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Crypto Long & Short: Why gold and bitcoin belong in the same portfolio

Crypto Long & Short: Why gold and bitcoin belong in the same portfolio
Default Door Remote - 14 Oct 2026
Happy Wednesday,

This is your institutional newsletter, Crypto Long & Short. This week:

Steve Neamtz of Yorkville America on what gold has that bitcoin is still buildingTop headlines institutions should pay attention to by Francisco Rodrigues“CHIP rebounds as USD.AI pivots to a loan factory” in Chart of the Week…and if you’re looking for bitcoin meets Broadway: Crypto is taking the stage in New York City. “Bitcoin Bad Boy,” a comedy by Ben Schiller, runs Oct. 15-25 at the Chain Theatre. The show centers around a family in debt, a coder who wants to build a better world and a memecoin. Learn more.

Thanks for joining us!

- Kim Klemballa

Gold and bitcoin are allies against debasementby Steve Neamtz, CEO, Yorkville America

Gold trading near $4,200 an ounce alongside bitcoin BTC$81,499.86 holding around $84,000 has revived a familiar argument: Should investors own gold or the “digital gold” alternative?

For 5,000 years, gold has demonstrated its value as a reserve asset. Bitcoin’s 17-year history offers far less empirical evidence. But the supply of both assets cannot be expanded by central bank or fiscal policymakers. Their shared scarcity thus takes on greater significance in a world awash in debt.