Last time I was on a trading floor during a gold bull run, half the guys were wearing Rolexes they literally bought with physical bars. 

That’s how hot gold was in the early 2000s. 

There was a hunger for something real, something that held value when currencies didn’t feel trustworthy. 

Fast forward to today, and we’re seeing the same instincts kick in again … just with a modern twist.

Gold’s moving — not in a speculative, Reddit-fueled way — but with steady global conviction from central banks, institutional funds, and others.

And the markets are starting to pay attention. 

You don’t get multi-decade highs in gold without a real shift happening under the surface.

Meanwhile, Bitcoin’s stuck in the mud, with a lot of disillusioned holders wondering if the story’s over. 

But here’s where experience helps: Just because something’s quiet doesn’t mean it’s dead. 

In fact, some of the best trades I’ve ever made happened because something was being ignored.

If you want to position yourself wisely either way, listen up.

A Store of Value

The market isn’t good at pricing transitions. 

It’s fast with hype and slow with rotation. 

Right now, gold’s narrative is front and center, but Bitcoin’s narrative is quietly waiting its turn. 

You can be sure the two are linked, because under all the technicals, headlines, and token nonsense, Bitcoin still represents the same thing gold does: a store of value outside the fiat system.

What’s interesting is how different the sentiment is between the two. 

Gold has credibility — it’s been around for thousands of years. Bitcoin has baggage — it’s been through booms, busts, and more Twitter drama than it deserves. 

But the actual purpose behind both hasn’t changed: People are looking for insurance during uncertain times. 

They want something that can’t be printed, manipulated, or frozen. And when gold starts moving like it has been, it sends a signal: 

The fear trade is back.

While I don’t expect Bitcoin to mirror gold tick-for-tick, I do think there’s a correlation between the two, regardless of who prices them or what timeframes they’re on. 

As gold keeps rising, it reminds people why alternative stores of value matter. 

Once that conversation picks up, Bitcoin starts looking attractive again, especially for younger investors or institutions that can’t (or won’t) touch physical metals.

What’s Up Next

Here’s the part most people miss: Bitcoin doesn’t need to be “the next gold” to be valuable. 

All it needs is to be part of the flight-to-safety playbook. 

If gold gets crowded, BTC becomes the next stop. 

If fiat concerns grow deeper — say, from another debt ceiling drama, a weak dollar, or geopolitical flare-ups — Bitcoin starts to look like a smart hedge again. 

It won’t move every day, but it will move when it matters.

So while the headlines right now are all about gold, I’m watching Bitcoin quietly build a base.

The weaker it gets in the short term, the better the setup becomes, if you believe the macro tailwinds are real. 

I do because I’ve seen this movie before.

Gold may be leading the charge, but don’t sleep on what’s coming next.

Stay Street Smart,
Jeff Zananiri