According to Milk Road (@MilkRoadDaily), 49.6 million Americans now own Bitcoin, surpassing the number of American gold owners for the first time (source: Twitter, June 1, 2025). This significant milestone highlights the growing mainstream adoption of BTC over traditional assets like gold. For crypto traders, this surge in US Bitcoin ownership signals increased market liquidity and potential for heightened price volatility. It also reflects a broader shift in investor preference towards digital assets, which could influence both short-term trading strategies and long-term market sentiment.

According to rob solomon, the latest market capitalization data shows gold leading at $22.26 trillion, followed by Bitcoin at $2.12 trillion, silver at $1.89 trillion, and platinum at $0.27 trillion (source: Twitter @robmsolomon, May 21, 2025). This positions Bitcoin as the second-largest asset among these stores of value, surpassing silver for the first time. For traders, this signals growing institutional interest and increasing legitimacy of Bitcoin as a macro asset class, potentially driving further portfolio diversification and inflows from traditional commodities into crypto markets.

According to Omkar Godbole (@godbole17), the recent spike in long-term bond yields across advanced economies is primarily driven by debt supply concerns, not by growth or inflation. This validates ongoing fiscal issues in countries like the US, Japan, and the EU, and has direct implications for cryptocurrency traders. The analysis highlights that these fiscal concerns trigger risk-off sentiment in traditional assets and increase the appeal of alternative stores of value, such as gold and Bitcoin. As a result, the current macro environment supports a bullish outlook for BTC, providing a potential entry point for traders seeking exposure to digital assets during periods of fiscal instability. (Source: Omkar Godbole, Twitter, May 19, 2025)

According to Milk Road (@MilkRoadDaily), an upcoming live debate on May 6, 2025, will address the competition between gold and Bitcoin as stores of value in investor portfolios. The event aims to provide concrete data and trading strategies to help traders compare the historical stability of gold with the volatility and growth potential of Bitcoin. Traders should monitor the debate for actionable insights on allocation, risk management, and the latest market trends as both assets vie for the same portfolio role (Source: Milk Road Twitter, May 2, 2025).

According to Milk Road, a recent analysis compares the trading performance of Gold and Bitcoin, highlighting that Bitcoin has significantly outperformed Gold in 2025, with Bitcoin showing higher returns and greater volatility. The analysis notes that while Gold remains a traditional safe-haven asset, Bitcoin's price action has attracted increased attention from both institutional and retail traders seeking higher-yield opportunities. The comparison underscores the importance of considering both assets' risk profiles, as Bitcoin's rapid price movements can lead to larger short-term gains or losses compared to Gold. Traders are advised to monitor macroeconomic factors, as both assets react differently to inflation data and monetary policy shifts (source: Milk Road, May 2, 2025).

According to Milk Road (@MilkRoadDaily), Bitcoin has significantly altered investor perspectives on capital preservation and long-term upside when compared to gold, despite a historically volatile trajectory. Their latest analysis highlights how Bitcoin's performance over the past decade has surpassed gold in terms of cumulative returns, making it an increasingly attractive asset for traders seeking both risk management and growth potential. Source: Milk Road, Twitter, May 2, 2025.

According to Eric Balchunas, since April 8, Bitcoin has delivered a strong +26% return, outperforming other major asset classes such as gold (+9%), US large-cap stocks (+14%), US small-cap stocks (+14%), Magnificent 7 tech stocks (+17%), international stocks (+16%), and US bonds (0%). The notable outperformance of Bitcoin, especially compared to traditional assets, highlights increased risk appetite and momentum in the cryptocurrency sector. Traders may interpret these returns as a signal of shifting capital flows and potential trend continuation, but the source notes the uncertainty around whether this is a bear market rally or a sustainable shift (Source: Eric Balchunas on Twitter, May 2, 2025).

According to @MilkRoadDaily, Bitcoin's compound annual growth rate (CAGR) over the past five years has significantly outperformed major asset classes, including the S&P 500's Magnificent 7 stocks, gold, and real estate. Specifically, Bitcoin's CAGR was over twice that of the Mag 7, more than four times greater than gold, and nine times higher than real estate, based on a comparison of $100,000 invested in each asset since 2020 (source: Milk Road Twitter, April 28, 2025). This data highlights Bitcoin's strong historical returns and may influence allocation strategies for crypto-focused traders, especially those assessing long-term portfolio growth within the digital asset sector.

According to Crypto Rover, Bitcoin is catching up to gold in terms of value and investment interest, suggesting potential trading opportunities as Bitcoin may surpass gold in the near future. This trend indicates a shift in investor preference, with implications for both short-term and long-term trading strategies. Traders should monitor Bitcoin's price movements closely for potential breakout patterns. (Source: Crypto Rover)

According to Miles Deutscher, the current market cap comparison between Gold ($22 trillion) and Bitcoin ($1.7 trillion) highlights Bitcoin's substantial growth potential in the coming years. This analysis suggests significant trading opportunities for Bitcoin as it aims to close the gap with gold's market cap. Traders should consider Bitcoin's growth trajectory when planning their investment strategies.

According to Miles Deutscher, the supply dynamics of gold and Bitcoin are moving in opposite directions, with gold production increasing to meet demand, while Bitcoin's production is decreasing despite rising demand. This divergence could impact trading strategies, as Bitcoin's limited supply may drive its price higher, making it a potentially lucrative investment compared to gold, which has a more elastic supply response.

According to Crypto Rover, former President Trump has made a bold statement suggesting that Bitcoin, rather than gold, is the true ruler in the financial world. This aligns with the ongoing trend where institutional investments in Bitcoin are increasing, indicating a shift in traditional asset preferences. Investors should note the potential impact on Bitcoin's market value and trading volumes as such endorsements may lead to increased volatility and trading opportunities.