Facing global uncertainty, gold and Bitcoin become essential
In this turbulent period, what reliable values remain? Currencies oscillate, markets stumble, confidence wavers. Two refuges emerge: gold, solid for centuries, and bitcoin, born digital but increasingly credible. Their simultaneous rise draws attention. Can we now count on them in an unstable economy? Or is it simply a speculative episode? This unexpected duo could reshape the contours of financial confidence in the modern era.
In brief
- Gold surpasses 3,944 dollars an ounce, boosted by global political and monetary tensions.
- Bitcoin crosses 125,000 dollars, supported by ETFs and a weakening dollar.
- The “debasement trade” becomes a key strategy to protect capital from depreciated currencies.
- Bitcoin now plays the role of digital gold in today’s economy.
When the economy wobbles, gold and Bitcoin bounce back
The global economy is going through a period of deep uncertainty. The American shutdown rekindles hopes for a rate cut, weakening the dollar amid structural tensions. In this context, gold rises: it reaches $3,944.81 an ounce, exceeding forecasts by major banks (UBS, Commerzbank). Demand for gold feeds on a quest for tangible assets, safe from monetary disorder.
At the same time, bitcoin crosses the 125,000 $ mark, driven by massive flows toward spot ETFs. It rises over 8% in October, totaling more than 30% gain for the year. Capital floods into this digital haven. BTC captures the attention of actors fearing fiat dilution.
This combined movement is not accidental. It reflects a common reaction from investors: faced with a sick economy, diversifying into gold and Bitcoin becomes reflexive. One offers material stability, the other digital mobility. Together, they form an appropriate response to financial instability.
The “debasement trade”: the union of gold and Bitcoin against economic erosion
In the crisis, the concept of the debasement trade takes center stage in economic debate. Investors insure themselves by turning to non-sovereign assets. Gold and bitcoin stand as bulwarks against monetary depreciation, according to several analyses.
This quote reinforces a vision: bitcoin does not compete with gold, it complements it. It combines scarcity, portability, continuous accessibility—attributes that physical gold does not fully possess. In a changing economy, this alliance makes sense.
Bitcoin ETFs facilitate access to this asset for a broad base of investors, while central banks continue to buy gold. This duality embeds bitcoin in a broader capital preservation strategy in an era where sovereign currencies lose their shine.
Towards an era where Bitcoin rivals gold — economic outlook and figures
Projected outlooks place bitcoin as a player alongside gold. Some analysts believe BTC could capture up to half of gold’s market capitalization in the coming years. Such a shift would redraw the landscape of safe-haven assets.
Here are key benchmarks:
- 3.24 billion dollars: net amount injected into Bitcoin ETFs in one week;
- BTC surpasses 125,000 $, reinforcing its status as a digital safe haven;
- Gold continues to rise under monetary pressure;
- The concept of debasement trade unites the two assets;
- The combined gold + bitcoin capitalization ratio rivals major institutions.
In this dynamic, bitcoin is no longer a mere speculative bet. It becomes a co-pillar with gold for those anticipating a more unstable future. Of course, challenges remain: regulation, volatility, adoption. But in a reshaping economy, betting on the gold + bitcoin duo becomes a bold strategy—if one accepts the risks.
If the economy wobbles, bitcoin, especially in large hands, can generate spectacular profits. For example, a large entity earned 3.9 billion dollars of fair value gain on its BTC holdings in the third quarter of 2025. In a world where monetary value is doubtful, bitcoin ceases to be exotic: it becomes a serious line of defense.
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La révolution blockchain et crypto est en marche ! Et le jour où les impacts se feront ressentir sur l’économie la plus vulnérable de ce Monde, contre toute espérance, je dirai que j’y étais pour quelque chose
The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.