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Are Fundamentals Finally Bullish?

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Apr 21, 2025
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INSIGHT

Gold Outperforms as Equities Fall

  • Gold is currently outperforming equities and behaving like an alternative crypto asset.
  • This signals institutional capital seeking safe havens and a shift away from traditional stocks.
INSIGHT

Bitcoin’s Emerging Hedge Role

  • Bitcoin is decoupling from equities and showing strength as a digital gold hedge.
  • Institutions are shifting to Bitcoin as a non-sovereign, diversified asset.
ANECDOTE

Saylor’s Bitcoin Buying Anecdote

  • Michael Saylor’s MicroStrategy averages Bitcoin buys around $70,000, a risky strategy.
  • Competitors like Japan’s MetaPlanet are using similar leveraged financial instruments to accumulate BTC.
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