2025-12-29 09:51:13

#比特币与黄金战争 $BTC $ETH $ZEC

Opportunities from a Traditional Finance Perspective: The New Battle Between Gold and Digital Assets

The financial world has recently been buzzing— a major investment bank has made a bold prediction: by Q4 2026, gold prices will surge to $4,900 per ounce. This is not just a numbers game; it reflects a profound shift in the global asset allocation landscape.

Let's look at some phenomena:

**Central banks' "buy-up" pace is accelerating**, with monthly gold purchases exceeding 70 tons, a trend that has never stopped in recent years. Geopolitical tensions remain high, fiat currency depreciation pressures persist, and traditional safe-haven assets are regaining favor. Meanwhile, the internationalization process is advancing, and the redefinition of multi-currency systems is quietly underway.

**The real variable lies with retail investors**. Currently, gold ETF holdings are relatively conservative, and private investors have yet to fully jump in. Once hot money flows in, every 1 basis point increase in ETF allocation could trigger a 1.4% rise in gold prices—there is indeed room for growth.

But don’t get carried away with absolute optimism. Investment banks also warn of a potential correction in Q1, with gold possibly dropping to $4,200. This could be a trap or a window of opportunity—depending on your macroeconomic outlook.

Bitcoin and gold have never been mutually exclusive. They reflect the same underlying anxiety: the re-pricing of the existing financial order. Some choose tradition, others opt for innovation—smart investors? They play on both sides.

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CoffeeNFTs

· 5h ago

4900 Really? Or are they trying to cut the leeks again --- The central bank's crazy gold sweep, it seems everyone is panicking --- Both sides need to be aligned; there's no need to take a stand --- When retail investors really enter the market, gold might have already flown to the sky --- In the context of fiat currency devaluation, no one can really avoid it --- I'm waiting for the 4200 correction window, let's see who moves first --- So ultimately, it's a macro game; technical analysis is all虚的 --- Bitcoin and gold fighting, we're just here to watch the fun --- A 1.4% reaction is indeed tempting, but you need money to play --- Geopolitical tensions boost gold, technological innovation boosts the crypto world, I buy this logic

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AlwaysMissingTops

· 5h ago

Will gold surge to 4900? I haven't even gotten in yet, and it's already pulling back to 4200, haha. People who try to hedge both sides often end up losing on both. I advise everyone not to listen to this kind of talk. Retail investors only consider buying when the central bank is frantically buying? This rhythm doesn't make sense. Are Bitcoin and gold equally anxious? Bro, your logic is a bit off. Is 4200 a trap or a good entry point? Honestly, even the investment banks don't know.

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NFT_Therapy_Group

· 5h ago

Gold 4900? Bro, if you believe what investment banks say, you're done. I'm still all in on Bitcoin for more stability. Trying to have both sides agree is wishful thinking; where do retail investors get so much ammunition? The central bank's aggressive buying is real, but that also shows they don't have confidence in fiat currency. Why should we follow? Is 4200 the bottom? I just want to know how low the bear market can go. The real anxiety is with the investment banks themselves—how they price it, they can make money no matter what. ETF allocations are indeed pushing the market up, but don't get caught holding the bag. Choosing the wrong timing is all for nothing. Feels like this article is just rationalizing holdings. Just listen and don't take it seriously. I admit gold is a safe haven, but its appreciation potential really isn't as good as crypto. That's the future. A multi-currency system redefined? Sounds good, but in reality, it's still the same old story. A Q1 correction? Perfect opportunity for low-cost buying. I'm already prepared.

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StableGenius

· 5h ago

nah the "both sides" cope at the end is where they lose me. empirically speaking, one's actually tied to energy expenditure and the other isn't—fundamentally flawed comparison tbh

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LostBetweenChains

· 5h ago

The central bank's buying spree is clearly a bet... The right approach is to support both sides; don't have to pick a side.

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