比特幣：新的數位黃金，與黃金相媲美的終極價值儲存手段

自從在2024年美國大選中得到唐納德·川普的支持並川普獲勝以來，比特幣似乎在2024年達到了輝煌的頂峰。

As Bitcoin continues its record-breaking rally, reaching new highs of over $107,000, questions arise about its potential to rival gold as the ultimate store of value. This article explores the converging market trends, Donald Trump's strategic reserve plans for Bitcoin, and the evolving investment landscape in 2024.

隨著比特幣繼續破紀錄的上漲，達到超過 107,000 美元的新高，人們開始質疑其作為最終價值儲存手段與黃金競爭的潛力。本文探討了市場趨同趨勢、唐納德·川普的比特幣戰略儲備計劃以及 2024 年不斷變化的投資格局。

With Donald Trump's endorsement and subsequent victory in the 2024 U.S. Election, Bitcoin appears to have reached the peak of its glory in 2024. While the price of BTC often slumped in early and mid-2024, during November to the end of December, the price of BTC continued to set its highest price of all time.

隨著唐納德·川普的支持以及隨後在2024 年美國大選中的勝利，比特幣似乎在2024 年達到了輝煌的頂峰。月底期間，比特幣的價格BTC 繼續創下歷史最高價格。

Traditional economic relationships were upended in 2024, as asset classes that historically moved in opposite directions—equities, gold, the U.S. dollar, and Bitcoin—all rallied simultaneously.

傳統的經濟關係在 2024 年被顛覆，歷史上走勢相反的資產類別——股票、黃金、美元和比特幣——全部同時上漲。

Usually, higher interest rates lead to a stronger U.S. dollar, falling gold prices, and stock market declines. However, 2024 defied these expectations.

通常，利率上升會導緻美元走強、金價下跌和股市下跌。然而，2024 年卻超出了這些預期。

The S&P 500 surged 25% year-to-date (y-t-d), gold prices rose by 28%, the U.S. dollar index climbed 4.8%, and Bitcoin hit record highs, surpassing $100,000. In fact, in the past 24 hours yesterday and today, Bitcoin hit a new ATH at over $107,000.

標普 500 指數年初至今上漲 25%，金價上漲 28%，美元指數上漲 4.8%，比特幣創下歷史新高，突破 10 萬美元。事實上，在昨天和今天的過去 24 小時內，比特幣創下了超過 107,000 美元的新高。

Bitcoin: The New Digital Gold

比特幣：新的數位黃金

Often dubbed as “digital gold,” Bitcoin shares key attributes with its physical counterpart, notably scarcity and decentralization. With a capped supply of 21 million coins, Bitcoin has become an attractive hedge against inflation. Unlike traditional assets, its price is not easily manipulated by governments, making it resilient to political and monetary interference.

比特幣通常被稱為“數位黃金”，它與實體黃金具有相同的關鍵屬性，特別是稀缺性和去中心化。比特幣的供應量上限為 2,100 萬枚，它已成為一種有吸引力的通膨對沖工具。與傳統資產不同，其價格不易被政府操縱，使其能夠抵禦政治和貨幣幹預。

Two major events in 2024 solidified Bitcoin's status as a legitimate asset class. First, the approval of Spot Bitcoin ETFs brought institutional players like BlackRock and Fidelity into the fold. Second, Donald Trump’s presidential victory marked a turning point in U.S. crypto policy.

2024 年的兩件重大事件鞏固了比特幣作為合法資產類別的地位。首先，現貨比特幣 ETF 的批准吸引了貝萊德 (BlackRock) 和富達 (Fidelity) 等機構參與者加入。其次，唐納德·川普的總統勝利標誌著美國加密貨幣政策的轉捩點。

Trump has openly supported cryptocurrencies, pledging to create a U.S. Bitcoin strategic reserve akin to the nation’s petroleum reserve.

川普公開支持加密貨幣，承諾建立類似國家石油儲備的美國比特幣戰略儲備。

Bitcoin's unprecedented rally reflected these developments. By early December, Bitcoin crossed $107,000, driven by institutional investment, regulatory advancements, and growing mainstream acceptance.

比特幣前所未有的反彈反映了這些發展。到 12 月初，在機構投資、監管進步和主流接受度不斷提高的推動下，比特幣突破了 107,000 美元。

While gold offers stability, Bitcoin's volatility and growth potential make it a compelling counterpart within a diversified portfolio.

雖然黃金提供穩定性，但比特幣的波動性和成長潛力使其成為多元化投資組合中引人注目的對手。

Gold's Resurgence: The Safe Haven Asset

黃金的復甦：避險資產

While equities, driven by the success of the “Magnificent Seven” and the AI boom, garnered significant attention, gold quietly outperformed. Gold futures are up 28% y-t-d, surpassing the S&P 500's gains. Investors who remained open to diversifying into gold rather than focusing solely on equities have seen impressive returns.

雖然股市在「七雄」的成功和人工智慧熱潮的推動下引起了廣泛關注，但黃金卻悄悄跑贏了大盤。黃金期貨年初至今上漲 28%，超過了標準普爾 500 指數的漲幅。那些對黃金多元化持開放態度而不是只關注股票的投資者已經獲得了可觀的回報。

Gold has long been regarded as a safe haven asset, offering stability in times of economic uncertainty. Its enduring appeal lies in its intrinsic value as both a financial instrument and a physical commodity with applications in jewelry, technology, and manufacturing. Unlike fiat currencies or digital assets, gold's scarcity ensures its role as a reliable store of value.

長期以來，黃金一直被視為避險資產，在經濟不確定時期提供穩定性。它持久的吸引力在於其作為金融工具和實體商品的內在價值，應用於珠寶、技術和製造領域。與法定貨幣或數位資產不同，黃金的稀缺性確保了其作為可靠的價值儲存手段的作用。

Recent discoveries, such as a significant gold deposit in China, have occasionally challenged perceptions of gold's rarity. However, these findings have done little to diminish its global allure. Gold is also universally recognized and easily liquidated, making it practical during crises.

最近的發現，例如中國的重要金礦，有時會挑戰人們對黃金稀有性的看法。然而，這些發現並沒有削弱其全球吸引力。黃金也得到普遍認可並易於變現，因此在危機期間非常實用。

Nevertheless, gold's stability comes at the cost of growth potential, a limitation that has paved the way for Bitcoin's increasing popularity.

然而，黃金的穩定性是以成長潛力為代價的，這一限制為比特幣的日益普及鋪平了道路。

Balancing Gold and Bitcoin: A Dual Hedge Strategy

平衡黃金和比特幣：雙重對沖策略

Gold and Bitcoin's distinct qualities make them complementary investments. Gold provides stability, acting as a stabilizer during periods of volatility, while Bitcoin offers the potential for outsized returns. Together, they create a balanced hedge against economic uncertainty.

黃金和比特幣的獨特品質使它們成為互補的投資。黃金提供穩定性，在波動時期充當穩定器，而比特幣則提供巨額回報的潛力。它們共同創造了針對經濟不確定性的平衡對沖。

According to Morningstar research, a 5% allocation to Bitcoin strikes the ideal balance between risk and reward. However, direct exposure to Bitcoin can pose risks, including exchange fraud, cybersecurity threats, and password management issues.

根據晨星公司的研究，5% 的比特幣配置在風險和回報之間取得了理想的平衡。然而，直接接觸比特幣可能會帶來風險，包括交易所詐欺、網路安全威脅和密碼管理問題。

To mitigate these challenges, investors can turn to regulated avenues such as Spot Bitcoin ETFs, CME Bitcoin futures, and other U.S. Securities and Exchange Commission (SEC)-approved platforms. These options provide safer access to Bitcoin while maintaining transparency and oversight.

為了緩解這些挑戰，投資者可以轉向受監管的途徑，例如現貨比特幣 ETF、CME 比特幣期貨以及其他美國證券交易委員會 (SEC) 批准的平台。這些選項提供了更安全的比特幣訪問，同時保持透明度和監督。

For additional information, you can see the screenshot above regarding BTC ownership in several countries. Bitcoin has penetrated many parts of the world and become an attractive investment asset with predictions of its increasingly rapid progress in the future.

有關更多信息，您可以查看上面有關多個國家/地區的 BTC 所有權的螢幕截圖。比特幣已經滲透到世界許多地方，並成為一種有吸引力的投資資產，預計未來其發展將越來越快。

Trump's Strategic Bitcoin Reserve: A Policy Shift with Global Implications

川普的比特幣戰略儲備：具有全球影響力的政策轉變

President-elect Donald Trump's support for a U.S. Bitcoin strategic reserve marks a seismic policy shift. During a recent interview, Trump reiterated his vision to build a national Bitcoin

當選總統唐納德·川普對美國比特幣戰略儲備的支持標誌著重大的政策轉變。在最近的一次採訪中，川普重申了他建立國家比特幣的願景