Bitcoin vs. gold: Are market cap and other comparisons actually relevant for investors?

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Investors frequently compare Bitcoin to gold and then map out gold’s success as the most likely path that BTC will follow. noshitcoins explores these assumptions and whether institutional adoption is necessary for Bitcoin to go mainstream.

The connection between Bitcoin and gold goes back to Bitcoin’s origin. While it is not mentioned in the Bitcoin white paper, Satoshi Nakamoto actually referred to gold’s rarity in a Bitcointalk forum post when introducing the first version of Bitcoin in 2009. This was to emphasize the importance of a limited supply of 21 million coins.

Bitcoin’s present market cap of $570 billion outshines traditional giants like Visa, Taiwan Semiconductor and JPMorgan Chase. However, it’s still 55% behind silver and significantly trails the world’s foremost tradable asset, gold. For instance, central banks and the International Monetary Fund hold a hefty 46,603 tonnes of gold, equivalent to $2.84 trillion. Private investments in bars and coins add 45,000 tonnes, worth an extra $2.74 trillion. In total, investors hold $5.8 trillion in gold, accounting for 45.2% of its market cap.

 

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