What Bitcoin Did Gold Is Being Repriced & Bitcoin Is Next | Caitlin Long
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Jan 29, 2026 
Caitlin Long, founder and CEO of Custodia Bank and former Wall Street veteran turned Bitcoin advocate. She discusses gold’s recent repricing and why that matters for markets. She explores how ETFs and derivatives mute price signals and why tokenized deposits and stablecoins reshape dollar demand. She also covers shifts in Fed and Treasury power and the race to bridge TradFi with crypto.
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Discovering Bitcoin On Wall Street
- Caitlin Long discovered Bitcoin in 2012 while a Morgan Stanley MD and saw it solve data duplication and reconciliation.
- She also valued Bitcoin philosophically as money that's nobody's liability and more movable than gold.
SOFR Returned Rate Sovereignty To The U.S.
- Shifting from LIBOR to SOFR removed foreign influence over the U.S. interest-rate benchmark.
- Long argues this was a strategic sovereignty move that enabled tighter U.S. control of monetary policy.
Paper Claims Suppress Real Prices
- Paper claims and cash-settled derivatives create artificial supply that can suppress real asset prices.
- Long warns Bitcoin ETFs and yield plays introduce substitute demand that mutes Bitcoin's price signal.
