随着选举集会的延长，比特币取代白银成为世界第八大资产

白银上周下跌 6.24%，市值达到 1.732 万亿美元，而比特币同期增长了约 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.

过去几周，比特币的价格表现见证了加密资产创下历史新高，并开始在市值方面超过传统资产。

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.

继上周超越支付巨头 Paypal 后，比特币周一晚上突破了白银的市值，在全球十大资产中排名第八。

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.

发生这种情况时，BTC 价格上涨突破 89,000 美元，达到 89,560 美元的历史新高，然后又回落到这些水平以下。

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.

根据 CoinGecko 的数据，比特币上周上涨 6.24%，而同期白银下跌 6.24%，使其市值达到 1.732 万亿美元。

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

与此同时，比特币的市值突破了白银，在全球十大资产中排名第八。

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.

根据 Infinite Market Cap 数据，继 3 月份比特币取代白银领先地位之后，这是今年第二次比特币翻转白银。

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.

经过 2024 年上半年相对平静的一段时间后，随着唐纳德·特朗普宣布美国大选获胜后发生的最新政治事态发展，投资者情绪发生了转变，比特币价格于 10 月再次开始上涨。

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

这些转变标志着市场的机遇和乐观情绪，等待可能的监管支持，特别是来自支持加密货币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.

加上即将到来的监管转变的前景，比特币的上涨也使加密资产成为相邻指数的锚，因为投资者在市场上寻找替代投资工具，寻找比传统资产风险更低的高贝塔投资。

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.

彭博社高级 ETF 分析师 Eric Balchunas 在 X 上发表的一篇文章称，更广泛的“比特币工业综合体”指数（包括在美国上市的现货比特币 ETF、MicroStrategy 和 Coinbase）的交易量达到了创纪录的 380 亿美元。

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

比特币工业综合体（ETF + MSTR、COIN）今天的交易量达到 38 亿美元，各地都创下了历史记录，其中 $IBIT 的交易量为 4.5 亿美元，这表明本周资金流入强劲。只是疯狂的一天，它确实值得被称为 Volmageddon pic.twitter.com/rcOLs0MhNF

— Eric Balchunas (@EricBalchunas) November 11, 2024

— 埃里克·巴尔丘纳斯 (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.

尽管 Coinbase 股价在交易时段收于 334.24 美元，创三年来新高，但 MicroStrategy 股价也突破了 351 美元以上的历史新高，这是近 25 年来的首次。

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.

与此同时，比特币目前在全球所有资产中仅排名第七，落后于市值 14.7 万亿美元的黄金、科技巨头英伟达、苹果、微软、Alphabet 和亚马逊。

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.

国家石油和天然气公司沙特阿美公司仍以 1.8 万亿美元的规模排名第七。这对 BTC 价格预测产生影响。

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.

尽管黄金的市值仍是比特币的 10 倍以上，但稀缺性的故事不断吸引着寻求对冲传统市场不确定性的投资者。

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

黄金仍然比 #Bitcoin 大 10 倍，这一事实令人难以置信。

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

这不仅显示了黄金有多大，也显示了比特币有多大。

The historic run continues.

历史性的运行仍在继续。

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

关注我们@KobeissiLetter，了解事态发展的实时分析。

— 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.”

“黄金仍然比比特币大 10 倍这一事实令人难以置信，”金融时事通讯《Kobeissi Letter》的作者在 X 周一的一篇文章中表示。“这不仅表明了黄金有多大，而且还表明了黄金有多大。”比特币可以。”