Part 6/13:
While not a “gold bug,” the speaker highlighted how Bitcoin’s value relative to gold has surged—up 78% year-to-date—outperforming gold by over 35x in the past six years. This significant outperformance has led even some gold investors to diversify into Bitcoin, acknowledging its scarcity and digital nature. As gold markets decline since May after a brief rally, Bitcoin continues to outperform, reinforcing its role as “digital gold” in the macro landscape.