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This year, gold and silver have repeatedly hit new highs, marking a bull run in precious metals. However, Bitcoin's annual line is negative. Essentially, the logic is quite similar. This year may overall support the narrative that BTC is a dollar asset and AI is currently the primary dollar asset.
Precious metals actually follow the logic of hedging against the dollar, but this does not mean that speculation is not possible under this logic. Thus, there is silver. For BTC to start moving, it may have to wait for macro conditions to continue improving, or for a strong narrative like AI to come into play.
The recovery of the cryptocurrency market is just a matter of time; the overflowing liquidity will eventually flow into the coin circle, all that is needed now is patience.
Even if the VC is bad, and the altcoins are bad, at least Bitcoin hasn't changed #现货黄金再创新高 .