Скачать или смотреть Cathie Wood: "Sell Gold Now! Bitcoin is About to Rip Way Higher!"

Gold has surged to levels rarely seen in modern financial history — and Cathie Wood thinks that’s a problem.

In this segment, Wood breaks down a striking disconnect between inflation data, money supply, and the gold market. When measured against U.S. M2 money supply, gold is now priced more aggressively than it was during the late 1970s inflation crisis — and even rivals levels last seen during the Great Depression.

But here’s the catch:
Unlike the 1930s or the 1970s, today’s money supply is expanding, not collapsing. Liquidity is rising, not drying up. Yet gold is behaving as if the system is on the brink.

That leads Wood to an uncomfortable conclusion — gold may be trading on fear rather than fundamentals.

From there, she turns to the obvious follow-up question:
If gold looks stretched, what does that mean for Bitcoin?

Using correlation data instead of narratives, Wood shows that Bitcoin has:
• Almost no correlation with gold
• Very low correlation with bonds, commodities, and REITs
• Its highest correlation with the S&P 500

This matters because it challenges the simplistic idea that Bitcoin is just “digital gold.” Instead, the data suggests Bitcoin is behaving like an emerging monetary asset, still in the process of monetization, not a mature crisis hedge that has already priced in catastrophe.

She also addresses the ever-present four-year cycle concern, noting that while Bitcoin has pulled back at times, its longer-term trend versus gold since 2020 still leans upward — suggesting adoption and utility may still be evolving rather than peaking.

Wood’s argument is not about dumping gold or blindly chasing Bitcoin. It’s about understanding what each asset is currently pricing in:
• Gold appears priced for economic collapse
• Bitcoin appears priced for growth, innovation, and long-term adoption

If fear has become crowded in one asset, and optionality still exists in another, the allocation question becomes unavoidable.

So the real question isn’t whether gold or Bitcoin is “safer.”
It’s which one still has room to surprise.

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This video is meant for informational purposes only, and is not a recommendation to buy or sell any security or cryptocurrency. It is also not a research report and should not serve as the basis for any investment decision.