比特币（BTC）现在在投资者有关宝贵资产的对话中占据中心地位

这种潜在的转变正在收集蒸汽，这是由于不断变化的投资者情绪和更广泛的宏观经济不确定性所推动的。

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

现在，市场参与者在与全球避风港资产相同的上下文中提到比特币（BTC）。

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

这是因为Apex硬币现在被倾斜，以在投资者有关宝贵资产的对话中占据中心地位。

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

投资者思维的这种潜在转变正在迅速发展，市场观察家指出了传统的避风港资产（例如黄金）的枢轴。

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

这种转变是由不断变化的投资者情绪和更广泛的宏观经济不确定性驱动的。

Visible Cool-off in Gold Acquisition Spree

可见的凉爽狂欢

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.

在最近关于X的文章中，彭博的埃里克·巴尔库纳斯（Eric Balchunas）描述了市场氛围的转变。这种转变是从恐惧转向FOMO的转变。越来越多的投资者开始担心他们可能会错过黄金以外的更好的机会。

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，金价高于每盎司3,000美元，最近达到3,500美元。这一非凡的突破使许多专家感到惊讶。彭博（Bloomberg）将黄金的价格表现得像是一个好人，随着价格上涨，需求上涨。通常，这违背了通常的市场逻辑。

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.

尽管如此，在最近关于X的文章中，Kobeissi的信报告说，由于不确定性的增长，黄金比5月15日的低点增长了5％。但是，这种强大的动力开始失去动力。金融专家开始质疑黄金的可持续性，尤其是在新的全球紧张局势之后。

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.

一些分析师认为，最近的尖峰是恐惧驱动的，可能不会持续。其他人警告说，黄金的急剧纠正可能正在途中。

Will Bitcoin Displace Gold in Safe Haven Tag?

比特币会在避风港标签中取代黄金吗？

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，最大的数字资产比特币在与金牌有关的金牌中相同的背景下被提及。随着黄金的动力下降，比特币的稀缺性和技术力量正在吸引零售和机构兴趣。

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的加密货币交易员Ran Neuner警告说，实验室种植的黄金实验可能会损害贵金属的吸引力。他指出了最近的一项突破，塞恩的大型强子对撞机被用来将铅变成黄金。一些专家认为，这挑战了黄金的自然稀缺性，并可能导致比特币的统治地位。

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，科学触及了比特币的固定供应。在最近的市场转变中，资产的韧性以及传统交易者的认可越来越多，暗示了潜在的突破。

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

一些交易者认为，与替代币这样的风险较高的资产相比，Apex硬币现在被视为风险较小的资产。

Altcoins Poised For Growth Amid Market Shift

在市场变化中有望增长的山寨币

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.

越来越多的投资者也在关注Altcoin季节。根据分析师Rekt Capital的说法，如果Altcoin市值（不包括前十个硬币）持有超过2500亿美元，则可能会突破至3150亿美元。就目前而言，以太坊（ETH）正在领导指控，最近的收益激发了人们的乐观情绪。

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，与2021年的广泛激增不同，前BITMEX首席执行官亚瑟·海斯（Arthur Hayes）预测了一个更加集中的山寨币季节。他认为，以太坊将胜过Solana（Sol），并指出只有稳定的项目才能在这个周期中蓬勃发展。随着比特币处于最前沿，XRP和Cardano（ADA）获得了吸引力，因此向风险支出资产的转变很明显。