#比特币宏观表现 Recently I saw an analysis saying Bitcoin underperformed gold and US stocks in 2025, and I was completely confused😅
After looking more carefully at the reasons, I realized it's not that Bitcoin isn't performing, but that all the energy is being siphoned away by AI. Imagine this: data centers that used to consume electricity mining Bitcoin are now shifting to training large language models—because large models generate higher economic value! It's like all the money is chasing whatever can generate new wealth.
And why is gold performing so strongly? Originally it was because global situations are unstable, and everyone wants something they can hold in their hands, something that preserves value without needing the internet. But Bitcoin? It still depends on the internet and trading systems. In times of extreme uncertainty, gold's "atomic-level certainty" defeats Bitcoin's "code-based consensus."
There's one viewpoint in that article I particularly agree with—Bitcoin wasn't proven wrong, it's just being repriced. It's currently "bearing the cost of time," waiting for the AI hype to cool down and capital to reflow, so it can return to its truly advantageous role.
So now I'm thinking, does this mean I need to adjust my strategy at this stage? Or should I just continue holding long-term and wait for that reversal moment? Can any experts explain how to understand this "attractor reconstruction"? I feel like my knowledge base is still a bit behind🤔
#比特币宏观表现 Recently I saw an analysis saying Bitcoin underperformed gold and US stocks in 2025, and I was completely confused😅
After looking more carefully at the reasons, I realized it's not that Bitcoin isn't performing, but that all the energy is being siphoned away by AI. Imagine this: data centers that used to consume electricity mining Bitcoin are now shifting to training large language models—because large models generate higher economic value! It's like all the money is chasing whatever can generate new wealth.
And why is gold performing so strongly? Originally it was because global situations are unstable, and everyone wants something they can hold in their hands, something that preserves value without needing the internet. But Bitcoin? It still depends on the internet and trading systems. In times of extreme uncertainty, gold's "atomic-level certainty" defeats Bitcoin's "code-based consensus."
There's one viewpoint in that article I particularly agree with—Bitcoin wasn't proven wrong, it's just being repriced. It's currently "bearing the cost of time," waiting for the AI hype to cool down and capital to reflow, so it can return to its truly advantageous role.
So now I'm thinking, does this mean I need to adjust my strategy at this stage? Or should I just continue holding long-term and wait for that reversal moment? Can any experts explain how to understand this "attractor reconstruction"? I feel like my knowledge base is still a bit behind🤔