Incrementum-递增比特币Kompass–2024年第四季度（英）

1Q4 2024Bitcoin CompassRonald-Peter StöferleMark J. Valek2Table of Content:1. News and Social Media2. Bitcoin3. Bitcoin Spot ETF4. Bitcoin On-Chain5. Bitcoin vs. Altcoins6. Bitcoin Comparisons31. News and Social Media“I do think bitcoin is the first [encrypted money] that has the potential to do something like change the world.”Peter Thiel4News•Bloomberg, 07/22/2024 (EN): SEC Seen Approving Spot-Ether ETFs in Latest Crypto Milestone (link)•crypto.news, 08/14/2024 (EN): Why are Norwegian and Swiss banks buying MicroStrategy shares? (link)•Cointelegraph, 09/09/2024 (EN): Japanese power giant Tepco explores ‘green’ Bitcoin mining: Report (link)•The Global Treasurer, 09/10/2024 (EN): Corporate Bitcoin Holdings Surge 587% Since 2020 (link)•Bloomberg, 09/21/2024 (EN): SEC Approves Nasdaq to List Options on iShares Bitcoin Trust ETF (link)•Chainalysis, 09/11/2024 (EN): The 2024 Global Adoption Index: Central & Southern Asia and Oceania (CSAO) Region Leads the World in Terms of Global Cryptocurrency Adoption (link)•Nasdaq, 09/16/2024 (EN): Bhutan’s Bitcoin Holdings Revealed: Kingdom Owns $780M in BTC from Mining (link)•Bloomberg, 09/20/2024 (EN): MicroStrategy Raises $1 Billion to Buy Bitcoin, Redeem Notes (link)•Crypto News Flash, 09/24/2024 (EN): Kamala Harris Makes Her First Big Move on Cryptocurrency Policy (link)•Reuters, 09/28/2024 (EN): Binance founder Zhao released from US custody, Bloomberg News reports (link)5Social MediaIn Gold We Trust, 09/19/2024 (EN)The Grand Part of Bitcoin’s Current Halving Cycle - with Mark Valek, PlanB and Chris KuiperBitcoin Magazine, 07/27/2024 (EN)Donald Trump Bitcoin 2024 Keynote SpeechBITCOIN, 09/10/2024 (EN)SAYLOR Today: The BITCOIN Gold Rush Starts NowBitcoin Magazine, 07/27/2024 (EN)Edward Snowden Bitcoin 2024 Keynote SpeechA group of men standing next to each otherDescription automatically generatedA person speaking into a microphoneDescription automatically generatedA person with glasses and a mustacheDescription automatically generatedA person in a suitDescription automatically generated62. Bitcoin “Bitcoin is like investing with Steve Jobs and Apple … I think we are in the first inning of bitcoin and it’s got a long way to go” (22/10/2020, Bitcoin = 12,855 USD)Paul Tudor Jones7Bitcoin Performance in Major Currencies, 2011–2024 YTDYearUSDEURGBPCADCNYJPYCHFINRXAUAverage20111,473.3%1,526.8%1,479.7%1,509.0%1,402.6%1,391.7%1,480.2%1,765.8%1,328.1%1,484.2%2012186.2%180.7%173.9%178.6%183.3%222.7%179.5%196.9%167.3%185.5%20135,481.1%5,257.9%5,373.3%5,874.4%5,323.1%6,675.3%5,342.7%6,172.3%7,655.3%5,906.2%2014-57.4%-51.6%-54.7%-53.4%-56.4%-51.6%-52.6%-56.6%-56.7%-54.6%201533.8%49.1%41.4%59.4%40.0%34.5%34.9%40.6%49.3%42.6%2016124.9%132.3%168.7%118.3%140.6%118.5%128.5%130.9%107.3%130.0%20171,385.6%1,202.1%1,256.3%1,291.2%1,292.2%1,332.2%1,322.1%1,295.6%1,213.4%1,287.9%2018-73.5%-72.2%-71.9%-71.2%-71.9%-74.2%-73.3%-71.1%-73.0%-72.5%201987.8%92.1%80.6%78.9%90.2%86.2%85.2%92.7%58.8%83.6%2020305.0%271.7%292.9%297.0%279.6%285