墨竺

CZ's judgment is certainly not groundless. Bitcoin, as a decentralized store of value, with its scarcity and censorship-resistant properties, is placing it at the core of the global monetary system reconstruction. As the credibility of fiat currencies continues to be diluted, this 'digital gold' that is not controlled by any single country has the potential to become a new global reserve currency.

Five Major AI Investment Analysis Showdown: Holding 1 Million until 2030, BTC or NASDAQ?

Let 5 AIs analyze the same investment question:
If you have 1 million RMB to invest and can only invest in one asset, and you must hold it until 2030, what would you choose? Please provide me with your ranking table and a brief explanation of your reasons.
A Gold
B Silver
C Bitcoin
D NASDAQ
E CSI 300

BTC, NASDAQ, and Gold occupy the top spots.

Gold is rising, Bitcoin is falling, and the market is voting with its feet.

Gold's roller-coaster rebound, $XAUT surged over 4% in a single day, while $BTC fell to a new low since Trump's election victory, and the fear and greed index has once again plummeted to 14 (extreme fear). Peter Schiff pointed out that the BTC/gold ratio has dropped 59% from its 2021 peak, and Dalio warned that "the world is nearing a capital war."
On the other hand, Yi Lihua claims this is the best buying point for spot trading, Bitwise believes the winter may be nearing its end, and Wintermute reminds us: the rebound will come, but it won't follow the old script.
When long and short positions tear the market apart, what is truly being ignored is that funds are seeking stable, liquid, and uninterrupted channels. This is also the reason I continue to pay attention to @plasma: $XPL is not betting on emotions but on the real demand for stablecoins in a high-volatility era. When assets swing violently, the settlement itself becomes the core value.
$BTC $ETH

The competition between gold and Bitcoin as safe-haven assets intensifies in 2026. In the early stages of geopolitical conflicts, funds flow back to gold, while during the interest rate cut cycle, funds are diverted to Bitcoin. The correlation coefficient between the two rises to 0.5, with the appearance of a "gold + Bitcoin" combination in institutional allocations.

A currently popular viewpoint is to sell Bitcoin and buy gold.

But it could be just like when everyone was selling Ethereum to buy Sol, and Sol didn't rise to 1000, but instead fell to 130.

Today, people say gold will at least rise to 20000. Could it be that Bitcoin reaches 200000 first, and gold rises slowly?

The logic of holding Bitcoin is actually the same as that of holding only gold. It's just that now everyone is playing with capitalized gold, while lowercase bitcoin is not being bought much. $BTC

Gold Bull Peter Schiff: Gold prices may break through $7000

Gold's market value surged yesterday, almost approaching Bitcoin, sparking significant divergence in market outlook.

In a video interview a few days ago, gold bull Peter Schiff continued to express strong bullish sentiments. He stated that in the current macro environment, gold remains "one of the most worthwhile assets to hold."

He predicts: After gold breaks through $5000, it could rise to $6000 by 2026, and this year there is even potential to hit $7000 or higher.

However, at the same time, Schiff issued a stark warning. He believes that the current market rise is not a "Bitcoin positive," but rather reflects the potential huge risks in the global financial system, suggesting this could be a sign of deeper crises ahead.

While calling for a bullish outlook on gold, he warns of systemic risks, making the discussions in the market even more intense.

Will gold continue to exceed expectations? $BTC

Gold continues to rise, it's quite crazy. Trump is dealing with Venezuela, dealing with Iran, these are all geopolitical tactics. Next, it should be time to address the economy. Once gold corrects, the funds withdrawn will soon enter the US stock market, Bitcoin, altcoins, and other markets. Bitcoin will start a new round of upward momentum and 10 times 100 times altcoin trends! $BTC

On one side, the production is continuously increasing (who knows how much gold has yet to be mined), while on the other side, it remains constant at 21 million (with a few million already lost, the actual number is only over 10 million). Which one is scarcer?
Behind every mined Bitcoin lies the consumption of electricity and computational power (every kilowatt-hour consumed and every mining card has real-world value). Bitcoin is only two words away from being true digital gold: "consensus"! $BTC $ETH

Bitcoin is not a safe-haven digital gold; it is a 3x leveraged futures of the global liquidity index.

Global liquidity (41%) and risk preference (22%) together determine 63% of Bitcoin's trend. The current strength of gold stems from physical demand and a defensive mindset, while Bitcoin's explosion must wait for the overflow of excessive liquidity in the dollar financial system.

Short-term divergence is a cyclical iron law; long-term trends will eventually converge.

Take profits on gold in batches, build positions in BTC, time will tell us the answer!

In the long term, gold is like China's real estate in 2005.

In the short term, gold is like Bitcoin in 2023.

In 2023, Bitcoin has three major expectations fulfilled: expectations of a rate cut cycle, expectations of Bitcoin through ETFs, and expectations of a Bitcoin halving bull market.

At this moment in 2026, gold will have three major expectations fulfilled: expectations of a super loose monetary policy from the new chairman of the Federal Reserve, expectations of new geopolitical conflicts, and expectations of de-dollarization.

Bitcoin is currently the most decentralized investment product, as most of the chips are in individual hands, and there are numerous participants, from global asset management to publicly listed companies to government individuals. The only one with the most say, Satoshi Nakamoto, has not been seen for over a decade, likely passed away, and it has a fixed supply of 21 million coins, with future growth potential comparable to today's gold.

The horse banknote is a commemorative coin based on the culture of the twelve zodiac signs. Success comes with the horse, the spirit of the dragon horse, money comes quickly, containing beautiful meanings, with thousands of years of strong wishes and blessings consensus! This year is the Year of the Horse in the twelve zodiac signs, and the meme horse banknote based on pure community consensus will surely take off soon! 0xacf4fdd2466da3d7fc37784726977a37359b4444

Year of the Horse, buying a horse brings success

I think BlackRock's mad purchase of Bitcoin is aimed at gaining the pricing power of Bitcoin through methods like lending and re-mortgaging.

Just like gold, currently the pricing power of gold is not in the hands of the miners, but in the exchanges in London and New York.

Bitcoin is undergoing this process.

A certain whale transferred 264.8 WBTC to Binance, with a floating loss of approximately 5.15 million USD.

According to analyst Yu Jin @EmberCN, a whale address that had previously bet on both 'digital gold' and 'real gold' chose to cut losses on its Bitcoin-related positions after the BTC price increase. This address had purchased 264.8 WBTC (worth approximately 24.85 million USD) at an average price of 113,262 USD at the end of October and has fully transferred it to Binance, incurring a loss of about 5.15 million USD.

After liquidating WBTC, this address still holds gold-related assets worth approximately 13.49 million USD (XAUt and PAXG), with an average holding price of about 4,239 USD, and a current paper profit of approximately 1.07 million USD.

A certain whale transferred 264.8 WBTC to Binance, with an unrealized loss of approximately $5.15 million.

According to analyst Yu Jin @EmberCN, a whale address that previously bet on both "digital gold" and "real gold" chose to cut losses and exit its Bitcoin-related positions after the BTC price increased. This address had purchased 264.8 WBTC (valued at approximately $24.85 million) at an average price of $113,262 at the end of October, and has now transferred all of it to Binance, resulting in a loss of about $5.15 million.

After clearing WBTC, this address currently still holds gold-related assets valued at approximately $13.49 million (XAUt and PAXG), with an average holding price of $4,239, and an unrealized profit of about $1.07 million.

Where do you think wealth will flow in the next 6 years? 💰
1. Nasdaq Index
2. CSI 300 Index
3. Gold
4. Bitcoin
5. Real Estate
6. Cash
Given the current real estate market situation, it's quite likely that funds will flow from real estate into gold and the CSI 300. Many experts also favor the Nasdaq. However, having just a Hong Kong bank card can restrict many people. Cash and real estate are even more obvious—countries have been expanding their balance sheets and printing money aggressively since 2025, hoarding gold, which makes holding large amounts even more significant.

Between July 11 and July 14, 2025, BTC ranked fifth, with the Bitcoin price breaking through $122,000 and market capitalization reaching approximately $2.4 trillion. Only gold (Gold), NVIDIA, Microsoft, and Apple were ahead of it at that time. Based on the current market capitalization required for BTC to reclaim fifth place, the price per BTC would need to reach $190,141.

The first strike of 2026 is the geopolitical issue triggered by 'the U.S. and Venezuela,' driving a surge in precious metals like gold and silver, as well as Bitcoin.

Bitcoin has stabilized its upward trend and, after breaking through the 90,000 mark, saw short-term bulls test the 95,000 level. After facing resistance around 94,700, it is now adjusting around 93,300.

Once the positive impact from the geopolitical situation is gradually digested, Bitcoin may face downward pressure again. The focus will now shift to the first Non-Farm Payroll data of 2026.

Additionally, some analysts claim Venezuela holds over 600,000 Bitcoins. Switzerland has frozen Maduro's assets there, but Maduro had anticipated this possibility. Most private assets, as well as Venezuela's national assets, have already been converted into Bitcoin reserves. #BTCUSD

Trump might be quite interested in these Bitcoins 😏😏

Multiple intelligence sources and media reports reveal that the Maduro regime may have accumulated approximately 600,000 to 660,000 Bitcoins (BTC) through 'shadow reserves', valued at around 6 billion to 6.7 billion US dollars. These Bitcoins are reportedly not personally held by Maduro, but are accumulated by the Venezuelan regime (including his close associates) through the following methods: selling gold for Bitcoin since 2018
settling oil exports using USDT and then converting to Bitcoin
confiscating domestic mining equipment