Latest / Simply Bitcoin / Why Everyone’s Chasing Gold Instead of Bitcoin Right Now | Simply SatoSHE

Transcript

Why Everyone’s Chasing Gold Instead of Bitcoin Right Now | Simply SatoSHE · Simply Bitcoin

• 0:00
  Why are the markets going sideways while gold has added
• 0:04
  more than $11 trillion of market value in under one year?
• 0:09
  Is it possible that everyone's getting the wrong idea about
• 0:13
  this historic rally? There is possibly more truth
• 0:17
  hiding beneath these headlines. While the initial assumption is
• 0:21
  that gold is a flight to safety, the real incentive seems to be
• 0:25
  something else entirely. And once you see it, you'll
• 0:29
  never view the gold rally or the Bitcoin dip the same way again.
• 0:38
  So about one year ago, Bitcoin was at like $70,000.
• 0:42
  Yeah, I still had incredible performance.
• 0:44
  If you go back to 2020, it's up 1500%, right?
• 0:47
  So one of the things that I like to do is I like to take assets
• 0:49
  and denominate them in Bitcoin so anyone can make money.
• 0:52
  When you compare it to the dollar, the dollar only goes
• 0:54
  down. And so if you look at stocks,
• 0:55
  the S and PS up 100% since January of 2020 in Bitcoin terms
• 0:59
  is down 88%. So while stock investors think
• 1:02
  they're winning, when you compare it to a finite asset
• 1:04
  that can't be debased, they're actually down significantly.
• 1:07
  When you look at gold, similar story is gold is actually up
• 1:10
  about 150% since January of 2020, but when you denominated
• 1:14
  in Bitcoin price, it's down 84%. And so again, it kind of comes
• 1:17
  back to this idea of what is your hurdle rate?
• 1:19
  Are you trying to outperform dollars or are you trying to
• 1:22
  outperform a finite asset? For me, I think of Bitcoin as
• 1:25
  the hurdle rate. And as many people know, the
• 1:26
  hurdle rate, if you can't beat it, I think you got to buy it.
• 1:28
  Pomp nails it here. The S&P and gold may always go
• 1:32
  up when you're pricing them in dollars, but when you price them
• 1:35
  in Bitcoin. Since January of 2020, the S&P
• 1:39
  is down 88% and gold is down 84%.
• 1:44
  Bitcoin is now becoming the hurdle rate, and like Pom says,
• 1:48
  if you can't beat it, you got to buy it.
• 1:51
  Oops, winning. So yeah, gold looks strong, but
• 1:55
  only in a system that keeps inflating the ruler we measure
• 1:59
  it with, And that's exactly where this story begins.
• 2:03
  As of mid-october of this year, 2025 gold has surged roughly 50
• 2:08
  to 60% year to date in U.S. dollar terms, hitting record
• 2:13
  highs above $4300.00 an ounce. Meanwhile, Bitcoin is slowly
• 2:19
  becoming the stable coin of the year.
• 2:21
  Isn't that scary? I mean, it is October.
• 2:24
  Recently, it's going as far back as $104,000 a coin.
• 2:30
  Its return this year is in the low double digits, and much of
• 2:34
  its earlier gains have been surrendered.
• 2:36
  So if gold is exploding and Bitcoin is stalling, you'd
• 2:41
  expect a broad hard asset rally. Maybe real estate, commodities,
• 2:46
  everything. But so far that doesn't appear
• 2:49
  to be happening in a significant way.
• 2:51
  The evidence is mixed at best and more of a vibe shift than
• 2:56
  clear data. For example, real estate isn't
• 2:59
  erupting like you would expect if this were the case.
• 3:03
  According to realtor.com's August 2025 Monthly Housing
• 3:08
  Market Trends Report, active listings are up over 20.9% year
• 3:14
  over year. Pending sales are down, down
• 3:17
  1.3% and homes are spending about 60 days on the market,
• 3:22
  which is actually a week up from last year.
• 3:25
  The national medium list price sits around $429,990.00, flat
• 3:31
  year over year and down 2.2% month over month, a sign of
• 3:37
  cooling demand. Meanwhile, Newsweek reports that
• 3:41
  more than half of the US states are seeing price declines,
• 3:45
  calling it a deflationary vortex.
• 3:47
  In housing translation, housing, what our parents told us is the
• 3:52
  most hard asset, doesn't really seem to be joining the gold
• 3:57
  rush. Supply is rising, demand is
• 4:00
  cooling, and price growth has stalled.
• 4:03
  Especially when you take inflation into consideration.
• 4:06
  What you're seeing instead is emotional FOMO or fear of
• 4:11
  missing out. People rushing into shiny things
• 4:15
  when the easy upside, in other words, when gold runs 50 to 60%
• 4:20
  and Bitcoin doesn't, that's not a flight to safety story.
• 4:24
  It's a crowd chasing perceived winners.
• 4:35
  Consider the setup. Central banks signaling possible
• 4:38
  rate cuts, Fiscal deficits ballooning, real yields
• 4:42
  compressing. With that, greed gets triggered.
• 4:46
  And this matters because we're setting the stage for something
• 4:49
  deeper than a cyclical rally. We might be witnessing the tail
• 4:53
  end of a major rotation. Now let's go beneath the
• 4:59
  surface. What if the gold rally isn't the
• 5:02
  real signal, but just one sign among many?
• 5:05
  What if what really matters is what the big players are doing
• 5:09
  our. Our Bitcoin.
• 5:11
  I bid is now over 100. Billion dollars, I know from
• 5:16
  nothing. Not that long ago.
• 5:18
  Two years ago. Zero.
• 5:19
  Yeah. So, well, you.
• 5:20
  Weren't always. A huge.
• 5:21
  Proponent of crypto. As I know I.
• 5:23
  Love it now, but I grow. And learn.
• 5:26
  I heard. You say that on.
• 5:28
  I did. Governments around the world are
• 5:31
  seizing Bitcoin via law enforcement and regulatory
• 5:35
  action and parking that Bitcoin in self custody.
• 5:39
  And that's true. They seized $15 billion worth of
• 5:42
  crypto from a Cambodian scammer operation, and it doesn't look
• 5:47
  like they're planning on returning that to the victims
• 5:50
  anytime soon. Not in Bitcoin anyway.
• 5:53
  Meaning the seized Bitcoin stays on the US, US and UK
• 5:58
  government's balance sheet. What is this?
• 6:07
  What is this? Where's all the money that's as
• 6:10
  good as money? Sir?
• 6:12
  Those are IOU's. Go ahead.
• 6:14
  And add it up. Every cents accounted for,
• 6:16
  whether by design or simply the path of least resistance.
• 6:20
  This creates A sovereign Bitcoin accumulation mechanism, budget
• 6:24
  neutral to them and massively significant for their stack
• 6:29
  without changes in supply necessarily, hence the sideway
• 6:33
  price action. If that's happening in the
• 6:35
  shadows, then the visible gold run may be more of a side effect
• 6:40
  of the same greed impulse that drives Bitcoin, but the
• 6:44
  accumulation the game has quietly shifted, perhaps because
• 6:48
  the government has realized the true scarcity of Bitcoin.
• 6:57
  They've been watching simply. Again, I'm not saying a
• 7:01
  government is running a Bitcoin accumulation playbook on
• 7:05
  purpose, although that's kind of what the Bitcoin strategic
• 7:08
  reserve is, but I digress. I'm simply saying the incentives
• 7:12
  seem to align with that outcome and we've seen it before in the
• 7:17
  past with gold and the 6102 order in 1913.
• 7:21
  And smart players like Michael Saylor and Larry Fink have long
• 7:26
  taken notice. In short, while most chatter is
• 7:30
  about gold being the safe haven, the bigger story is that Bitcoin
• 7:34
  is being quietly stacked while most people possibly chase a red
• 7:39
  herring. And the fact that we have a gold
• 7:41
  at all time high, it means that a Bitcoin will run hasn't even
• 7:45
  started. Let's go yes, because what
• 7:50
  happens, this is a study I published in June 2024.
• 7:56
  If you check in my life, it was really clear to me that gold is
• 8:01
  the first responder to the quantitative easing.
• 8:04
  Because who the investors of gold are are the investor in
• 8:08
  gold are people who know scarcity, who know that
• 8:12
  something has been the best globally and also call this a
• 8:16
  global asset. So they invest there because
• 8:19
  they have the old mindset and that they want to secure their
• 8:22
  wealth and they story God because that's what they'll
• 8:24
  learn for. So they want, they see, they
• 8:27
  want TTV sign as a risk, so they move into gold.
• 8:30
  So that's why God is a faster responder to the quantitative
• 8:35
  easing. That's also starts to happen now
• 8:38
  and after God picks the Witcher didn't, but then the the the
• 8:47
  risk uptight of investors moves towards NASDAQ stocks.
• 8:51
  So they want bigger returns with they they want, they wanted to
• 8:56
  this liquidity which has been printed before.
• 8:58
  They want to deploy it in a riskier asset, mostly because
• 9:04
  gold is already up a lot and also because they they there is
• 9:07
  some more liquidity coming. So as a cascade that goes into
• 9:11
  NASDAQ and the stocks, then after NASDAQ goes up and stock
• 9:15
  goes up, then it's the turn of Bitcoin which is the one with
• 9:18
  the most intrinsic leverage of all, all assets, which is the
• 9:23
  one with the the, the most volatility still.
• 9:27
  And there's going to be also for a long time and the the
• 9:31
  volatility only the smartest can see it is a feature to beat
• 9:35
  inflation, to beat the, the quantity of easing, the quantity
• 9:39
  of money printed. So there is a natural selection
• 9:42
  happening here. This matters.
• 9:45
  Go into Bitcoin before or the others.
• 9:48
  This is where things get reflexive.
• 9:50
  The same greed that sends retail into gold sends institutions
• 9:56
  into Bitcoin. And this is something I've
• 9:58
  personally experienced with friends and family.
• 10:01
  Every time Bitcoin goes up, I get the call.
• 10:03
  So tell me more about this Bitcoin thing.
• 10:07
  Seriously, it's like every Thanksgiving and Christmas and
• 10:12
  sometimes on New Year when they've had a little bit too
• 10:14
  much to, you know, it's human nature.
• 10:16
  People want in once the price moves.
• 10:19
  What about me? What about you?
• 10:24
  Can you get me in? You're not serious?
• 10:27
  Oh yeah, I'm. Serious.
• 10:29
  And that same psychology drives institutions too.
• 10:33
  The difference here is bitcoins absolute scarcity model adds an
• 10:37
  extra layer of urgency to the typical fear of missing owl
• 10:41
  investors already experience BlackRock, fidelity, Schwab,
• 10:46
  Morgan Stanley, they are all expanding crypto access for
• 10:51
  clients. Meanwhile, ETFs are reportedly
• 10:54
  absorbing a significant share of new Bitcoin supply, and in some
• 10:59
  in months inflows may have even matched or exceeded issuance,
• 11:03
  according to bit get and far side.
• 11:05
  In game theory terms, this shows that investment products that
• 11:08
  track bitcoins, price derivatives, tokenized
• 11:12
  exposures, futures. I don't know what any of that it
• 11:15
  is 'cause I just buy Bitcoin, but may overtime convert into
• 11:19
  hard Bitcoin if enough institutional demand shifts from
• 11:23
  synthetic exposure to true ownership.
• 11:27
  As institutional capital arrives, the narrative shifts
• 11:31
  from crypto is speculative to Bitcoin is the base layer.
• 11:36
  And that's when the feedback loop kicks in.
• 11:39
  And stacking now means possibly front running what might be the
• 11:44
  next leg of this bull cycle. Message.
• 11:48
  Before we hit the final segment on Bitcoins ultimate edge, let's
• 11:52
  take a quick break to talk about the company's building the
• 11:55
  foundation for this revolution. Would you mind Bitcoin if it
• 12:00
  were as easy as buying it? Then you should check out SAS
• 12:03
  Mining. It's not hosted mining, it's
• 12:06
  mining as a service that actually puts Bitcoiners first.
• 12:09
  You can own a state-of-the-art mining rig, plug into affordable
• 12:14
  carbon free energy and just stack Bitcoin just like Satoa.
• 12:18
  No middle men, no markups and no worries.
• 12:22
  Saaz doesn't tack on extra fees when you sign up and unlike
• 12:27
  other companies, there are no rig up charges or inflated power
• 12:31
  rates. Their entire business model is
• 12:34
  based on a clean and simple revenue share.
• 12:38
  They only earn Bitcoin if you are too a total alignment of
• 12:42
  incentives and 100% Bitcoiner values.
• 12:46
  While some claim simplicity SAS Mining proves it.
• 12:49
  Let's just say that if you need a compass to find your miners,
• 12:54
  you're not in the right place. This is how Bitcoin mining
• 12:57
  should have always been done. Visit sasmining.com or scan the
• 13:02
  QR barcode to learn more and start hashing.
• 13:05
  And if you're not mining yet, but you're already stacking,
• 13:08
  there's another way to make your Bitcoin work for you safely.
• 13:12
  If you're stacking sats, you need Bitcoin backed services you
• 13:16
  can trust. That's why we roll with Leaden,
• 13:19
  the global leader in Bitcoin backed lending.
• 13:22
  Leaden has issued over $9 billion in loans since 2018 and
• 13:27
  a perfect record of protecting client assets.
• 13:30
  Why is a Leaden loan different? Collateral is not lent out to
• 13:35
  generate interest. No credit checks, funds in 24
• 13:39
  hours, no monthly payments. Repay whenever you want. 0
• 13:44
  penalties and their proof of reserves verified every six
• 13:48
  months keeps them transparent. Leaden let's you unlock
• 13:51
  liquidity without selling. Sign up through Simply Bitcoin
• 13:55
  for 25 basis points off your first loan.
• 13:58
  Learn more at learn dot leaden dot IO slash.
• 14:02
  Simply now, let's get back to the show.
• 14:04
  Bitcoin is going to appreciate faster than every other asset
• 14:11
  because it is engineered to outperform.
• 14:15
  It's going to grow faster than the S&P.
• 14:17
  It's going to appreciate faster than gold.
• 14:20
  Sorry, Peter. I should say that again.
• 14:26
  It's going to go faster than gold.
• 14:29
  Sorry, Peter, It's going to grow faster than real estate or
• 14:36
  collectibles or anything else you can imagine because it was
• 14:40
  engineered that way. Here's the crescendo, the moment
• 14:44
  I've been building up for throughout this entire story.
• 14:48
  Ready scarcity Geologists recently reported discovering
• 14:54
  what may be one of the largest gold deposits in the world, a
• 14:59
  reminder that gold supply can still expand when new
• 15:03
  discoveries are made. Gold is marketed as scarce, but
• 15:07
  new mines keep opening, recycling flows and overall
• 15:11
  supply continues to grow. Does that rhyme?
• 15:15
  Am IA rapper No, I'm barely Doctor Seuss Bitcoin coin fixed
• 15:21
  cap 21 million predictable halvings, decentralized custody.
• 15:27
  My prediction is that once the rest of the world catches up to
• 15:31
  what we've all known, that Bitcoin literally can't be
• 15:34
  printed, that might be the moment the price explodes.
• 15:39
  And how would that happen, you ask?
• 15:41
  Phase one, greed chases gold. Phase 2, understanding chases
• 15:47
  scarcity. And that's when the rotation
• 15:50
  hits. Or as I like to call it, Phase
• 15:53
  three, absolute world domination.
• 15:56
  Same thing we do. Every night, Pinky try to take
• 15:59
  over the world. And before we wrap mining
• 16:02
  Disrupt 2025 is almost here and you don't want to miss it.
• 16:06
  The biggest Bitcoin mining event of the year is taking over
• 16:10
  Dallas, TX November 11th through the 13th.
• 16:14
  This may be the most important important Bitcoin mining event
• 16:17
  in history. The biggest names in the
• 16:19
  industry, cutting edge rigs, Bitcoin and AI integration.
• 16:24
  The signal you won't get anywhere else.
• 16:27
  Grab your tickets today and use promo code Simply Bitcoin for
• 16:31
  20% off and we'll see you there. The real problem with gold is
• 16:36
  that unfortunately it has to centralized.
• 16:39
  The problem is that gold can't achieve transaction finality
• 16:42
  without the help of a government or a central party.
• 16:45
  Meaning that when gold was operating in a local economy and
• 16:48
  you can exchange the physical coins with your direct
• 16:51
  counterpart for your butcher, your local tailor, your grocer,
• 16:54
  whoever you were exchanging with, gold was great.
• 16:57
  When the world needed to scale an economy and the velocity of
• 17:00
  money larger than your local economy, gold failed US.
• 17:04
  Gold failed us because gold is just a bare physical metal.
• 17:07
  It does not carry a monetary network.
• 17:09
  What's the gold network? The gold network are human
• 17:11
  beings. And when you're trying to
• 17:12
  transact in an economy of billions of people globally, you
• 17:16
  are reliant on central parties, banks, governments.
• 17:18
  And it was for that reason that gold failed.
• 17:20
  And it failed in a way that you can't operate a truly free
• 17:24
  market when the concentrated supply is with those that you
• 17:27
  have to trust. And so that's fundamentally what
• 17:30
  Bitcoin solved is that you are able to create a scarce bearer
• 17:35
  instrument and a network that can achieve finality in
• 17:38
  transactional settlement without the reliance on any government
• 17:41
  or central party. So that I think is, is
• 17:44
  extremely, that's really the core issue of why gold's been
• 17:47
  demonetized since I think on the points of Bitcoin like needing
• 17:53
  more history and it's young. I mean, I think that sounds like
• 17:57
  a personal problem for you, Peter, like that.
• 17:59
  I think you need more evidence and that's you being slow to
• 18:02
  recognize reality, right? Like if you were to need the
• 18:05
  Internet to prove that e-mail is better than traditional mail,
• 18:09
  you would just be late to adopting better technology.
• 18:11
  That doesn't sound like that's not a point or a criticism
• 18:14
  against the properties that Bitcoin has.
• 18:16
  That's your own personal bias of how much proof that you need to
• 18:19
  adopt something that might be superior.
• 18:21
  So that is that's on on you. And the last thing I will say on
• 18:24
  bitcoins, volatility, you know, for the listeners, I really
• 18:27
  think it's an important fundamental point.
• 18:29
  Risk is not the same thing as volatility.
• 18:32
  Risk refers to the probability of a permanent loss of capital.
• 18:37
  Risk would be that the Bitcoin code or the Bitcoin network
• 18:39
  outright fails. You can make an argument that
• 18:41
  Bitcoin's actually the least risky asset ever because it's
• 18:44
  the only asset you can store in your head.
• 18:46
  Bitcoin is, however, extremely volatile and I would admit that,
• 18:50
  but that's that's a pro. Volatility is the frequency or
• 18:53
  like the magnitude of which the price fluctuates.
• 18:56
  And so Bitcoin, hold on, hold on.
• 18:58
  I'm almost done. I promise. 30 seconds.
• 19:00
  The the point here, David, is that Bitcoin has to be volatile
• 19:04
  because the asset is inelastic, because the asset cannot.
• 19:08
  With more demand in Bitcoin, you cannot make more supply.
• 19:12
  More demand has to fundamentally be a higher price, whereas for
• 19:16
  all other commodities and all other assets with more supply,
• 19:18
  you can make more demand, which makes them less volatile, but
• 19:21
  also makes them, I mean, I just went over the returns and the
• 19:24
  data, which also makes the returns not nearly what we're
• 19:27
  seeing in Bitcoin. So Bitcoin volatility is baked
• 19:29
  into the system because it's a fixed asset.
• 19:31
  So as it becomes adopted as a money globally, volatility is
• 19:35
  implied. But volatility is also the only
• 19:37
  reason that bitcoins averaging 100% year over year growth over
• 19:40
  the last decade and gold's at 2%.
• 19:43
  So and volatility is not risk because bitcoins volatile
• 19:47
  doesn't make it risky, it makes it an opportunity.
• 19:49
  These last couple of weeks it seems that everyone has been
• 19:52
  chasing what's already gone up. Gold looks like the winner for
• 19:57
  now, but the real greed play accumulating.
• 20:00
  What can't be printed? What can't be inflated away?
• 20:03
  What's out? Scarcity gold.
• 20:06
  There's only one asset in the world that's designed to do
• 20:10
  that, and right now it's Bitcoin.
• 20:12
  When people finally wake up to this reality, there possibly
• 20:15
  won't be enough Bitcoin to go around.
• 20:18
  And that's not girl math, that's just purely numbers.
• 20:22
  Anyway, that's the end of my show today.
• 20:24
  I'm Sophie. This is simply bitcoins,
• 20:27
  Satoshi. As always, remember to smash the
• 20:30
  like button, share the show with your friends, and turn on the
• 20:34
  notification bell so I can annoy you with more facts and opium.
• 20:37
  Maybe drop us a comment below. How hard are you stacking this
• 20:41
  dip? And as always, stack, slay and
• 20:45
  stay bullish, baby.