比特幣（BTC）現在在投資者有關寶貴資產的對話中佔據中心地位

這種潛在的轉變正在收集蒸汽，這是由於不斷變化的投資者情緒和更廣泛的宏觀經濟不確定性所推動的。

Market participants are now mentioning Bitcoin (BTC) in the same context as gold as a global haven asset.

現在，市場參與者在與全球避風港資產相同的上下文中提到比特幣（BTC）。

This comes as the apex coin is now being tipped to take center stage in investor conversations about valuable assets.

這是因為Apex硬幣現在被傾斜，以在投資者有關寶貴資產的對話中佔據中心地位。

This potential shift in investor thinking is unfolding quickly with market watchers noting a pivot from traditional safe-haven assets like gold.

投資者思維的這種潛在轉變正在迅速發展，市場觀察家指出了傳統的避風港資產（例如黃金）的樞軸。

The shift is being driven by changing investor sentiment and broader macroeconomic uncertainty.

這種轉變是由不斷變化的投資者情緒和更廣泛的宏觀經濟不確定性驅動的。

Visible Cool-off in Gold Acquisition Spree

可見的涼爽狂歡

In a recent post on X, Eric Balchunas of Bloomberg described a market vibe shift. This shift is a move away from fear and toward FOMO. More investors are starting to worry they might miss out on better opportunities other than gold.

在最近關於X的文章中，彭博的埃里克·巴爾庫納斯（Eric Balchunas）描述了市場氛圍的轉變。這種轉變是從恐懼轉向FOMO的轉變。越來越多的投資者開始擔心他們可能會錯過黃金以外的更好的機會。

In early 2025, the gold price topped $3,000 per troy ounce and recently hit $3,500. This remarkable breakout surprised many experts. Bloomberg described gold’s price as acting like a Veblen good, where demand rises as the price goes up. Generally, this goes against usual market logic.

在2025年初，金價高於每盎司3,000美元，最近達到3,500美元。這一非凡的突破使許多專家感到驚訝。彭博（Bloomberg）將黃金的價格表現得像是一個好人，隨著價格上漲，需求上漲。通常，這違背了通常的市場邏輯。

Still, in a recent post on X, the Kobeissi Letter reported a 5% gain in gold from its May 15 low, fueled by growing uncertainty. However, this strong momentum is starting to lose steam. Financial experts are beginning to question the sustainability of gold, especially in the wake of fresh global tensions.

儘管如此，在最近關於X的文章中，Kobeissi的信報告說，由於不確定性的增長，黃金比5月15日的低點增長了5％。但是，這種強大的動力開始失去動力。金融專家開始質疑黃金的可持續性，尤其是在新的全球緊張局勢之後。

Some analysts believe the recent spike is fear-driven and may not last. Others warn that a sharp correction in gold may be on the way.

一些分析師認為，最近的尖峰是恐懼驅動的，可能不會持續。其他人警告說，黃金的急劇糾正可能正在途中。

Will Bitcoin Displace Gold in Safe Haven Tag?

比特幣會在避風港標籤中取代黃金嗎？

It is worth noting that the largest digital asset, Bitcoin, is now being mentioned in the same context as gold regarding a global haven asset. As gold’s momentum drops, Bitcoin’s scarcity and technological strength are drawing in retail and institutional interest.

值得注意的是，目前，最大的數字資產比特幣在與金牌有關的金牌中相同的背景下被提及。隨著黃金的動力下降，比特幣的稀缺性和技術力量正在吸引零售和機構興趣。

CNBC’s crypto trader Ran Neuner warned that lab-grown gold experiments could hurt the precious metal’s appeal. He pointed to a recent breakthrough where CERN’s Large Hadron Collider was used to turn Lead into gold. Some experts believe this challenges gold’s natural scarcity and could lead to Bitcoin dominance.

CNBC的加密貨幣交易員Ran Neuner警告說，實驗室種植的黃金實驗可能會損害貴金屬的吸引力。他指出了最近的一項突破，塞恩的大型強子對撞機被用來將鉛變成黃金。一些專家認為，這挑戰了黃金的自然稀缺性，並可能導致比特幣的統治地位。

In contrast, science has touched the fixed supply of Bitcoin. The asset’s resilience during recent market shifts and growing recognition among traditional traders hint at a potential breakthrough.

相比之下，科學觸及了比特幣的固定供應。在最近的市場轉變中，資產的韌性以及傳統交易者的認可越來越多，暗示了潛在的突破。

Some traders believe that the apex coin is now being viewed as a less risky asset compared to riskier assets like altcoins.

一些交易者認為，與替代幣這樣的風險較高的資產相比，Apex硬幣現在被視為風險較小的資產。

Altcoins Poised For Growth Amid Market Shift

在市場變化中有望增長的山寨幣

A growing number of investors are also eyeing the altcoin season. According to analyst Rekt Capital, if the altcoin market cap (excluding top ten coins) holds above $250 billion, a breakout to $315 billion is likely. For now, Ethereum (ETH) is leading the charge, and recent gains are sparking renewed optimism.

越來越多的投資者也在關注Altcoin季節。根據分析師Rekt Capital的說法，如果Altcoin市值（不包括前十個硬幣）持有超過2500億美元，則可能會突破至3150億美元。就目前而言，以太坊（ETH）正在領導指控，最近的收益激發了人們的樂觀情緒。

In addition, Arthur Hayes, former BitMEX CEO, has predicted a more focused altcoin season, unlike 2021’s broad surge. He believes Ethereum will outperform Solana (SOL), noting that only solid projects will thrive in this cycle. With Bitcoin at the forefront and XRP and Cardano (ADA) gaining traction, the shift toward risk-on assets is clear.

此外，與2021年的廣泛激增不同，前BITMEX首席執行官亞瑟·海斯（Arthur Hayes）預測了一個更加集中的山寨幣季節。他認為，以太坊將勝過Solana（Sol），並指出只有穩定的項目才能在這個週期中蓬勃發展。隨著比特幣處於最前沿，XRP和Cardano（ADA）獲得了吸引力，因此向風險支出資產的轉變很明顯。