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Mentioned in 1 episodes
Gold and Bitcoin
Book •
This work demystifies gold and bitcoin using data, covering bitcoin's mechanics like blockchains, hashing, mining, keys, and transactions.
It compares the two on scarcity, inflation, production costs, custody, settlement, censorship resistance, volatility, and market adoption.
The analysis addresses price drivers such as financialization, central-bank buying, de-dollarization, and tail risks including bitcoin's 51% attacks, quantum threats, and gold's potential supply shocks from advanced extraction or off-world sources.
Frameworks like the golden-constant and Golden Dilemma guide valuation scenarios and practical portfolio allocation.
It compares the two on scarcity, inflation, production costs, custody, settlement, censorship resistance, volatility, and market adoption.
The analysis addresses price drivers such as financialization, central-bank buying, de-dollarization, and tail risks including bitcoin's 51% attacks, quantum threats, and gold's potential supply shocks from advanced extraction or off-world sources.
Frameworks like the golden-constant and Golden Dilemma guide valuation scenarios and practical portfolio allocation.
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Mentioned in 1 episodes
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Campbell Harvey
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Bullish Calls for 2026 Emerge
