On Ray Dalio's there can only be 1 gold, bitcoin vs. gold

[bbc.reporter]

This Ray Dalio is correct, however, he might be beginning to be wrong if we read this article. Bitcoin will become very mainstream and I very much predict that the future children who will grow up might not notice the difference of gold and bitcoin. They will not also care on the difference if they notice.

There will be no difference. They will be something similar.



Crypto’s Rock ’n’ Roll Era Is Over

Every revolution eventually becomes the establishment. What began as crypto's peer-to-peer challenge to the global financial order is rapidly being absorbed into the traditional fold, trading its anti-elite soul for the legitimacy of spot ETFs, institutional custody and the same banking frameworks it was built to bypass.

This is a familiar arc. Throughout history, every revolution has begun with the promise of breaking old power structures and dismantling the status quo. Once power is seized, the priority shifts to stability and preservation, transforming ideals into systems. Inevitably, the movement reaches the limits of insurgency, and to survive, it must court what it once shunned: venture capital, institutional trust and regulatory tolerance. This requires conformity, triggering a process of assimilation. As the original liberatory goals are diluted or abandoned, what began as revolution solidifies into orthodoxy. To quote the American historian and philosopher Hannah Arendt, “the most radical revolutionary will become a conservative the day after the revolution.”

Read in full https://www.coindesk.com/opinion/2026/03/08/crypto-s-rock-n-roll-era-is-over

[Rashlyowl]

Bros @Oshosondy has already created a thread with the same subject in the Gold vs. Bitcoin: Why Billionaire Ray Dalio Says “There Is Only One Gold”. I didn't see your username in that discussion, so you probably missed it, I think your opinion in this thread would be better if you put it in the bros @Oshosondy thread to add value to the discussion.

[BattleDog]

I think Dalio is right only in the very broad sense (i.e. hard money competes with hard money), but that does not make bitcoin and gold the same thing.

They overlap in narrative, not in mechanics. Gold is old, heavy, physical, politically tolerated because it's been around forever. Bitcoin is native to the internet, trivially portable, easy to verify, and a lot harder to fake your way through if you actually understand settlement.

Future kids might treat both as stores of value, sure, but they're not going to not notice the difference... unless they also think a sailboat and a fighter jet are basically the same because both cross water

[Bastketsrus]

I think Dalio is right only in the very broad sense (i.e. hard money competes with hard money), but that does not make bitcoin and gold the same thing.

They overlap in narrative, not in mechanics. Gold is old, heavy, physical, politically tolerated because it's been around forever. Bitcoin is native to the internet, trivially portable, easy to verify, and a lot harder to fake your way through if you actually understand settlement.

Future kids might treat both as stores of value, sure, but they're not going to not notice the difference... unless they also think a sailboat and a fighter jet are basically the same because both cross water

Good point. Both can be stores of value, but Bitcoin fits the digital world much better since it’s easier to move and verify. That’s why it’s also used in online services like bitcoinbetting where fast transactions matter.

[bitmover]

This Ray Dalio is correct, however, he might be beginning to be wrong if we read this article. Bitcoin will become very mainstream and I very much predict that the future children who will grow up might not notice the difference of gold and bitcoin. They will not also care on the difference if they notice.

There will be no difference. They will be something similar.

The world is not binary

Gold and bitcoin will coexist, I own both of them, just like many people.

And there is a long way for Bitcoin to become as important as gold....

Gold marketcap is 30 trillion and bitcoin is 1 trillion...

[bbc.reporter]

@bitmover. Agreed! This is what I am arguing. The future children today who will grow up on year 2050 will see bitcoin or gold and it will only be something similar for them. They will be ordinary, mainstream investments. Bitcoin might also be less volatile because of increased available liquidity.

[bitmover]

@bitmover. Agreed! This is what I am arguing. The future children today who will grow up on year 2050 will see bitcoin or gold and it will only be something similar for them. They will be ordinary, mainstream investments. Bitcoin might also be less volatile because of increased available liquidity.

I found very interesting that bitcoin allows us to buy gold with its technology

I own some Paxos Gold (PAXG) and Tether Gold (XAUT), ERC-20 tokens.

 Although it is in another chain, those assets could be in a bitcoin chain such as omni layer or liquid.

[betswift]

@bitmover. Agreed! This is what I am arguing. The future children today who will grow up on year 2050 will see bitcoin or gold and it will only be something similar for them. They will be ordinary, mainstream investments. Bitcoin might also be less volatile because of increased available liquidity.

Totally believe in the volatility part. If things will go where they are headed now, it will be a bigger cap -> bigger demand to push it around, meaning volatility will be less of a factor..

[crwth]

The similarity might not be in physical consolidation, but as stored value, right? It's always been like this for gold and silver. For gold, the increase in supply is around ~2% due to mining, but for BTC, it's fixed, so it can be more valuable in the long-term.

There are a lot of things that could change in the future, and maybe the best way to participate in them is to be in a good long-term position, like just holding BTC.

[melinoe]

He says about it as if BTC is an anti-fiat invention.

it's not that at all - it's an alternative for everybody to use. Not to "destroy" or "overthrow" fiat.

[BALIK]

The similarity might not be in physical consolidation, but as stored value, right? It's always been like this for gold and silver. For gold, the increase in supply is around ~2% due to mining, but for BTC, it's fixed, so it can be more valuable in the long-term.

There are a lot of things that could change in the future, and maybe the best way to participate in them is to be in a good long-term position, like just holding BTC.

In my opinion, a fixed and smaller supply is not enough to guarantee that Bitcoin will be worth more than gold in the long term. The value of an asset is determined not only by its supply but also by its acceptance and demand. If the demand for bitcoin is not great enough and does not cause a supply shock. Bitcoin is unlikely to surpass gold.

For me, need is more important. That's why the supply of gold increases annually, but that does not bring down the price of gold. On the contrary, it only raises the value and capital appreciation of gold over time. Humanity's demand for gold is enormous.