Gold to 100%, but what about digital gold?
Ronald-Peter Stofferl, Managing Partner of Increasement AG, recently joined David Lin for a discussion. During the interview, Stofferle spoke about his feelings about gold as a safe haven given recent market dynamics.
He was asked about his understanding of gold's transition from a safe-haven hedge to a risky asset and its relationship with various sectors. Lin cited the alignment with stocks, tech stocks, and especially Bitcoin, indicating that investors are expanding their sentiment toward alternative investments.
Reflecting on the current market perception of gold, Stofferl shared his views on the price. Although gold's inflation-adjusted rate of inflation is at historic highs, it has noted widespread skepticism among investors. Many, he said, are thinking of selling rather than buying at current levels, reflecting bullishness in Western markets.
Looking ahead, Stofferle cited analyst consensus forecasts from major Wall Street names, predicting moderate gold prices in the future. He suggested an average estimate of $2,000 for 2026 and $1,700 for 2028.
Despite the mixed feelings, Stofferl was optimistic about gold's long-term prospects. In the year He discussed Incrementum AG's forecasts, predicting that it could exceed $4,000 to $4,800 by 2030.
Stoeferle opened up about the initial opposition from both the Bitcoin and gold communities. He observed the emotional nature surrounding these assets, described Bitcoin as a teenager with a rapid evolution compared to gold's millennia-long history.
Addressing recent market dynamics, Stofferle admitted that there is discontent among some investors following Bitcoin's recent performance, but stressed that the post-halving period has been historically good. He predicts that Bitcoin could surpass gold in the coming years, especially as institutional adoption grows, marked by milestones such as ETF launches.
