Michael — if gold is mainly tracking China's PBoC liquidity cycle and Bitcoin tracks the rest-of-world liquidity cycle, and those two cycles run out of phase, could a dynamic gold/Bitcoin basket — tilting toward whichever cycle is currently expanding — outperform a static 50/50 hold? Or is that too simplistic, and is it worth back testing?
Michael — if gold is mainly tracking China's PBoC liquidity cycle and Bitcoin tracks the rest-of-world liquidity cycle, and those two cycles run out of phase, could a dynamic gold/Bitcoin basket — tilting toward whichever cycle is currently expanding — outperform a static 50/50 hold? Or is that too simplistic, and is it worth back testing?
Thank you, Michael. Please be sure to give us a heads up when you see the tides turning for the asset.
Will send you seed, so you execute order. Aight?