2025年表現慘澹,VanEck預測:比特幣價格將在2026年獨占鰲頭
2025年表現落後那斯達克指數50%的比特幣,能否逆風翻盤?資產管理巨頭VanEck預測,隨著流動性回歸,比特幣將在2026年成為頂級資產,黃金價格更上看5,000美元。
今年的輸家,會是明年的大贏家嗎?在2025年表現遠遜於黃金和科技股之後,資產管理巨頭VanEck(范達)大膽預測,比特幣(BTC)正為2026年的強勢回歸蓄勢待發。隨著全球貨幣貶值壓力加劇,這場關於「硬資產」的價值重估似乎已箭在弦上。
為何看好2026年?貨幣貶值成催化劑
根據CoinDesk報導,VanEck多元資產解決方案主管David Schassler在公司最新發布的「2026年展望」報告中指出,「比特幣今年至今的表現落後那斯達克100指數約50%,這種脫鉤現象正在為其成為2026年的頂級資產鋪路。」他認為,儘管今年的弱勢反映了市場風險偏好下降和流動性緊縮,但隨著各國央行印鈔導致的貨幣貶值(debasement)加速,以及市場流動性回歸,對比特幣等稀缺資產的長期需求將被點燃。
黃金先行,目標價上看5,000美元
Schassler的論點,黃金是關鍵的先行指標。他指出,黃金今年已上漲超過70%,目前交易價格約為每盎司4,492美元,並預計這股氣勢將延續至明年,目標價上看5,000美元。他認為,為了應對未來的財政負債和政治目標,政府將越來越依賴印鈔,這將迫使投資者湧向黃金和比特幣等價值儲存工具。
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