Off the Block: Bitcoin and gold with Charlie Morris
The world is currently witnessing a "hard asset" renaissance as gold recently hit all-time highs above $5,500. However, despite gold's record-breaking streak, Bitcoin has shown remarkable resilience and structural maturation.
Against the backdrop of the US-Israeli operation against Iran, rising oil prices, and renewed inflation fears, Bitcoin gained 7% in March while gold dropped 11.5%, further cementing its role in the global repricing of safety.
In the 13th episode of Off the Block, Darius Moukhtarzadeh and yours truly are joined by Charlie Morris, the CEO and founder of ByteTree, a UK-based startup specialising in providing investors with the tools to scrutinize, value, and analyze both traditional and digital assets. Together, they dive into the macro uncertainty and geopolitical fragmentation driving demand for non-sovereign assets. They also unpack the surge in central bank demand and why combining Bitcoin and gold through Charlie’s disciplined, risk-weighted “BOLD strategy” may be the most elegant trade in today's market.
The conversation explores the intricate relationship between Bitcoin and gold, examining how they behave both inherently and when utilized together in a diversified portfolio to navigate today's shifting financial landscape.
Some of these answers may be on your mind, we answer them in this episode:
- 07:46 - Where will gold and Bitcoin be in the next 10 years?
- 10:17 - Why combine Bitcoin and gold?
- 15:45 - What’s driving gold’s surge?
- 21:04 - What does it mean for Bitcoin when gold outpaces treasuries?
- 24:54 - Is Bitcoin a store of value?
- 30:05 - What is the BOLD strategy?
- 35:07 - What does the near future hold for Bitcoin and gold?
- 37:09 - What would drive Bitcoin’s next bull run?
▶️ Listen to the full episode of Off the Block with Charlie Morris
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