David Lawrence
Founder & CEO of Finite, Bitcoin Talent Intelligence
Gold should peak and then fall over the next 10-15 years as advancing technology and robotics make it easier to find and mine new supply. Diamonds show the pattern: more supply entering circulation has pushed prices down 70% from their 2011 high to the lowest this century. As gold falls, bitcoin should rise more aggressively as its scarcity compounds and demand increases. x.comÂ
Gold will see a diamond-like price decline if lab-grown gold takes hold. The quoted post says lab-grown diamonds halved diamond prices since 2016; gold is currently the largest asset class on Earth, so its money moving into Bitcoin could be consequential. x.comÂ
Gold's scarcity is limited by technology and economics, and AI and automation are already loosening it. Mining needs no humanoid robots, only cheaper exploration, drilling, hauling, sorting, processing and maintenance; lowering the cost per ounce turns lower-grade deposits into profitable reserves and expands recoverable supply. Strip away gold's monetary premium and its price gravitates toward the marginal cost of producing the next ounce. Bitcoin's scarcity, by contrast, is set by code. x.com … Show more
Gold is set to take off as energy-driven stagflation traps the Fed and negative real rates favor it. Today's dovish hold was likely its last chance to hike: once the AI bubble bursts, the Fed loses that option, while current debt-to-GDP rules out Volcker-style hikes without fiscal insolvency. Per Macrotrends' chart, gold rose eightfold from its 1976 low to its 1980 high, equivalent to $32,000 gold over five years in today's terms. x.com x.com x.comÂ
Gold-making machines are real, undermining gold's scarcity. Gold goes to zero; unlike Bitcoin, whose supply is fixed at 21 million, new gold can be made. x.comÂ
Gold has formed a multi-year top at $5.6K and won't return there before 2030. It is in a high-timeframe distribution phase, with trillions of dollars rotating out of gold into US equities, bitcoin and Chinese equities, fueling the next risk-on environment. Silver showed a classic blow-off top, and the same applies to gold. x.comÂ
Gold remains bullish because its correction and investor washout fit the expected cycle reset before the next major move. After two strong years, the projected cycle low is approaching, making the shakeout a setup within gold's multi-year cycle rather than a break in the long-term trend. x.com 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 tends to perform poorly when liquidity contracts, while it performs best during recoveries. Gold looks likely to fall next year. x.com x.comÂ
Gold can go much higher over time, possibly to $10,000 eventually, because currency debasement is real, governments are not becoming fiscally disciplined and debt is not disappearing. The recent quiet after a 15-20% pullback changed only the price, not the fundamentals. Still, gold produces nothing and can do little for years after speculative runs, so it may protect wealth while great businesses compound it, which makes productive assets the preferred vehicle. x.comÂ
Gold's roughly 2% annual supply inflation compares badly with Bitcoin's diminishing supply inflation, a projection gold bugs refuse to make. A post the author replies to adds that about 95% of all Bitcoin has already been mined, that gold mining uses far more energy, and that gold's value against Bitcoin keeps falling over time. x.comÂ
