#我的2026第一条帖

Bitcoin = Gold. In the last bull market, gold finished its rally, and bitcoin surged 400% while gold was consolidating at its highs.
Capital has never ignited simultaneously—it always chooses the "stable" first, then charges into the "aggressive." From stability to speculation, from stock market to growth market, the essence is simply that too much money was printed, and ultimately it's just capital seeking outlets. History repeats, but not in simple repetition.

When you look at bitcoin within a full asset perspective, it's fundamentally not a "high-position asset." Gold has a market cap of $30 trillion, while bitcoin hasn't even touched its fractional value. If we make a time analogy, today's bitcoin is roughly equivalent to gold in 2004. At the end of 2004, the global stock of mined gold was valued at approximately $2 trillion, corresponding to about 155,000 tons of physical gold. What happened afterward, everyone knows.

So the question has never been "is bitcoin too late," but rather that most people haven't even positioned themselves on the correct timeline.