Macro· ★★· neutral·

Yorkville CEO: gold and bitcoin share debasement hedge logic, but institutional footing differs

  • —Neamtz: gold and BTC share fixed supply outside policy control
  • —Gold has a central bank reserve base; BTC relies on spot ETFs
  • —Central banks bought 289 tonnes of gold in Q2 2026
  • —The 2027 question is portfolio weight, not which asset wins
Why it matters: The argument reinforces bitcoin's debasement-hedge narrative while conceding it still trails gold in institutional status.
Source: TokenPost