使得机构更容易评估 ETH，因为它将价值与使用而非投机联系起来。</p>
<p>换句话说，以太坊的上涨潜力并不仅仅建立在兴奋之上。它是建立在使用、收入和收益之上的。</p>
<p>这就是为什么 ETH 的目标与 BTC 的目标一起上升，即使它们背后的故事不同。</p>
<p>而今天的经济背景也在影响这些大胆的 2026 年价格预测。</p>
<p>在过去两年中，利率上升对风险资产施加了压力。随着中央银行停止大幅加息，这种压力有所缓解。</p>
<p>比特币在这种环境中获益，因为其供应是固定的，机构对 BTC 的需求正在增长。以太坊则因为资本往往流向那些正在被积极使用的网络而获益。</p>
<p>从这个角度来看，今天的大胆价格目标开始看起来不再像投机，而更像是市场变化的反映。</p>
<h2>我的看法</h2>
<p>加密货币现在有了更清晰的规则，更多的大买家，以及来自 ETF 的稳定需求。此外，当前的经济背景对反弹是有利的。</p>
<p>这就是为什么我相信现在出现的更高价格预测值得认真对待。</p>
<p>当然，没有保证会直线达到 150,000 美元或 5,000 美元。市场并不是这样运作的。回调和波动是过程的一部分。</p>
<p>但这些数字的基础已经从一厢情愿的想法转变为更为坚实的东西。</p>
<p>比特币和以太坊不再是希望突破的边缘资产。它们已经融入传统金融的基础设施，并得到了监管里程碑和机构资金流入的支持。</p>
<p>这种组合使得更高的价格水平不仅可能，而且越来越可信。</p>
<p>这就是为什么最近的反弹值得你关注。</p>
<hr/>
<p><em>更多来自此作者：</em></p>
<p>本周图表：市场已分为两部分</p>
<p>人工智能如何帮助电网度过新年夜</p>
<p>量子是否进入了基础设施阶段？</p>

ETHE

GBTC

<p>比特币（BTC）最近大幅上涨，显示出潜在的反弹迹象，预测到 2026 年可能达到 150,000 美元。机构需求和比特币 ETF 的批准推动了这种乐观情绪。来自伯恩斯坦和渣打银行等公司的分析师支持这些预测，指出持续的买入和市场动态的变化。以太坊（ETH）也预计会上涨，目标在 2026 年达到约 5,000 美元，这得益于其网络使用情况和机构兴趣。目前的经济环境，随着利率的放松，进一步支持了这些看涨的预测</p>

<p><img src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1640161704729-cbe966a08476/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1Nbnd4TWpBM2ZEQjhNSHh3YUc5MGJ5MXdZV2RsZkh4OGZHVnVmREI4Zkh4OCZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA" alt="" original-src="https://images.unsplash.com/photo-1640161704729-cbe966a08476?ixlib=rb-1.2.1&amp;ixid=MnwxMjA3fDB8MHxwaG90by1wYWdlfHx8fGVufDB8fHx8&amp;auto=format&amp;fit=crop&amp;w=1000&amp;q=80"/></p>
<p><em>Image Source: Unsplash</em></p>
<div class="lb-trans"><p><em>图片来源：Unsplash</em></p>
</div><p>Bitcoin (BTC) has broken out again, climbing toward levels that it hasn’t held in months.</p>
<div class="lb-trans"><p>比特币（BTC）再次突破，攀升至几个月以来未曾达到的水平。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://banyanhill.s3.dualstack.us-east-1.amazonaws.com/Daily_Disruptor/images/2026/01/011626_DD_SS1.png" alt="" original-src="https://banyanhill.s3.dualstack.us-east-1.amazonaws.com/Daily_Disruptor/images/2026/01/011626_DD_SS1.png"/></p>
<p>Source: Coingecko</p>
<div class="lb-trans"><p>来源：Coingecko</p>
</div><p>Ethereum (ETH) is following a similar trajectory.</p>
<div class="lb-trans"><p>以太坊（ETH）也在沿着类似的轨迹前进。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://banyanhill.s3.dualstack.us-east-1.amazonaws.com/Daily_Disruptor/images/2026/01/011626_DD_SS2.png" alt="" original-src="https://banyanhill.s3.dualstack.us-east-1.amazonaws.com/Daily_Disruptor/images/2026/01/011626_DD_SS2.png"/></p>
<p>Source: Coingecko</p>
<div class="lb-trans"><p>来源：Coingecko</p>
</div><p>While neither crypto is in a full-out sprint, their steady march higher tells me this could be something more than a short-lived bounce.</p>
<div class="lb-trans"><p>虽然这两种加密货币并没有完全加速，但它们稳步上升的趋势让我觉得这可能不仅仅是短暂的反弹。</p>
</div><p>And if you’ve been paying attention to crypto predictions for 2026, you know it’s possible that this rally could be the start of something much bigger.</p>
<div class="lb-trans"><p>如果你关注 2026 年的加密货币预测，你会知道这次反弹可能是更大事件的开始。</p>
</div><p>Just how high could bitcoin and Ethereum go this year?</p>
<div class="lb-trans"><p>比特币和以太坊今年可能会涨到多高？</p>
</div><p>To answer that, you have to look at who’s making these predictions and why they’re being taken seriously this time.</p>
<div class="lb-trans"><p>要回答这个问题，你必须看看是谁在做这些预测，以及为什么这次他们的预测被认真对待。</p>
</div><h2>WILD PREDICTIONS WITH SOUND LOGICEMPTY HEADING</h2>
<div class="lb-trans"><h2>大胆的预测与合理的逻辑</h2>
</div><p>Anyone who’s followed crypto for any amount of time knows that wild price predictions are par for the course.</p>
<div class="lb-trans"><p>任何关注加密货币一段时间的人都知道，疯狂的价格预测是常态。</p>
</div><p>But is it unrealistic to think that bitcoin could hit $150,000 this year?</p>
<div class="lb-trans"><p>但认为比特币今年能达到 150,000 美元是否不切实际？</p>
</div><p>Not according to Michael Saylor, the Strategy co-founder whose company remains one of the largest corporate holders of bitcoin.</p>
<div class="lb-trans"><p>根据 Michael Saylor 的说法，这并不算不切实际，他是 Strategy 的联合创始人，其公司仍然是比特币最大的企业持有者之一。</p>
</div><p>Saylor has said that $150,000 is achievable, pointing to institutional demand and steady buying through regulated channels.</p>
<div class="lb-trans"><p>Saylor 表示，150,000 美元是可以实现的，他指出机构需求和通过受监管渠道的稳定购买。</p>
</div><p>Of course, you’d expect that kind of optimism from someone who has so much exposure to bitcoin.</p>
<div class="lb-trans"><p>当然，你会期待这样乐观的观点来自于对比特币有大量投资的人。</p>
</div><p>But it turns out that he’s in good company.</p>
<div class="lb-trans"><p>但事实证明，他并不是唯一的乐观者。</p>
</div><p>These days, the most bullish forecasts for bitcoin and Ethereum aren’t just coming from crypto evangelists. They’re showing up in institutional models and bank research.</p>
<div class="lb-trans"><p>如今，对比特币和以太坊最乐观的预测不仅仅来自加密货币的传播者。它们出现在机构模型和银行研究中。</p>
</div><p>Bernstein, the global research and brokerage firm, recently put a $150,000 target on bitcoin for 2026. Their case is simple. Institutions keep buying it, ETFs are absorbing supply and the old boom-and-bust cycle is breaking down.</p>
<div class="lb-trans"><p>全球研究和经纪公司 Bernstein 最近将比特币的目标定为 2026 年的 150,000 美元。他们的论点很简单：机构持续购买，ETF 吸收供应，旧的繁荣与萧条周期正在瓦解。</p>
</div><p>Standard Chartered’s projections have landed in the same neighborhood. The bank previously floated a $200,000 long-term target, then revised its outlook to around $150,000 by the end of 2026 as a more realistic base case under current macro conditions.</p>
<div class="lb-trans"><p>渣打银行的预测也在同一范围内。该银行之前提出了 200,000 美元的长期目标，然后在当前宏观条件下将其展望修订为到 2026 年底约 150,000 美元的更现实的基础案例。</p>
</div><p>This tracks with the numbers I’m seeing too. The general consensus is that bitcoin could hit $150,000 in 2026, even after cooling off from 2025’s volatility.</p>
<div class="lb-trans"><p>这与我看到的数字一致。普遍共识是，比特币在 2026 年可能会达到 150,000 美元，即使在经历 2025 年的波动后。</p>
</div><p>Ethereum’s projections are smaller in dollar terms, but just as exciting relative to today’s prices.</p>
<div class="lb-trans"><p>以太坊的预测在美元方面较小，但相对于今天的价格同样令人兴奋。</p>
</div><p>Many current forecasts project a price target of $5,000 for 2026. Some analysts see room to go beyond that if network activity and institutional participation continues to build.</p>
<div class="lb-trans"><p>许多当前预测将 2026 年的价格目标设定为 5,000 美元。如果网络活动和机构参与持续增长，一些分析师认为还有更大的上涨空间。</p>
</div><p>Either way, the upside case for Ethereum is hard to ignore.</p>
<div class="lb-trans"><p>无论如何，以太坊的上涨潜力是难以忽视的。</p>
</div><p>What’s equally hard to ignore is that these bold predictions aren’t just being driven by retail hype. They’re being supported by institutional money.</p>
<div class="lb-trans"><p>同样难以忽视的是，这些大胆的预测不仅仅是由零售热潮推动的。它们得到了机构资金的支持。</p>
</div><p>For most of crypto’s history, big institutions tended to stay away.</p>
<div class="lb-trans"><p>在大多数加密货币历史上，大型机构往往保持距离。</p>
</div><p>Not because they didn’t understand the technology, but because the rules weren’t clear. Bitcoin was difficult to own safely and even harder to fit inside the regulatory and reporting systems that institutions rely on.</p>
<div class="lb-trans"><p>并不是因为他们不理解技术，而是因为规则不明确。比特币难以安全持有，甚至更难融入机构依赖的监管和报告系统。</p>
</div><p>That changed with the approval of spot Bitcoin ETFs here in the United States.</p>
<div class="lb-trans"><p>这一切在美国批准现货比特币 ETF 后发生了变化。</p>
</div><p>These products gave pension funds and asset managers a regulated way to buy bitcoin using the same structures they already use for stocks and bonds.</p>
<div class="lb-trans"><p>这些产品为养老基金和资产管理公司提供了一种受监管的方式来购买比特币，使用他们已经用于股票和债券的相同结构。</p>
</div><p>And that opened the floodgates for real institutional participation.</p>
<div class="lb-trans"><p>这为真正的机构参与打开了大门。</p>
</div><p>Bitcoin ETFs buy bitcoin as money comes in. That demand is steady and ongoing.</p>
<div class="lb-trans"><p>比特币 ETF 在资金流入时购买比特币。这种需求是稳定和持续的。</p>
</div><p>And it’s a major shift from past cycles.</p>
<div class="lb-trans"><p>这与过去的周期有了重大转变。</p>
</div><p>Earlier rallies were driven mostly by retail trading and leverage. Whenever enthusiasm for crypto dipped, buying dried up. But now there’s a consistent source of demand that doesn’t disappear during pullbacks.</p>
<div class="lb-trans"><p>早期的反弹主要由零售交易和杠杆驱动。每当对加密货币的热情下降，购买就会减少。但现在有一个持续的需求来源，在回调期间不会消失。</p>
</div><p>Ethereum’s case is different, but it leads to a similar conclusion.</p>
<div class="lb-trans"><p>以太坊的情况不同，但得出的结论相似。</p>
</div><p>You see, Ethereum isn’t just something people trade. It’s a network that financial products run on. It processes stablecoin payments and supports lending and trading. And it earns fees from all that activity.</p>
<div class="lb-trans"><p>你看，以太坊不仅仅是人们交易的东西。它是一个金融产品运行的网络。它处理稳定币支付，并支持借贷和交易。它从所有这些活动中赚取费用。</p>
</div><p>Ethereum can also be staked, which allows holders to earn income. That makes it easier for institutions to evaluate ETH, because it ties value to usage rather than speculation.</p>
<div class="lb-trans"><p>以太坊还可以被质押，这使得持有者能够赚取收入。这使得机构更容易评估 ETH，因为它将价值与使用而非投机联系起来。</p>
</div><p>Put another way, Ethereum’s upside case isn’t built on excitement alone. It’s built on usage, revenue and yield.</p>
<div class="lb-trans"><p>换句话说，以太坊的上涨潜力并不仅仅建立在兴奋之上。它是建立在使用、收入和收益之上的。</p>
</div><p>That’s why ETH targets are rising alongside BTC’s, even though the story behind them is different.</p>
<div class="lb-trans"><p>这就是为什么 ETH 的目标与 BTC 的目标一起上升，即使它们背后的故事不同。</p>
</div><p>And today’s economic backdrop is also factoring into these bold price predictions for 2026.</p>
<div class="lb-trans"><p>而今天的经济背景也在影响这些大胆的 2026 年价格预测。</p>
</div><p>Over the past two years, rising interest rates weighed on risk assets. That pressure has eased as central banks have stopped aggressively raising rates.</p>
<div class="lb-trans"><p>在过去两年中，利率上升对风险资产施加了压力。随着中央银行停止大幅加息，这种压力有所缓解。</p>
</div><p>Bitcoin gains from this environment because its supply is fixed and institutional demand for BTC is growing. Ethereum gains because capital tends to move toward networks that are actively being used.</p>
<div class="lb-trans"><p>比特币在这种环境中获益，因为其供应是固定的，机构对 BTC 的需求正在增长。以太坊则因为资本往往流向那些正在被积极使用的网络而获益。</p>
</div><p>Seen through that lens, today’s bold price targets start to look less like speculation and more like a reflection of how the market is changing.</p>
<div class="lb-trans"><p>从这个角度来看，今天的大胆价格目标开始看起来不再像投机，而更像是市场变化的反映。</p>
</div><h2>HERE’S MY TAKE</h2>
<div class="lb-trans"><h2>我的看法</h2>
</div><p>Crypto now has clearer rules, more big buyers and steady demand from ETFs. Plus, the current economic backdrop is favorable for a rally.</p>
<div class="lb-trans"><p>加密货币现在有了更清晰的规则，更多的大买家，以及来自 ETF 的稳定需求。此外，当前的经济背景对反弹是有利的。</p>
</div><p>That’s why I believe the higher pricing predictions showing up now deserve to be taken seriously.</p>
<div class="lb-trans"><p>这就是为什么我相信现在出现的更高价格预测值得认真对待。</p>
</div><p>Of course, there’s no guarantee of a straight line to $150,000 or $5,000. Markets don’t work that way. Pullbacks and volatility are part of the process.</p>
<div class="lb-trans"><p>当然，没有保证会直线达到 150,000 美元或 5,000 美元。市场并不是这样运作的。回调和波动是过程的一部分。</p>
</div><p>But the underlying foundations for those numbers have moved from wishful thinking to something much more solid.</p>
<div class="lb-trans"><p>但这些数字的基础已经从一厢情愿的想法转变为更为坚实的东西。</p>
</div><p>Bitcoin and Ethereum aren’t fringe assets hoping for a breakout anymore. They’re plugged into the plumbing of traditional finance, and supported by regulatory milestones and institutional inflows.</p>
<div class="lb-trans"><p>比特币和以太坊不再是希望突破的边缘资产。它们已经融入传统金融的基础设施，并得到了监管里程碑和机构资金流入的支持。</p>
</div><p>That combination makes higher price levels not just possible, but increasingly credible.</p>
<div class="lb-trans"><p>这种组合使得更高的价格水平不仅可能，而且越来越可信。</p>
</div><p>And that’s why this recent rally deserves your attention.</p>
<div class="lb-trans"><p>这就是为什么最近的反弹值得你关注。</p>
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</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多来自此作者：</em></p>
</div><p>Chart Of The Week: The Market Has Split In Two</p>
<div class="lb-trans"><p>本周图表：市场已分为两部分</p>
</div><p>How AI Gets The Grid Through New Year’s Eve</p>
<div class="lb-trans"><p>人工智能如何帮助电网度过新年夜</p>
</div><p>Is Quantum Entering Its Infrastructure Phase?</p>
<div class="lb-trans"><p>量子是否进入了基础设施阶段？</p>
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