Ilan Solot's analysis highlights that gold and bitcoin both serve as stores of value, but their effectiveness and narratives have evolved, particularly post-2022.
The disconnect between gold's price and its traditional store-of-value drivers since 2022 suggests a market structural change, influenced by geopolitical events and central bank strategies.
DJ Windle emphasizes the ongoing debate about bitcoin versus gold, arguing that the approval of crypto ETFs may significantly alter traditional perceptions and market dynamics.
The August market sell-off raised questions about bitcoin's resilience as a store of value, especially as it underperformed compared to a rallying gold market.
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