I just looked at the numbers and it's quite striking. The market capitalization of gold has reached $30 trillion, a new record. But here’s what really interests me: comparing this gold capitalization to that of Bitcoin is like looking at two completely different worlds.

Bitcoin is currently around $1.6 trillion. That means gold is almost 18 times larger. At first glance, it might seem discouraging for crypto. But wait, look at it from another angle.

Gold has been the traditional safe haven for millennia. Central banks accumulate it, governments store it, it’s embedded in the global financial culture. And despite all this historical weight, we’re talking about a gold market cap that remains stable, almost frozen.

Bitcoin, on the other hand, what is it? A technology that’s only been around for 15 years. And it has already reached $1.6 trillion. Think about the trajectory. If institutional flows continue to accelerate as we observe, if Bitcoin gradually earns its place as a store of value for the 21st century, this gap between gold’s market cap and Bitcoin’s could close much faster than we think.

That’s why I say the market might just be getting started. People who already think they’re early in the game… they could be even earlier than they believe.