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🔍 Bitcoin: More Than Just Digital Gold?...The buzz around Bitcoin being used as something other than digital gold has led to other players exploring...Combined, these projects represent a new path forward for Bitcoin: one where it is more than just digital gold...

BTC and Gold’s Relationship Back in 2019, BTC’s correlation to gold propelled the narrative that BTC...If BTC isn’t considered an inflation hedge — as gold is — by investors, then rising inflation could negatively...

Current Setup The BTC/Gold 1W 9/21 EMA chart is lining up for a potential downside cross....If gold continues to hold its gains into the September FOMC, the EMAs could formally cross down around...A proportional replay would imply about 70% upside in the BTC/Gold ratio, taking it from the current...

Introduction BTC/Gold remains in a corrective phase, but for now my base case is that this is a typical...The BTC/Gold ratio has long served as a reliable gauge of macro risk appetite and liquidity cycles....When Bitcoin strengthens relative to Gold, it often reflects improving market sentiment and rising liquidity...

Kevin Kelly and Jose Macedo - One Big Macro Trade: Dollar, Gold, Bitcoin...Dollar, gold and bitcoin....The Webinar also touched upon Delphi’s latest outlook for BTC, crypto, gold/precious metals over short...

...slowed down, its correlation to the SPX slowed, eventually flipping negative, and its correlation to gold...Gold is considered a safe haven asset and inflationary hedge; stocks and indices like the S&P 500...Because gold and stocks have poor correlation, using BTC’s correlation to each asset as a means of gauging...

By Kevin Kelly, CFA Key Takeaways Gold’s latest surge puts it among this year’s best performing assets...Notably, the swift rally in precious metals has pushed many gold-backed ETFs to record overbought levels...All That Glitters is *Long* Gold One key difference in the latest “everything rally” is its leadership...

One of this paper’s co-authors, Alex Golding, recently spoke at Permissionless about “How to Launch a...

Precious metals, notably gold and silver, have surged amid dollar weakness and the latest plunge in the...In our May 22nd market commentary note, we highlighted how cheap silver was trading relative to gold...The precious metal is up 32% since (compared to 9% for gold) yet still remains 52% below its April 2011...

We’ll call this system the “gold era.”...Gold (blue, LHS) vs Oil (orange, RHS). MacroTrends....Investors were no dummies and knew there were more claims against America’s gold than actual gold....For Wall Street, it was a machine that turned lead into gold.”...backing and eventually lead to a run on gold.

Bitcoin as Digital Gold At Delphi, we have written at length about Bitcoin’s role as “digital gold”,...superior to Gold....While thinking of Bitcoin as digital gold is a useful narrative, Bitcoin isn’t just a better Gold but...Gold’s Limitations  While Gold is often referred to as the only financial asset that isn’t someone else...

Gold If you want to play Sanko Pets, you will need GOLD....’s roughly 6000 GOLD ($108k) stored in Bun’s TBAs....So, as the ecosystem expands, so should the demand for GOLD, but it is important to consider that GOLD...Each fruit can be sold for 0.75 GOLD, so each tree yields you 6 GOLD ($108), assuming you sell all your...

Some argue bitcoin’s latest parabolic move is stealing market share from gold but that’s only the tip...For perspective, net outflows from the two largest gold ETFs (GLD & IAU) totaled ~$5.7 billion in...share from gold; in other words, investors are shying away from the precious metal and allocating to...Gold Price vs.