“Bitcoin is essentially gold, but more easily transportable, harder to seize, more easily divisible.” – 01:01
Alexander Blume, CEO & Founder of Two Prime, joins Remy Blaire at the New York Stock Exchange to discuss the current landscape of Bitcoin and gold.
The segment opens with a focus on Bitcoin’s recent price struggles, marking its lowest point since the beginning of October, attributed to a combination of stop losses and concerns over a stronger dollar. In stark contrast, physical gold is experiencing a remarkable surge, recently hitting a record high above $3,800, driven by hopes for future rate cuts.
As they delve deeper into the performance metrics, Remy highlights that year-to-date, Bitcoin is up approximately 17%, while gold has soared over 40%. Alexander makes a compelling argument for Bitcoin as the “21st century gold,” emphasizing its advantages such as transportability, divisibility, and security, which he believes make it a superior asset in the digital age.
The conversation shifts to the macroeconomic factors influencing digital assets as they approach the final quarter of 2025. Alexander notes that Bitcoin currently lacks a strong narrative or major catalysts, but he expresses optimism for a robust Q4, citing loosening monetary policy and the potential for Bitcoin to be added to the S&P 500 as significant factors that could drive investment.
Remy and Alexander also discuss portfolio allocation strategies, with Alexander advocating for Bitcoin as a stable investment option. He reflects on Bitcoin’s historical performance, asserting that it has never been lower four years later and highlighting the improving regulatory environment that supports its growth.