Odaily星球日报讯 比特币与黄金的相关性降至 11 个月低点，分析师认为这是由于资本重新分配所致。自美国大选以来，黄金价格下跌逾 5%，而比特币一周内上涨超 20%，显示出投资者对避险资产的策略调整。QCP Capital 分析师表示，比特币正逐渐成为“数字黄金”，资金正从黄金等传统避险资产转向加密货币。 在特朗普赢得大选后，美元走强、美国国债收益率上升，使黄金吸引力减弱。市场预计新政府的政策可能导致通胀上升，进而影响美联储的降息步伐。此外，QCP 分析指出，若黄金市场的 1%资金流入比特币，可能将其价格推高至约 97,000 美元。

Odaily星球日报讯 比特币与黄金的相关性降至 11 个月低点，分析师认为这是由于资本重新分配所致。自美国大选以来，黄金价格下跌逾 5%，而比特币一周内上涨超 20%，显示出投资者对避险资产的策略调整。QCP Capital 分析师表示，比特币正逐渐成为“数字黄金”，资金正从黄金等传统避险资产转向加密货币。在特朗普赢得大选后，美元走强、美国国债收益率上升，使黄金吸引力减弱。市场预计新政府的政策可能导致通胀上升，进而影响美联储的降息步伐。此外，QCP 分析指出，若黄金市场的 1%资金流入比特币，可能将其价格推高至约 97,000 美元。

比特币与黄金的相关性降至11个月低点

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.

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 such as 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

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: Gold futures fell 1% on Monday to $2,665 per ounce. SP Angel analysts said in a report that profit-taking triggered by the US election has put pressure on gold prices. They said this indicates that traders are not as certain about the outcome. The analysts wrote that the strengthening of the US dollar after Trump's victory also put pressure on gold prices. The next factor that could drive up gold prices may be the CPI data to be released on Wednesday, which will provide clues for the Fed's next monetary policy easing. SP Angel said that further rate cuts could reignite inflation and boost gold prices. (Gold Ten)

Investors continue to take profits after the US election, and gold futures continue to fall

Odaily Planet Daily Report: Bitcoin has further deviated from its record high, and the market has temporarily paused the "Trump trade" before the release of US inflation data later today. Charu Chanana, Chief Investment Strategist at Saxo Bank, said that the focus in the latter half of this week may shift back to inflation and Federal Reserve policy, but it remains to be seen whether this will lead to the unwinding of the Trump trade. As investors have already linked Trump's policies to inflation, the market may be more sensitive if the CPI exceeds expectations. Bitcoin has paused its record-breaking upward trend, and is currently trading at $86,525 after hitting a new all-time high on Tuesday. (Jinshi)