Why is Bitcoin outperforming gold and traditional equities?

Institutional players have been making a compelling case: when you stack Bitcoin against conventional stores of value—precious metals and stock market exposure—the numbers tell a different story than most assume.

Gold has been the safe haven for centuries, but its yield is basically zero. The stock market offers dividends and corporate growth, yet remains tethered to traditional economic cycles and inflation dynamics. Bitcoin operates on entirely different mechanics.

What separates Bitcoin from both? Scarcity is hardcoded. There will only ever be 21 million coins. No central bank can print more. Compare that to fiat currencies perpetually diluted by monetary policy, or gold which can theoretically be mined indefinitely (though costly). Stock valuations depend on company performance and macroeconomic sentiment—variables constantly shifting.

Bitcoin's appeal lies in its digital scarcity, 24/7 market accessibility, and emerging role as a hedge against currency debasement. For institutions building diversified portfolios, the Bitcoin allocation question isn't whether anymore—it's how much.

The conversation has evolved from "is Bitcoin an asset class?" to "what's the optimal Bitcoin weighting in a traditional portfolio?" That shift matters.