Gold funds have fled, will Bitcoin become the new favorite?

Nakamoto 2025-10-25 18:21 49800人围观 BTC

Abstract: When gold fell back from its high level, Bitcoin bucked the trend and rebounded by more than 5%, with obvious signs of capital rotation. What kind of investment logic is hidden behind this? Signs of capital reversal are showing. While gold has m

Abstract: When gold fell back from its highs, Bitcoin bucked the trend and rebounded by more than 5%, with obvious signs of capital rotation. What investment logic is hidden behind this?

Signs of capital shift emerging

While gold has made a sharp correction, an interesting phenomenon has attracted market attention: Bitcoin has bucked the trend and rebounded by more than 5%. This contrasting performance has led many analysts to speculate that some of the funds that have taken profits from gold may be turning to Bitcoin, the "digital gold."

This capital rotation does not happen out of nowhere. Data shows that when gold prices fell back from their highs, Bitcoin rebounded strongly from a low of $108,200 to $113,800. At the same time, Bitcoin ETFs also showed net inflows of funds. For example, BlackRock's IBIT fund had a net inflow of US$1.85 billion this month.

Bitcoin’s Unique Advantages

Bitcoin has some unique advantages over gold: it is borderless, divisible, can be transferred across borders in minutes, and costs as little as a few dollars. These characteristics are particularly important in the digital age and are particularly attractive to the younger generation of investors.

Some research institutions have calculated that if only 1% (approximately US$300 billion) of the global gold market value of US$30 trillion is reallocated to Bitcoin, it will bring more than 15% growth in the market value of Bitcoin. This huge "market value gap" is regarded by many institutions as Bitcoin's future growth space.

Treat asset rotation rationally

Of course, there are many factors involved in short-term market fluctuations, which cannot be simply understood as "when gold falls, Bitcoin rises." But it is undeniable that in the context of the continuous depreciation of legal currency, the competition for value storage is shifting from "visible metal" to "invisible code".

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