為什麼比特幣沒有任何競爭對手？

Hello everyone, I am Terry. The price of Bitcoin has been over 100,000 since a few days ago. Congratulations to those who have super low last month. In a few days, the return has exceeded 30%. This is a very normal performance when the currency circle is lost. I also shared with you in the previous video. Bitcoin occupies 70% of the total currency of encrypted currency. Now it should have exceeded 70%. Because the amount of the other three-storied coins that I have held has also increased. But it's not as fast as Bitcoin.

And the current market share of Bitcoin is still more than 60% And then there is a phenomenon of continuing to rise slowly OK, so today's video is mainly to talk to you Why don't I reduce my Bitcoin market share Then change it to other bonds

Another reason why I think Bitcoin has no competitors Before the video starts, if you haven't registered with Crypto.com yet, remember to use my registration link to register Then I will share with you the financial card of their free airport VIP room in the video If you are interested, remember to watch the video at the end First of all, for many friends who have just entered the coin circle, you must have heard this sentence

If you want to make a lot of money, don't buy Bitcoin because the market value of Bitcoin is very large. It's hard to turn it ten times or a hundred times. If you want to make money beyond the wealth class, you have to buy those small coins, those coins or some projects with more potential. This concept is indeed correct. If you want to make a lot of money in a short time, there are really a lot of players on the chain. They are really great. In a short time, earn more than ten times or even a hundred times.

But you have to know that there are also a lot of people who burst into the warehouse at the same time. There are also a lot of coins that have returned to zero or are on the way to zero. Like there was a coin called OM before. I remember that there was a coin with a market value of about 30 yuan. It's not a small coin. It can also instantly explode at the time of loss. 90% market value So if today you want to find those coins that can be flipped ten times in a very short time. But you know that many coins can explode 90% in a very short time. How many coins do you dare to put on these coins?

I believe you don't dare to go all-in, you may put a little bit in every project. So if you go to this operation, and then you are just lucky to be found by you. You still can't make money at all. Because you don't dare to go all-in on that project. What I want to say is that even if you are fooled once in the real test, you can't make money without work. In the past 15 years, every round of the bull market has the so-called top 10 major coins.

Then someone will jump out and say that some currency is the killer of Bitcoin But now it's been 15 years The coins of the top 10 are changing every round Only Bitcoin has never been eliminated or chased by other currencies This is why Bitcoin has no competitors

First, Bitcoin has its first mover advantage and network effect. This is very difficult to replace. In the past 16 years, since Bitcoin started to rise, it has not been replaced once. And Bitcoin is also the world's sixth largest market share by now. The total market share is up to 2 trillion, or $2 trillion. If we have to say who is the biggest competitor of Bitcoin at the moment, I don't think it's any other cryptocurrency. Instead, gold is the biggest competitor of Bitcoin at the moment.

The current market value of gold is about $20 trillion, which is about 10 times that of Bitcoin. Gold has always been considered a very good asset for anti-inflation and uncertainty. It is a asset that is in line with the currency. Bitcoin has not yet been accepted by mainstream institutions and investors like gold. One of the main reasons for this currency is that it is not as anti-inflation. It does not appear to be an asset that is anti-release and currency.

Because the price trend of Bitcoin in the past was basically similar to that of US stocks. Its performance has always been like a "risk on" asset. When the market faces uncertainty, US stocks will fall. Then usually Bitcoin will fall more. Then when the US stock rises, Bitcoin will usually rise more.

But in the last few years, Bitcoin has been like a US stock that has opened a barrage. Or like a QQQ that has opened a barrage. But until recently in April, after Trump announced the trade war, something very strange happened. When the assets of US stocks and technology stocks, such as RiskOn, began to burst, but Bitcoin remained stable.

Not only did it not fall, but it also played a role in the coin market. We can see from this picture that usually when US shares fall, Bitcoin falls deeper. But after the trade war started, Bitcoin went up instead. Then you can see that the US share fell down here.

This means that Bitcoin may have started to slowly turn from "risk on" to "risk off". If this is the case, then everyone's view of Bitcoin is no longer a "tourism asset", but a "currency asset". Why is this a very big deal? Because it means that institutions and hedge funds have the need to put some of their assets on Bitcoin. Because when they face uncertainty, they will need to spread the risk.

As I mentioned in the video, BlackRock recommends to put 1-2% of assets on Bitcoin. If Bitcoin starts to slowly decouple from US stocks, it will slowly become a currency asset. This number may increase to 3%, 4%, or even 5%. If the previous institutions only wanted to put 1% of assets on Bitcoin, now they are willing to increase to 5%, which means that Bitcoin will have more than 5 times the room for growth.

And the current value of gold is 20 trillion, which is 10 times that of Bitcoin. If Bitcoin wants to compete with gold in the future, when it reaches the value of gold, the price of a Bitcoin will be more than $1 million. This is why ARK predicted that the value of Bitcoin in 2030 would be $2.4 million per Bitcoin.

Of course, it's been less than five years since 2030. If we look at the price of a Bitcoin of 100,000 yuan, 24 million dollars is a 24-fold increase. This is very exaggerated, but I don't think there is no such possibility at all. The original design of Bitcoin is to achieve this function. It has no other competitors. It is a digital gold standard. A digital gold standard that is completely decentralized and does not accept any political intervention.

I know many people after entering the cryptocurrency industry choose not to invest in Bitcoin and invest in other currencies because they think Bitcoin is too old. Its design is very old and you can't scale up. And Bitcoin can only complete 7 transactions per second. Its TPS is only 7.

If you compare it with Visa, Visa's TPS is 24,000. But this does not affect the function of Bitcoin's value storage. And now all the institutions that are investing in Bitcoin and collecting Bitcoin on the market, none of them use Bitcoin as a transaction. All of them are used as value storage and stored in cold wallets. If you really want to trade with Bitcoin, Bitcoin also has its L2 Lightning Network.

and the transaction fee is very low. For example, in El Salvador, many places use Lightning Network because Bitcoin is their official currency. So it must provide fast and low transaction fees to be able to become a mainstream currency. The third reason why I don't think Bitcoin has any competitors is Institutional Adoption. Now more and more companies and institutions are starting to hold Bitcoin as their cash asset.

Not only private institutions, but also government agencies started to do this. A few days ago, Arizona has passed the law that makes Bitcoin asset storage. This is the second state in the United States to do this. The first state I remember is New Hampshire. Now the federal level in the United States has made Bitcoin a strategic asset storage. There will be more and more states to do similar things.

Obviously, this is a trend. Other countries will follow suit. And then more and more companies like Microstrategy will appear. Start to use Bitcoin as the main business. A few days ago, there was a asset management company, Strive Capital, started to do the same thing as Microstrategy. Think about it. If you are a president of a country or you are the CEO of a company,

If you want to compete with other countries or you want to compete with big American companies like Fendt, you can't compete with them in business. You can't compete with them in economy and resources. But you can do is to buy Bitcoin. If you need to share the risk of holding legal currency in your hand. Or you have missed the last era of Web2. You don't want to miss this era of Web3.

全世界所有人包括國家還有機構都在做這件事情

And the price of Bitcoin is because of the demand. It has no other competitors. That's why it's the benchmark of this industry. When all institutions and all countries recognize Bitcoin, you have no choice. After that, it's not a simple psychological problem anymore. It will be a consensus. Another thing you need to consider is that there will only be 2100 Bitcoins in the world.

And now there are more than 58 million assets in the world with a fortune of millions of dollars. When every asset has a fortune of millions of dollars and wants to own a Bitcoin, what will happen to you? There is not enough Bitcoin in the world to meet this demand. By then, the price of Bitcoin is completely unimaginable.

Just like when I was in college, when I was looking at Bitcoin, one coin was tens of dollars. Now I would of course think that if I could go back to the time, I would buy dozens of them and I would be developed. Similarly, after 10 years, we will come back to watch these videos. It is very likely that you will also think that if I bought one or two bitcoins at that time, I don't have to work so hard now.

10 years later, you can also tell your children that we will have such quality of life conditions today. It's because I bought a little bit of Bitcoin at that time and I haven't sold it until now. I know a lot of rich friends. They have property and land at home. And then there are generations of people who keep spreading it. They don't need to work. As long as you collect rent every month.

That's because their ancestors were willing to invest in the scarce assets of that era. So their descendants can only rely on rent, and maybe several generations don't have to work. In our era, it is very obvious that Bitcoin is a virtual asset. A scarce asset that now has no competitor.

Finally, I would like to share my own opinion. Why do I keep saying that we are still early in the video? I think that Bitcoin is now 100,000 yuan, it sounds like it's expensive. But in fact, we are still very early. You have to think that even now, every time I talk about cryptocurrency, there will definitely be someone in the video. Comment below saying that cryptocurrency is a fraud. Bitcoin will soon be back to zero. And the flow of cryptocurrency-type videos and the number of views will always be higher than traditional finance.

Plus, I know a lot of smart people who are very good at both the technology and finance industry. But they don't believe in the cryptocurrency and they don't invest in Bitcoin. They think Bitcoin is a asset without any basic face. It's purely based on speculation. Its value is zero for them. I think we are living in this era. The luckiest thing in 2025 is to be able to discover this cognitive difference as soon as possible.

It's because of this cognitive gap that we can have the opportunity to buy Bitcoin at $100,000. Even when it fell to $75,000 a while ago. When this cognitive gap begins to slowly be reduced, the demand for Bitcoin will start to rise. The price will also start to be blown directly. When these smart people and other people in the world also begin to slowly have the same cognitive about Bitcoin as Michael Saylor, the price of Bitcoin will not be a simple few hundred thousand dollars per gram.

Maybe by that time, it's even possible to go up to millions or even tens of millions. It's because we have this cognitive gap now, which makes the price of Bitcoin very investment value. Why is Bitcoin not 1 million US dollars now? Because the vast majority of people in this world do not agree with this value.

Because of this gap in perception, it created the opportunity to create wealth If you think back to your past life, is it because of the gap in perception that you missed the opportunity to create wealth? Of course, the purpose of this video is not to suggest you to buy Bitcoin These are my own opinions, I will share with you the reasons why I invest in Bitcoin

Finally, I want to share with you that I often go abroad by plane. It is very important for me to go to the airport VIP room. Not only can I have a meal there, but also a quiet place to work. And I think the most valuable thing is that I can arrive at the airport earlier, whether it is a transfer or waiting for the plane. Then I can eat and drink at the VIP room and work until I can get on the plane.

If you want to get a VIP credit card today, the card fee is not cheap every year. If you are interested, you can consider the financial card of Crypto.com. These cards are not free at all. For example, this most common card Royal Indigo, it has a subscription reimbursement of 6 months of Spotify and Netflix every year. Plus, there are 4 free admission to the airport VIP room every year.

And the daily consumption is 3.5% And the return on hotel consumption is 5% In addition, it also has a monthly fee of 800 US dollars for non-management fees The only thing you need to do is to lock the value of 5000 dollars You can get this card

Let's look at the price of CRO. The current price is relatively low, and it should be relatively stable when it is lost. Of course, I know that the biggest risk of holding these cards is the fluctuation of the price of CRO. So before you do it, you have to think about it. If I had to choose, I would do this rose gold myself. Because its reverse line is not online at all. Plus, Spotify and Netflix subscription is completely free. Free all year round.

And there is no use of boarding in the airport's VIP room. In addition, you can bring a companion to the VIP room at the airport every time. Of course, if you want to do this Rolls-Royce, you have to lock the CRL to 50,000. So which card to do depends on your own economic ability.

And your risk tolerance ability to CRO increase I have shared with you in the previous video Why I prefer CRO If you are interested, you can go and see If the CRO rises afterwards Then this card is of course very cost-effective Because you not only make money on CRO You can also have the opportunity to own these cards

I will put my recommendation link in the information bar below the video If you need this airport VIP financial card, you can go and see it Now use my link to register and then successfully apply for this simplest ruby steel Plus some basic conditions, you can get a 50U CIO reward Okay, that's it for this video. The above is not an investment suggestion or an investment suggestion. See you next time