@biellimitranb
A macro-driven framework treats Bitcoin as a hedge against monetary debasement alongside Gold, while equities such as those in the S&P 500 represent growth exposure. In high inflation regimes with negative real yields, Bitcoin and gold tend to benefit from currency dilution narratives, but Bitcoin often exhibits higher volatility and stronger upside during liquidity expansion. Stocks can outperform when inflation is accompanied by strong earnings growth, but suffer when central banks tighten aggressively.
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