hello can a quant explain to me why digital gold is nuking while real gold (and silver) are pampingI am starting to believe this is not the gold I was told ...

Group 1 - Bitcoin is considered the best cryptocurrency to own for the next century due to its unique characteristics and potential for value retention [1] - Bitcoin is viewed as a digital gold, serving as a global store of value that can withstand various economic conditions [2] - Traditional store-of-value assets like land, collectibles, and gold have limited supply, similar to Bitcoin, which has a maximum supply cap of 21 million coins [5][4] Group 2 - The total supply of Bitcoin is currently limited, with 19 million coins already mined, making it a scarce asset compared to other investments [5] - Bitcoin's market cap is under $2 trillion, significantly lower than gold's market cap of around $24 trillion, indicating substantial growth potential [7] - Despite its relatively short history, Bitcoin's characteristics position it as a long-term holding asset, akin to traditional stores of value [8]

Digital Assets - BTC is positioned as digital gold [1] - BTC is presented as composable capital through vaults, bridges, and DeFi on Sui [1] Market Outlook - The report raises a question about future direction, referencing "Which way western man?" [1]

Industry Focus - Digital Gold Talk 的 Monday Roundtable [1] Social Media Activity - RT Digital Gold Talk 发布了关于 DigitalGoldTalk Monday Roundtable 的信息 [1]

Core Principles - People have consistently sought stores of value [1] - The world's increasing digitization necessitates digital versions of stores of value [1] - Bitcoin's success validates the concept of digital stores of value [1] Challenges & Solutions - The digital world inherently compromises privacy [1] - There is a growing need for private digital stores of value [1] - The concept is akin to having a Swiss gold vault in your pocket [1]

Core Insights - Billionaire hedge fund managers are seen as some of the most successful investors, but their investment moves can be difficult to analyze due to delayed public disclosures [1][2] - Retail investors are advised to conduct their own research rather than blindly following billionaire investments, although multiple billionaires investing in a stock can indicate bullish sentiment [3] Hedge Fund Investments - Hedge funds typically have a short investment horizon of 12 to 18 months, which may not align with long-term value [2] - Billionaires are currently investing in a BlackRock exchange-traded fund (ETF), which analysts believe has significant growth potential [3] Bitcoin Market Dynamics - Bitcoin has experienced high volatility influenced by interest rates, the Federal Reserve's balance sheet, and economic expectations, yet many investors maintain a long-term bullish outlook [4] - The iShares Bitcoin Trust ETF (IBIT) is highlighted as a primary vehicle for gaining exposure to Bitcoin, being the largest spot Bitcoin ETF by assets [5][6] Institutional Interest in Bitcoin - Several hedge funds have increased their stakes in IBIT, with Coatue Management increasing its position by 135% and Schonfeld Strategic Advisors by 20% in the third quarter [9] - Price targets for Bitcoin vary, with notable figures such as $150,000 by year-end and $1 million over the next four to eight years being set by various analysts [9][11] Price Target Predictions - Analysts have set ambitious price targets for Bitcoin, with some predicting $180,000 and $200,000 by year-end [11] - The growing perception of Bitcoin as "digital gold" suggests it could serve as a diversification tool for long-term investors [10]

Investment & Portfolio - Abu Dhabi Investment Council's Bitcoin exposure nearly tripled in Q3 [1] - The sovereign wealth fund held $520 million worth of shares in BlackRock's iShares Bitcoin Trust ETF [1] - The fund characterizes BTC as digital gold [1]

Could Bitcoin really hit $200k? | Source: Image created with Gemini Key Takeaways Famed crypto investor Mike Alfred said he is highly bullish on Bitcoin. Alfred believes metrics like Bitcoin per share and MNAV are misleading. Analysts caution that the broader crypto market may be entering a long-term bear phase. Bitcoin’s price could climb to $150,000–$200,000, according to investor Mike Alfred, who said the “digital gold” remains the strongest long-term asset in global markets. In a new podcast, ...

Cryptocurrency Analysis - Bitcoin is near digital gold but lacks fungibility [1] - Unlike gold, Bitcoin's history affects its value [1] - Privacy is needed to make Bitcoin fungible like gold [1] - Zcash is mentioned as a potential solution for Bitcoin privacy [1]

Digital Asset Management - Zashi App 提供在互联网瑞士金库中持有私人数字黄金的方案 [1] - 用户可以根据需要在几秒钟内将数字黄金兑换成任何链/资产 [1] - Zashi App 旨在实现行星规模的私人互联网黄金支持货币 [1] Technology & Platform - Zashi App 的成功归功于 NEAR 协议的支持 [1]