According to @balajis, the Bitcoin to gold exchange rate could become the true price benchmark for digital gold, shifting focus from USD pairs to BTC priced in ounces of gold. Source: @balajis on Twitter, Nov 9, 2025. He explicitly asks how many ounces of gold should equal one bitcoin, centering attention on the BTC/XAU ratio as a trading yardstick. Source: @balajis on Twitter, Nov 9, 2025. For traders, his framing encourages monitoring BTC versus gold to gauge relative strength between crypto and hard assets and to inform cross-asset allocation. Source: @balajis on Twitter, Nov 9, 2025.