Rising Gold and Volatile Bitcoin: A Misalignment in Safe-Haven Pricing
➡️ Amid escalating global geopolitical tensions, spot gold and silver prices have both hit record highs. Driven by the intensification of geopolitical conflicts in Venezuela, Greenland, and Iran, gold prices broke through $4,630 per ounce, rising 2.67% intraday; silver surged above $86 per ounce, with an intraday gain of 7.59%. Meanwhile, Bitcoin's price remains range-bound between $91,000 and $92,000, failing to break through the key resistance level of $95,000. Although Bitcoin is long viewed as an asset with 'anti-inflation' and 'non-sovereign' characteristics, its safe-haven attributes have not received concentrated recognition from investors in the recent market environment dominated by geopolitical conflicts, unlike gold.
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【The Fifth Super Cycle to Begin in 2026 —— Bitcoin】
【Super Cycle Confirmed ✅】 1. Fidelity Investments (managing $5 trillion in assets): Bitcoin may have already entered a super cycle. 2. CZ: I might be wrong, but a super cycle is coming.
【What is a Super Cycle】 A super cycle refers to a prolonged and widespread increase in commodity prices over a considerable period of time, deviating from the norm. (A commodity super cycle denotes a long-term trend lasting 20–70 years with price increases of more than 3–5 times, typically driven by structural demand and accompanied by major economic transformations. Identifying a super cycle requires monitoring four core indicators: price index trends, supply and demand fundamentals, macroeconomic policy environment, and technological and industrial changes—none of these four dimensions can be missing.)
Since 1865, history has seen three 'super cycles,' and the commodity price surge since 2000 marks the fourth.
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