QCP: 선거 이후 금은 5% 하락한 반면 비트코인은 30% 급등하여 비트코인이 "디지털 금"으로 주목을 받으면서 전환이 일어났습니다. 금에서 BTC로 자본의 1%만 유입되더라도 비트코인은 약 97,000달러까지 상승할 수 있습니다. 11월 말 기준은 18% 이상으로 급등했으며, 110,000과 120,000의 파격적 콜에 대한 강한 관심이 동반되었습니다.
https://t.me/QCPbroadcast/1361
QCP Asia Colour - 12 November 24
Since the election, gold has declined by 5% while Bitcoin has surged by 30%, signaling a shift as Bitcoin gains traction as "digital gold." This movement appears increasingly structural, with capital reallocating from traditional safe havens like gold into BTC.
Bitcoin’s market cap, now at $1.73 trillion, recently surpassed that of silver but remains well below gold's $17.5 trillion. If even 1% of capital from gold were to flow into BTC, it could propel Bitcoin to around $97k, highlighting the potential upside as this narrative continues to solidify.
With BTC just below the critical $90k level, the end-November basis has surged to over 18%, accompanied by strong interest in far-out calls at 110k and 120k strikes. This trend points to heightened demand for margin and leverage as investors position for further breakout potential.
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