RE: What about a Gold Treasury company?19 Sep 2025 15:39
"Gold and Bitcoin have both demonstrated they are better stores of value than $/£ etc"
Gold has.
BTC and other electronic tulip bulbs are far too volatile to be genuine stores of value.
But your logic is sound. Future exchange rates between flats are solely driven by interest rate differentials over time.
Cheap money since 2008 has created asset bubbles in all sorts of markets. Currency, housing, crypto, nowhere is immune.
The deleverage is going to be a real hoot.
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