Odaily星球日报讯 加密货币投资者 Novogratz 表示，他认为美元无需任何支撑，比特币成为储备资产的可能性较低。但他指出，若比特币被视为战略储备资产的猜测成真，其价格可能达到 50 万美元。如果比特币成为储备资产，其他国家将需要购买比特币。比特币在十年内应与黄金相匹配。

Novogratz：比特币成为储备资产可能性较低，若成真价格可达50万美元

Odaily Odaily News Cryptocurrency investor Novogratz said he believes that the US dollar does not need any support and that Bitcoin is less likely to become a reserve asset. But he pointed out that if speculation that Bitcoin is considered a strategic reserve asset comes true, its price could reach $500,000. If Bitcoin becomes a reserve asset, other countries will need to buy Bitcoin. Bitcoin should match gold within ten years.

Novogratz: Bitcoin is unlikely to become a reserve asset, but if it does, the price could reach $500,000

Odaily Planet Daily Report: According to Alex Thorn, head of research at Galaxy Digital, Bitcoin surged to $8,343 on Monday, marking its highest single-day gain (in US dollar terms). Peter Chung, head of research at Presto Research, stated: "Any fund manager who does not take the time to analyze the opportunities in Bitcoin may fail to fulfill their fiduciary duty to clients. Anyone familiar with modern portfolio theory must understand the benefits of a small allocation to Bitcoin. Given the positive regulatory momentum and the availability of spot ETFs, there is really no excuse." Justin d'Anethan, Head of Business Development for Asia-Pacific at cryptocurrency market maker Keyrock, said that reaching this price milestone (Bitcoin surging to $90,000 on some trading platforms) is "a signal of the market's growing enthusiasm for Bitcoin as a more stable, even politically favored asset. Supportive regulation is crucial here, and the market's enthusiasm stems from the idea that lower taxes, less government intervention, and dovish central bank policies will benefit Bitcoin and its operators." Additionally, several industry experts have stated that Bitcoin will reach $100,000 within the next 1-3 months. (The Block)

Opinion: Markets bet on Bitcoin as a more stable and politically favorable asset, supportive regulation is crucial

Odaily Planet Daily Report: The correlation between Bitcoin and gold has dropped to an 11-month low, and analysts believe this is due to the reallocation of capital. Since the US election, the price of gold has fallen by more than 5%, while Bitcoin has risen by more than 20% in a week, indicating a shift in investors' strategy towards safe-haven assets. QCP Capital analysts said that Bitcoin is gradually becoming a "digital gold", and funds are shifting from traditional safe-haven assets like gold to cryptocurrencies. After Trump's victory, the strong US dollar and rising US bond yields have reduced the appeal of gold. The market expects that the new government's policies may lead to rising inflation, which in turn may affect the pace of interest rate cuts by the Federal Reserve. Furthermore, QCP analysts pointed out that if 1% of the capital in the gold market flows into Bitcoin, it could push its price up to around $97,000.

Bitcoin's correlation with gold drops to 11-month low

GSR research analyst Toe Bautista stated after Trump's victory in the US election that, from the perspective of <Altcoins>, many project parties have been waiting for the right moment, observing the situation of other token issuances and the election results. He also believes that if the macroeconomic conditions remain favorable, the price of <BTC> may continue to rise. "It's easy to foresee <BTC> reaching $90,000, whether it's in Q1 next year or by the end of the month."

After Trump was elected President of the United States, everyone was expecting <BTC> to quickly break through $90,000, but...