$BTC "Gold abdicates, Bitcoin ascends the throne! Revealing the great migration of 40 trillion US dollars of assets"
[Historic turning point]
When the gold ETF lost 1 billion US dollars in a single week, the Bitcoin ETF sucked in 3 billion US dollars
This is not only a change in capital flow, but also a paradigm revolution in human safe-haven assets
[The ultimate scarcity showdown] $SOL
⚔️ Gold:
• Annual new supply of 3,000 tons (equivalent to 150 billion US dollars)
• Mining costs are declining year by year (currently about 1,200 US dollars/ounce)
• Reserves estimate: There are still 54,000 tons to be mined underground
⚔️ Bitcoin:
• Absolute upper limit of 21 million pieces (93.5% have been mined)
• Mining costs exceed 60,000 US dollars (April average)
• Countdown to the next production cut: 2028 (block reward 3.125→1.5625)
[New king of cross-border settlement ascends the throne]
Three fatal flaws of gold: $BNB
✖ Purity identification cost is as high as 1.5% of transaction amount
✖ Cross-border transportation insurance rate 3-5%
✖ Settlement cycle 3-7 working days
Bitcoin's dimensionality reduction attack:
✓ Zero cost for on-chain verification
✓ Average price of cross-border transfer is US$5
✓ Global arrival in 10 minutes
(Case: Salvador's government bond settlement efficiency increased by 40 times)
[Latest institutional trends]
1. Blackstone Group: 5% of gold ETF positions transferred to Bitcoin
2. Morgan Stanley: Recommends customers to allocate 3-5% Bitcoin
3. Singapore Sovereign Fund: Launch special digital currency allocation
[Operation Guide]
1. Key support level: 93,000-95,000 USD range
2. Gold/Bitcoin exchange rate warning:
• Falling below 0.015 (i.e. 1 ounce of gold can’t be exchanged for 0.015 BTC)
• Historical average 0.025
• Current price 0.017 (Bitcoin is still undervalued)
