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We are certainly aligned there, do you see value in BTC
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I am on the other side of the gold trade. I am buying future selloffs. I would love to see 3.5k gold.
I am not as much a fan of gold as I am bearish on the dollar. Gold is my proxy for a bearish bet on the dollar to continue to lose purchasing power. The monetary system is designed to remove purchasing power from the dollar. I expect monetary system and policy to continue to work as intended.
Gold does have some interesting properties. One being no counter party risk for physical but does have the carry cost.
I am not as much a fan of gold as I am bearish on the dollar. Gold is my proxy for a bearish bet on the dollar to continue to lose purchasing power. The monetary system is designed to remove purchasing power from the dollar. I expect monetary system and policy to continue to work as intended.
Gold does have some interesting properties. One being no counter party risk for physical but does have the carry cost.
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