Gate News reported that on March 17, Strategy founder Michael Saylor stated that if AI compresses terminal value and makes all moats ephemeral, capital will flow toward assets that are not subject to disruption risk. He pointed out that Bitcoin is digital capital with scarce and neutral characteristics, unaffected by AI disruption. In this shift, BTC should be a major beneficiary.

ChainCatcher message: South Korean publicly listed company Bitplanet's Bitcoin holdings have reached 300 coins, with an increase of 35 coins this week. The company states that this is not simply an accumulation strategy, but based on its unique framework: artificial intelligence computing converts energy into operational cash flow, while Bitcoin stores energy value across time. Bitplanet emphasizes that its Bitcoin accumulation is supported by cash flow, not speculation. In the context of global debt expansion and ongoing monetary flexibility, the company believes that scarce energy-linked assets are becoming more important.

ChainCatcher reports that, according to market sources, Solana treasury company DeFi Development listed on Nasdaq announced a strategic investment in stablecoin protocol Apyx. The specific investment amount has not been disclosed yet, aiming to establish an early foothold in the emerging dividend-backed stablecoin (DBS) category. Apyx's model can convert dividend flows into on-chain yields, providing a scarce income opportunity for the over $300 billion stablecoin market, while also aligning with the trend of digital asset treasury companies accumulating digital assets through preferred stock.

January 29 News, as global funds continue to seek new stores of value, the comparison between Bitcoin and gold has once again sparked heated discussions. Currently, the total market value of gold is close to $38.8 trillion, while Bitcoin's market cap is about $1.76 trillion, a difference of approximately 22 times. This does not mean Bitcoin is at a disadvantage; rather, it shows that Bitcoin is still in the early adoption stage and has greater growth potential. If Bitcoin's market cap were to equal that of gold, based on the current circulating supply, its price would be close to $1,944,500. Since the total supply of Bitcoin is permanently limited to 21 million coins and cannot be increased due to rising demand, all new demand will be directly reflected in the price. This mechanism contrasts sharply with gold: although gold is scarce, it still experiences annual new production.

January 21 News, as Bitcoin prices continue to weaken, the global luxury watch secondary market has unexpectedly shown independent performance. WatchCharts data indicates that over the past six months, Bitcoin prices have fallen by about 25%, the CoinDesk 20 index has declined by over 30%, while the prices of pre-owned high-end watches have risen by approximately 4% against the trend, demonstrating that capital is shifting from highly volatile crypto assets to more scarce physical assets. The WatchCharts index covers thousands of luxury watch models, and its latest trend suggests that the market is gradually stabilizing. A joint report by Morgan Stanley and WatchCharts states that this rebound is not a new speculative boom, but a structural recovery after two years of adjustment. As excess inventory is gradually absorbed, passive selling decreases, and sellers' willingness to lower prices diminishes, the downward pressure on the secondary market has significantly eased since the end of 2025. Meanwhile, since early 2025, major watch manufacturers have raised their global retail guide prices by about 7%, providing additional support for resale prices.

Yili Hua pointed out that ordinary investors should choose the "investment wait" strategy to avoid trading losses. Historically, bullish investors like Buffett hold assets, while bearish investors like Gates have suffered heavy losses. Good assets are scarce, and printing presses are unlimited. In the long run, bullish opportunities are greater, taking BTC as an example.

"Devaluation trades" became a core narrative in the global markets in 2025. Against the backdrop of widening fiscal deficits and increasing money supply, gold hit new highs, while Bitcoin experienced a significant decline by the end of the year, sparking market divergence. As we enter 2026, investors are reassessing a key question: can Bitcoin's price still benefit from the long-term logic of currency devaluation? The so-called "devaluation trade" essentially involves allocating scarce assets to hedge against the decline in fiat currency purchasing power. In 2025, this logic also applied to Bitcoin because of its fixed supply cap and global liquidity. However, in the fourth quarter of 2025, the crypto market experienced a sharp correction, with Bitcoin falling nearly 30% from its October high of approximately $126,080, weakening short-term confidence.

Wang Feng, the founder of Blueport Interactive, expressed his views on gold prices and the future of Bitcoin, believing that a breakthrough of gold prices above $4400 indicates humanity's return to the golden age, with scarcity becoming a consensus. He warned that under the cold war and conflicts among major powers, artificial intelligence will drive currency devaluation, and the future price of Bitcoin will exceed imagination, calling for patience in waiting.