Since its creation, Bitcoin has been touted as “digital gold” — a store of value capable of protecting investors against inflation. But in 2026, with inflation receding yet remaining persistent, is this thesis still valid? An in-depth analysis. A Real-World Test: The year 2026 has offered a unique macroeconomic laboratory to test the digital gold theory. With U.S. inflation oscillating between 2.8% and 3.4% — well above the Fed’s 2% target — and interest rates held at 3.50-3.75%, Bitcoin has been subjected to conditions its creators did not anticipate. The result is mixed. Over the past 12 months, Bitcoin has shown a correlation of 0.68 with the Nasdaq 100 and only 0.12 with physical gold. These figures suggest that BTC behaves more like a high-growth tech asset than a safe haven. The Fading Correlation: However, a recent trend deserves attention. Since the collapse of Silvergate Bank and the regional banking crisis of 2025-2026, the correlation between Bitcoin and gold has moved from -0.15 to 0.42. A signal that investors are beginning to treat BTC as an alternative asset to traditional banking systems. “The digital gold narrative is not built in one cycle, but over several decades,” explains Robert Kiyosaki, author of “Rich Dad…
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Analyse approfondie
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- DeFi Slump Continues as Franklin Templeton Proposes Dividend-Backed Bitcoin ETFs
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