أعاد مؤسس بينانس تشانغ بينغ تشاو (CZ) إثارة النقاش على منصة X حول المقارنة بين الذهب وعملة البيتكوين، حيث انتقد المحلل الاقتصادي بيتر شيف الذي يشتهر بمعارضته للعملات الرقمية. وأشار CZ إلى أحد أبرز عيوب الذهب مقارنة بالأصول الرقمية: وهو صعوبة التحقق من احتياطياته.
النقاش حول احتياطيات فورت نوكس
جاء هذا النقاش في وقت يتزايد فيه الفضول حول التدقيق المؤجل منذ فترة طويلة لاحتياطيات الذهب في خزائن فورت نوكس الأمريكية. حيث طرح أحد المستخدمين سؤالاً: “ما الذي حدث بالضبط لتدقيق احتياطيات فورت نوكس؟”.
ورد CZ قائلاً: “الذهب صعب التحقق منه”، كما ذكر بيتر شيف في منشوره بشكل ساخر. الجدير بالذكر أن شيف هو مؤيد قوي للذهب وغالباً ما يهاجم البيتكوين واصفاً إياها بـ”أصل مضاربي لا يمتلك قيمة حقيقية”.
وفقاً للتقارير، تمتلك وزارة الخزانة الأمريكية 261.5 مليون أوقية تروي من الذهب، يتم تخزين 147.3 مليون أوقية منها في فورت نوكس. وتشير التقارير إلى أن آخر تدقيق كامل لهذه الاحتياطيات تم منذ عقود، مما دفع إلى المطالبة بمزيد من الشفافية.
مقارنة التحقق: العملات الرقمية مقابل الذهب
توضح تعليقات CZ أن العملات الرقمية تتفوق على الذهب من حيث إمكانية التحقق والشفافية. فالتأكد من وجود الذهب وحجمه لا يتم بشكل فوري أو علني، والوصول إليه محدود، وعمليات التدقيق قليلة، وسجلاته غير شفافة.
في المقابل، تعتمد العملات الرقمية على تقنية البلوك تشين التي توفر سجلاً كاملاً وشفافاً وفي الوقت الفعلي لكل عملية تداول. وهذا يظهر أن إمكانية التحقق من الذهب محدودة مقارنة بالطبيعة المفتوحة والقابلة للتتبع للأصول الرقمية مثل البيتكوين.
نقاش الذهب الرقمي
أعلن بيتر شيف مؤخراً عن خطط لإطلاق منتج ذهب مُرمز، قائلاً إن الذهب مثالي لوضعه على البلوك تشين لأنه يمكن أن يوفر الفوائد التي تعد بها البيتكوين ولكنها لا تستطيع الوفاء بها.
ولكن CZ رد بسرعة مشيراً إلى أن الذهب المُرمز ليس موجوداً حقاً “على السلسلة”، بل يعتمد على الثقة في طرف ثالث يقوم فعلياً بتخزين الذهب وتسليمه. كما حذر من أن عوامل خارجية مثل التغييرات الإدارية، أو التأخير، أو الأزمات الجيوسياسية، أو حتى الحروب يمكن أن تؤثر على هذه المقتنيات.
وكان CZ قد قال سابقاً إن الذهب، رغم قيمته، ليس عملياً للاستخدام اليومي.
هذا يظهر أنه بينما ظل الذهب مخزناً موثوقاً للقيمة لوقت طويل، فإن إمكانية التحقق منه وشفافيته تتأخران behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind behind 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