Gold

J.P. Morgan projects Bitcoin as the top asset through 2036. Grace Remington and Sean Hagan examine its 10% base and 16% bull case long-term return targets.

Bitcoin's digital gold case is strong, says Morgan Stanley’s Amy Oldenburg, but she wants less tech risk correlation and more gold-like trade behavior.

ARK Invest holds its 5-year Bitcoin thesis despite a flat year. Lorenzo Valente breaks down its Big Ideas report, digital gold, and institutional adoption.

Where will Bitcoin's next rally come from? CoinDesk's James Van Straten analyzes gold rotations, equity pullbacks, and stablecoin inflows as key drivers.

Treasury yields and oil surge as StoneX's Vincent Deluard warns equities are next. He turns bearish on stocks post-November while staying bullish on Bitcoin.

Jim Rickards says gold could hit $10,000 faster than expected, calling it simple math, backed by central bank buying and shifting dollar dynamics.

Bitwise’s Ryan Rasmussen breaks down institutional crypto adoption, revealing why pensions and sovereign funds bought the dip from $125K to $60K.

Bitcoin-gold correlation hits a 6-year high. Sean breaks down the BTC-gold ratio, higher lows since Feb, and why BTC is nearly positive against gold.

Bloomberg ETF analyst Eric Balchunas said the younger generation could be drawn to bitcoin.

Peter Schiff says the bond market didn't break recently, it broke in 2020, and everything since has been a slow unwind.