X @Michaël van de Poppe
Michaël van de Poppe·2025-12-12 18:58
Asset Valuation - Traditional valuation against the Dollar is questioned, suggesting M2 Supply, Gold, or GDP as more relevant metrics [1] - Gold's valuation against M2 Supply is at its highest since 2008, but remains below the 1980 peak [1] Market Trends - A bull run is expected on Gold, Nasdaq, and Bitcoin [2] - The "death of money" is occurring, potentially increasing returns on these assets [2] - Concerns exist that Gold, Bitcoin, and Nasdaq are currently overvalued [3]