Over the next 5–10 years, people who hold gold and BTC may be the winners of the era
Central banks around the world are hoarding gold; Bitcoin may behave like a risk asset in the short term, but in the long term it can hedge against currency debasement,
At their core, both follow the same logic: trading on currency debasement.
Global debt has surpassed $365 trillion,
central banks made net gold purchases of 289 tonnes in the second quarter, a record high for any second quarter.
Everyone is looking for scarce assets that aren’t dependent on the credit of a single sovereign.
Gold and Bitcoin aren’t rivals—they’re part of a relay race!
Gold is the traditional anchor in times of uncertainty,
Bitcoin has a fixed supply, while institutional adoption and compliant infrastructure continue to take shape,
Citigroup has raised its BTC price target to $113,000.
In the short term, it will be sold off as a risk asset,
as liquidity tightens and leveraged positions are liquidated, triggering a sharp decline.
But once a crisis hits and stimulus flows in to prop up the market, scarce assets will surge.
Remember: respect risk in the short term; bet on scarcity in the long term.
Gold runs the first leg; Bitcoin takes the next.
Scarcity + liquidity—that’s what gives you the confidence to weather market cycles.$BTC
