What a Coin! Bitcoin’s Whimsical Dance Below $100K & the Gold Rush of 2025

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What a Coin! Bitcoin‘s Whimsical Dance Below $100K & the Gold Rush of 2025

Darling, it appears our dear Bitcoin is throwing a bit of a tantrum-trading below the noble hundred grand, yet dreaming of richer days ahead. One might say it’s as if the crypto boy is sulking in the corner while all the global liquidity is out partying. 🥂

According to the la-di-da report from Bitwise-who clearly have a flair for the dramatic-Bitcoin’s current value is a classic case of the macroeconomic mischief, with its price as out of sync as a doorman at a bougie soirée. The current gap suggests Bitcoin should be lounging around at a dazzling $270,000, if only the market were a tad more honest. 🎩

  • Bitcoin is undervaluing itself by a hefty 66%, screaming for a costumed comeback at about $270K-why not? It’s practically begging for a bit of fairy dust.
  • Meanwhile, gold has overdosed on monetary dilution, overshooting by a princely 75%, adding a splash of gold glamour to the scene.

Global Liquidity Turns-But Bitcoin Is Still in Pajamas

Ever the slowpoke, Bitcoin’s not quite waltzing to the tune of the global liquidity mambo. Yet, in the fancy report, Bitwise asserts it’s merely waiting in the wings for a bullish crescendo. The world’s printing presses are on a spree- US Treasury issuance hit nearly $1.9 trillion, and beloved Uncle Sam is preparing to hand out $2,000 stimulus checks. The Federal Reserve recently concluded its QE drama-what’s a little tightening between friends? 🇯🇵🇨🇦🇨🇳

Japan’s rolling out a $110 billion fiscal hug, Canada’s restarting QE, and China? Well, China’s busy with a $1.4 trillion fiscal extravaganza. With over 320 rate cuts globally in just two years, the M2 money supply has hit a staggering $137 trillion-talk about a liquidity cocktail! 🍸

In this monetary carnival, Bitcoin is the shy wallflower standing 66% undervalued, a mythic figure lurking in the shadows. If it dares to wake up and catch up, a mind-boggling +194% upside might be on the horizon-a veritable crypto Cinderella story.

Simply put, Bitcoin’s current modesty in valuation is akin to a crown jewel wearing oversize pajamas-undervalued amidst the global monetary ocean. Historically, Bitcoin has been the sensitive little tattletale of monetary dilution, shouting “Hey! Look at me-I’m scarce and fabulous!”

Gold’s Crown and Bitcoin’s Grand Comeback-The Plot Thickens

Jurrien Timmer, the wizard of macro at Fidelity, tells us that Bitcoin is having a bit of a teenage strop against gold-lagging in momentum and Sharpe ratio, the fancy charts of risk-adjusted returns. Gold, darling, is currently the darling of stability-more return, less fuss. Meanwhile, Bitcoin’s move looks like a moody teenager’s rebellion, but, oh, the potential! 🎢

Timmer hints that this divergence might just be a classic case of the market stretching its legs before a lovely reversion-think of it as a long, dramatic sigh before the grand revival. Despite the dip below $100,000, Bitcoin’s long-term love affair with growth remains intact. It’s the precocious younger sibling of gold-less volatile, but just as destined for stardom.

So, darlings, stay tuned-this crypto story isn’t over yet, and if history is anything to go by, we’re in for a show that would earn a standing ovation – with a little sass, a dash of sarcasm, and perhaps a few emojis to keep it lively. 🥂🚀

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2025-12-02 22:24