Bitcoin (BTC) is on track to end January underperforming gold for the sixth straight month as investors ignore the largest cryptocurrency's "digital gold" moniker and seek the safety of a metal that's historically been seen as a haven in times of economic and geopolitical turmoil. The bitcoin-to-gold ratio, the amount of gold equivalent to 1 BTC, has dropped 23% this month, and is currently standing at 16.3. The six-month pattern closely resembles what happened in 2019, when the sequence began in August ...

比特币近期表现 - 自周五东部时间下午4点以来 比特币价格飙升43% [1] 推动比特币上涨的三大催化剂 - 第一大宏观催化剂是美元相对于一篮子全球证券的表现疲软 这提升了比特币相对于美元的价值 [5] - 第二大催化剂是比特币区块链开发者计划调整底层软件 以增加单个区块可容纳的信息量 这可能推动实际应用案例的增加和采用率的提升 [7] - 第三大催化剂是比特币与黄金的比率 尽管该比率较一周前有所下降 但如果该指标随时间推移而收敛 比特币的储值论点对寻求投资组合避风港的投资者可能更具相关性 [8] 比特币的投资定位 - 比特币不仅是货币或市场对冲工具 还是任何投资组合的核心持仓 [2] - 在美元走弱的背景下 比特币成为担忧美元疲软的投资者存放现金的地方 [6]