Gold Is Winning, Bitcoin Is Lagging, and the Quantum Clock Is Ticking: This Week on Unchained

Good Sunday! 

Stocks, bonds, and crypto fell together this week. Gold didn’t.

That split matters more than the selloff itself. Japan’s bond market triggered a global repricing of risk, and it exposed where bitcoin still trades in moments of stress.

We unpack the signal, the history, and the portfolio implications.

Read the full analysis here:

Plus, here’s what we unpacked this week on Unchained:

• 🥇 Why Gold Keeps Beating Bitcoin
  Why gold is soaring while Bitcoin still trades like a risk asset, what the “digital gold” narrative gets wrong, and what crypto must prove to earn credibility in moments of market stress.

•  📉 Uneasy Money on ICO Failures & Crypto’s Growing Pains
  Why crypto still can’t escape its ICO-era mistakes — plus scams, Cosmos struggles, and why “code is law” may be fading.

• 🏛️ DEX in the City on the NYSE Going Onchain
  What it means if the NYSE enables 24/7 tokenized equity trading, whether intermediaries face an existential threat, and why not all tokenized stocks are created equal.

•  🤖 How Nansen’s AI Trading Agent Changes the Game
  How Nansen’s new AI agent lets users go from discovery to execution in one flow, what it unlocks for onchain trading, and whether humans are nearing a screen-free future.

•  🪙 Bits + Bips on Bitcoin’s Digital Gold Problem & Global Markets
  Why Bitcoin keeps failing the digital gold test during geopolitical stress, what markets may be underpricing about regulation, and why 24/7 onchain markets could reshape global capital access.

• ⚛️ Q-Day and the Quantum Threat to Bitcoin
  Why quantum risk may be closer than most think, which blockchains are most vulnerable, and why post-quantum cryptography could force the biggest upgrade — and chain split — in crypto history.

• ⚖️ The Chopping Block on Crypto Clarity Act Chaos
  Why Congress hit a regulatory roadblock, how developer liability and tokenized securities language sparked backlash, why banks are fighting stablecoin yield — and what it means that Polymarket odds collapsed.

All these episodes are available on Apple Podcasts, Spotify, Fountain, Podcast Addict, Pocket Casts, Amazon Music, or on your favorite podcast platform.

In Case You Missed It 👀

Should You Buy Gold or Bitcoin? Here’s How to Think About It

Gold is doing what it always does in a debasement regime. The real question is: Can bitcoin follow?

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