Bitcoin's Hedge Broken? Gold vs Bitcoin in Chaos

Bitcoin slipped below $90K as gold surged, tariffs returned, and Japan’s bond market sent shockwaves through global liquidity. In this episode, we break down why gold is winning the debasement trade for now, why Bitcoin is reacting like a macro asset, and how institutional accumulation is quietly reshaping the long-term setup. This isn’t about timing the next candle — it’s about understanding the structure beneath the volatility.

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Timestamps
00:00 Gold's Outperformance Amidst Geopolitical Chaos
01:22 Analyzing Bitcoin's 2025 Performance
02:49 The Impact of Tariffs on Bitcoin
03:58 Gold vs. Bitcoin: A Broader Perspective
06:31 Japan's Bond Market: The Real Story
08:08 Bitcoin's Volatility and Institutional Absorption
10:26 Tim Draper on Bitcoin's Long-Term Potential
13:03 Bitcoin's Future Amidst Uncertainty

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