隨著選舉集會的延長，比特幣取代白銀成為世界第八大資產

白銀上週下跌 6.24%，市值達到 1.732 兆美元，而比特幣同期成長了約 30%。

Bitcoin price performance over the last few weeks has seen the crypto asset attain new all-time highs and begin to outpace traditional assets in terms of market capitalization.

過去幾週，比特幣的價格表現見證了加密資產創下歷史新高，並開始在市值方面超越傳統資產。

After overtaking payments giant Paypal last week, Bitcoin breached silver’s market cap Monday evening to attain eighth place in the world’s top ten largest assets.

繼上週超越支付巨頭 Paypal 後，比特幣週一晚上突破了白銀的市值，在全球十大資產中排名第八。

This occurred as BTC price rallied to breach $89,000 to reach a new all-time high of $89,560, before dropping back below those levels.

發生這種情況時，BTC 價格上漲突破 89,000 美元，達到 89,560 美元的歷史新高，然後又回落到這些水平以下。

According to data from CoinGecko, Bitcoin is up 6.24% over the last week, while silver has dropped 6.24% in the same period, taking its market cap to $1.732 trillion.

根據 CoinGecko 的數據，比特幣上週上漲 6.24%，而同期白銀下跌 6.24%，使其市值達到 1.732 兆美元。

Meanwhile, Bitcoin breached silver's market cap to attain eighth place in the world’s top ten largest assets.

同時，比特幣的市值突破了白銀，在全球十大資產中排名第八。

This marks the second time this year that Bitcoin has flipped silver, following its March lead in supplanting the commodity, according to Infinite Market Cap data.

根據 Infinite Market Cap 數據，繼 3 月比特幣取代白銀領先地位之後，這是今年第二次比特幣翻轉白銀。

After a period of relative calm in H1 2024, Bitcoin price began to rally again in October, following a shift in investor sentiment over the more recent political developments that have occurred following Donald Trump’s declaration of victory in the U.S. elections.

經過 2024 年上半年相對平靜的一段時間後，隨著唐納德·川普宣布美國大選獲勝後發生的最新政治事態發展，投資者情緒發生了轉變，比特幣價格於 10 月再次開始上漲。

Those shifts signaled opportunity and optimism in the markets, waiting for probable regulatory support, particularly from pro-crypto lawmakers taking power.

這些轉變標誌著市場的機會和樂觀情緒，等待可能的監管支持，特別是來自支持加密貨幣的立法者上台的支持。

Together with the prospect of upcoming regulatory shifts, the rally in Bitcoin has also seen the crypto asset serve as an anchor for adjacent indexes, as investors scour the markets for alternative investment vehicles for high beta plays that are less risky than the traditional assets.

加上即將到來的監管轉變的前景，比特幣的上漲也使加密資產成為相鄰指數的錨，因為投資者在市場上尋找替代投資工具，尋找比傳統資產風險更低的高貝塔投資。

The broader “Bitcoin Industrial Complex” index, which encompasses U.S.-listed spot Bitcoin ETFs, MicroStrategy, and Coinbase, recorded a not-so-record $38 billion in trading volume, according to a post on X from Bloomberg senior ETF analyst Eric Balchunas.

彭博社高級ETF 分析師Eric Balchunas 在X 上發表的一篇文章稱，更廣泛的「比特幣工業綜合體」指數（包括在美國上市的現貨比特幣ETF、MicroStrategy 和Coinbase）的交易量達到了創紀錄的380 億美元。

The Bitcoin Industrial Complex (ETFs + MSTR, COIN) saw $38b in trading volume today, lifetime records being set all over the place, incl $IBIT which did $4.5b, which points to a robust week of inflows. Just an insane day, it really deserves a name a la Volmageddon pic.twitter.com/rcOLs0MhNF

比特幣工業複合體（ETF + MSTR、COIN）今天的交易量達到 38 億美元，各地都創下了歷史記錄，其中 $IBIT 的交易量為 4.5 億美元，這表明本週資金流入強勁。只是瘋狂的一天，它確實值得命名為“Volmageddon” pic.twitter.com/rcOLs0MhNF

— Eric Balchunas (@EricBalchunas) November 11, 2024

— 艾瑞克‧巴爾丘納斯 (Eric Balchunas) (@EricBalchunas) 2024 年 11 月 11 日

While the trading session saw Coinbase stock close at $334.24 for a 3-year high, MicroStrategy stock also broke an all-time high above $351, a first in nearly 25 years.

儘管 Coinbase 股價在交易時段收於 334.24 美元，創三年來新高，但 MicroStrategy 股價也突破了 351 美元以上的歷史新高，這是近 25 年來的首次。

Meanwhile, Bitcoin is now ranked only seventh among all the assets of the world, trailing behind gold with a market cap of $14.7 trillion, tech giants NVIDIA, Apple, Microsoft, Alphabet, and Amazon.

同時，比特幣目前在全球所有資產中僅排名第七，落後於市值 14.7 兆美元的黃金、科技巨頭英偉達、蘋果、微軟、Alphabet 和亞馬遜。

Saudi Aramco, the national petroleum and natural gas company, still occupies the seventh rank with a size of $1.8 trillion. This plays an influence on BTC price forecast.

國家石油和天然氣公司沙特阿美仍以 1.8 兆美元的規模排名第七。這對 BTC 價格預測產生影響。

Despite gold being still over 10 times bigger than Bitcoin in market capitalization, the story of scarcity keeps on drawing in investors looking for a hedge against uncertainty in the traditional market.

儘管黃金的市值仍是比特幣的 10 倍以上，但稀缺性的故事不斷吸引尋求對沖傳統市場不確定性的投資者。

The fact that gold is still 10 TIMES larger than #Bitcoin is incredible.

黃金仍然比 #Bitcoin 大 10 倍，這一事實令人難以置信。

Not only does this show how big gold is, but it also shows how big Bitcoin can be.

這不僅顯示了黃金有多大，也顯示了比特幣有多大。

The historic run continues.

歷史性的運作仍在繼續。

Follow us @KobeissiLetter for real time analysis as this develops.

關注我們@KobeissiLetter，了解事態發展的即時分析。

— The Kobeissi Letter (@KobeissiLetter) November 11, 2024

— 科比西信 (@KobeissiLetter) 2024 年 11 月 11 日

“The fact that gold is still 10 times larger than Bitcoin is incredible,” said the authors of the financial newsletter The Kobeissi Letter in a Monday post on X. “Not only does this show how big gold is, but it also shows how big Bitcoin can be.”

「黃金仍然比比特幣大10 倍這一事實令人難以置信，」金融時事通訊《Kobeissi Letter》的作者在X 週一的一篇文章中表示。黃金有多大。