比特币：新的数字黄金，与黄金相媲美的终极价值储存手段

自从在2024年美国大选中得到唐纳德·特朗普的支持并特朗普获胜以来，比特币似乎在2024年达到了辉煌的顶峰。

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.

随着比特币继续破纪录的上涨，达到超过 107,000 美元的新高，人们开始质疑其作为最终价值储存手段与黄金竞争的潜力。本文探讨了市场趋势、唐纳德·特朗普的比特币战略储备计划以及 2024 年不断变化的投资格局。

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.

随着唐纳德·特朗普的支持以及随后在 2024 年美国大选中的胜利，比特币似乎在 2024 年达到了辉煌的顶峰。虽然 BTC 的价格在 2024 年初和中期经常暴跌，但在 11 月至 12 月底期间，比特币的价格BTC 继续创下历史最高价格。

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.

传统的经济关系在 2024 年被颠覆，历史上走势相反的资产类别——股票、黄金、美元和比特币——全部同时上涨。

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，利率上升会导致美元走强、金价下跌和股市下跌。然而，2024 年却超出了这些预期。

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.

标准普尔 500 指数年初至今上涨 25%，金价上涨 28%，美元指数上涨 4.8%，比特币创下历史新高，突破 10 万美元。事实上，在昨天和今天的过去 24 小时内，比特币创下了超过 107,000 美元的新高。

Bitcoin: The New Digital Gold

比特币：新的数字黄金

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.

比特币通常被称为“数字黄金”，它与实物黄金具有相同的关键属性，特别是稀缺性和去中心化。比特币的供应量上限为 2100 万枚，它已成为一种有吸引力的通胀对冲工具。与传统资产不同，其价格不易被政府操纵，使其能够抵御政治和货币干预。

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 年的两件重大事件巩固了比特币作为合法资产类别的地位。首先，现货比特币 ETF 的批准吸引了贝莱德和富达等机构参与者加入。其次，唐纳德·特朗普的总统胜利标志着美国加密货币政策的转折点。

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

特朗普公开支持加密货币，承诺建立类似于国家石油储备的美国比特币战略储备。

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

比特币前所未有的反弹反映了这些发展。到 12 月初，在机构投资、监管进步和主流接受度不断提高的推动下，比特币突破了 107,000 美元。

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

虽然黄金提供稳定性，但比特币的波动性和增长潜力使其成为多元化投资组合中引人注目的对手。

Gold's Resurgence: The Safe Haven Asset

黄金的复苏：避险资产

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.

虽然股市在“七雄”的成功和人工智能热潮的推动下引起了广泛关注，但黄金却悄然跑赢了大盘。黄金期货年初至今上涨 28%，超过了标准普尔 500 指数的涨幅。那些对黄金多元化持开放态度而不是只关注股票的投资者已经获得了可观的回报。

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.

长期以来，黄金一直被视为避险资产，在经济不确定时期提供稳定性。它持久的吸引力在于其作为金融工具和实物商品的内在价值，应用于珠宝、技术和制造领域。与法定货币或数字资产不同，黄金的稀缺性确保了其作为可靠的价值储存手段的作用。

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.

最近的发现，例如中国的重要金矿床，有时会挑战人们对黄金稀有性的看法。然而，这些发现并没有削弱其全球吸引力。黄金也得到普遍认可并易于变现，因此在危机期间非常实用。

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，黄金的稳定性是以增长潜力为代价的，这一限制为比特币的日益普及铺平了道路。

Balancing Gold and Bitcoin: A Dual Hedge Strategy

平衡黄金和比特币：双重对冲策略

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.

黄金和比特币的独特品质使它们成为互补的投资。黄金提供稳定性，在波动时期充当稳定器，而比特币则提供巨额回报的潜力。它们共同创造了针对经济不确定性的平衡对冲。

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.

根据晨星公司的研究，5% 的比特币配置在风险和回报之间实现了理想的平衡。然而，直接接触比特币可能会带来风险，包括交易所欺诈、网络安全威胁和密码管理问题。

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.

为了缓解这些挑战，投资者可以转向受监管的途径，例如现货比特币 ETF、CME 比特币期货以及其他美国证券交易委员会 (SEC) 批准的平台。这些选项提供了更安全的比特币访问，同时保持透明度和监督。

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.

有关更多信息，您可以查看上面有关多个国家/地区的 BTC 所有权的屏幕截图。比特币已经渗透到世界许多地方，并成为一种有吸引力的投资资产，预计未来其发展将越来越快。

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

特朗普的比特币战略储备：具有全球影响的政策转变

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

当选总统唐纳德·特朗普对美国比特币战略储备的支持标志着一场重大的政策转变。在最近的一次采访中，特朗普重申了他建立国家比特币的愿景