Insights · Alternative Assets
Everything on Alternative Assets
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Bitcoin’s narrative as a 'digital gold' is weakening due to its failure to act as a reliable hedge against inflation or geopolitical risk, particularly when diverging from physical gold prices.
Impact: This erosion of narrative may lead to increased volatility and a shift in demand toward assets with clearer industrial use cases or stronger institutional backing.
— from AI Capital Shifts and Global Market Realignment · Bloomberg Daybreak: Asia Edition· Feb 10, 2026