Let's first compare the fundamentals and market performance of Bitcoin and gold through core data, and then analyze the future trends of both in the current market environment. The content is clear and suitable for analysis and reference needs:
Core data comparison between Bitcoin and gold
Comparison dimension Bitcoin (BTC) Gold
Current price (2025.12.7) 89665 USD, down 28.88% from the historical high. London gold spot 4196.37 USD/ounce; domestic gold T+D 954.99 CNY/gram
Market value/market size 1.79 trillion USD total market value 23.22 trillion USD
Scarcity fixed supply of 21 million coins, inflation rate of 0.83% in 2025, stock-to-flow ratio of 112, annual new production of about 3000 tons, annual supply growth rate of 1.72%, stock-to-flow ratio of 62
Daily trading volume of 50 - 70 billion USD, approximately 150 billion USD
The increase since 2025 is 25.9% and 27.38%
The increase over the past five years is 892% and 72%
Subsequent trend analysis
1. Bitcoin: Short-term fluctuations forming a bottom, long-term potential depends on institutions and regulations
In the short term, Bitcoin is in a relatively passive position. After reaching a historical high in October, it has fallen nearly 29%, and in early December, it even dropped below the 90,000 USD mark. The annual performance in 2025 is likely to be negative against the backdrop of a rising stock market, with funds being diverted to precious metals like gold. However, actions such as the Vanguard Group opening access to Bitcoin ETF may bring some incremental funds; if global liquidity is loosened, its price may slightly rebound, but its characteristic of extreme volatility is hard to change. In the long term, the scarcity brought about by its 'halving mechanism' will continue to attract institutional attention, but if it wants to break through the current bottleneck, it still needs to address issues like an imperfect regulatory system and difficulty entering the international settlement domain; otherwise, it will be difficult to shake gold's position.
2. Gold: Short-term stability with fluctuations, long-term remains a core safe-haven asset
In the short term, gold may experience occasional pullbacks, such as a slight drop of 0.23% in London gold on December 7, but overall stability is very strong. Since 2025, the increase has slightly exceeded that of Bitcoin, and BRICS countries are using gold for settlement in oil trade, while global central banks continue to increase their gold reserves, all of which provide support for its price. If global geopolitical conflicts and economic uncertainties persist, the safe-haven demand for gold will continue to be released. In the long term, the 5000-year history of gold as currency, a mature regulatory system, and widespread industrial and jewelry demand are its core advantages for stability. Even if technologies like space mining may increase supply, it will be difficult to achieve scale in the short term, so gold will still be a core asset for global central banks and conservative investors.#比特币VS代币化黄金 #比特币波动性 $BTC
