Veteran trader Peter Brandt has suggested that Bitcoin could reach $250,000 by 2029. According to Odaily, Brandt believes the market will first undergo a prolonged bottoming process, potentially extending until September or October 2026. Brandt highlighted that Bitcoin's price movement still aligns with the typical 'four-year halving cycle.' Historically, bull markets have peaked approximately 16 to 18 months after a halving event, followed by a bear market, and then a new upward cycle begins 12 to 18 months before the next halving. If this pattern continues, the peak of the current cycle, which began after the April 2024 halving, might occur around October 2025, with the next bottom possibly appearing in the fall of 2026. Even if prices do not fall below previous lows, a 'bottoming structure' characterized by fluctuations and pullbacks could emerge, with extreme cases seeing retracements to the $50,000 or even $40,000 range. Brandt also noted that his predictions are entirely based on the continuation of historical market rhythms. If the price movement deviates from the cyclical pattern, he will adjust his model accordingly and not adhere to previous assumptions. Currently, there is a divergence of opinions in the market. Some analysts believe that the rebound from the February low marks the start of a new upward cycle, with future performance depending on whether the cyclical structure remains valid.

The cryptocurrency market has risen 1.86% to $2.63 trillion following Donald Trump's announcement of Project Freedom, which aims to escort neutral civilian ships through the Strait of Hormuz starting May 4. This initiative has eased geopolitical tensions, triggering a risk-on bid across digital assets, according to BeInCrypto. Bitcoin (BTC) has breached the $80,000 mark, gaining 2.29% in the session, while Zcash (ZEC) led top-100 movers with a 10% increase. The total crypto market cap has added $47.96 billion since yesterday's close.

资深交易员 Peter Brandt 表示，比特币可能在 2029 年达到 25 万美元，但在此之前市场仍需经历一轮较长时间的筑底过程，底部或延续至 2026 年 9 月至 10 月附近。Peter Brandt 指出，比特币走势仍符合典型“四年减半周期”规律：历史上牛市通常在减半后约 16–18 个月见顶，随后进入熊市，再在下一次减半前 12–18 个月启动新一轮上涨周期。若该结构延续，本轮周期在 2024 年 4 月减半后形成的高点或已在 2025 年 10 月附近出现，而下一轮底部可能出现在 2026 年秋季。即使价格不跌破前低，也可能呈现反复震荡、上下拉锯的“筑底结构”，极端情况下或回撤至 50,000 美元甚至 40,000 美元上方区间。Peter Brandt 同时表示，其预测完全基于市场延续历史节奏，如果走势偏离周期规律，将重新调整模型判断，不会固守原有假设。目前市场观点仍存在分歧，部分分析师认为，比特币自 2 月低点以来的反弹已标志新一轮上行周期启动，而其后续表现将取决于周期结构是否继续有效。（CoinDesk）

Coin Bureau 联合创始人兼首席执行官 Nic Puckrin 在 X 平台发文表示，比特币已突破 8 万美元关口，创近三个月新高，并重新站上多个关键技术与链上指标区间，包括 CME 缺口（7.9 万–8.4 万美元）中部、牛市支撑带，并且升至短期持有者实现价格与真实市场均值上方。Nic Puckrin 分析称，若比特币价格能够在当前区间企稳，下一步关注水平包括约 8.3 万美元的 ETF 平均成本区间，以及约 8.45 万美元的 CME 缺口上沿。整体来看，比特币短期走势进入关键验证阶段，市场或迎来更具波动性的交易窗口。

Dogecoin experienced a 4% increase, reaching $0.1119 during early Asian trading hours, following its breakthrough above $0.109. According to NS3.AI, this rise coincided with Bitcoin surpassing the $80,000 mark. The upward movement was accompanied by a significant increase in trading volume, establishing $0.109 as a potential support level if the current momentum continues.

Swell Network announced the burning of 859.9 million SWELL tokens in April, representing 8.6% of the total supply. According to NS3.AI, this move is part of Swell Network's strategy to manage its token supply and potentially impact its market value. The token burn is a significant event for the network, aiming to enhance scarcity and possibly increase demand among investors.

On May 4, Jin10 reported that the prices of gold jewelry in China have shown little change compared to last Friday. According to Jin10, several brands have maintained their prices, with most quotes ranging from 1,414 yuan per gram to 1,419 yuan per gram.

Bitcoin experienced a 2.6% increase over 24 hours, reaching $80,150 and surpassing the $80,000 mark. According to NS3.AI, analysts attributed this upward movement to a resistance break and a short squeeze. Additionally, U.S. spot Bitcoin ETFs saw approximately $154 million in net inflows last week, marking the fifth consecutive week of net inflows.

Binance co-CEO Richard Teng, posting on Binance Square, outlined the scale of crypto's potential market opportunity, placing the combined total addressable market at over $37 trillion across financial services, payments, and social sectors. Against a current crypto exchange market of approximately $55 billion, Richard argued that even marginal adoption across these industries could drive transformational growth for the asset class.

美国中央司令部表示，军队将于 5 月 4 日开始支持“自由行动”，派 15000 人、导弹驱逐舰及百余架飞机支持商船通过霍尔木兹海峡。以恢复商业船只通过霍尔木兹海峡的航行自由，这项由特朗普下令执行的任务，旨在为寻求自由通过这一重要国际贸易通道的商船提供支持。据 CCTV 国际时讯，当地时间 5 月 2 日，伊朗伊斯兰议会副议长阿里·尼克扎德在霍尔木兹海峡沿岸接受采访时强调，“霍尔木兹海峡不会回到战前状态，伊朗绝对不会从霍尔木兹海峡后退一步”。SPI 资产管理公司管理合伙人 Stephen Innes 在关于航运计划的说明中表示：“这可能会将局势从对抗转变为受控稳定。当然，这并非没有风险，因为来自（伊朗） 的威胁依然存在，且特朗普的计划仍存在不确定性，尤其是美国最终是否会提供海军掩护。”（金十）

Strategy的STRC是庞氏骗局套路，还是精明的比特币收益投资？11.5%高收益背后的真相。

《华尔街日报》的一项调查发现，有证据表明特朗普旗下的WLFI公司曾与臭名昭著的“王子集团”进行利益交换。该犯罪组织曾在柬埔寨运营一个庞大且残忍的“活猪屠宰”诈骗网络。

人工智能,AI Agent,LLM,Token,AI大模型的“中文税”：中文比英文更费Token 为什么？ 金色财经,模型不是中性的，它内置了语言偏好。

GameStop已对eBay发起了一项560亿美元的非邀约收购要约，报价为每股125美元，并已持有该公司5%的股份。首席执行官瑞安·科恩表示，如果eBay拒绝该要约，他准备直接向股东提出收购方案，此举将得到计划中的债务融资及潜在投资者支持的支撑。

金色财经推出加密货币和区块链行业早报《金色早8点》3046期，为您提供最新、最快的数字货币和区块链行业新闻。

Dragonfly 合伙人近日在《Miles Deutscher Finance》播客中分享了对加密领域的看法，深入分析了散户的去向、机构投资者为何占据主导地位、比特币的真实面貌、量子风险等。

支付一旦变得更快、更便宜、全球互通，稳定币打开的就不只是一个新市场，而是一片今天还看不清边界的新天地。

众人紧盯美国加密热潮，新兴市场悄然开启行业下一程。

在加贝利基金第17届年度价值投资大会上，几位伯克希尔资深研究人士为阿贝尔提出了一些收购设想。

科技巨头财报公布后，木头姐旗下投资组合出现了一波密集操作。