RT Apollo (@MindsFiction)Bitcoin after second halving went $800 to $20k.Markets were tiny back then. Today vast oceans of liquidity.Govs are drowning in debt moving to seize wealth. As Bitcoin transforms into a panopticon with AI.An encrypted store of value receives an infinite bid.ZEC $200k ...

Group 1 - The investment theses for XRP and Bitcoin differ significantly, with some investors suggesting a shift from Bitcoin to XRP [1] - Bitcoin is characterized as a store of value that is unlikely to change much over time, with a capped supply of 21 million coins and a predictable halving schedule [4][5] - Bitcoin's simplicity in its investment thesis makes it resilient, as it requires fewer moving parts, thus reducing potential risks [6] Group 2 - XRP is designed to serve as institutional-grade financial infrastructure, offering features such as smart contract support and regulatory compliance [7] - Ripple, the issuer of XRP, is expanding its technology stack, including the launch of Ripple USD, a stablecoin aimed at meeting institutional standards [8] - XRP's technology is continuously evolving to adapt to emerging market opportunities, contrasting with Bitcoin's static technological framework [9]

Core Insights - The ongoing debate between Bitcoin and gold as stores of value is intensifying due to geopolitical tensions and high inflation, with Bitcoin increasingly viewed as a superior alternative to gold [1] Group 1: Public Interest and Demand - Public interest in gold remains strong, with the Google Trend score for "buy gold" in Germany reaching a five-year high of 100, while "buy Bitcoin" only increased from 11 to 27 points during the same period [2] - Gold has demonstrated exceptional performance over the past twelve months, with a price increase of 43.3% in US dollars, while Bitcoin saw a slightly higher gain of around 48%, albeit with greater volatility [2] Group 2: Market Capitalization and Supply Dynamics - Gold leads the investment asset market with a market capitalization of approximately $27.6 trillion, while Bitcoin ranks eighth, just behind silver [3] - The ongoing supply of gold, which expands annually through mining, could pose a structural disadvantage compared to Bitcoin's strictly limited supply [3] Group 3: New Issuance and Price Stability - The value of newly mined gold in 2024 is estimated at around $680 billion, necessitating high demand to maintain stable prices, whereas Bitcoin's annual new issuance is about $24 billion [4] - The structural scarcity of Bitcoin means that even small capital inflows can lead to significant price movements, with industry observers increasingly favoring Bitcoin as a better store of value compared to gold [4]

Bitcoin since its inception has been climbing a learning curve : every year more long-term savers and investors learn about its superiority as a trust-minimized and dilution-minimized store of value. Its dominant signal thus resembles the price action of hot NASDAQ companies that are also climbing learning curves. And like hot stocks, that climb invites debt-funded speculation and the resulting volatility. Other signals are real and there but tend to get buried in the by the dominant signal and the volatili ...

RT Neil Shahani (@neil_shahani)I can’t even put into words what’s happening in the ORE community right now. I haven’t felt this kind of energy since 2017. Miners, investors, devs, researchers, everyone — all united under one mission:A fair-launch, Solana-native store of value. ...

Must read explanation why BTC lags gold and equities in a risk-on environment.It's no surprise that clarity comes from a TradFi guy, while CT is lost: What's happening to BTC HAS NEVER happened in crypto but happens often in TradFi world: the winning. An IPO moment.Early BTC believers are realizing gains after Bitcoin won.They mined, held through FUD, and now finally have exit liquidity without crashing the market.This is not panic selling but the natural transition from concentrated to distributed ownershi ...

Core Viewpoint - Digital Commodities Inc. has increased its Bitcoin holdings through the purchase of units in the Purpose Bitcoin ETF, reflecting its strategy to invest in scarce, non-fiat assets as a hedge against monetary debasement [1][2][4]. Investment Details - The company acquired 17,023 units of the Purpose Bitcoin ETF at an average price of C$20.79 per unit, totaling approximately C$354,000, which adds the equivalent of 2.2 Bitcoin to its holdings [1][2]. - The average underlying Bitcoin purchase price for this transaction is approximately US$115,000 per BTC, inclusive of all costs and fees [2]. Total Bitcoin Exposure - Following this transaction, Digital Commodities' total Bitcoin exposure, both directly and via exchange-traded funds, now exceeds 13 Bitcoin [3]. Strategic Focus - The investment aligns with the company's ongoing strategy of building exposure to scarce, non-fiat assets that serve as stores of value and hedges against monetary debasement [2][4]. - The CEO of Digital Commodities expressed confidence in Bitcoin's long-term relevance as a resilient asset class and its role as a core digital store of value [4]. Company Overview - Digital Commodities Inc. focuses on investments in Bitcoin, gold, and selective public and private companies, aiming to build long-term value through disciplined exposure to non-fiat assets [4].

Core Insights - Digital asset investment products experienced inflows of $921 million last week, driven by renewed optimism regarding U.S. interest rate cuts, which has revived investor interest in crypto-linked funds [1] - The inflows occurred amidst a backdrop of volatility and uncertainty in U.S. fiscal policy, particularly during the ongoing government shutdown [1] - Consumer price index data came in lower than expected, bolstering hopes for continued easing by the Federal Reserve, with trading volumes in exchange-traded products (ETPs) reaching $39 billion, significantly above the year-to-date weekly average of $28 billion [2] Investor Sentiment - A significant majority of users on the prediction market platform Myriad anticipate a 25 basis points rate cut in October, with only a 19% chance of two rate changes by the Fed in 2025 [3] - CoinShares' head of research noted a long-term shift in investor behavior, with diversification now being the primary reason for investing in crypto ETFs, contrasting with five years ago when speculation was the main driver [4] - The percentage of Bitcoin investors holding for over 150 days has increased from 50% in 2018 to 75% today, indicating a shift towards a longer-term investment outlook [4] Market Dynamics - Investors are increasingly responsive to economic data such as CPI and payrolls, viewing Bitcoin more as a store of value or monetary asset [5] - The correlation between Bitcoin and traditional assets like bonds and equities varies significantly, influenced by monetary policy stances [5] - The U.S. led regional inflows with $843 million, while Germany recorded strong inflows of $502 million; however, Switzerland saw outflows of $359 million attributed to asset transfers rather than active selling [6] Regional Activity - Smaller markets like Hong Kong experienced limited activity, with only $11.23 million in outflows from one Bitcoin ETF, while a single Ethereum ETF saw inflows of $1.1 million [7]

Group 1 - Strike CEO Jack Mallers asserts that Bitcoin is a superior form of money compared to gold due to its scarcity, while gold's supply is elastic and can be expanded as prices rise [1][2] - Mallers emphasizes that investing in gold is a bet against human ingenuity, whereas Bitcoin represents a finite asset that aligns with the potential of humanity [1][2] - The performance of gold is declining significantly, with a market value loss of nearly $2.5 trillion and a trading price of $4,079.68 per ounce, marking its steepest two-day decline since 2013 [3] Group 2 - The broader cryptocurrency market is facing challenges, with Bitcoin trading at $108,173 after a 3.3% drop, following a slump triggered by geopolitical tensions [4]

Gold won’t go to zero. But bitcoin is better.Joe Carlasare (@JoeCarlasare):Gold will NEVER be a store of value!!It falls 5% in a single day and I can’t buy coffee with it. It’s going to ZERO https://t.co/3fy0tzMhFf ...