According to OKG Research analysis, in 2024, gold demand will still be dominated by traditional uses, with jewelry accounting for 44%, central bank purchases accounting for 23%, and investments accounting for only 26%. ETFs, as short-term hedging tools, will experience increased volatility and continue to experience net outflows from the second quarter of 2022. In contrast, Bitcoin is gradually gaining institutional acceptance, becoming a new type of digital safe haven asset with on chain self custody, global liquidity, and brand effect. Gold serves as the trust anchor of the old system, while Bitcoin builds a new decentralized reserve channel. The two are building parallel safe haven channels, providing a new structure of "dual track safe haven" allocation for global capital.
