Simply Bitcoin

Why Everyone’s Chasing Gold Instead of Bitcoin Right Now | Simply SatoSHE

Oct 21, 2025
Gold’s recent surge may not be a true safe haven but rather a distraction from Bitcoin's growing accumulation by governments and institutions. Discussions reveal Bitcoin's advantages over gold and stocks, emphasizing its engineered scarcity and long-term potential. Retail investors chase gold, while savvy institutions prepare for the future by stacking Bitcoin. The volatility of Bitcoin is seen as a feature that drives appreciation, with experts urging listeners to focus on accumulating what can't be printed.
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INSIGHT

Bitcoin As The New Hurdle Rate

  • Denominating assets in Bitcoin reveals real returns versus inflationary dollars.
  • Since 2020 stocks and gold lose value when measured in Bitcoin, making BTC the new hurdle rate.
INSIGHT

Gold Rally Looks Like FOMO

  • Gold's USD surge may be greed chasing recent winners, not a broad hard-asset rally.
  • Housing and other hard assets show mixed signals, so the gold move looks like FOMO.
INSIGHT

Sovereigns Quietly Accumulating Bitcoin

  • Governments are seizing crypto and holding Bitcoin in self-custody, creating a stealth accumulation mechanism.
  • These actions can materially reduce available supply without explicit monetary policy changes.
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