Cryptocurrencies and Gold: A New Assessment of Their Role in 2023-2024

ContractExplorer · 2026-02-28T11:11:11+00:00

The essay discusses the changing valuation of traditional (gold) and alternative (cryptocurrencies) assets in light of macroeconomic factors, inflation, and censorship. Experts emphasize that cryptocurrencies address current systemic challenges, making a comprehensive understanding of market dynamics essential for investment decisions.

ContractExplorer

2026-02-28 11:11:11

Abstract generation in progress

Modern valuation of traditional and alternative assets requires a deep understanding of macroeconomic factors shaping financial markets. According to Bloomberg Intelligence experts, the valuation of gold and cryptocurrencies in 2023-2024 has undergone significant changes driven by questions about their relevance in the new era.

Why the valuation of traditional assets is changing

Financial market researchers express skepticism about gold as a reliable store of value. If such traditional assets truly become less relevant, it directly signals more serious problems within the monetary system. This observation stems from analyzing how the role of gold is changing amid other economic phenomena that distinguish this period.

Currency devaluation and censorship: two key factors

The real basis for re-evaluating financial assets lies in two critical issues often overlooked. First, currency devaluation is escalating: over the past decade, the money supply has grown to $22 trillion, demonstrating inflationary pressure on traditional currencies. Second, censorship and control over financial flows are especially acute in developing markets, where access restrictions to capital remain a constant threat.

Cryptocurrencies as a response to systemic challenges

Without considering these two fundamental challenges, it is impossible to understand why cryptocurrencies are gaining significance as an alternative. They are positioned as tools that provide protection against devaluation and censorship simultaneously. A fair assessment of digital assets’ role requires recognizing that they address real systemic problems of the traditional financial system.

Expert analysis emphasizes that successful valuation of any asset must be based on understanding the macroeconomic context and the actual needs of investors in different regions. Only such a comprehensive approach allows for a proper assessment of the appropriateness of including gold and cryptocurrencies in an investment portfolio.

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