H100DL Episode 4: Asset Performance

Gold and silver have delivered strong returns this year.

Institutional investors and central banks are increasing gold holdings, debt levels continue to rise, and capital is gradually moving away from risk and high-growth assets toward more traditional inflation hedges and monetary assets.

In this weeks episode of H100DL, we discuss why we believe Bitcoin is lagging in this cycle, and what asset performance can teach us about how capital and investors are positioning in today’s market environment.

Listen to the episode to better understand where capital is moving and why.

Enjoy!

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