# Сопутствующие статьи по теме Gold

Popular Strategist Removes Bitcoin From Portfolio Due To Quantum Threat — What’s Happening?

Popular strategist Christopher Wood, global head of equity strategy at Jefferies, has removed a 10% Bitcoin allocation from his model portfolio, citing the emerging threat of quantum computing. Wood expressed concerns that advances in quantum technology could compromise Bitcoin’s cryptographic security, potentially allowing attackers to reverse-engineer private keys and undermine the blockchain’s integrity. He reallocated the exposure equally to physical gold and gold mining stocks, reflecting a shift away from Bitcoin as a long-term store of value. This move aligns with growing unease in the market, as other experts like Charles Edwards of Capriole Investments have recently warned that quantum risks may be developing faster than Bitcoin’s ability to upgrade its defenses. At the time of writing, Bitcoin was trading around $95,370.

bitcoinist01/18 01:01

BTCC Tokenized Gold Trading Volume Hits $5.72B in 2025 as Demand Surges

In 2025, BTCC's tokenized gold trading volume reached $5.72 billion, a significant increase from the previous year's $5 billion. Over half of this volume occurred in Q4 alone, driven by rising demand for gold as a macro hedge amid market volatility. Quarterly volumes surged by 809% from Q1 to Q4, reaching $2.74 billion. According to BTCC Product Manager Marcus Chen, this growth was fueled by geopolitical tensions and record-high gold prices. The exchange offers three gold-related perpetual futures contracts: GOLDUSDT, PAXGUSDT, and XAUTUSDT. Gold products accounted for 10.7% of BTCC’s total tokenized futures volume of $53.1 billion in 2025, showing the fastest growth among asset classes. Q4 alone saw a 130% quarter-over-quarter increase, reflecting growing institutional interest and real-world asset (RWA) tokenization trends. BTCC plans to expand into other commodities and traditional finance products, leveraging its infrastructure to make tokenized assets accessible globally.

TheNewsCrypto01/17 04:37

Prominent Strategist 'Abandons' Bitcoin, Citing 'Fears of Quantum Computing's Imminent Realization'

Christopher Wood, Global Head of Equity Strategy at Jefferies, has completely removed Bitcoin from his investment portfolio due to concerns that rapid advancements in quantum computing could undermine the cryptocurrency's security. In a column published on January 16, Wood argued that progress in quantum computing threatens Bitcoin’s role as a "reliable store of value," particularly for long-term investors like pension funds. He liquidated the 10% Bitcoin allocation in his portfolio model, reallocating the funds into 5% physical gold and 5% gold mining stocks. Wood explained that his decision was driven by fears that quantum computing could break Bitcoin’s encryption algorithms, potentially within a few years rather than decades. Such technology could reverse-engineer private keys used to authorize transactions, fundamentally damaging Bitcoin’s value proposition as a digital alternative to gold. A former early institutional supporter of Bitcoin, Wood had initially added it to his portfolio in December 2020 amid pandemic-era stimulus measures and concerns over dollar devaluation, later increasing the allocation to 10% in 2021. He now believes that the long-term risks posed by quantum computing are beneficial for gold, which he describes as a historically proven hedge in an increasingly uncertain geopolitical environment.

华尔街日报01/17 01:54

Crypto Coming To Capitol Hill? West Virginia Proposes State Investment Bill

bitcoinist01/16 21:02

Japan’s gold reserves jumped 60% in 2025 – Is that good or bad for Bitcoin?

The 2025 market cycle highlighted a significant divergence between gold and Bitcoin, with gold (XAU) rising 12% in Q4 while Bitcoin (BTC) fell 23%. Over 12 months, gold surged 65% compared to BTC’s 6.3% decline, resetting the BTC/XAU ratio to pre-election levels. This shift was driven by macro uncertainty, including Trump’s tariff threats, which boosted traditional safe-haven assets like gold. Japan’s economic struggles, including high debt and inflation, led its gold reserves to jump 60% YoY to $120 billion, doubling since 2022. This reinforced gold’s safe-haven appeal and created rotational pressure on Bitcoin. With the Bank of Japan (BOJ) considering a rate hike, further capital flow from BTC to gold appears likely, keeping the focus on macro dynamics and safe-haven demand.

ambcrypto01/16 16:02

Middle East Risks Escalate, Trump's Options on the Table: How Will Bitcoin React?

Amid escalating tensions in the Middle East in mid-January 2026, the U.S. began precautionary evacuations from key bases like Al Udeid Air Base in Qatar, signaling a shift from rhetorical deterrence to tangible risk. Markets responded by pricing in uncertainty rather than a definitive outcome. Gold and silver hit record highs as investors sought traditional safe havens, while Bitcoin surged to $97,694, reflecting its role as a macro hedge asset sensitive to liquidity and geopolitical stress. The key market focus is not whether conflict occurs, but its potential scale and impact on energy markets, dollar strength, and global liquidity. Bitcoin’s trajectory hinges on whether the situation escalates into a broader crisis—driving hedging demand—or remains contained, avoiding severe financial tightening.

比推01/16 09:00

Will Trump Take Military Action Against Iran? How Will This Affect Bitcoin?

In mid-January 2026, escalating U.S.-Iran tensions—marked by the precautionary withdrawal of U.S. personnel from key Middle Eastern bases like Al Udeid in Qatar—triggered significant movements in financial markets. Gold and silver reached record highs as investors sought traditional safe-haven assets amid geopolitical uncertainty. Bitcoin, often misclassified as purely risk-on or risk-off, surged to nearly $97,700, reflecting its role as a macro hedge asset sensitive to liquidity conditions. The market’s focus is not solely on whether the U.S. will initiate military action but on the potential scale of escalation and its impact on oil prices, dollar strength, and global liquidity. A limited conflict may be quickly absorbed by markets, especially amid expectations of loose monetary policy, but broader regional disruption could tighten liquidity and pressure risk assets, including cryptocurrencies. The key signal for a shift from risk-pricing to crisis mode will be consistent, cross-agency military preparedness rather than isolated defensive moves. Bitcoin’s near-term trajectory will depend on whether the situation fuels dollar strength and energy shocks (bearish) or reinforces its hedging appeal alongside gold (bullish).

marsbit01/16 08:52

VanEck Q1 Global Market Outlook: Cryptocurrency Bullish Long-Term, Gold Demand Remains Strong

VanEck's Q1 Market Outlook highlights a clearer fiscal and monetary environment supporting a positive risk appetite for 2026. Key opportunities include AI-related stocks, which saw a significant valuation reset in late 2025, improving their attractiveness. Nuclear energy, linked to AI-driven power demand, also offers better risk-reward prospects after recent adjustments. Gold continues to strengthen as a global monetary asset, with strong central bank demand and a structural bullish outlook despite technical overbought signals. Business Development Companies (BDCs) now offer attractive yields and valuations after a challenging 2025. India remains a high-growth market due to structural reforms. Cryptocurrency, while maintaining a long-term bullish trend, presents mixed short-term signals as Bitcoin’s traditional four-year cycle was disrupted in 2025. Policy stability and reduced fiscal risks in the U.S. further anchor market confidence.

marsbit01/15 10:36

Matrixdock Releases Latest Semi-Annual Physical Gold Audit Report, Strengthening Transparency Practices for Physical Gold

Matrixdock, the RWA platform under Matrixport, has released its H2 2025 semi-annual physical gold audit report for its XAUm token. The audit, conducted by an independent third party, verified 482 LBMA-approved 1kg gold bars held across Brink’s Hong Kong, Brink’s Singapore, and Malca-Amit Singapore vaults. The total reserve amounts to approximately 482 kg (15,595.336 oz), valued at around $71.75 million based on the audit date gold price. No discrepancies were found between the physical gold and recorded assets. Compared to the H1 2025 audit, an additional 61 gold bars were added to the reserve. Matrixdock employs a dual-verification mechanism, combining physical audits with on-chain validation tools, allowing XAUm holders to verify the gold backing their tokens via a Web3 wallet. Each 1kg gold bar corresponds to approximately 32.148 XAUm tokens. The platform emphasizes transparency and institutional-grade operations to build trust in digital gold assets.

marsbit01/15 10:02

HashKey Lists XAUt, Marking First Gold Token Trading on a Compliant Exchange in Hong Kong

HashKey Exchange, the largest licensed digital asset exchange in Hong Kong and a subsidiary of HashKey Holdings Limited (3887.HK), has officially listed Tether Gold (XAUt). Professional investors can trade XAUt through its over-the-counter (OTC) Marketplace. This marks the first time a licensed exchange in Hong Kong offers compliant trading of gold tokens. Each XAUt token represents one troy ounce of a physical gold bar that meets the London Bullion Market Association (LBMA) delivery standard. By holding XAUt, users gain exposure to physical gold without the logistical challenges of storage and transfer. The introduction of XAUt allows professional investors to hedge against market volatility by allocating part of their portfolio to gold without leaving the HashKey platform. This move integrates traditional safe-haven assets into the digital asset ecosystem, providing a diversified and compliant investment option and bridging traditional and digital finance. Michelle Cheng, Director of HashKey Exchange, stated that the listing addresses inefficiencies in traditional gold allocation, enabling users to manage gold as easily as other digital assets. This is a concrete step toward improving the efficiency of real-world asset (RWA) circulation within a regulated digital environment.

marsbit01/15 09:13