Recently, the price of gold has soared, directly breaking through 4400 dollars per ounce, and many people are regretting not getting in earlier. But if you think about it carefully, there are actually deep insights behind this.

Why did gold prices suddenly surge? To put it simply, there is one reason - people are frantically searching for scarce items, those that are recognized as valuable globally.

Looking at the current global situation, the great power competition is intensifying, local conflicts occur from time to time, and the cash in hand is depreciating more and more. No matter how countries adjust their monetary policies, once industrial upgrades cannot keep up, paper currency is destined to shrink. In such times, the instinctive reaction of people is to pour money into "hard currency."

But we need to clarify one thing here - gold represents the old consensus. Its value relies entirely on the "tangible and visible" old logic. This reasoning was still valid during the industrial era.

The problem is that we have now entered the digital economy era. The one that can truly carry the mission of "digital value storage" is actually Bitcoin.

Some may ask, with AI being so popular recently, does it have a significant relationship with this? In fact, it does. Whether AI can truly explode on the production end depends not on the technology itself, but on how the "production relations" are matched — that is, the issue of how people, resources, and technology collaborate.

Look, the combination of blockchain and AI is quite interesting. Blockchain fundamentally solves the problems of "trust" and "resource allocation," while AI pushes the ceiling of "efficiency" and "innovation" upwards. When these two technologies collide, they generate a production relationship model that is most compatible with the current era.

Ultimately, gold is like a safe from the industrial era, containing that set of old consensus; while Bitcoin is the safe of the digital age, carrying new trust mechanisms and value transfer logic. Times are changing, and the definitions of "scarcity" and "store of value" should change accordingly.