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的分析师们对Core Scientific (纳斯达克:CORZ) 和Iren Energy (纳斯达克:IREN)发起涵盖报告，给予看好评级，并重申了对比特币(CRYPTO: BTC)的200,000美元的目标价。
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.
分析师Gautam Chhugani和Mahika Sapra指出，Core Scientific和IREN的混合比特币矿业和人工智能数据中心策略是关键因素，Bernstein的报告指出。他们认为Core Scientific最近与人工智能公司CoreWeave签订的12年合约将获得35亿美元的收入，IREN与人工智能初创公司Poolside签订的Nvidia GPU交易也是例证。
Bernstein set a price target of $17 for Core Scientific, representing a 64% upside, and $26 for Iren Energy, a 78% upside.
Bernstein为Core Scientific设定了17美元的目标价，代表着64%的上涨空间，IREN能源设定了26美元的目标价，代表着78%的上涨空间。
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.
分析师们认为，在今年1月克服破产后，Core Scientific现在领导着比特币矿工人工智能数据中心合作模式。Iren Energy拥有最强大的电力管道和数据中心运营能力之一。Chhugani和Sapra预计，到2027年底，20%的比特币矿工的能力将会向人工智能转移。
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的人工智能托管交易引发了投资者对比特币矿工的兴趣。IREN在本月早些时候筹集了4130万美元，用于比特币矿业扩张。
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.
分析师还重申了他们对比特币的看涨态度，认为到2025年底比特币会达到200,000美元，到2029年为500,000美元，到2033年会达到1,000,000美元。
Also Read: CPI Data, Jerome Powell, Ethereum ETFs: What Bitcoin Traders Are Watching This Week
还阅读：CPI数据，杰罗姆·鲍威尔，以太坊ETFs：比特币交易员本周关注的内容
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.
在一段横盘交易后，加密货币市场的波动性已经增加。在7月初，著名分析师Credible Crypto预测比特币将在修正阶段后大涨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，预测市场平台Kalshi的新数据表明，比特币在年底之前可能会下跌到50,000美元以下，概率为79%。这些展望与Bernstein的看涨态度形成对比。
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%.
德国相当于FBI的机构抛售比特币令比特币价格下跌。经济学家Alex Kruger表示，单日出售16,038个比特币将导致比特币价格下跌3.5%，并可能将比特币价格拖 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.
接下来：比特币作为机构资产类别的影响力预计将在Benzinga即将到来的数字资产未来活动中得到彻底探讨。日期是11月19日。
- What Technical Analysis Says About Bitcoin's Latest Dump
- 比特币最新暴跌的技术面分析
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
此内容部分使用人工智能工具生成，并由Benzinga编辑审查和发布。
Image: Shutterstock
图片：shutterstock