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Bitcoin vs gold relative performance and late cycle defensiveness

April 5, 2026Benjamin Cowen, Peter Schiff

Benjamin Cowen and Peter Schiff focus on Bitcoins behavior versus gold during tightening and war-driven inflation, arguing capital can rotate toward harder defensive assets when liquidity tightens.

Bitcoin to Drop Another 30% against Gold?.
Investors Are Selling Gold on War NewsThey Have It Backwards.
$112 Oil, Crashing Wages, and the War Nobody Can Afford.
Benjamin Cowen
Peter Schiff
macrogoldrisk-offyoutube

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