Apps & Gaming - Proof of Play Arcade 正在推出更新，未来还将有更多更新 [1] - Cambria Duel Arena 在推出后遇到技术问题，预计很快恢复 [1] - Fantasy Top S3 赛季结束，新英雄加入，S4 赛季将于周一开始，适合探索 [1] - Proof of Play 上周在 Abstract 上推出了 Arcade 应用/游戏 [4] - Cambria 计划很快将 Duel Arena 带到 Abstract 平台 [4] Cryptocurrency & Digital Assets - 针对 y4ppers 的反垃圾信息/反无意义互动更新已推出，前端正在更新中 [2] - 美国行政命令允许在 401k 计划中进行私人投资（加密货币/房地产等），可能对加密货币和房地产市场产生重大影响 [2] - 美国政府对标准 1 公斤黄金条征收关税，可能通过黄金储备重估为财政部注入 1 万亿美元的“现金” [3] - 无法对数字黄金（比特币）征收关税 [3] Market Trends & Macroeconomics - 稀缺性至关重要 [2] - Solana 上的 Trends dot fun 表现出趋势 [4]

🔥VAN ECK: “Bitcoin, it’s digital gold. At some point it will be half the value of physical gold.” https://t.co/yzovWQObXK ...

#Bitcoin remains the most resilient asset in volatile markets, proving its role as digital gold. ...

🔥 BULLISH: Tom Lee (@fundstrat / @fs_insight ) explains why $500K Bitcoin may be a conservative estimate."If BTC is digital gold, $500K only puts it at half the value of gold. That might not take 5 years.” https://t.co/cxlA1JZOJL ...

JUST IN: 🇺🇸 Senator Cynthia Lummis says Bitcoin will make life better for every American"A person can truly be a sovereign individual if they own Bitcoin. It is digital gold." 🔥 https://t.co/N4PA7JpI1f ...

Here we are 120 basically on on uh on Bitcoin which you used to say at at 70 and you know that that was a 60% move or something that you were Yeah. forecasting as within the next couple of months or at least this year. Here we are now what 150.Uh I think the 200 to 250,000 for Bitcoin still makes sense because that would still only value it at 25% of the size of the gold market. Okay. So I think digital gold means Bitcoin should be worth over a million per bitcoin and it could happen in the next few years b ...

Market Trends & Regulatory Landscape - Bitcoin reached a new all-time high and is on track for its highest weekly close [1] - Anticipation for the market structure bill, expected this week, is driving the crypto rally [2][3] - The market structure bill aims to provide basic definitions for crypto, regulate the market, and encourage institutional investment [3] - The bill establishes a clear exemption pathway for digital commodity projects and supports secondary market trading [5] - The US Bitcoin ETFs bought over 23,000 Bitcoin last week, while only 3,150 were mined, indicating ETFs are absorbing available Bitcoin and pushing prices up [6] - The industry believes the market structure bill and stable coin bill could have a bigger impact than Bitcoin ETF approvals [5] Regulatory Uncertainty & Potential Clarity - Currently, there is no federal framework for digital assets, leading to uncertainty and discouraging innovation in the US [4] - The SEC and CFTC lack clear jurisdictional boundaries over digital assets [4] - The market structure bill aims to provide clarity on whether Ethereum and other cryptocurrencies are securities or commodities [8][10] - Lack of regulatory clarity prevents large institutions from investing in cryptocurrencies like Ethereum [8] Bitcoin Valuation & Comparison - Bitcoin's market cap is at 2362 trillion USD, approaching Amazon's at 2388 trillion USD [15] - Bitcoin is considered digital gold, with mathematical scarcity, making it potentially undervalued compared to gold [15][16] - Bitcoin's value proposition is based on its scarcity and role as good money, rather than cash flow [26] - Holding wealth in Bitcoin is seen as a better alternative to holding fiat currencies due to inflation and shrinking cash flows from traditional assets [24][25]

In terms of the digital gold use case, I think we're already kind of like seeing Bitcoin exceeding expectations. When you see the launch of the ETFs last year compared to the gold ETF, you have some of this on big ideas. I think it took 12 months or basically a year for Bitcoin to acrew the same um AUM that took about 7 years for the gold ETF.Just to give you an idea of what um how Bitcoin is already like exceeding expectations relative to to gold when you look back at that ETF launch versus Bitcoin. ...