Trader Talk Why smart investors are buying both bitcoin and gold
Nov 26, 2025
Mo Shaikh, former Aptos Labs co-founder and CFTC digital asset advisor, brings blockchain engineering and policy chops. He digs into bitcoin volatility versus gold, why investors may hold both, the rise of stablecoins as digital dollars, and how AI is starting to automate finance on-chain. Expect a forward-looking take on regulation, institutional adoption, and the tech that could reshape money by 2026.
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Avoid Panic Selling During Drawdowns
- Don't panic-sell during Bitcoin drawdowns; consider accumulation if you have conviction.
- Focus on long-term fundamentals despite short-term shock periods.
Merchant Acceptance Boosts Bitcoin Utility
- Real-world merchant acceptance (e.g., Square/Cash App) creates tangible demand for bitcoin as a currency.
- Payment rails that let merchants accept bitcoin strengthen its utility beyond speculation.
Stablecoins Are De Facto Digital Dollars
- Stablecoins and e-money already function as digital dollars and capture large usage.
- A central bank digital currency (CBDC) may not be necessary for broad digital-dollar adoption.