#比特币vs代币化黄金

1. Core Event: Century Debate (CZ vs Peter Schiff)

Background: Just at the recently concluded Dubai Binance Blockchain Week, Binance founder CZ and the famous 'gold bug' Peter Schiff held a debate titled 'Gold vs. Bitcoin'.

Clash of Opinions:

Peter Schiff (Gold Proponent): Insists that gold has thousands of years of historical consensus and physical properties, believing that Bitcoin has no intrinsic value and will ultimately go to zero.

CZ (Bitcoin Proponent): Emphasizes Bitcoin's portability, divisibility, and censorship resistance, asserting that data doesn't lie—Bitcoin's returns over the past decade have far outperformed gold.

Dramatic Moment: At the end of the debate, CZ surprisingly invited Schiff to issue 'tokenized gold' on Binance, and Schiff surprisingly did not refuse. This was interpreted as 'gold must eventually embrace blockchain'.

2. Data Hard Facts (as of 2025.12.5)

Market Value Comparison:

Gold: Approximately $22 Trillion. Still the king of global assets.

Bitcoin: Approximately $2.2 Trillion. Currently about 10% of gold's market value.

Tokenized Gold (RWA Gold): Approximately $3.5 Billion. Although it has risen rapidly (tripling this year), its scale is still very small.

Price Performance:

BTC: Hovering in the $100,000 - $120,000 range (high volatility).

Gold: Surpassing $4,000/oz (steadily rising).

Conclusion: Both are rising this year, breaking the 'seesaw' effect (i.e., funds are no longer choosing one over the other, but are buying both).

3. Institutional Trends

BlackRock: Their digital asset head Tony Ashraf recently hinted that 'tokenization' is the focus of the next phase. This means Wall Street is not only buying BTC but also wants to bring gold onto the chain (RWA).

Trend: Previously it was 'buy gold for safety', now it is 'buy BTC for wealth, buy tokenized gold for income.'