Bestes Asset der Welt?/Best asset in the world?
Der Bitcoin-Markt steht vor einer glorreichen Zukunft. Zumindest sieht ein Star-Investor drei starke Argumente für eine bullische Bitcoin Prognose.
Der Investor Erik Suhonen erwartet, dass Bitcoin in den kommenden zehn Jahren mit einem jährlichen Wachstum von rund 28 Prozent das beste Asset der Welt bleibt. Damit könnte sich Bitcoin weiter von klassischen Märkten wie Aktien und Anleihen abkoppeln. Treiber dieser Entwicklung sind aus seiner Sicht der steigende institutionelle Kapitalfluss, das strikt begrenzte Angebot und die Rolle als Absicherung gegen die Entwertung von Fiat-Währungen.
Gleichwohl sieht Suhonen Risiken, insbesondere durch regulatorische Eingriffe, den Reifeprozess des Netzwerks sowie technologische Herausforderungen wie Quantencomputing.
Institutionelle Nachfrage als Wachstumsmotor
Ein entscheidender Treiber für Suhonen ist die zunehmende Rolle institutioneller Investoren. Pensionsfonds, Vermögensverwalter und börsengehandelte Fonds haben Bitcoin bereits in ihre Strategien integriert. Mit jeder regulatorischen Klarheit wächst die Bereitschaft, erhebliche Summen in die Kryptowährung zu investieren.
Begrenztes Angebot als struktureller Vorteil
Ein zweiter Faktor ist die im Protokoll verankerte Obergrenze von 21 Millionen Bitcoin. Dieses fixe Angebot macht die Kryptowährung einzigartig im Vergleich zu Fiat-Geld, das durch Zentralbanken theoretisch unbegrenzt ausgeweitet werden kann.
Absicherung gegen Fiat-Entwertung
Der dritte Pfeiler seiner These ist damit auch die Funktion von Bitcoin als Schutzschild gegenüber Fiat-Entwertung. In einer Zeit hoher Staatsverschuldung und expansiver Geldpolitik wächst die Sorge vor realem Kaufkraftverlust. Bitcoin, so Suhonen, könne als „digitales Gold“ eine Lösung darstellen, da es weder an politische Entscheidungen noch an nationale Währungen gebunden ist.
Bitcoin schließt den Monat September mit einem Kursplus von 5,16 Prozent ab – ein ungewöhnlich positives Ergebnis, ist der September doch eigentlich der historisch schwächste Monat für Bitcoin.
Ganz anders der Oktober und November: Diese lassen eine durchschnittliche Rendite von 20,23 Prozent, respektive 46,02 Prozent erwarten. Gerade in Bullenmärkten wie diesem ist eine Jahresendrallye inklusive Uptober also durchaus wahrscheinlich.
Auch der Goldpreis gibt derzeit Grund zum Optimismus. Denn, obwohl der Goldmarkt immer noch zehnmal größer ist als der BTC-Markt, rennt das Edelmetall seinem digitalen Pendant derzeit davon. Seit Jahresbeginn verzeichnet Gold eine Rendite von 45 Prozent, während BTC lediglich 18 Prozent zulegen konnte.
“Der jüngste Anstieg des Goldpreises bedeutet, dass Gold den Champagner köpft und BTC den Tresor plündert”, schreibt der Analyst Adam Livingston auf X. Mit einem Abstand von 10 Wochen schließt laut Livingston Bitcoin auf – und übertrifft das Edelmetall deutlich.
“Mit einer Medianverzögerung von 10 Wochen steigt BTC dann 181 Prozent im Durchschnitt in 180 Tagen.”
Ich zitierte aus folgenden Artikeln...
https://www.btc-echo.de/schlagzeilen/gold-koepft-den-champagner-bitcoin-pluendert-den-tresor-216715/
Mein persönliches Fazit:
Du solltest dich dringend mit diesem Thema beschäftigen. Aber nicht ohne vorher ein Buch über Bitcoin gelesen zu haben.
Dein lieblings Bitcoin-Buch, schreibe es bitte in die Kommentare leiste.
Meines heißt: "Kryptowährungen einfach erklärt"
English
The Bitcoin market faces a bright future. At least one star investor sees three strong arguments for a bullish Bitcoin forecast.
Investor Erik Suhonen expects Bitcoin to remain the world's best asset over the next ten years, with annual growth of around 28 percent. This could further decouple Bitcoin from traditional markets such as stocks and bonds. In his view, the drivers of this development are the increasing institutional capital flow, the strictly limited supply, and its role as a hedge against the devaluation of fiat currencies.
Nevertheless, Suhonen sees risks, particularly from regulatory interventions, the network's maturation process, and technological challenges such as quantum computing.
Institutional Demand as a Growth Driver
A key driver for Suhonen is the increasing role of institutional investors. Pension funds, asset managers, and exchange-traded funds have already integrated Bitcoin into their strategies. With every regulatory clarity, the willingness to invest significant sums in the cryptocurrency grows.
Limited Supply as a Structural Advantage
A second factor is the 21 million Bitcoin cap enshrined in the protocol. This fixed supply makes the cryptocurrency unique compared to fiat money, which can theoretically be expanded indefinitely by central banks.
Hedging Against Fiat Devaluation
The third pillar of his thesis is Bitcoin's function as a protective shield against fiat devaluation. In a time of high government debt and expansionary monetary policy, concerns about a loss of real purchasing power are growing. Bitcoin, according to Suhonen, could represent a solution as "digital gold" because it is neither tied to political decisions nor to national currencies.
Bitcoin closed September with a price increase of 5.16 percent – an unusually positive result, considering September is actually the weakest month for Bitcoin historically.
October and November are quite different: They predict an average return of 20.23 percent and 46.02 percent, respectively. Especially in bull markets like this, a year-end rally including Uptober is quite likely.
The price of gold also currently gives cause for optimism. Although the gold market is still ten times larger than the BTC market, the precious metal is currently outpacing its digital counterpart. Since the beginning of the year, gold has recorded a return of 45 percent, while BTC has gained only 18 percent.
"The recent rise in the gold price means that gold is popping the champagne and BTC is raiding the vault," writes analyst Adam Livingston on X. According to Livingston, Bitcoin is catching up with a 10-week gap – and significantly outperforming the precious metal.
“With a median lag of 10 weeks, BTC then rises 181 percent on average in 180 days.”
I quoted from the following articles...
https://www.btc-echo.de/schlagzeilen/gold-koepft-den-champagner-bitcoin-pluendert-den-tresor-216715/
My personal conclusion:
You should urgently look into this topic. But not without first reading a book about Bitcoin.
If you have your favorite Bitcoin book, please write it in the comments section.
Mine is called: "Cryptocurrencies Simply Explained"
Posted Using INLEO
The 10-week lag pattern is interesting, but the real question is whether this correlation still holds under current market structure.
Gold is benefiting from monetary policy uncertainty - geopolitical tensions, debt concerns, and devaluation fears. Bitcoin has the same narrative, but with a fundamental difference: the liquidity profile is different. When institutional flow enters BTC, the volatility structure changes and that historical lag might not work the same way anymore.
Another point: if gold is really “popping champagne” and BTC is catching up with a 10-week delay, it means the market still sees BTC as risk-on, not as a hedge. That means the “digital gold” thesis hasn’t proven itself yet - at least not in institutional perception.
What I see: BTC and gold are taking different routes to the same destination. Gold through fear, BTC through adoption. Which arrives first depends on how the macro environment evolves.
In the past, one could observe that money first flows into gold certificates and then the profits are reallocated into Bitcoin. Profits from Bitcoin have in turn been partially reallocated into Altcoins.
Exactly - that capital rotation pattern you’re describing has been very clear historically. Gold → BTC → Alts.
But something’s changing now: institutional players entering BTC don’t typically follow that cycle. They come directly to BTC as a treasury asset or macro allocation - not taking profits from gold first.
That rotation pattern was mostly retail and crypto-native traders. When pension funds and public companies are buying BTC, they don’t have altcoin rotation in their strategy at all.
Maybe that sequential flow is becoming less relevant, and we’ll see BTC and gold behaving more as parallel macro hedges instead.
I don't have any books about Bitcoin or anything like that, but what is true, my Hivers friends, is that something big awaits those of us who trust in cryptocurrencies.
Three important characteristics of why Bitcoin is the preferred choice when it comes to saving and investing our money. I don't have any books on cryptocurrencies or Bitcoin in general, so I'll do some research and look in the comments section to note their names and search because the more information I have, the better for enriching my knowledge.
Ich fand die Orange Pille sehr gut.
Bei einer jährlichen Preissteigerung von 28% wären wir nach rund 8,5 Jahren bei einem wert von 1.000.000 USD/BTC!
Sind wir mal gespannt. Aber es ist nie zu spät zum Einsteigen.
!WINE
Currently, I believe the two most valuable assets are BTC and gold. This is true both in terms of market value and reliability. I think BTC will surpass gold in the future, but there is still time for that to happen.
I agree that it is important to understand how Bitcoin works and reading a book about it is highly recommended for me as well
!BBH
https://www.reddit.com/r/Kryptostrassenwetten/comments/1o364iw/bestes_asset_der_welt/
This post has been shared on Reddit by @wissenskrieger through the HivePosh initiative.
https://x.com/lee19389/status/1976715393088864429
#hive #posh
Bitcoin continues to grow, and I would love to read a book that talks about Bitcoin
Thanks for the recommendation, I will look into the "Cryptocurrencies Simply Explained"
I agree that it is the best asset in the world. In addition, I do not have the knowledge of any book that specifically talked about cryptocurrencies, but in the same way, it is always very interesting to know different opinions to enrich our knowledge.