黄金 BTC 联手疯涨，为什么偏偏是黄金和 BTC？购买力保卫战已打响

Core Insights - Financial markets have experienced a significant upheaval since October, with gold prices surpassing $4000 per ounce, marking a 50% increase year-to-date, and Bitcoin reaching a peak of $115,700, leading to $400 million in liquidations for short sellers [1][3][5] Group 1: Market Dynamics - The surge in gold and Bitcoin prices is attributed to the fundamental principle that valuable assets are limited in supply, especially in the context of ongoing money printing by governments [3][5] - Central banks, including China's, have been increasing their gold reserves for 11 consecutive months, with a notable increase in diversification efforts despite a slight decrease in September [5][14] - The current gold reserve percentage in China stands at 7.7%, significantly lower than the global average of 15%, indicating substantial room for future increases [5] Group 2: Investment Trends - The market is witnessing a shift towards assets with inherent scarcity, such as gold and Bitcoin, as inflation erodes the purchasing power of fiat currencies [9][11] - Predictions suggest that Bitcoin's price could exceed $120,000 in the fourth quarter, driven by anticipated supply cuts and continued monetary easing [7][14] - Institutional interest in both gold and Bitcoin is growing, with emerging market central banks projected to purchase 70 tons of gold annually and significant increases in Bitcoin holdings by entities like Grayscale [14] Group 3: Investment Strategies - Recommended asset allocation includes a conservative approach of investing 10% of household funds in physical gold or gold ETFs, while a more aggressive strategy suggests allocating 5% to Bitcoin [17][21] - Investors are advised to avoid high-risk products such as gold futures and Bitcoin contracts, which have led to significant losses for many traders [19][21] - Long-term holding strategies are emphasized, with data indicating that investors who hold gold for five years or Bitcoin for three years tend to achieve substantial returns [21]