Morgan Stanley says gold at 4800? I just have to laugh... BTC is the real safe haven, that gold logic is outdated
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Another prediction? How did those big institutions' forecasts from last year turn out? Weren't they just proven wrong by on-chain data?
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On the repricing of safe-haven attributes... sounds nice, but it really comes down to whether central banks will actually step in
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2026, huh... I think we need to wait until a bottom consensus is established before daring to make a move, it's too early to say now
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Wait, hold on, the key is when the Fed rate cuts actually materialize, the correlation between gold and BTC is actually more complex than you think
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Typical institutional rhetoric, drawing pictures for retail here, I'll just sit and watch
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Before the bottom consensus is established, who would dare go all in... just take this forecast as a reference
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The logic of gold and digital assets rising together... I'm skeptical about this wave, market sentiment hasn't reached that tempo yet
#2026年比特币价格展望 $BTC $ETH $BNB 最近看到摩根士丹利の予測はかなり面白いです——彼らは金価格が2026年第4四半期に1オンスあたり4800ドルに達すると考えています。
なぜこの予測が注目に値するのか？その背後にある論理は実はそれほど複雑ではありません：FRBの利下げサイクルの予想、世界の中央銀行が絶えず金を買い続けていること、そして地政学的な不確実性など、これらが金の需要を押し上げ続けています。
要するに、経済の不確実性が増すとき、伝統的な資産もデジタル資産も避難資産としての評価が見直されるのです。金もそうですし、$BTC のような新しい資産も同じ論理です。
友人の中には2026年の各種資産の動向について考えている人もいますが、この摩根士丹利の見解は、あなたにいくつかの考える角度を提供してくれるかもしれません。