#比特币长期价值趋势 Recently, I noticed an interesting phenomenon—this year, the gains of gold and silver are 4 times and 8 times that of the S&P 500, respectively, while Bitcoin has actually fallen by 6%. At first glance, it seems a bit ironic, but upon closer reflection, it precisely indicates that during the market's re-pricing of safe-haven assets, Bitcoin's valuation has indeed lagged.

The structural risks within the dollar system are being recognized, and various institutional investors are positioning themselves in precious metals and cryptocurrencies as hedges. It's just a matter of different paces. Gold and silver have already surged ahead, while Bitcoin may still be gathering momentum. From a long-term perspective in 2026, this temporary disparity could actually present a noteworthy allocation opportunity.

However, I want to especially emphasize one point—it's not about chasing the cycle of rising prices, but about understanding your own risk tolerance and position planning. The essence of safe-haven asset rotation is the changing global liquidity and monetary policy expectations, which will continue to fluctuate. Rather than trying to perfectly time the entry point, it's better to gradually allocate based on a thorough understanding within your asset allocation framework, maintaining sufficient patience and flexibility. A long-term mindset is especially important in times like these.