2013: Gold leads BTC by 428 days.
2017: Gold leads BTC by 243 days.
2020: Gold leads BTC by 63 days.
2026: The lag is approaching zero.
In 2026, it takes one click in a BlackRock terminal.
Capital flows where pipes are built. Now that the Bitcoin pipes are as wide as the Gold pipes, the liquidity delay is vanishing.
In 2013 and 2017, the people buying Gold (central banks, boomers) and the people buying Bitcoin (cypherpunks, tech nerds) were completely different tribes.
Today, the same Investment Committee decides on both.
In 2026, the market is starting to treat Bitcoin essentially as "Gold with a rocket booster."
• Gold protects wealth (Defensive).
• Bitcoin protects wealth and captures growth (Offensive).
We are approaching a point where Bitcoin might actually start leading Gold. Because Bitcoin trades 24/7 and settles instantly, it is actually a more sensitive liquidity gauge than Gold (which sleeps on weekends and closes at 4 PM).
2017: Gold leads BTC by 243 days.
2020: Gold leads BTC by 63 days.
2026: The lag is approaching zero.
In 2026, it takes one click in a BlackRock terminal.
Capital flows where pipes are built. Now that the Bitcoin pipes are as wide as the Gold pipes, the liquidity delay is vanishing.
In 2013 and 2017, the people buying Gold (central banks, boomers) and the people buying Bitcoin (cypherpunks, tech nerds) were completely different tribes.
Today, the same Investment Committee decides on both.
In 2026, the market is starting to treat Bitcoin essentially as "Gold with a rocket booster."
• Gold protects wealth (Defensive).
• Bitcoin protects wealth and captures growth (Offensive).
We are approaching a point where Bitcoin might actually start leading Gold. Because Bitcoin trades 24/7 and settles instantly, it is actually a more sensitive liquidity gauge than Gold (which sleeps on weekends and closes at 4 PM).