CoinDesk Podcast Network BITCOIN SEASON 2: Gold Investors Are Taking A Victory Lap
Nov 1, 2025
Gold is celebrating a significant victory as it outperforms Bitcoin in 2025. Baby boomer goldbugs are taking their well-deserved lap while discussing the geopolitical implications of China's gold accumulation. The hosts delve into the potential for gold to replace Treasuries and explore the connections between rare earth minerals and global power dynamics. Despite Bitcoin's struggle, there are arguments that gold's ascent could pave the way for Bitcoin's future. It's a riveting look at the shifting narratives in the battle between gold and digital assets.
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Gold Bug Victory Lap
- Colin's dad has been taking victory laps because gold outperformed Bitcoin this year.
- Colin says his dad always preferred gold while holding a little Bitcoin as well.
Gold Outpaces Bitcoin YTD
- Year-to-date, gold rose about 51% while Bitcoin gained roughly 14% as of the recording.
- The U.S. dollar was down about 9% in the same period, highlighting divergent asset moves.
China Building A Shanghai Gold Hub
- China is buying and storing massive amounts of gold via the Shanghai exchange this year.
- They both hoover up metal and court foreign banks to use Shanghai as a major gold market.