Bitcoin To Hit $200K In 2025: Analysts Say Core Scientific, Iren Energy Will Outperform
Bitcoin To Hit $200K In 2025: Analysts Say Core Scientific, Iren Energy Will Outperform
Analysts at research and brokerage firm Bernstein have initiated coverage on Core Scientific (NASDAQ:CORZ) and Iren Energy (NASDAQ:IREN) with an outperform rating and reiterated their $200,000 price target for Bitcoin (CRYPTO: BTC).
研究和券商公司Bernstein的分析師們對Core Scientific (納斯達克:CORZ) 和Iren Energy (納斯達克:IREN)發起涵蓋報告，給予看好評級，並重申了對比特幣(CRYPTO: BTC)的200,000美元的目標價。
What Happened: The analysts, Gautam Chhugani and Mahika Sapra, highlighted the firms' hybrid bitcoin mining and AI data center strategies as key factors, The Block reported. They pointed to Core Scientific's recent 12-year deal with AI firm CoreWeave, projecting $3.5 billion in revenue, and IREN's Nvidia GPU deal with AI startup Poolside as examples.
分析師Gautam Chhugani和Mahika Sapra指出，Core Scientific和IREN的混合比特幣礦業和人工智能數據中心策略是關鍵因素，Bernstein的報告指出。他們認爲Core Scientific最近與人工智能公司CoreWeave簽訂的12年合約將獲得35億美元的收入，IREN與人工智能初創公司Poolside簽訂的Nvidia GPU交易也是例證。
Bernstein set a price target of $17 for Core Scientific, representing a 64% upside, and $26 for Iren Energy, a 78% upside.
Bernstein爲Core Scientific設定了17美元的目標價，代表着64%的上漲空間，IREN能源設定了26美元的目標價，代表着78%的上漲空間。
The analysts believe Core Scientific now leads the Bitcoin miner AI data center co-hosting model after overcoming bankruptcy in January. Iren Energy boasts one of the strongest power pipelines and data center operations capabilities. Chhugani and Sapra expect 20% of bitcoin miners' power capacity to pivot to AI by the end of 2027.
分析師們認爲，在今年1月克服破產後，Core Scientific現在領導着比特幣礦工人工智能數據中心合作模式。Iren Energy擁有最強大的電力管道和數據中心運營能力之一。Chhugani和Sapra預計，到2027年底，20%的比特幣礦工的能力將會向人工智能轉移。
In June, JPMorgan noted a surge in investor interest in bitcoin miners following Core Scientific's AI hosting deal. IREN also raised $413 million for its bitcoin mining expansion earlier this month.
JPMorgan在6月份指出，Core Scientific的人工智能託管交易引發了投資者對比特幣礦工的興趣。IREN在本月早些時候籌集了4130萬美元，用於比特幣礦業擴張。
The analysts also reiterated their call for Bitcoin to reach $200,000 by the end of 2025, $500,000 by 2029 and $1 million by 2033.
分析師還重申了他們對比特幣的看漲態度，認爲到2025年底比特幣會達到200,000美元，到2029年爲500,000美元，到2033年會達到1,000,000美元。
Also Read: CPI Data, Jerome Powell, Ethereum ETFs: What Bitcoin Traders Are Watching This Week
閱讀更多：CPI數據，傑羅姆·鮑威爾，以太坊ETF：比特幣交易者本週關注的內容
Why It Matters: After a period of sideways trading, volatility in the cryptocurrency market has picked up. In early July, Credible Crypto, a well-known analyst, predicted an 80% rally for Bitcoin following a correction phase.
在一段橫盤交易後，加密貨幣市場的波動性已經增加。在7月初，著名分析師Credible Crypto預測比特幣將在修正階段後大漲80%。
Moreover, new data from prediction market platform Kalshi indicated a 79% probability that Bitcoin could dip below $50,000 by year-end. These outlooks contrast with Bernstein's bullish stance.
此外，預測市場平台Kalshi的新數據表明，比特幣在年底之前可能會下跌到50,000美元以下，概率爲79%。這些展望與Bernstein的看漲態度形成對比。
Bitcoin's recent fall below $60,000 has been fueled by Germany's equivalent of the FBI liquidating its Bitcoin holdings. According to economist Alex Krüger, the sale of 16,038 BTC in a single day dropped Bitcoin prices by 3.5% and could take Bitcoin down as much as 10%.
德國相當於FBI的機構拋售比特幣令比特幣價格下跌。經濟學家Alex Kruger表示，單日出售16,038個比特幣將導致比特幣價格下跌3.5%，並可能將比特幣價格拖 down as much as 10%.
What's Next: The influence of Bitcoin as an institutional asset class is expected to be thoroughly explored at Benzinga's upcoming Future of Digital Assets event on Nov. 19.
接下來：比特幣作爲機構資產類別的影響力預計將在Benzinga即將到來的數字資產未來活動中得到徹底探討。日期是11月19日。
- What Technical Analysis Says About Bitcoin's Latest Dump
- 比特幣最新暴跌的技術面分析
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
此內容部分使用人工智能工具生成，並由Benzinga編輯審查和發佈。
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譯文內容由第三人軟體翻譯。