WisdomTree’s research team presents a scenario-driven valuation model for bitcoin and gold, offering institutional investors a rigorous framework to assess these hard assets amid persistent inflation, rising debt, and monetary instability.
Under base-case assumptions, bitcoin could reach $250K by 2030 (CAGR 18%), while gold rises to $4K (CAGR 3.7%), driven by a rising allocation to hard money assets.
Inflationary scenarios see bitcoin outpacing gold significantly, supported by its capped supply and digital scarcity.
Even modest portfolio allocations to bitcoin and gold may strengthen resilience against fiat erosion and policy uncertainty.
How could hard money reshape long-term asset allocation? Dive into the full report for model assumptions, scenario outcomes, and portfolio strategy implications.