<p>目前，加密市場的所有信號似乎都在閃爍綠色。<strong>比特幣</strong>(BTC -0.54%) 剛剛創下超過 123,000 美元的新歷史高點。新的加密立法正在國會通過。許多人在談論 “穩定幣夏季”。</p>
<p>簡而言之，加密市場可能為年末的大幅反彈做好了準備。以下是未來五個月內有潛力飆升的三種加密貨幣。</p>
<h2>比特幣</h2>
<p>當然，顯而易見的選擇是比特幣。從歷史上看，比特幣總是引領市場上漲。因此，如果你認為加密市場將會上漲，那麼你需要考慮購買比特幣，它佔據了加密市場總價值的驚人 62%。</p>
<p>機構對比特幣的需求依然強勁。資金再次湧入現貨比特幣交易所交易基金（ETFs）。與此同時，新的比特幣國庫公司如雨後春筍般湧現。這些公司以 <strong>Strategy</strong>(MSTR -6.06%)，原始比特幣國庫公司的模式，正在積累數十億美元來購買比特幣。</p>
<p>此外，比特幣也得到了特朗普政府的廣泛關注。在許多方面，比特幣的價格已成為加密市場整體健康狀況和特朗普政府支持加密政策成功的一個代理指標。</p>
<p>在 “加密周” 期間，特朗普總統特別將加密貨幣的成功與他的整體競選主題 “讓美國再次偉大” 聯繫在一起。因此，我完全期待對增強戰略比特幣儲備的新推動，以及其他可能在下半年推動比特幣上漲的舉措。</p>
<h2>以太坊</h2>
<p>如果有任何加密貨幣在特朗普白宮的支持方面接近比特幣，那就是 <strong>以太坊</strong>(ETH -1.61%)。如果傳統金融與區塊鏈金融之間的合併如許多人所期待的那樣發生，那麼以太坊將成為其中的重要組成部分。</p>
<p>以太坊仍然是去中心化金融（DeFi）的首選區塊鏈，擁有 58% 的市場份額。以太坊也是穩定幣的主要區塊鏈，穩定幣已成為今年最熱門的加密成功故事之一。這兩個領域在華爾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>圖片來源：Getty Images。</p>
<p>不過，請記住，截至 7 月 17 日，以太坊今年的漲幅不到 2%。因此，以太坊的表現遠不如比特幣那樣確定。但即將到來的一個關鍵發展可能會點燃以太坊的熱情，那就是《清晰法案》的即將通過。</p>
<p>《清晰法案》是國會在 “加密周” 期間審議的兩項立法之一，提供了關於數字資產應如何監管的具體指導。現在的想法是，整體監管待遇將非常有利，為機構提供更廣泛的加密相關金融產品鋪平道路。這可能會解鎖對 DeFi 的更多需求，從而推動以太坊價格上漲。</p>
<h2>你不應該購買的那種迷因幣</h2>
<p>在任何牛市週期中，加密投資者通常會轉向越來越冒險的投資，以尋求更高的回報。這通常意味着對迷因幣的青睞，而迷因幣是最具風險和投機性的加密貨幣之一。在 2024 年底，隨着支持加密的熱潮導致迷因幣購買，出現了同樣的現象。</p>
<p>雖然無法預測下一個會爆發的迷因幣，但看起來 <strong>Pudgy Penguins</strong>(PENGU 4.85%)，這個受 Pudgy Penguins 非同質化代幣（NFT）系列啓發的迷因幣，可能會引領潮流。在過去一週，Pudgy Penguins 的價格飆升了 60%。這一切發生在 <strong>Coinbase Global</strong>(COIN 2.21%) 短暫更改其社交媒體頭像為 Pudgy Penguin 之後。加密影響者和一些加密公司也紛紛效仿，表達對這款迷因幣的支持。</p>
<p>我之前曾寫過投資以狗為主題的迷因幣的風險。對以企鵝為主題的迷因幣，這些警告更為強烈。</p>
<h2>購買優先級</h2>
<p>如果你在選擇下一種要購買的加密貨幣，明確的選擇是比特幣。如果歷史可以作為參考，比特幣在極端市場不確定性期間表現良好。因此，即使你預計由於關税而導致市場動盪，比特幣也可以提供對沖。而以太坊或任何其他山寨幣則不能如此。</p>
<p>當然，沒有保證比特幣在接下來的幾個月會飆升。然而，Bernstein 和標準 Chartered 最近都對比特幣給出了 200,000 美元的價格預測，因此它確實有潛力翻倍。如果你願意接受投資加密的風險，那麼比特幣可能是提升你在 2025 年投資組合表現的絕佳方式。</p>

ETHE

<p>加密市場顯示出積極的跡象，比特幣達到了超過 123,000 美元的新歷史高點。機構對比特幣的需求依然強勁，新的比特幣財庫公司正在湧現。以太坊的前景也很好，特別是在《透明法案》有望通過的情況下，這可能會增強機構的興趣。然而，對於表情幣，特別是 Pudgy Penguins，建議保持謹慎，因為其價格已經大幅上漲。總體而言，比特幣被推薦作為主要投資選擇，預測其在不久的將來可能達到 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，加密市場的所有信號似乎都在閃爍綠色。<strong>比特幣</strong>(BTC -0.54%) 剛剛創下超過 123,000 美元的新歷史高點。新的加密立法正在國會通過。許多人在談論 “穩定幣夏季”。</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>簡而言之，加密市場可能為年末的大幅反彈做好了準備。以下是未來五個月內有潛力飆升的三種加密貨幣。</p>
</div><h2>Bitcoin</h2>
<div class="lb-trans"><h2>比特幣</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>當然，顯而易見的選擇是比特幣。從歷史上看，比特幣總是引領市場上漲。因此，如果你認為加密市場將會上漲，那麼你需要考慮購買比特幣，它佔據了加密市場總價值的驚人 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>機構對比特幣的需求依然強勁。資金再次湧入現貨比特幣交易所交易基金（ETFs）。與此同時，新的比特幣國庫公司如雨後春筍般湧現。這些公司以 <strong>Strategy</strong>(MSTR -6.06%)，原始比特幣國庫公司的模式，正在積累數十億美元來購買比特幣。</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，比特幣也得到了特朗普政府的廣泛關注。在許多方面，比特幣的價格已成為加密市場整體健康狀況和特朗普政府支持加密政策成功的一個代理指標。</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” 期間，特朗普總統特別將加密貨幣的成功與他的整體競選主題 “讓美國再次偉大” 聯繫在一起。因此，我完全期待對增強戰略比特幣儲備的新推動，以及其他可能在下半年推動比特幣上漲的舉措。</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>如果有任何加密貨幣在特朗普白宮的支持方面接近比特幣，那就是 <strong>以太坊</strong>(ETH -1.61%)。如果傳統金融與區塊鏈金融之間的合併如許多人所期待的那樣發生，那麼以太坊將成為其中的重要組成部分。</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）的首選區塊鏈，擁有 58% 的市場份額。以太坊也是穩定幣的主要區塊鏈，穩定幣已成為今年最熱門的加密成功故事之一。這兩個領域在華爾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>圖片來源：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>不過，請記住，截至 7 月 17 日，以太坊今年的漲幅不到 2%。因此，以太坊的表現遠不如比特幣那樣確定。但即將到來的一個關鍵發展可能會點燃以太坊的熱情，那就是《清晰法案》的即將通過。</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》是國會在 “加密周” 期間審議的兩項立法之一，提供了關於數字資產應如何監管的具體指導。現在的想法是，整體監管待遇將非常有利，為機構提供更廣泛的加密相關金融產品鋪平道路。這可能會解鎖對 DeFi 的更多需求，從而推動以太坊價格上漲。</p>
</div><h2>The one meme coin you should not buy</h2>
<div class="lb-trans"><h2>你不應該購買的那種迷因幣</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>在任何牛市週期中，加密投資者通常會轉向越來越冒險的投資，以尋求更高的回報。這通常意味着對迷因幣的青睞，而迷因幣是最具風險和投機性的加密貨幣之一。在 2024 年底，隨着支持加密的熱潮導致迷因幣購買，出現了同樣的現象。</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>雖然無法預測下一個會爆發的迷因幣，但看起來 <strong>Pudgy Penguins</strong>(PENGU 4.85%)，這個受 Pudgy Penguins 非同質化代幣（NFT）系列啓發的迷因幣，可能會引領潮流。在過去一週，Pudgy Penguins 的價格飆升了 60%。這一切發生在 <strong>Coinbase Global</strong>(COIN 2.21%) 短暫更改其社交媒體頭像為 Pudgy Penguin 之後。加密影響者和一些加密公司也紛紛效仿，表達對這款迷因幣的支持。</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>我之前曾寫過投資以狗為主題的迷因幣的風險。對以企鵝為主題的迷因幣，這些警告更為強烈。</p>
</div><h2>Buying priorities</h2>
<div class="lb-trans"><h2>購買優先級</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>如果你在選擇下一種要購買的加密貨幣，明確的選擇是比特幣。如果歷史可以作為參考，比特幣在極端市場不確定性期間表現良好。因此，即使你預計由於關税而導致市場動盪，比特幣也可以提供對沖。而以太坊或任何其他山寨幣則不能如此。</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>當然，沒有保證比特幣在接下來的幾個月會飆升。然而，Bernstein 和標準 Chartered 最近都對比特幣給出了 200,000 美元的價格預測，因此它確實有潛力翻倍。如果你願意接受投資加密的風險，那麼比特幣可能是提升你在 2025 年投資組合表現的絕佳方式。</p>
</div>

2025 年下半年可能大幅上漲的 3 種加密貨幣