Home Investing Strategy Portfolio Strategy Summary As of March 2026, the Bitcoin-to-gold ratio sat well below the Bitcoin in Gold (BiG) model’s fair value, suggesting macro conditions like a weaker dollar, elevated inflation expectations and strong ETF inflows are not yet fully reflected - highlighting a potential relative opportunity via spot Bitcoin ETPs versus gold allocations. While rising inflation expectations, equity momentum and institutional demand typically favor Bitcoin over gold, risk-off scenarios or inflation shocks could still drive near-term gold outperformance, reinforcing the case for dynamic allocation across both assets rather than a single directional bet. The BiG framework shifts investors from making outright price predictions to assessing relative value across macro scenarios, offering a more tactical way to position between Bitcoin ETPs and gold strategies as probabilities evolve with changing market data.…