Crypto Long & Short: Why gold and bitcoin belong in the same portfolio
Summary
The newsletter argues that gold and bitcoin reflect the same bet against currency debasement, though gold has established custody and reserve infrastructure while bitcoin is earlier in institutional adoption. It cites rising U.S. debt, dollar purchasing-power losses and strong central-bank gold buying, while noting research found neither asset reliably hedges market drawdowns. A separate roundup reports that European regulators moved to remove unauthorized stablecoins from trading platforms and that USD.AI’s CHIP token rebounded as the project adopted a loan-origination-and-sale model, despite active loans remaining down.
