Gold Is The 'New Bitcoin' According To This Market Expert

"Gold's massive rise in 2025 is capturing investor attention, with market veteran Ed Yardeni declaring it the "new bitcoin." Yardeni argued that gold has outperformed bitcoin as a safe-haven asset amidst growing geopolitical uncertainty. "Bitcoin has been described as ' digital gold,' but we would describe gold as 'physical bitcoin,'" Yardeni wrote, highlighting gold's historical reliability compared with bitcoin's shorter track record and risk-on behavior, Yardeni wrote in a Wednesday note from Yardeni Research reported by CNBC."

"The surge in gold today can be partially attributed to President Trump threatening China with "retribution" over trade, including a potential ban on Chinese cooking oil, amid longstanding tensions involving soybeans and other commodities. The escalation raises U.S. economic uncertainty, boosting demand for gold as a safe-haven asset. Yardeni: Bitcoin has liquidity strain. Yardeni attributed bitcoin's decline to liquidity strains, with around $19 billion in recent liquidations in leveraged positions, forcing some auto-deleveraging and widening market spreads."

"By contrast, gold climbed after President Donald Trump hinted at 100% tariffs against China, reflecting its role as a geopolitical hedge. Yardeni sees gold pushing past $5,000 in 2026, potentially reaching $10,000 by decade's end. "Investors seeking protection from mounting geopolitical risks have been heading for the hills to mine for gold as well as silver," he said. Bitcoin has settled near $111,000 this week, following a record high above $126,000 and one of the market's most violent corrections in years."

Gold has risen dramatically in 2025, climbing roughly 60% year-to-date to above $4,200 an ounce from about $2,600 a year earlier. Bitcoin's gains have been closer to 20%, with recent volatility and liquidity strains producing large leveraged liquidations. Geopolitical tensions and trade threats have increased U.S. economic uncertainty, boosting demand for gold as a safe-haven asset. Gold has outperformed during recent market stress, and forecasts project gold potentially surpassing $5,000 in 2026 and reaching much higher by the end of the decade. Silver has also seen increased interest as investors seek protection.

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