Odaily星球日报讯 永赢中证沪深港黄金产业股票 ETF 基金经理刘庭宇分析指出，近期金价持续下跌的原因主要有四点：第一，美国大选结果落地，9 月至 10 月的“特朗普交易”预期兑现后，部分多头资金获利了结引发了本次金价的调整；第二，共和党在参议院和众议院均拿下多数席位，后续政策推动或更加顺利，美元指数走强，金价示弱；第三，俄乌冲突结束预期增强，黄金的避险属性走弱；第四，虚拟货币和黄金都对主权货币有一定的替代性，近期比特币的强势上涨吸引部分资金从黄金流入比特币。（中国基金报）

观点：近期比特币的强势上涨吸引部分资金从黄金流入比特币

Odaily Odaily News: Liu Tingyu, fund manager of Yongying CSI Shanghai-Shenzhen-Hong Kong Gold Industry Stock ETF, analyzed that there are four main reasons for the recent continuous decline in gold prices: First, after the results of the US election were announced and the &quot;Trump deal&quot; expectations from September to October were fulfilled, some long funds took profits, which triggered the adjustment of gold prices this time; second, the Republicans won a majority of seats in both the Senate and the House of Representatives, and subsequent policy promotion may be smoother, the US dollar index strengthened, and gold prices weakened; third, expectations for the end of the Russian-Ukrainian conflict increased, and the safe-haven properties of gold weakened; fourth, virtual currencies and gold both have certain substitutability for sovereign currencies, and the recent strong rise in Bitcoin has attracted some funds from gold to Bitcoin. (China Fund News)

Viewpoint: The recent strong rise of Bitcoin has attracted some funds to flow from gold to Bitcoin

Odaily Planet Daily Report: After the election day, the net inflow of funds into the U.S. spot <Bit>coin exchange-traded funds (ETFs) reached $4.7 billion. According to data compiled by foreign media, these 12 funds are from issuers such as BlackRock and Fidelity Investments, and their total assets have now reached about $94 billion. James Davies, CEO of the on-chain options and futures trading platform <XCH>, said: "All transactions are now purely speculative, and there is expected to be a lot of volatility and lack of clear signals in the near future, as we are waiting for the policy announcement from the U.S." Davies pointed out that $90,000 is a key indicator that needs to be closely watched to see if it can act as a "resistance level", or whether <Bit>coin can firmly stand above this level. Data from the <Deribit> exchange shows that one of the highest concentrations of <Bit>coin call option bets is at a strike price of $100,000. Outside of <Bit>coin, the second-largest token Ethereum and smaller tokens popular with retail investors such as Dogecoin saw mixed performance on Friday, consistent with traders reducing bets on the Federal Reserve cutting interest rates after Powell's comments, indicating a decline in market risk appetite. (Bloomberg)

Industry insiders: The crypto market is waiting for the direction of US policy, and high volatility may occur in the future

The following factors have created a favorable background for the sustained bullish sentiment and stability of the BTC price.

Matrixport Investment Research: Short-term overbought, strong capital inflows boost Bitcoin's rise

[Market]
This week, Bitcoin hit a new high, approaching $100,000; the inflow of Bitcoin ETF funds reached a new high.
This week, Bitcoin broke through $90,000, setting a new historical high. At the same time, the cumulative trading volume of the US Bitcoin spot ETF since its launch in January this year has exceeded $500 billion. BlackRock's <IBIT> set a new single-day trading volume record of $5.2 billion on November 13, and its assets exceeded $40 billion in just 211 days, breaking the previous record of 1,253 days held by the <IEMG> fund. Since the victory of the Trump election...