#比特币VS代币化黄金
Bitcoin is like a 'digital national debt' issued by the 'internet natives.' It does not promise to redeem any physical assets; its value lies in everyone believing in the network protocol itself. It challenges the traditional notion that 'value must be anchored in the physical.'
· Tokenized gold is like 'traditional finance' wearing a 'digital coat.' It allows ancient gold to flow quickly on the blockchain, but its essence remains an extension of the old system. It acknowledges the efficiency advantages of blockchain but adheres to the old-world thinking that 'value must be rooted in physical entities.'
Future outlook: It's not a zero-sum game but a scenario diversification.
In the short term, this competition will not see one side completely victorious; it's more likely to form a pattern of 'scenario coexistence':
· Investors pursuing extreme sovereignty, countering systemic risks, and believing in a digital future will tend to favor Bitcoin.
· Investors who trust the traditional system, seek inflation hedges, and prefer stable assets backed by physical entities will choose tokenized gold.
· Many institutional investors may include both in their portfolios as allocations of different attributes.
The ultimate question is: In the future world, will the 'cornerstone of value storage' choose a new paradigm purely born from the digital world or an old hegemon empowered by digital technology? This debate has just begun to reach its climax.
What is your choice?
