Bitcoin Edges Out Gold As Store Of Value For Younger Emerging Market Investors: VanEck’s Sigel

Bitcoin’s growing appeal among younger investors in emerging markets is positioning it as a preferred store of value over gold , according to Matthew Sigel, head of digital assets research at ￰0￱ an X post on Tuesday, Sigel said surveys show younger consumers increasingly favor Bitcoin for wealth ￰1￱ noted that around half of gold’s market value comes from its role as a store of value rather than industrial or jewelry ￰2￱ Bitcoin were to capture half of that market, he argued, it would imply a value of $644,000 per coin at today’s record gold price. We’ve been saying Bitcoin should reach half of gold’s market cap after the next ￰3￱ half of gold’s value reflects its use as a store of value rather than industrial or jewelry demand, and surveys show younger consumers in emerging markets increasingly prefer Bitcoin… — matthew sigel, recovering CFA (@matthew_sigel) October 7, 2025 Erosion Of Trust In Traditional Reserves Drives Case For Bitcoin Adoption His comments came just hours after Bitcoin hit a new record high of more than $126,000 , marking a 95% gain in the past ￰4￱ surge has been fueled by institutional inflows, shrinking supply on exchanges and demand for safe-haven assets during political and economic uncertainty.

VanEck’s broader research frames Bitcoin as more than just a speculative ￰5￱ a report published earlier , the firm projected that by 2050, Bitcoin could solidify its role as a key international medium of exchange and evolve into one of the world’s reserve ￰6￱ analysis is based on expectations that trust in existing reserve assets will continue to ￰7￱ believes Bitcoin’s scalability challenges, which have limited mainstream adoption, will be addressed by emerging Layer-2 ￰8￱ upgrades, the firm argues, could unlock faster and cheaper transactions while preserving Bitcoin’s core qualities of immutability and sound monetary ￰9￱ Sees Bitcoin Settling Ten% Of Global Trade By 2050 According to VanEck, Bitcoin could be used to settle 10% of global trade and 5% of domestic trade by ￰10￱ banks, in that scenario, would hold about 2.5% of their reserves in the ￰11￱ a velocity of money framework, the firm suggests this level of adoption could support a long-term price of $2.9m per Bitcoin, equal to a total market capitalization of $61 ￰12￱ report also assessed the potential value of Bitcoin’s Layer-2 ￰13￱ estimated these networks, which include scaling solutions for payments and smart contracts, could collectively be worth $7.6 trillion, representing about 12% of Bitcoin’s total future ￰14￱ Flow Into Bitcoin ETFs Signaling Growing Mainstream Acceptance The comparison between Bitcoin and gold has grown sharper this ￰15￱ climbed above $4,000 per ￰16￱ the same time, Bitcoin set back-to-back record ￰17￱ many investors, gold still serves as the established hedge.

However, Bitcoin’s digital attributes and scarcity are resonating with a younger generation that is more accustomed to digital-native assets. Meanwhile, institutional adoption has added further weight to this ￰18￱ Bitcoin ETFs in the US and other markets have attracted billions in ￰19￱ products provide regulated access and signal growing mainstream ￰20￱ a result, the psychological gap between Bitcoin and gold as competing stores of value has narrowed. Sigel’s remarks reflect this generational shift in ￰21￱ has served as a safe haven for ￰22￱ younger investors in fast-growing economies now appear more willing to back Bitcoin’s long-term role in the financial system.