Bitcoin is likely to cannibalize gold as the preferred store of value going forward

in hive-148441 •  4 years ago 

If you didn't already know, well now you know...

JP Morgan put out a piece this morning saying how they think that as bitcoin grows and becomes more popular it is going to pull money from other store of value markets...

No kidding, right?!

Specifically they think that bitcoin is going to pull market cap from the gold market.

Hmm... again, you don't say!

Here's their exact quote:

“The adoption of bitcoin by institutional investors has only begun, while for gold, its adoption by institutional investors is very advanced. If this medium to longer-term thesis proves right, the price of gold would suffer from a structural headwind over the coming years.”

(Source: https://www.bnnbloomberg.ca/jpmorgan-says-gold-will-suffer-for-years-because-of-bitcoin-1.1533933)

Basically they are saying that since gold is already widely owned by institutions and bitcoin is not, and they work in a similar fashion in terms of a portfolio diversification/hedge/store of value, that money is very likely going to be re-allocated from gold to bitcoin.

Makes a lot of sense right?

The fund flows support this as well:

image.png

(Source: https://www.bnnbloomberg.ca/jpmorgan-says-gold-will-suffer-for-years-because-of-bitcoin-1.1533933)

Gold is old

I mean gold worked pretty well for what it was supposed to be, but now that the digital transformation is underway, it's time for something new, something better.

Gold has a limited supply but it doesn't have a fixed supply like bitcoin.

In fact, when the price of gold goes up, the rate of new supply coming into the market actually increases as miners rush to get the shiny metal out of the ground at increasing rates.

That isn't exactly what you want in terms of a hedge against central bank money printing.

You want the rate of new supply constant or decreasing.

Gold is old and cash is trash.

Bitcoin is going to eat a lot of asset's lunch over the coming years, it just has to stay on the good side of the US government.

If it does, the sky is literally the limit and we are all going to be kicking ourselves we didn't get more of at these prices a few years from now.

Stay informed my friends.

-Doc

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What gives bitcoin it's value and can you prove it? I'd say it has been adoption and the soundest and trustless code and it's security. However not much else you can do with it but store it as you would gold. Now.... what has been lacking in a lot of these new currencies is the principles of bitcoin that made it as valuable as it is today.... Ownerless for one, and no need for central authorities and nothing they can do to regulate it.. I think once people realize the power of smart contracts, there will be a new class of people.

You can move it across borders cheaply and easily, you can carry it in your pocket, and you buy many things online with it now. And that doesn't even include all the new defi options you can use it in. Bitcoin has tremendously more use cases than that brick of gold that mostly just works as a paper weight.

Agreed. More use cases should be known by now... especially on the earning potential besides ROI of when you first bought and the appreciation thereafter.