Gold avoids the rug pulls that have cost bitcoin its narrative. With bitcoin below $70,000 for the first time since April 7, per @KobeissiLetter, people are tired of the rug pulls, and gold does not have that problem. x.comÂ
Ross Gerber
CEO of Gerber Kawasaki, Portfolio Manager of GK ETF
Gold is a forever asset because money can be printed, while gold was there before money and will remain after it. Diamonds, by contrast, are finished now that De Beers' monopoly has been exposed. x.comÂ
Gold and bitcoin are winning investor interest as the dollar's status comes into question, as ETF flows in this rotational market show. Investors are buying the dip in semiconductors, selling the rally in software and warming to gold and bitcoin. x.comÂ
Gold depends on finding a greater fool to buy it, which is increasingly problematic because bitcoin is a perfectly scarce version of gold that is portable over the internet. x.comÂ
Tokenization is the structural catalyst for gold's next bull run, turning a static reserve asset into a liquid 24/7 instrument institutions can use as collateral or swap without moving metal. Gold Token SA CEO Kurt Hemecker makes this case as gold overtakes Treasuries as the top central bank reserve asset. Fiat debasement, geopolitical fragmentation and de-dollarization remain solid, so the pullback is an accumulation window. Trust and standardization are the key to the unlock. x.comÂ
Gold could rise 1.5-2x against the US dollar, with bitcoin potentially doubling against gold, leaving anyone not holding risk assets badly exposed. x.comÂ
Gold is under pressure because a sharply higher US 10-year yield, now 5.22%, makes holding a zero-yield asset expensive in opportunity cost. Gold fell 3% and silver 5% in a day after two weeks of rising yields. Gold has also moved inversely to bitcoin over the past week, a sign speculative flows are favoring crypto over real assets. x.comÂ
Gold faces confiscation risk that Bitcoin held through memorized seed words may avoid. Americans had to surrender gold for $20.67 an ounce in 1933; a year later it was priced at $35. That risk does not overturn owning both. x.comÂ
Gold is extremely attractive now because rising market fear could make it a great hedge. It has fallen nearly 30% from its January all-time high and returned to the accumulation zone. If this level holds, expect a bounce soon. x.comÂ
Gold has been in distribution all of 2026 and can stay there for years, so every rally should be sold. Money is rotating elsewhere, especially into semiconductors and crypto. x.comÂ
Gold is set to run as an oil and energy spike, following the interest-rate spike, sets off bond-market contagion. Few investors are positioned for that move, which should lift crypto alongside gold. x.comÂ