Digital Asset Thesis - Bitcoin is considered as digital gold, poised to accelerate capital migration from physical gold [1] - The digital nature of Bitcoin eliminates tariffs in cyberspace [1] - Bitcoin's appeal lies in its lack of physical weight, enabling rapid settlements globally [1] - Physical gold is characterized as heavy, slow, and subject to shipping challenges and tariffs [1] Institutional Adoption - The advantages of digital gold over physical gold are expected to catalyze a new wave of institutional Bitcoin adoption [2]

Bitcoin's Nature - Bitcoin is characterized as digital gold [1] - Bitcoin operates within cyberspace, free from tariffs [1]

JUST IN: Michael Saylor tells Bloomberg you can't tariff Bitcoin unlike gold has been 💥"Bitcoin is digital gold. Bitcoin lives in cyberspace. No tariffs in cyberspace" 🚀 https://t.co/mv1m5N50u8 ...

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]