Gold wins the debasement trade in 2025, but it is not the full story

Gold wins the debasement trade in 2025, but it is not the full story


Looking back on 2025, the sound money, or debasement trade, was decisively won by the metals over bitcoin. Gold delivered one of its best years on record, up 65%, while bitcoin so far is down 7%.

Until August, the two assets had similar returns, both up roughly 30%. From that point, gold surged while bitcoin rolled over sharply.

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This divergence reinforced that gold won the

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