# Сопутствующие статьи по теме Gold

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Gold", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Why tokenization could make Solana a CLARITY Act winner

The article argues that Solana (SOL) is well-positioned to be a major beneficiary of the proposed U.S. CLARITY Act, which would provide regulatory clarity for digital assets. This follows former President Donald Trump's pro-crypto stance, which is seen as a long-term bullish signal for the market. Analysts point to Solana's speed, scalability, and robust infrastructure as key advantages, making it a prime candidate for increased Layer-1 use cases, particularly in tokenization. This thesis is supported by a record surge in tokenized gold trading volume on the Solana network, which jumped 290% amid market uncertainty. The piece concludes that tokenization is the sector expected to gain the most from the act, and Solana's significant share of this market positions it as a potential asymmetric winner.

ambcrypto03/04 20:02

Why tokenization could make Solana a CLARITY Act winner

ambcrypto03/04 20:02

Bitcoin’s hedge test begins as oil surges – Here’s what analysts say!

Rising oil prices, driven by Middle East conflicts and supply disruptions like the shutdown of Iraq's Rumaila field, are creating long-term inflationary pressures. This environment is testing Bitcoin's role as a hedge. Analysts note that energy-driven inflation is boosting BTC's appeal as a safe haven, evidenced by significant capital outflows from Iranian platforms and a rising BTC/Gold ratio. With technical support around $65,000 and growing demand, these factors could catalyze a breakout from its consolidation phase and set the stage for a Q2 rally.

ambcrypto03/04 17:02

Bitcoin’s hedge test begins as oil surges – Here’s what analysts say!

ambcrypto03/04 17:02

Ray Dalio: Gold is a better option than Bitcoin, tech stocks because…

Global economies faced significant uncertainty in 2025-2026 due to trade restrictions and geopolitical tensions, leading investors toward established assets like gold. According to Ray Dalio, gold is perceived as a safer, more established store of value, especially since central banks and individuals are acquiring it as a hedge against inflation and debt. Gold has shown strong performance, trading within an ascending channel and avoiding major drawdowns. In contrast, Bitcoin lags behind due to its lack of privacy and traceable transactions, which deter central banks from holding it. Dalio also notes that Bitcoin has a high correlation with tech stocks, making it vulnerable during market downturns. Investors tend to liquidate BTC during financial stress, adding downward pressure. While gold benefits from its role as a portfolio diversifier and sustained demand, Bitcoin remains influenced by global liquidity and risk sentiment. For Bitcoin to rival gold, a shift in demand and improved market liquidity would be necessary. Until then, gold is positioned to outperform.

ambcrypto03/04 15:02

Ray Dalio: Gold is a better option than Bitcoin, tech stocks because…

ambcrypto03/04 15:02

Tiger Research: Can Bitcoin, Plunging Amid Geopolitical Crisis, Still Be Called 'Digital Gold'?

Tiger Research questions Bitcoin's status as "digital gold" after its price fell sharply during the Iran-Israel geopolitical crisis in February 2026, while gold rose. Historical data from six major crises shows Bitcoin consistently drops during such events, unlike gold. Neither sovereign states (which hoard gold but exclude Bitcoin from reserves) nor investors treat Bitcoin as a safe-haven asset. For investors, it falls with stocks but doesn’t rise with them—a poor risk profile. Three structural asymmetries explain this gap: 1) market structure (Bitcoin’s derivatives market is 6.5x larger than spot, causing cascading sell-offs), 2) participant composition (leveraged traders dominate vs. patient capital in gold), and 3) behavioral accumulation (gold has decades of "crisis buying" trust; Bitcoin lacks this record). However, Bitcoin proves useful in crises for its functional value—enabling transfers when borders close or banks fail, as seen in Ukraine and Iran. For Bitcoin to become "next-generation gold," these asymmetries must shrink. Key enablers include generational shift (as digital-native generations inherit wealth) and algorithmic adoption (embedding "buy in crisis" logic into AI trading systems. Bitcoin isn’t digital gold yet, but could evolve into a new asset class if these changes occur.

marsbit03/04 12:10

Tiger Research: Can Bitcoin, Plunging Amid Geopolitical Crisis, Still Be Called 'Digital Gold'?

marsbit03/04 12:10

Global Asset Plunge: Hormuz, Chips, and a Korean Holiday

A major geopolitical shock occurred on February 28th when a US-Israel coalition launched a massive airstrike on Iran, resulting in significant global market turmoil. This event served as a severe stress test for popular financial narratives, particularly the "debasement trade" which posits that gold and Bitcoin act as hedges against currency devaluation during crises. Initially, gold spiked but then fell over 4%, while silver plummeted 8%. Bitcoin remained largely stagnant. Contrary to expectations, the US Dollar Index rose 1.1%. The core insight was that in an acute crisis, the US dollar, due to its deep liquidity, became the primary safe-haven asset as investors rushed to cover margins and deleverage. South Korea's market, closed for a holiday, experienced a delayed and extreme reaction, with the KOSPI crashing 7.24% upon reopening. This sell-off was exacerbated by high retail leverage and concentrated exposure in key semiconductor firms like Samsung and SK Hynix, critical to the global AI supply chain. The conflict also raised fears about oil supply disruptions via the Strait of Hormuz, directly impacting energy-dependent economies and manufacturing. The event demonstrated that while long-term narratives about dollar debasement and the rise of hard assets remain valid, acute crises overwhelmingly favor dollar liquidity. In moments of panic, the financial system's architecture ensures that the dollar remains the ultimate refuge.

marsbit03/04 05:58

Global Asset Plunge: Hormuz, Chips, and a Korean Holiday

marsbit03/04 05:58

XRP Is Not Competing For Digital Gold Status, The Settlement Layer Is The Real Deal

XRP is not competing to be "digital gold" but is positioning itself as a global settlement layer, according to analyst Luke Suther. He argues that XRP's value lies in its utility as a digital bridge for moving value instantly across borders, especially in a multipolar world where no single currency dominates. While gold serves as a store of value and reserve asset, XRP facilitates frictionless, high-speed settlements. This complementary role makes it essential for institutions seeking efficient cross-border liquidity free from political interference. Another expert, Versan Aljarrah, emphasizes that such neutral settlement infrastructure is becoming a national security priority for countries avoiding dollar-dominated systems.

bitcoinist03/04 04:08

XRP Is Not Competing For Digital Gold Status, The Settlement Layer Is The Real Deal

bitcoinist03/04 04:08

Flames of War Reignited: How the Middle East Conflict Reshapes the Risk Premium of Gold and Crude Oil

Renewed conflict in the Middle East is reshaping risk premiums for gold and crude oil, driven by heightened geopolitical tensions and supply disruption risks. The article analyzes how the escalation, particularly near the Strait of Hormuz—a critical chokepoint for global oil transit—has amplified volatility in energy and safe-haven assets. Oil prices surged due to concerns over supply security, rising shipping and insurance costs, and potential disruptions, even without actual supply cuts. Gold strengthened as investors sought refuge amid elevated uncertainty and rising inflation expectations, supported by central bank buying and ETF inflows. The transmission mechanisms include: (1) direct supply shocks impacting energy and related commodities; (2) rising inflation expectations influencing monetary policy and real interest rates; and (3) risk aversion favoring safe assets like gold and the dollar while pressuring equities. Historically, conflicts like the Gulf War, Iraq War, and Russia-Ukraine war triggered similar short-term spikes in oil and gold, with prices often overshooting initially before stabilizing as situations clarify. Bitcoin showed mixed behavior—sometimes correlating with risk assets during sell-offs but also acting as a capital flight tool in certain regions. It remains a high-volatility asset rather than a stable safe haven. Key variables ahead include: potential conflict spillover, actual shipping disruptions, and central bank responses to persistent energy-led inflation. Market pricing will hinge on whether supply shocks materialize, inflation resurges, and risk appetite contracts. In summary, war溢价 is repricing commodities, with gold benefiting from避险 demand and oil from physical risks, while Bitcoin faces liquidity and sentiment pressures. The outlook depends on geopolitical developments and their macroeconomic ripple effects.

marsbit03/04 02:28

Flames of War Reignited: How the Middle East Conflict Reshapes the Risk Premium of Gold and Crude Oil

marsbit03/04 02:28

March 4 Market Summary: U.S. Stocks Slaughtered, Cryptocurrencies Show Resilience

March 4 Market Summary: U.S. stocks experienced a sharp decline, with the Dow dropping 403 points (-0.83%), the S&P 500 falling 0.94%, and the Nasdaq losing 1.02%. Intraday losses were even more severe, reaching over 2.5% amid heightened panic due to the ongoing U.S.-Iran conflict and Iran's closure of the Strait of Hormuz. Oil prices surged, with WTI rising 8.2% to $77.05/barrel. Unexpectedly, gold plummeted 3.7% as the dollar strengthened, while cryptocurrencies demonstrated resilience. Bitcoin rose 5.8% to around $69,413, and Ethereum held near $2,000. The crypto market cap remained stable at $2.41 trillion. Key factors supporting crypto include the "digital gold" narrative, reduced selling by long-term holders and miners, and accumulation by large holders. Technical analysis suggests $65,000 is a critical support level for Bitcoin. Market sentiment hinges on the conflict's duration; a prolonged war could push oil above $100, spur inflation and potential Fed rate hikes, further pressuring stocks. However, some analysts, like Tom Lee, anticipate a market rebound in March led by tech and crypto.

marsbit03/04 01:20

March 4 Market Summary: U.S. Stocks Slaughtered, Cryptocurrencies Show Resilience

marsbit03/04 01:20

Don't Rush to Criticize Bitcoin—It's Becoming the 'Next Generation Gold'

Title: Don't Rush to Condemn Bitcoin: It's Becoming the "Next Generation Gold" Despite the "digital gold" narrative, Bitcoin has consistently failed to act as a safe-haven asset during geopolitical crises, such as the 2026 Iran-Israel conflict, where gold prices surged while Bitcoin initially plummeted. The article argues that Bitcoin is not yet a true digital gold, as it lacks state adoption (central banks accumulate gold, not Bitcoin) and exhibits asymmetric investor behavior (falling with equities but not rising proportionally during recoveries). Three structural asymmetries hinder Bitcoin's safe-haven status: 1) a derivatives-heavy market structure prone to liquidations, 2) dominance by leveraged traders rather than patient capital, and 3) a lack of long-term behavioral trust compared to gold's decades-long record. However, Bitcoin has demonstrated utility as a "crisis utility asset," enabling financial transactions in extreme scenarios like Ukraine (2022) and Iran (2026) when traditional systems failed. For Bitcoin to evolve into "next-generation gold," it must narrow these asymmetries through market structure transformation (reduced leverage), participant shift (generational adoption), and behavioral accumulation (algorithmic trust). If achieved, Bitcoin could become a new asset class rather than merely replicating gold.

比推03/03 19:42

Don't Rush to Criticize Bitcoin—It's Becoming the 'Next Generation Gold'

比推03/03 19:42

During the Weekend Market Closure, Hyperliquid Predicted the Gold Reopening Price More Accurately Than Binance

During a weekend of heightened geopolitical risk when COMEX was closed, Hyperliquid and Binance continued trading gold and silver perpetual contracts. A comparative analysis of their pricing behavior revealed that Hyperliquid moved earlier and priced the risk more aggressively, maintaining a persistent premium over Binance throughout the weekend. The median cross-exchange premium for gold and silver on Hyperliquid was 75 and 78 basis points, respectively. When COMEX reopened, Hyperliquid’s prices were significantly closer to the reopening price—within 22 bps for gold and 31 bps for silver—suggesting more accurate price discovery. Although Binance dominated in absolute trading volume, its volume-to-open-interest ratios were substantially higher (12.6x for gold and 2.8x for silver), indicating potentially more speculative churn rather than directional conviction. Hyperliquid also showed better liquidity in gold with consistently tighter spreads, while silver spreads were comparable on both platforms. Funding rates on Hyperliquid reflected net long demand during the event. The results indicate that, despite lower volume, Hyperliquid demonstrated superior responsiveness and accuracy in pricing during a volatile, off-hours market scenario.

marsbit03/03 05:22

During the Weekend Market Closure, Hyperliquid Predicted the Gold Reopening Price More Accurately Than Binance

marsbit03/03 05:22

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