I personally agree with some of the points made by Dalio @RayDalio; he is not wrong.

But at the same time, I want to say:

1️⃣ BTC has never been positioned as an anonymous asset. $BTC not having privacy is not a flaw; it is an advantage of its transparent transactions.

2️⃣ Gold has national system consensus, while BTC does not have that yet. I quite agree with this, which is why I also own gold.

Gold is not merely an investment product; it is an established infrastructure on the global sovereign asset balance sheet, whereas Bitcoin is not yet.

However, I believe this is not an issue. Bitcoin is still young, and the future process should be: individuals buy → institutions buy → ETFs buy → corporate balance sheets buy → some national finance departments/sovereign funds hold → finally forcing central banks to reassess.

So what I want to say is:

If you are looking for an ultimate safe-haven asset that can be accepted today by global central banks, sovereign funds, and war finance systems, gold still outweighs BTC.

But:

If you are looking for a non-sovereign asset that may continue to absorb part of fiat currency credit, technology stock liquidity, gold narratives, and the wealth reserve preferences of the younger generation over the next 10 years, BTC remains the strongest candidate.

So for investors, the most dangerous thing is not choosing between gold or BTC, but rather confusing the two.

My allocation is to maximize Bitcoin while holding some gold to hedge against inflation.

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