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Gold advocate Peter Schiff renewed his attack on Bitcoin and Strategy in a series of X posts on November 9, arguing BTC has sharply underperformed gold and that the 'digital gold' narrative is false. He claims Bitcoin's correlation with the Nasdaq is asymmetric — lagging tech rallies but likely to fall in tandem during a downturn — which would compound downside beta for BTC and leveraged holders like Strategy if equities correct. The read is speculative commentary from a long-standing bear, so the key check is whether BTC's realized correlation to the Nasdaq actually rises in the next risk-off episode and how MSTR's balance sheet holds up.
As a Research signal, watch whether it changes price action, volatility, or flows around BTC, MSTR, GC=F.
Original Source: 블록미디어
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