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SOL 宏观投资者丹·塔皮耶罗：比特币市值有望在2035年达到20万亿美元
根据1Roundtable Partners（1RT）创始人兼首席执行官丹·塔皮耶罗（Dan Tapiero）的观点，加密市场正进入一个新的发展阶段，其中比特币展现出巨大的潜力。这位宏观投资者预测，到2035年，比特币的价值可能达到20万亿美元，相当于当前水平的十倍。这一预测不仅涵盖以太坊（Ethereum）和索拉纳（Solana），还涉及与数字资产相关的行业公司。
对塔皮耶罗而言，多个宏观经济信号表明市场可能已经触底。从长远来看，人工智能代理及其区块链交易可能成为推动市场发展的新动力。
核心观点摘要
- 塔皮耶罗估计，到2035年比特币的市场市值可能达到20万亿美元。
- 该投资者认为，基于多项宏观经济信号，加密市场已经触及底部。
- 其50万亿美元的总目标涵盖了比特币、以太坊、索拉纳以及相关行业公司。
- 塔皮耶罗将基于代理的金融体系和人工智能相关交易视为下一个市场驱动力。
比特币有望在2035年达到20万亿美元市值
丹·塔皮耶罗是1Roundtable Partners（1RT）和10T Holdings的创始人、首席执行官、首席投资官及管理合伙人。他在近期的一次播客访谈中提出了这一预测。他认为，到2035年比特币价值将达到20万亿美元，这将是其当前价值的十倍。这一目标是他对更广泛数字生态系统预测的一部分。
为了解释这一情景，塔皮耶罗认为加密市场已经触底。他特别指出以太坊也处于这一周期的解读范围内。两个宏观经济因素在这一过程中发挥了重要作用：
- 斯科特·贝森特（Scott Bessent）在美元/日元汇率干预方面的举措。
- 贝森特推出的国债回购计划。塔皮耶罗将其描述为一种温和形式的量化宽松，旨在注入流动性。
在这种背景下，资产价格在美元见顶和黄金触底之后跟随走势。塔皮耶罗还回顾了这一历史联系。
塔皮耶罗的情景基于50万亿美元的加密市场规模
塔皮耶罗的视野并未局限于比特币。他更新的50万亿美元目标基于三个主要组成部分：
- 比特币：到2035年达到20万亿美元，即当前价值的十倍。
- 以太坊和索拉纳：两者合计市值介于20亿至100亿美元之间。
- 行业公司：The total value of digital assets distributed among public and private companies is US$20 trillion.
This new forecast explains why the fund name was changed from 10T to 50T. When the fund was launched in 2019, the total market value of the entire digital asset ecosystem was approximately US$300 billion. According to Tapiero, this value has grown to $400 billion to $500 billion by 2025. This evolution made him feel that the original target of $10 trillion was too conservative.
In this forecast, Bitcoin occupies the core position in the digital market, while Ethereum, Solana and related companies have perfected this structure.
Bitcoin and AI agents may start a new cycle
Tapiero also sees "agent-based finance" as a potentially major catalyst. He believes that blockchain constitutes the natural monetary layer of artificial intelligence agents. Transactions between software are difficult to adapt to traditional banking purposes. This evolution may create new demands for blockchain infrastructure.
Currently, millions of proxy transactions have been conducted through channels such as stablecoins. Tapiero expects that there will be tens of trillions of such transactions within five years. In this scenario, Bitcoin could operate in a market built around automated payments. Wallets specifically designed for AI agents have become an investment focus for the fund.
The fund has committed to investing $40 million in an unnamed company to develop infrastructure for AI proxy wallets, and the deal is expected to complete in the next few weeks. Its main positions include Kraken and Ledger. The fund targets companies with annual revenue between $50 million and $100 million and is committed to driving their initial public offerings.
Tapiero's prediction puts Bitcoin at the heart of the market. The $20 trillion target he set for 2035 will depend on the evolution of the ecosystem. Agent-based finance and liquidity remain central to its scenario analysis. Of course, this forecast is based on investors 'assumptions.
