Dantes Outlook Market Podcast

Crypto and Gold in a Multi-Asset Framework


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Episode Highlights:
  • Why 2025 delivered strong returns across most asset classes — except crypto
  • Bitcoin and Ethereum’s negative YTD performance in context
  • Key technical breakdowns in Bitcoin using weekly and monthly trend models
  • The erosion of the “digital gold” narrative and rising equity correlations
  • Why extreme fear isn’t enough to signal a bottom
  • Macro regime insights: inflation vs. growth sensitivity in Bitcoin
  • Gold’s resilience and role as a portfolio stabilizer
  • How Dantes Outlook’s Bitcoin/Gold rotation strategy navigated the year

Research & Data Sources:

  • Market and on-chain data from Glassnode
  • Internal quantitative models from Dantes Outlook
  • Academic research on asset behavior across macro regimes

Happy holidays from Dantes Outlook!

Visit us at www.dantesoutlook.com

The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.

Visit us at www.dantesoutlook.com

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Dantes Outlook Market PodcastBy Damanick Dantes

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