2026-01-07 03:22:51

The global economy may be entering a commodity super cycle. In such a macroeconomic environment, how would Bitcoin—arguably the ultimate commodity—perform and position itself?

As inflation pressures and geopolitical tensions reshape traditional commodity markets, Bitcoin's scarcity narrative and store-of-value properties deserve closer examination. Whether Bitcoin moves in tandem with or diverges from classical commodities reveals important truths about its role in modern portfolios.

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StablecoinArbitrageur

· 01-07 14:27

actually if you run the numbers on 90-day rolling correlations between btc and commodity indices, the divergence is way more pronounced than this piece suggests. been backtesting this for months and the statistical arbitrage plays are getting juicier ngl

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RatioHunter

· 01-07 03:52

Is BTC really the ultimate commodity? That statement seems a bit far-fetched... But if the super cycle comes, we definitely need to pay attention.

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NotGonnaMakeIt

· 01-07 03:38

Is Bitcoin really the "ultimate asset"? I don't think so; I've heard this argument too many times.

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GhostAddressMiner

· 01-07 03:36

Uh, stop talking about the super cycle. I've been tracking on-chain footprints for three months, and those large institutional addresses haven't moved at all. The true fund migration tracks are all in dark pools, places retail investors can't see.

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RektButAlive