#数字资产动态追踪 A recent interesting phenomenon has emerged in the financial markets: when traditional hard assets hit the pause button, digital assets instead accelerate their pace.



Numbers speak the loudest. Gold rose 72% last year, while silver surged an astonishing 174%. These two traditional safe-haven assets have already experienced significant gains and are now consolidating at high levels. The question is—when these assets lack further upward momentum, large capital often looks for the next track.

On-chain data shows that active Bitcoin addresses are steadily increasing, and selling pressure from large holders is easing. Meanwhile, institutional investors are calling for gold prices to reach $4,900 while already shifting more focus to the crypto market. Isn’t this a orderly transfer of funds—when the incremental space is limited, capital flows to areas with greater growth potential?

The underlying logic is clear: concerns over the dollar’s purchasing power worldwide have made gold and Bitcoin assets in the same camp. Gold represents traditional consensus, while Bitcoin signifies emerging consensus. When traditional assets are already high-priced, emerging assets show more dynamic upward potential.

What are the key signals to watch next? One is whether gold will retrace to the $4,200–$4,400 range—which often indicates a rapid shift of funds; the other is whether Bitcoin can stabilize above $95,000—which confirms a new upward cycle.

As we start 2026, how do you plan to choose? Continue holding onto traditional hard assets, or have you already positioned in the crypto track? Share your thoughts.
BTC1,46%
ETH-0,17%
CVX-1,67%
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InscriptionGrillervip
· 01-06 18:20
黄金白银都跑完了,现在该BTC接棒了?说得跟真的一样,醒醒啊哥们,资金切换哪有这么顺畅,中间割的都是散户
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SnapshotLaborervip
· 01-06 11:46
Gold and silver have both risen so much, institutions have already secretly entered the crypto space, and we're still hesitating? Honestly, the signal that large investors are easing their selling pressure is quite heartbreaking, everyone understands what it means. Can 95,000 hold steady? That's the real watershed. Instead of waiting for gold prices to pull back, why not see if BTC will cause some trouble? Capital has to flow somewhere. New consensus vs. old consensus, sounds fancy, but it's really just a gamble, right? Raise your hand if you're planning to go all in on crypto; I'm really tired of traditional assets.
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HashBrowniesvip
· 01-04 12:19
Gold and silver have all come out now, and it really looks like there's a play in the crypto circle. It's a common topic, money has to find a place to go, it can't stay in gold forever. The key is whether Bitcoin can hold above 95k; that's the real signal. I want it all, but I'm still more optimistic about the emerging sectors. I've already shifted; traditional assets should be sold at high levels, don't wait for a pullback. It all sounds right, but the actual trading difficulty is another story. The logic of capital transfer is valid; the question is when to cut. If the gold correction to 4200-4400 actually happens, can the crypto market absorb it? That's the real test. If 95k can't hold, this narrative might be shattered.
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CommunitySlackervip
· 01-04 01:29
Gold and silver are both at high levels, and funds definitely need to find a place to go. This logic holds up. Institutions are shouting 4900, but they've probably already been stacking coins. I know this routine too well. Whether 95,000 can hold is the key; if it breaks, we'll have to tell a new story.
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Blockblindvip
· 01-04 01:29
Gold and silver have both run their course; now it's Bitcoin's turn to take over. Where does the capital logic stand?
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wrekt_but_learningvip
· 01-04 01:28
Gold has already risen so much and you're still hyping it up. The institutions are really cunning... They've probably been secretly stacking Bitcoin for a while.
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SatoshiChallengervip
· 01-04 01:07
Ironically, every time they say the funds are "transferring in an orderly manner," they're actually just spinning a story for the bagholders. Gold rises 174% and then gets dumped into the crypto space. Didn't I remember the same rhetoric in 2021... and look at the result? Good data does not equal a confirmed trend. Don't be fooled by the phrase "consolidation at high levels." How about we make a bet? Let's see who’s predictions are more accurate in half a year. This logical flaw is huge—insisting on tying gold and BTC together.
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ZenZKPlayervip
· 01-04 01:06
Gold and silver have both run out, now it's up to the crypto circle to see if they can catch this fire stick...
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DegenDreamervip
· 01-04 01:06
Gold and silver have both surged so strongly, can they keep running? Should we switch tracks now? I think large funds have already quietly shifted towards crypto.
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