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Gold has added ~7 trillion in market cap YTD. On the bright side, bitcoin has a long way to run on the monetary side although it looks like this decade may belong to gold if central banks are hoovering up as much as they can get their hands on. Perhaps they eventually understand bitcoin, but it doesn't look like that will be happening soon.
32 sats \ 1 reply \ @freetx 8 Oct
Perhaps they eventually understand bitcoin, but it doesn't look like that will be happening soon.
The single best benefit Gold has over Bitcoin is that its analog and works when the grid is down.
This is a great selling point for nation-states since purchasing more gold is often a "war hedge".
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I think the fact that it has been used for money for thousands of years and is ubiquitous throughout the world is a pretty big benefit as well. It is also already on most central bank balance sheets, much easier to add to an existing position than justify a new asset.
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21 sats \ 4 replies \ @OT 8 Oct
Since around 2020 there's been a lag behind gold. Anyone have any idea what explains that? Is it gold has stood the test of time and isn't going away any time soon, where as Bitcoin is still a "just in case" hedge to gold?
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Gold is institutionally collateralized, when gold goes up that means even more dollars can be created as loans against it, a percentage of those dollars find their way to Bitcoin which has a smaller float (higher multiplier). Flywheel effect.
Since people started talking gold parity, which would have been at 10x over most of the last year or so, its now more like a 15x in the last few months.
ETF's/MSTR debt etc are an early form of institutionally collateralized BTC, the catch-up is when BTC's little flywheel becomes a money printer unto itself like gold. The suddenly part.
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Thanks for this. More sophisticated than my Bitcoin price is easier to manipulate than the gold price idea.
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The smaller the beachball, the easier it is to keep it under the water.
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Not sure, but the lag certainly exists.
My best guess, gold gets bid up when there are general worries about the economy and/or fears about monetary debasement (people go risk off).
Eventually those fears subside and people want to move "risk on" which they consider bitcoin to be so there is a rotation.
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