Prediction: Bitcoin will flip gold.
I don't know exactly when. Might take some time, but it will happen. Save the note.
The math:
Gold cap ≈ $29.7T (at $4,268/oz). BTC float ≈ 19.9M.
Flip price = Gold cap / BTC supply → **$1.49M per BTC**.
Rule of thumb: every +$1T of demand = +$50k/BTC.
Why the flip is inevitable:
•PoW → Finality: Bitcoin turns surplus energy into uncensorable settlement; gold stores atoms that don’t settle.
•Velocity premium: In an AI-speed, sanction-prone world, the monetary premium migrates to the asset that clears globally, in minutes, 24/7.
•Reflexivity: As BTC absorbs collateral/reserve demand, fee security ↑ → trust ↑ → adoption ↑.
Tripwires to watch!!
1. Central-bank reserve tilt (even 2–3% starts the flywheel).
2. Energy producers mining (PoW as buyer-of-last-resort for electrons).
3. ETF siphons + corporate treasuries.
When BTC/Gold > 0.5, reflexivity compresses the timeline.
Destination isn’t a slogan … it’s arithmetic + physics.
