Gold
比特币并未输给黄金。它正在应对一场黄金所未经历过的流动性紧缩：亚洲早间简报
QCP 的 Darius Sit 表示，十月份的去杠杆事件揭示了真正的分歧：比特币的交易类似于抵押品，而山寨币的交易则更像是在押注交易所治理
"Big Short" Michael Burry warns of "death spiral"
Michael Burry, the investor who famously predicted the 2008 crash, says bitcoin’s drop is triggering a "collateral death spiral" in precious metals. He warns that liquidations in tokenized gold and silver are dragging crypto down, and if BTC slips to $50,000, the market for tokenized metals could collapse into a "black hole." CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
Bitcoin plunges to $78K amid extreme fear
Bitcoin has dropped near $78,000 after a week of turmoil. Analysts are blaming the selloff on war risks, liquidation cascades, and crash in safe haven assets like gold and silver. With the market sentiment stuck in "extreme fear", is the bull run officially over? CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
Tether 的黄金持有量超过170亿美元，2025年净利润超过100亿美元
这家稳定币巨头的 USDT 代币供应量实现了快速增长，并且是全球最大的美国政府债务持有者之一，持有价值 1410 亿美元的国债敞口。
Bitwise 首席信息官 Matt Hougan 表示，比特币在 20 年内有可能达到 650 万美元
经历了动荡的2025年后，Hougan预计比特币将出现横盘交易，机构兴趣上升以及央行的早期关注将为下一轮周期奠定基础。
