BTC at 60k, gold at 4,080.



"Digital gold" has dropped 53% from its peak of 126k, while real gold has risen in the same period. Warsh came in super hawkish, the dot plot pointed to rate hikes, tech stocks are selling off—in this environment, gold is doing its job, BTC is not.

Not saying BTC is dead, but when the macro logic shifts from "buy everything with loose money" to "pick and choose with tight money," BTC has yet to prove itself as a safe haven asset. It looks more like a leveraged Nasdaq.

Gold at 4,080—if NFP beats expectations on Thursday and Warsh continues to sound hawkish, there could be a short-term pullback. But in the medium term, the underlying logic of central banks buying gold hasn't changed.

#Bitcoin #黄金 #Fed
BTC-0.20%
GLDX0.09%
PAXG-0.12%
NAS100-1.60%
NFP-2.16%
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