The best-performing assets are those with no counterparty, no yield, and no central authority—only a fixed supply and global demand.
That leaves metals and Bitcoin.
https://www.linkedin.com/posts/mtanguma_the-quiet-sound-money-renaissance-2025-has-activity-7361846635938672642-MEvD
The Quiet Sound Money Renaissance 2025 has been a bull market for nearly every major asset class outside of bonds. But two have quietly defined the year’s performance story: bitcoin and gold. Both have broken repeated all-time highs. Both have outpaced equities, commodities, and real estate on a y…
