Odaily星球日报讯 Coinbase 资产管理总裁塞巴斯蒂安·贝亚近日在《The Scoop》节目中表示，若美国政府重新评估黄金与美元的比价关系，可能加速其对比特币的购入计划。他指出，比特币正从高波动性技术资产向类似黄金的价值存储工具转变，这一趋势吸引了更多机构的关注和投资组合整合。贝亚强调，机构对比特币的兴趣日益增加，标志着其作为资产类别的成熟。（The Block）

Odaily星球日报讯 Coinbase 资产管理总裁塞巴斯蒂安·贝亚近日在《The Scoop》节目中表示，若美国政府重新评估黄金与美元的比价关系，可能加速其对比特币的购入计划。他指出，比特币正从高波动性技术资产向类似黄金的价值存储工具转变，这一趋势吸引了更多机构的关注和投资组合整合。贝亚强调，机构对比特币的兴趣日益增加，标志着其作为资产类别的成熟。（The Block）

Coinbase资产管理总裁：美国对黄金的重估或推动美国财政部提前购入比特币

<Odaily> Coinbase's Chief Asset Management Officer Sebastian Bea recently stated in the "The Scoop" program that if the U.S. government re-evaluates the relationship between gold and the U.S. dollar, it may accelerate its plan to purchase Bitcoin. He pointed out that Bitcoin is transitioning from a high-volatility technological asset to a value storage tool similar to gold, a trend that has attracted more institutional attention and portfolio integration. Bea emphasized that institutions' growing interest in Bitcoin signifies its maturity as an asset class. (Block)

Coinbase Asset Management President: US revaluation of gold may prompt the US Treasury to purchase Bitcoin in advance

Against the backdrop of increasing global economic uncertainty, Bitcoin (BTC) has recently demonstrated strong resilience, continuously oscillating around $95,000 and achieving positive returns this year. This robust price performance stands out particularly amid global market pressures.
[Xnip2025-04-28_17-04-27 | <BlockTempo>-Most Influential Blockchain News Media]
Bitcoin Correlation Shift: Breaking Away from Tech Stocks, Moving Closer to Gold
In recent months, Bitcoin's price fluctuations have often been highly correlated with tech stocks, especially with Nasdaq 1...

Data: Bitcoin and gold correlation "is getting closer" and getting rid of the US stock market, digital gold positioning is once again in the spotlight

In the past, many investors profited by holding US dollars and investing in the US stock market, but with the weakening dollar, this strategy has led to approximately 14% losses this year. International investors are beginning to reassess the hedging costs of dollar assets and consider adjusting their investment strategies. Experts predict that the euro may continue to appreciate in the coming years, and the dollar's weakness could potentially drive up prices of hedging assets such as gold and Bitcoin.
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- Dollar purchase + US stock investment losses reach 14% this year
- High hedging costs for US dollars
- The era of US exceptionalism is beginning to decline
- US...

Is the US dollar entering a bear market? Gold and Bitcoin become the new favorites of the market

<Odaily>Odaily Planet News</Odaily> This year, Bitcoin's price narrative has been fluctuating between "gold" and "Nasdaq" correlations. However, Bernstein analysts believe that short-term correlations are highly misleading. Key indicators such as retail selling exhaustion, corporate accumulation, and ETF fund inflows may drive "supply tightening" and push prices to new highs. Last week, Twenty One Capital announced an initial accumulation of 42,000 BTC (approximately $4 billion), joining companies like Strategy in the competition. Currently, about 80 companies collectively hold 700,000 BTC, representing 3.4% of the total supply. The U.S. spot Bitcoin ETF saw a net inflow of $3 billion last week, a five-month high, with total holdings accounting for 5.5% of Bitcoin's circulating supply. Institutional share increased from 20% in September last year to 33%, with 48% held by investment advisors, reflecting asset allocation needs. Combined with corporate holdings, institutional capital now controls 9% of BTC supply. If the U.S. government implements strategic reserves, it may trigger a race among sovereign nations to stockpile. Exchange BTC balance has dropped from 16% at the end of 2023 to 13%, though some assets have merely been transferred to ETF custodians. Bernstein analysts estimate Bitcoin will reach a cycle peak of around $200,000 by the end of 2025, $500,000 by the end of 2029, and $1 million by the end of 2033, with intermittent one-year bear markets in between. (<Block>The Block</Block>)