比特币vs代币化黄金

#比特币vs代币化黄金
1. Core Event: Century Debate (CZ vs Peter Schiff)
Background: Just at the recently concluded Dubai Binance Blockchain Week, Binance founder CZ and the famous 'gold bug' Peter Schiff held a debate titled 'Gold vs. Bitcoin'.
Clash of Opinions:
Peter Schiff (Gold Proponent): Insists that gold has thousands of years of historical consensus and physical properties, believing that Bitcoin has no intrinsic value and will ultimately go to zero.
CZ (Bitcoin Proponent): Emphasizes Bitcoin's portability, divisibility, and censorship resistance, asserting that data doesn't lie—Bitcoin's returns over the past decade have far outperformed gold.
Dramatic Moment: At the end of the debate, CZ surprisingly invited Schiff to issue 'tokenized gold' on Binance, and Schiff surprisingly did not refuse. This was interpreted as 'gold must eventually embrace blockchain'.
2. Data Hard Facts (as of 2025.12.5)
Market Value Comparison:
Gold: Approximately $22 Trillion. Still the king of global assets.
Bitcoin: Approximately $2.2 Trillion. Currently about 10% of gold's market value.
Tokenized Gold (RWA Gold): Approximately $3.5 Billion. Although it has risen rapidly (tripling this year), its scale is still very small.
Price Performance:
BTC: Hovering in the $100,000 - $120,000 range (high volatility).
Gold: Surpassing $4,000/oz (steadily rising).
Conclusion: Both are rising this year, breaking the 'seesaw' effect (i.e., funds are no longer choosing one over the other, but are buying both).
3. Institutional Trends
BlackRock: Their digital asset head Tony Ashraf recently hinted that 'tokenization' is the focus of the next phase. This means Wall Street is not only buying BTC but also wants to bring gold onto the chain (RWA).
Trend: Previously it was 'buy gold for safety', now it is 'buy BTC for wealth, buy tokenized gold for income.'

#比特币vs代币化黄金 , Who is the true "digital gold"?

In 2025, under the wave of RWA, the competition between Bitcoin and tokenized gold as the "king of value storage" is intensifying. Bitcoin is centered on algorithmic consensus, relying on a fixed supply of 21 million coins and a decentralized network to build a "trustless" value system, boasting 24/7 liquidity and cross-border instant transfer advantages, with institutional ETF holdings continuously expanding. Tokenized gold (such as XAUt, PAXG) anchors to physical gold, with each token corresponding to sufficient vault reserves, retaining gold's millennia-old property as a safe haven while achieving fractionalization and programmability through blockchain, allowing it to earn within the DeFi ecosystem.

The core differences between the two are significant: Bitcoin is more volatile, with a correlation of 46% to U.S. stocks, attracting more risk-seeking funds; tokenized gold has lower volatility, relying on physical backing, and has become a diversified choice for conservative investors. As of November 2025, the market size of tokenized gold has reached 3.5 billion dollars, while the total market value of Bitcoin exceeds 20 trillion dollars, with the former emphasizing "physical + digital" dual protection, while the latter focuses on "native digital scarcity".

Which asset would you include in your risk-hedging portfolio? Share your choice logic in the comments section 👇

$BTC Evening Viewpoint:
Looking at the chart: The bearish flag of Bitcoin has been broken, the upper red box marks the important resistance level for Bitcoin that cannot be surpassed to continue rising.
The price indicated by the yellow arrow is around 90800, which absolutely cannot be broken; once it breaks, it will test the lower 90000 integer level. If the rebound cannot break through the high point and if it falls below the previous low, how are we supposed to play this?
The large bearish candle indicated by the yellow arrow on the left, if it falls back inside this large bearish candle, will lead to accelerated downward movement because this large bearish candle belongs to a vacuum area with not much liquidity accumulated. The drop will be fast and the rise will also be quick. If it falls back into the large bearish candle, just wait at the position indicated by the right red arrow! The high hanging restoration is back. As long as it does not break below the lowest point of the early morning spike, the decline will not expand. If the lowest point of the early morning spike breaks, then the scenario I mentioned will come true. Hopefully, we can stop falling around 90800 and form a double bottom before moving up.
🍆
Bitcoin should pursue more at 91441 with volume breaking right side, and pursue short at 91342 if it breaks down with volume unable to recover, set good stop loss.
Bitcoin at the hourly level breaks and stabilizes at 91753 looking upwards to 92613-93587; if it cannot rise above 91753, it will be useless.
At the 4-hour level, breaking 90856 looks down to 90098-89224. If it breaks 90856 and cannot recover, it’s over.
🍆
Continuing to look at the chart: According to the EMA moving average at the 4-hour level, the current support for Bitcoin is around the EMA 50-day moving average at 90730, which resonates with the previous low point of the early morning spike. I hope it won’t break below the EMA 50-day moving average again; it took a while to stabilize above it, and if it breaks, who knows when it will come back up. Looking at the white arrow, these few K-lines at the 4-hour level have consecutively closed 2 shooting stars and one doji. This candlestick is really something, and then it starts to fall. Do you think this decline is coincidental? In fact, the signal has long been given to you; it’s just that I’m bullish and didn’t short, that’s all, meeting adjourned.
$BTC
#比特币VS代币化黄金

Specifically asked Sister 1
Is it still the saying of a four-year cycle?
Sister 1 replied: It still exists, but don't overly rely on the metaphor of carving a boat to seek a sword.
Next year is very likely to be a bear market 📉 cycle.
Prepare well for the cold winter; if you fall in love with the crypto world, you will lose.
#比特币VS代币化黄金 #美SEC推动加密创新监管 #美联储重启降息步伐 #加密市场观察

Attention holders of Bitcoin, a significant correction is imminent for both Bitcoin and Ethereum within today, exercise caution when going long, remember to short at high positions!

Currently, Bitcoin is hovering at a high level, and I still believe it will rebound further. If the price does not break below 90100, the trend is likely to follow the blue line; if it breaks below, it may follow the red line, with the initial target around 99000.

There is a liquidity cluster above the price at 96012. If the price breaks through here, we should take some profits from our long positions because it can easily retrace after the breakout. On the 4-hour chart, there is a crucial resistance zone between 98000 and 100500. If the price reaches this zone, we will take most of our positions off the table and then slowly start considering going short.

The rise from 15443 to 126200 has ended, with the peak being at 126200. Next, we enter a downtrend phase. The drop from 126200 to 80600 is considered the first segment of the decline, and this first segment has already concluded, entering a rebound phase now. As for the height of the rebound, I think it will reverse at either 99000 or 107000. Although 80600 seems to be a recent bottom, it is not a medium to long-term bottom. After the rebound ends, the price will definitely break below this level, and at that time, Bitcoin's price is expected to fall to the 7 range.
#比特币VS代币化黄金 #美SEC推动加密创新监管
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🏀 The whole of America is shocked! Durant "digs out" a Bitcoin gold mine from ten years ago, a legendary 180 times shocks the NBA!
When the entire crypto market is still struggling in turmoil, an NBA superstar performs a real-life "turning stone into gold"—Kevin Durant has just recovered his nearly forgotten Bitcoin account from nearly ten years ago, which quietly holds over 3000 BTC.
💰 The return of the legend: from forgotten to 180 times wealth awakening
Back to 2014-2015, young Durant became interested in Bitcoin through YouTube videos and purchased over 3000 Bitcoins on Coinbase at a price of about $400-1000 each. Subsequently, this investment was like being sealed, completely forgotten by him.
Ten years later, a miracle happens.
With the assistance of Coinbase, Durant successfully recovered his account. Faced with this suddenly "revived" enormous wealth—calculated at an average price of about $650, the return rate exceeds 180 times—he decisively chose to cash out the vast majority, keeping less than 100 as a memento.
Coinbase CEO Brian Armstrong personally confirmed on X: "The issue has been resolved, account recovery is complete!" A wealth that has slept for ten years has awakened.
🏀 NBA boiling: "wealth anxiety" and collective envy in the locker room
The news spread like thunder throughout the league, igniting unprecedented discussions among the stars:
Dwight Howard openly lamented his "extravagance," envying Durant's foresight.
Ben Simmons directly called out: "Send me a Bitcoin, bro, for the friendship!"
Lakers' new star Bronny James humorously joked: "Not asking for a free coin, but at least teach me how to make money!"
This is not just a wealth story, but a mirror reflecting the deep financial anxiety and desire for passive income in the professional sports circle. Durant's "lying win" legend has become the ideal investment model in every player's heart.
When a Bitcoin forgotten for ten years awakens to be worth a fortune—perhaps this is the most romantic financial fable of faith and time in this era.

$BTC $ETH #比特币VS代币化黄金 #美国初请失业金人数

**🔥🔥🔥Exploded! Non-farm data suddenly “collapsed”, will the cryptocurrency market take off today?**
This morning's U.S. non-farm employment data poured a bucket of cold water on the market—new jobs only 128,000, and the unemployment rate jumped to 4.2%, both weaker than expected. The market instantly erupted: **the expectation of interest rate cuts soared to over 80% probability for March next year**, U.S. stock futures fell and then rose, $BTC quickly pulled back to the $68,000 mark after a spike.

**This data is not simple:**
1. **Cracks in the job market have appeared**—weakness in the service industry + contraction in manufacturing, it's hard for the Federal Reserve to be “tough”;
2. **Interest rate cut trades fully revived**—U.S. Treasury yields plummeted, the U.S. dollar index fell below 104, and liquidity expectations are being reassessed;
3. **Secret logic line in the cryptocurrency market**: expectation of interest rate cuts → weakening of the dollar → institutions hedge against inflation demand → strengthening of the capital absorption effect of crypto assets. Especially recently, BlackRock's spot ETF has seen net inflows for 17 consecutive days, and the amount of accumulation by on-chain whales has reached a new high for October, with smart money already quietly positioning. $BNB

**Key deductions:**
- In the short term, if U.S. stocks surge due to interest rate cut expectations, it may divert funds, but in the medium term, the easing of U.S. dollar liquidity is the “rocket fuel” for the cryptocurrency market.
- Beware of spike trading: the biggest pain point for December options is at $65,000, data volatility is easily amplified, but once a trend is formed, a pullback is an opportunity.

**Deep insights:**
The current market has shifted from “whether to cut interest rates” to “how long to cut interest rates,” once the Fed eases its stance, the narrative of altcoin season may be triggered earlier. Remember: **before the liquidity inflection point, position size is more important than timing.**

**What do you think?**
Do you believe this wave of interest rate cut expectations can lead Bitcoin to break its previous high, or is the “sell the news” trap already brewing? Leave your judgment in the comments! $ADA
#比特币VS代币化黄金 #美国初请失业金人数 #美联储重启降息步伐

$ETH ,$ASTER ,$BNB
💥【Late-night explosive news】White House officials suddenly reveal: Is the Federal Reserve about to change direction?!

想让ETH，ASTER，BNB都再次伟大吗？来一起聊聊！

Brothers, I just saw some big news! The White House Economic Council Director Hassett directly disclosed that the Federal Reserve may cut interest rates at the next meeting. This is not an ordinary signal; usually, the White House avoids discussing monetary policy, but this time they have personally stepped in, those who understand, understand.

Why is the signal being released now? The pressure is too great!

1️⃣ The U.S. national debt has exceeded $30 trillion, and just the annual interest exceeds $1.2 trillion, like being “stuck in quicksand.”

2️⃣ At the same time, the Federal Reserve's balance sheet shows that bank reserves plummeted by $38.3 billion in a week, and liquidity tightening is visible to the naked eye.

On one side is astronomical debt pressure, and on the other side is tightening market liquidity, making interest rate cuts almost a “must” choice.

🤔 What does this mean for us?

Once the expectation of interest rate cuts becomes a reality, the global liquidity floodgates may reopen. The traditional financial sector is already looking for ways out, and Michael Saylor has even projected that Bitcoin's market value will reach $200 trillion in 20 years, viewing it as a hedge against sovereign currency risks.

Meanwhile, the IMF has issued a warning that the proliferation of stablecoins will weaken central bank control. This precisely illustrates that the digital currency sector is vying for the core position in future finance.

😦 Last night, 77.86 million ASTER tokens were transferred to dead addresses for permanent destruction, a type of extreme deflation operation also common in the meme coin sector. Whether it is the macro liquidity expectation or the supply-demand mechanism within cryptocurrencies, the liquidity narrative may once again become the market's main storyline.

⚠️ Note: The above is only an information sorting and logical deduction, and does not constitute any investment advice. The market is highly volatile, please make sure to DYOR and manage your positions well!

👉 Do you think this is a “real” signal of change, or a “smokescreen” to soothe the market?

Will your holding strategy change because of this?

Let’s discuss in the comments!👇
#比特币VS代币化黄金,#美联储重启降息步伐

Just now! The explosive inflation data from the United States has leaked, and it may trigger a storm in the cryptocurrency world tonight!

Crypto friends, Lingxi will get straight to the point: Tonight at 11 PM, all eyes of global capital are fixed on one number—the U.S. September Core PCE! This data is not ordinary; it is the Federal Reserve's 'heart meat' and represents a true judgment on inflation that determines life and death!

Why is it explosive? Because this data is the last decree before the Federal Reserve's interest rate meeting next week! The previous value was 2.9%, and the expectation is 2.8%. Even a 0.1% higher means the inflation tiger is not dead yet! This implies that the market's fantasy of 'immediate interest rate cuts and flooding' may just be wishful thinking!

What does this mean for the crypto world? The connection directly breaks through your cognition: Bitcoin and Ethereum are currently not in an 'independent market', but rather emotional slaves to Wall Street liquidity! Once the PCE data shows strong inflation stickiness, the Federal Reserve's 'higher for longer' interest rate stick will be raised again, making the dollar more expensive and hot money more cautious. The result is that the already fragile market liquidity could be instantly pulled back, and what you think is the bottom may just be halfway up the mountain!

What should retail investors do? Don't panic, but you must become 'sly':
Do not bet on data tonight: Any heavy betting in advance is looking for death. Wait for the data to be released, observe the market's first reaction, and let the bullets fly for 15 minutes.
Pay attention to the 'expectation difference': The market has partially digested the expectation of 'moderate inflation'. The real bomb is the slight deviation between data and expectations. Even if it meets expectations, it may fall due to 'good news being fully priced in'.

Lingxi's sharp commentary: This market is always trading the cracks between 'expectation' and 'reality'. PCE is not just economic data; it is a mirror reflecting everyone's greed and fear. The Federal Reserve is playing a high-difficulty balancing act, and we must never stand in the wrong position when it turns around.

Crypto friends, remember, in the world of crypto, the biggest positive is that it doesn't drop, and the biggest negative is that it doesn't rise. Regardless of whether tonight's data is a knife or candy, maintaining discipline in your position management is far more important than guessing a number. Follow Lingxi to see through the data fog and see the true direction of the tide. #比特币VS代币化黄金
$BTC

Everyone, don't be discouraged. I asked some experienced trading teachers in Dubai, and they also lost money during this wave. Since October 11th, very few people have made a profit; this is a fact. There are now many more institutions involved, making it increasingly difficult to earn money. A bull market that doesn't allow participants to make money is even more damaging than a bear market. If this continues, the crypto world can only lead everyone to lose faith. It's hard to get rich quickly, but losing 10 million only takes one night.
#比特币VS代币化黄金 #美SEC推动加密创新监管 #ETH走势分析 #加密市场观察 $BTC $ETH

Tonight is another old coin airdrop, and the score has gone up again. Yesterday it was 242 points, and today it has returned to 250 points. The抢空投 time is 8 PM, please pay attention.

Recently, the score has not been able to drop directly. Everyone should look at their own situation. If you can't刷, it's okay to not刷 for now; the current刷 cost is not low, and the score for抢空投 is very high, which may ultimately lead to a loss.

For the old coin airdrop, it won't exceed $30, worth around $20. If you have enough points, assess your own situation. If you want to wait, the value of new coins should be a bit higher later.

For刷分, I still recommend TIMI; other tokens can be刷ed when stable, try to avoid being caught in between.

$TIMI

Those who shorted with me before $pippin must have enjoyed it, this time the dog dealer is really going to run away!
You ask me how I can tell

In fact, this can be analyzed from the dog dealer's method of pulling the market: after the dog dealer absorbs the chips at the bottom, they start to pull the market. When you think you can soar to the sky in one step, suddenly they hit you with a big crash, eating up the long positions while giving the short positions a bit of sweetness. This cycle of pulling and crashing repeatedly drives the short positions completely mad.

At this point, the dog dealer officially starts the operation, pulling up the spot market with both hands, creating a price difference with the contracts, directly causing the funding fees to go negative, with the excessively high funding rates turning all the short positions into fuel. The dog dealer continues to pull the profitable funding into the spot market. Moreover, look at the market, every time at 1 AM they insert downward pins, which is actually the dog dealer secretly selling while the people are sleeping.

And now that the funding fees are close to 0, it indicates that the dog dealer is no longer manipulating the market, and it’s highly likely they are preparing for a wave of flow!!

#加密市场观察 #比特币VS代币化黄金

It's still the familiar formula and familiar taste. Whatever the U.S. supports, China will strike back hard. The cryptocurrency market reached its peak in 2021, and then the Chinese government first expelled the mining capacity and then sold off the large amount of Bitcoin it held, sending the crypto market into a bear phase in one go. Later, it announced that cryptocurrency trading was illegal, directly pushing the market into a long bear trend.

Let's take a look at DeepSeek's methods, which are quite similar. They first released hardware using second-rate graphics cards and open-source software, proving that low-cost hardware + high-efficiency algorithms = most functionalities. This has exposed the bubble in the U.S. stock market's AI sector. I speculate that China may announce breakthroughs in chip technology that could challenge ASML.

In summary, virtual currency is a government work plan of Trump, and the Chinese government is certainly brewing how to hit the crypto market hard!

Everyone, be mentally prepared.

Get ready to escape the peak. $BTC $ETH $BNB #比特币VS代币化黄金 #美SEC推动加密创新监管 #ETH走势分析