On Tuesday (June 9), crypto analyst Willy Woo made a humorous attempt at explaining why Bitcoin has been a much better investment than gold over the past 10.7 years.
Before we look at what Woo said yesterday, it is worth seeing what he said about Bitcoin, gold, and U.S. stocks a week ago.
On June 3, Woo pointed out that Bitcoin had performed better than both gold and stock — i.e. had a better risk-adjust return (as measured by the Sharpe ratio) — since 2014, including during the “COVID19 black swan crash”:
Here's an apples for apples comparison of how Bitcoin fared against Gold & Stocks in the COVID19 black swan crash.
Note: it's not the about the absolute gain/loss but the gains/loss adjusted by risk you're exposed to. Manage that with % allocation. pic.twitter.com/L7c4T7Y0ZC
— Willy Woo (@woonomic) June 3, 2020
He also noted that the huge increase in gold’s Sharpe ratio since mid-2018 should have been an early signal to investors that “a reset in the long term debt cycle” was coming:
Final note: The COVID19 crash is really just a “look at me” punctuation mark. What's really happening is a reset in the long term debt cycle (how we do accounting, who gets what, the design of money). Gold has been saying “it's happening” from as early as 2018. pic.twitter.com/zsmaTiDC6i
— Willy Woo (@woonomic) June 3, 2020
Then, yesterday, perhaps annoyed by Peter Schiff’s non-stop mocking of Bitcoin (or as Woo called it, “tireless promotion of Bitcoin to his audience of gold bugs”), he published a live chart that tracks the performance of gold vs Bitcoin in the case of a $1 investment made on 6 October 2009 (the day when “Bitcoin first had a market price).
Woo then used a snapshot of this chart in a tweet to explain that if you had invested $1 in Bitcoin back on that date, your investment today would be worth $12.8 million, meaning that you would have enough money now to buy a nice yacht, whereas if you had invested the same $1 amount in gold, you would now have $1.66, which is how much he says it costs to buy ba Snickers chocolate bar in the U.S.:
I made a new live chart for gold bugs.
$1 invested over 10.7 years…
Today's value:
Bitcoin: $12.8m (a luxury yacht)
Gold: $1.66 (a snickers bar)https://t.co/5TEucxgFdD pic.twitter.com/m7FPBbnmvc— Willy Woo (@woonomic) June 9, 2020
When it comes to the Snickers chocolate bar, Woo seems to be in the right ball park since you can currently buy one of these at Walmart for $1.48:
As for yachts, Edmiston is currently selling this sweet 2018 Sunseeker yacht for around $12.3 million:
10 hours later, Schiff offered this not-so-quick comeback:
If you invest $12.8 million in #Bitcoin today, 10.7 years from now you will be lucky if you can still afford to buy a Snickers Bar.
— Peter Schiff (@PeterSchiff) June 9, 2020
Obviously, all the institutional investors who are buying Bitcoin at a record pace from Grayscale Investments do not agree with Schiff’s assessment of Bitcoin:
Another massive week for Grayscale.
Grayscale added 9,503 BTC to their Bitcoin Trust since last week (28,413 BTC since the halving).
Bitcoin miners only produced 6,863 BTC since last week (19,200 BTC since halving).
🚀🚀 🚀 pic.twitter.com/BGHKcbiJwQ
— Kevin Rooke (@kerooke) June 4, 2020
Featured Image by “oreundici” via Pixabay.com