As you guys might know, I have both gold and bitcoin in my portfolio. Gold is about x% of my portfolio today. Whereas Bitcoin (including Ethereum and Solana) accounts for about x% of my portfolio – meaning that on a risk adjusted basis I am overweight Bitcoin relative to gold because Bitcoin is a more volatile asset. That said, the price action of both in 2026 has been very interesting:
- Gold had jumped to 5500 at one point before coming back to 4600.
- Similarly, Bitcoin also reached 97,000 before falling to 63,000, but has since recovered to 80,000.
So I wanted to take a closer look at both gold and Bitcoin and discuss whether this is an opportunity for long-term investors to accumulate.
Yearly returns of gold and bitcoin
At the time of writing, this is the year-to-date (YTD) performance of both asset classes. Bitcoin is down -9.8%. Gold rose 6.7%…
