Crypto Long & Short: Bitcoin vs. gold: 26% relative undervaluation
Bitcoin is trading 26% undervalued versus gold based on WisdomTree's BiG model, suggesting a relative value opportunity. The analysis reframes bitcoin as a monetary asset competing with gold rather than a risk asset, responding similarly to inflation, real yields, and currency confidence. Current macro conditions favor bitcoin catching up to fair value, with implications for institutional positioning and allocation strategies.
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