#比特币与黄金战争 Gold is rising while Bitcoin is falling—what is behind this contrasting phenomenon? Is it a role reversal between traditional safe-haven assets and digital assets, or simply a market cycle? The narrative of "digital gold" seems a bit awkward in this round of market movements. When inflation expectations heat up and geopolitical risks increase, will institutions still treat Bitcoin as a safe-haven asset like before? Or is this logic no longer tenable at certain moments?
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ForkTongue
· 12-26 13:50
The gold bottom-fishing institution theory is back again, claiming that BTC is a safe-haven asset every time, but when risks emerge, they run away first.
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gaslight_gasfeez
· 12-26 13:41
When gold rises and Bitcoin falls, people start saying the narrative is collapsing? Wait, isn't this just the old trick institutions use to accumulate positions at low levels? Believing it is just getting cut off.
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New_Ser_Ngmi
· 12-26 13:33
Gold has risen again, indeed, but this time I feel like the institutions are really scared. How long can the Bitcoin safe-haven argument last?
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MissedAirdropAgain
· 12-26 13:33
Gold rises while Bitcoin falls, are the institutions investing or gambling? I really can't understand.
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GasWrangler
· 12-26 13:30
honestly if you actually analyze the mempool data, btc's correlation shift with macro is just... mathematically inevitable given current market structure. gold pumping while btc dumps? that's not some mystery—it's literally just institutions doing rational rebalancing, nothing deep there. the "digital gold" narrative was always sub-optimal positioning anyway, ngl
#比特币与黄金战争 Gold is rising while Bitcoin is falling—what is behind this contrasting phenomenon? Is it a role reversal between traditional safe-haven assets and digital assets, or simply a market cycle? The narrative of "digital gold" seems a bit awkward in this round of market movements. When inflation expectations heat up and geopolitical risks increase, will institutions still treat Bitcoin as a safe-haven asset like before? Or is this logic no longer tenable at certain moments?