Time to Buy Gold and Bitcoin

The market has a tech hangover. After a long climb, sentiment has turned sour — screens are red, the headlines are gloomy, and the crowd has quietly decided the party is over.

The crowd is wrong.

Let me be clear about what I am and am not saying. I am not calling the exact bottom, and I am not telling you the sell-off is finished — it may have further to run. What I am telling you is that this is the moment to put gold and Bitcoin back on your radar, and to start accumulating into weakness instead of panicking out of it. The best entries are handed to you when everyone else has lost their nerve.

Bitcoin: we are buyers sub $60,000

Bitcoin dipped to around $59,000 in the latest session and is trading near $61,000 as I write — down roughly 3% on the day and well off its recent highs. This is exactly the kind of flush that shakes out tourists and rewards the patient.

Our line is simple: we are buyers of Bitcoin under $60,000. I am not interested in guessing whether it ticks down to $58k or $55k first. When an asset I want to own long term goes on sale, I buy it. Scaling in beats waiting for a bottom that only looks obvious in hindsight.

Gold: a buy under $4,000

Gold has done its job — it has been one of the few places to hide while equities wobbled. That strength is not a reason to avoid it; it is a reason to respect it. Gold is a buy under $4,000.

The case for gold is the same case that has driven it all year, and it is not going away: a world awash in newly printed dollars, persistent geopolitical risk, and central banks that keep adding bullion regardless of price. Every dip toward and below $4,000 is an opportunity to add, not a signal to sell.

The dollar is the real story

Here is the backdrop nobody wants to talk about while they obsess over a few red days in tech: the United States is still printing money at an unsustainable rate. Deficits are enormous, the debt load keeps compounding, and there is no political appetite to stop.

That is the engine under both of these trades. When you create money faster than you create real value, hard, scarce assets win over time. Gold and Bitcoin are the two cleanest expressions of that. You are not betting against America — you are protecting yourself against the slow erosion of what a dollar buys.

The AI bubble hasn't even arrived yet

Now to the part that really matters for the next decade.

Everyone is talking about an "AI bubble." Here is my contrarian view: the AI bubble is not even here yet. What we have seen so far is the opening act. If you are an AI investor today, you are early — and early is exactly where you want to be. Hold your positions, ride the volatility, and let the wave build. The people who reap the rewards will be the ones who were positioned before it was obvious.

AI adoption is inevitable at a global scale. This is not a fad cycle that fades; it is an infrastructure shift on the level of electricity and the internet. And critically, government money is going to flood into this space — for competitiveness, for defence, for productivity, for national security. When sovereign balance sheets get behind a theme, the scale of capital dwarfs anything private markets do alone.

Where I want to be

So where do I want exposure? Four areas:

USA and China AI and Quantum companies. These are the two superpowers racing for technological dominance, and both will pour resources into staying ahead. Own the leaders in both — AI and the quantum computing names that sit right behind it.

The miners producing the metals AI needs. AI does not run on software alone. It runs on copper, silver, rare earths, uranium, and the rest of the physical inputs that go into chips, data centres, and the grid. The companies pulling those metals out of the ground are a leveraged, often overlooked way to play the same theme.

The power companies solving AI's energy problem. This is the bottleneck almost everyone underestimates. AI and quantum are voracious consumers of electricity, and the data-centre build-out is already straining grids. The utilities, independent power producers, and next-generation energy companies that solve the power demand will be indispensable — and they will be paid accordingly.

Bottom line

The tech hangover is real, and the sell-off may not be over. But sentiment has overshot, and good assets are starting to go on sale. Put gold and Bitcoin back on your radar. Buy Bitcoin under $60,000 and gold under $4,000. Stay long the AI theme — you are earlier than you think — and lean into the AI and quantum leaders in the US and China, the miners feeding the build-out, and the power companies keeping the lights on.

Markets recover. They always have. The work is getting positioned before they do.

This article reflects the personal views of the author and is for information only. It is not investment advice. Markets carry risk; do your own research and consult a licensed adviser before making investment decisions.