Jurrien Timmer, Fidelity’s man of the hour, is basically saying that gold and Bitcoin might be on a spending spree… and maybe they’ve gone a teensy bit overboard. 💍💰
One reason to contemplate ringing the golden bell (yes, literally like a gilded dinner bell for crypto millionaires) is that if gold is a play on US fiscal dominance, one could argue the party’s already crashed. The chart below shows US M2 against the above-ground value of gold plus Bitcoin’s market value. During times of monetary…
– Jurrien Timmer (@TimmerFidelity) October 23, 2025
He’s noted that these assets now represent 133% of M2-the entire US money supply (cash, deposits, etc.). For context, that’s almost as wild as my bank account after a Black Friday shopping spree. 🛍️💸
This is close to the 1980 peak of the yellow metal’s value relative to M2. So, is this the “I’ll have another” moment for investors, or a “time to call a cab (and a financial advisor)” situation? 🤷♂️
That said, Timmer didn’t explicitly say these assets have peaked. But he’s giving bears a nudge: “It’s something to keep in mind after gold’s stratospheric run.” Translation: Don’t forget to pack a parachute. 🐻
Two Key Trends (Or: Why We’re All Just Playing Monopoly with Countries)
In a follow-up post, he claims Bitcoin and gold are essentially a play on two trends: US fiscal dominance and the challenge to dollar dominance. Because nothing says “financial stability” like countries and investors hunting for non-dollar assets like they’re on a treasure map. 🗺️🇨ASH
Countries and investors are looking for non-dollar assets that could serve as viable alternatives. Spoiler: None of them are “Bridget’s questionable savings account.”
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2025-10-23 23:33