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Are Fundamentals Finally Bullish?

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Gold, Bitcoin, and Market Dynamics

This chapter explores the evolving role of gold as an alternative asset in response to global market uncertainties and its unusual performance characteristics. It highlights Bitcoin's emergence as a potential 'digital gold' amid changing investor behavior, drawing parallels to gold's decoupling from traditional equities. The discussion also addresses significant corporate movements towards Bitcoin investment and the implications of economic factors such as the depreciating US dollar.

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