Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Popular cryptocurrency analyst Ali Martinez argued that Bitcoin (CRYPTO: BTC) is shifting from a peer-to-peer currency to a store of value, citing a sharp dip in network activity. Analyst Spotlights Drop In BTC Active Addresses Martinez took to X, highlighting a 42.6% decline in Bitcoin’s active addresses since 2021, citing data from on-chain analytics firm Glassnode “This illustrates the shift from peer ...

There are 118 elements on the periodic table -- and four reasons Bitcoin is a better store of value than any of them.In 2012, crypto pioneer Charlie Shrem, reporteldy one of the first people in the world to read Satoshi Nakamoto's white paper explaining Bitcoin's power, told Cameron and Tyler Winklevoss why they should care about an intangible asset, backed up by no centralized authority, that had been created by a person or group of people whose identity no one knew.Their conversation -- as relayed in jour ...

The price of gold rose to $4,462.10 per troy ounce on the COMEX futures market today, setting a new record high for the precious metal. Gold has now risen 69% year to date, far outpacing the S&P 500, which is up 17%.It’s no secret what’s driving gold: political chaos, cheap money, and the collapse of Bitcoin have all underlined gold’s status as a safe haven in a time of trouble.The U.S. was pursuing a third Venezuelan oil tanker today in hopes of impounding it, as part of President Trump’s push to destabil ...

In the last 30 days, the only ones that have bought and there areund well 164 with countries included 164 of these DATs. You you've got the ones that actually bought some was strategy El Salvador uh Eric Trump's company American Bitcoin Pro Cap Cananan Anop DDC that's seven hypers scale 11 12 13 14 only 14 out 164 bought and out of those 164 you had Exodus sell 245 Satsuma Tech sell 579 that's it I just can't wrap my head like if you believe in Bitcoin and what it what it what it's supposed to do what it co ...

In the last 30 days, the only ones that have bought and there areund well 164 with countries included 164 of these DATs. You you've got the ones that actually bought some was strategy El Salvador uh Eric Trump's company American Bitcoin Pro Cap Cananan Anop DDC that's seven hypers scale 11 12 13 14 only 14 out 164 bought and out of those 164 you had Exodus sell 245 Satsuma Tech sell 579 that's it I just can't wrap my head like if you believe in Bitcoin and what it what it what it's supposed to do what it co ...

Bitcoin's sharp pullback from its recent record high wiped out its year-to-date gains, and that's led to questions about aggressive price targets for the cryptocurrency into 2026. But as important as where bitcoin's price goes next is a question about the role bitcoin really serves in a portfolio: When will it consistently behave like a store of value?"It's still going to have to prove itself as that digital store value over a longer period of time," Nate Geraci, NovaDius Wealth Management president, said o ...

Core Insights - Bitcoin is increasingly viewed as a digital equivalent of gold, recognized for its potential as a long-term store of value [1] - Over the past five years, a $1 investment in Bitcoin would have grown to approximately $9.50, while the same investment in gold would have only reached about $2, highlighting Bitcoin's superior performance [2] - Despite its impressive growth, Bitcoin's volatility makes it a risky investment, particularly for retirees who rely on stable withdrawals [3][5] Investment Performance - Bitcoin's value has surged significantly compared to gold, with a dramatic increase in returns over a five-year period [2] - The volatility of Bitcoin is likened to dynamite compared to the stability of gold, emphasizing the risks associated with investing in Bitcoin [3] Retirement Considerations - Retirees should be cautious about investing heavily in Bitcoin due to its potential for sudden and extreme drawdowns, which can jeopardize retirement plans [5][6] - A hypothetical scenario illustrates the risks: a retiree investing in Bitcoin could face significant losses during downturns, forcing them to withdraw a larger percentage of their portfolio to cover expenses [6][7] - Diversification into stable assets like gold and a broader range of stocks is recommended to maintain consistent withdrawal rates during market fluctuations [7]

Core Viewpoint - Gold is not considered a true financial asset due to its lack of cash flows, as emphasized by valuation professor Aswath Damodaran and supported by Warren Buffett's long-held skepticism [1][2][3] Gold Valuation - Damodaran classifies gold as a "collectible," with its price driven by market sentiment rather than intrinsic value, contrasting it with financial assets like stocks and bonds that generate cash flows [2][4][6] - The value of gold is determined by demand and supply, similar to rare collectibles, rather than being based on fundamental analysis [4][6] Market Dynamics - The recent surge in gold prices, which reached $4,300 an ounce in 2025, is attributed to factors such as mistrust in central banks and global uncertainty, expanding the niche of gold buyers [5][6] - Gold has seen a significant price increase of 24.31% over the last six months and 57.74% over the last year [7] Gold ETFs Performance - Several gold-linked ETFs have shown strong performance, with year-to-date returns exceeding 54% for multiple funds, indicating investor interest in gold as a potential investment vehicle [8][9]

Company Strategy & Financial Instruments - Bitcoin Standard Treasury (BSTR) 通过与 Caner Fitzgerald 合作，进行了一系列金融融资 [3] - BSTR 计划与一家特殊目的收购公司 (SPAC) 合并，该公司在纳斯达克上市，股票代码为 SEO [4] - BSTR 在不同轮融资中持有 25,000 个比特币，价值约 30 亿美元 [4] - 该公司通过 SPAC 筹集了大约 2 亿美元，具体金额取决于赎回比例 [5] - BSTR 还进行了 4 亿美元的股权融资 (Dollar Equity Pipe) 和 5 亿美元的可转换票据融资 [5] - BSTR 发行了可转换优先股，类似于 MicroStrategy 的做法 [6] - BSTR 进行了比特币本位的股权融资 (Bitcoin Basis Equity Pipe)，允许比特币投资者直接投资比特币 [7][8] Bitcoin & Treasury Management - 新公司 BSTR 约 60%-70% 的资金来自比特币，包括 BSTR 持有的 25,000 个比特币和 5,000 个比特币的股权融资 [9] - 比特币投资者获得的股票数量取决于交割时比特币的价格与 10 美元参考价格的比率 [10] - 创始人股东将 25,000 个比特币投入使用 [12] - MicroStrategy 开创了 treasury 公司市场，关注每股比特币的增长率 [14] - 长期来看，比特币可以成为一种可靠的价值储存手段，从而推动其被更广泛地采用 [29] - 公司可以通过增加每股比特币数量来超越比特币的表现 [33] Market Dynamics & Investment - 管理层的动机和对比特币的关注是投资 treasury 公司的重要考虑因素 [24] - GameStop 未能有效利用募集资金购买比特币，这突显了管理层对比特币的承诺的重要性 [26] - 比特币挖矿公司更容易通过购买比特币而不是挖矿来获利 [35] - 比特币具有改变人们对长期偏好的能力，鼓励储蓄而非消费 [37] - 个人可能会开始以比特币而非美元来衡量储蓄 [38]

RT MR SHIFT 🦁 (@KevinWSHPod). @0xMert_ has a simple framework for crypto’s endgame:YouTube took content onlineShopify took retail onlineNetflix took streaming online@Solana? - It’s taking markets onlineHe sees two dominant verticals emerging:Store of value: where Bitcoin & @Zcash thriveInternet capital markets: where Solana leads, and @HyperliquidX is an emerging contenderIt’s not winner-take-all - but as in every industry, the top 2-3 players will own 80-90% of value. He's betting Solana is one. And he's o ...