Spot Bitcoin exchange-traded funds (ETFs) may surpass gold ETFs in whole property underneath administration (AUM) as investor demand expands past the standard “digital gold” narrative, in accordance with ETF analyst James Seyffart.
“There are simply extra use circumstances of why any person would put a Bitcoin ETF in a portfolio,” Seyffart mentioned on the Coin Tales podcast printed to YouTube on Friday. He pointed to Bitcoin’s (BTC) position as digital gold, a retailer of worth, a portfolio diversifier, and a type of digital capital and property, including that the market additionally views Bitcoin as a “progress threat asset.”
Seyffart defined that Bitcoin has “all these alternative ways” of being seen, whereas gold solely has “a kind of issues.”
“Our view is that Bitcoin ETFs will likely be bigger than gold ETFs,” he added.
Bitcoin ETFs are a “sizzling sauce” within the portfolio
“There are such a lot of individuals that would use it. They may very well be viewing it to place of their portfolio as a result of they wish to guess on like a progress and liquidity commerce,” he mentioned. “It may be sizzling sauce in a portfolio in that means,” he added.
Bitcoin is commonly in comparison with gold on account of its restricted provide and perceived position as a hedge towards financial debasement.
US-based gold ETFs recorded web outflows of $2.92 billion in March, whereas US spot Bitcoin ETFs attracted $1.32 billion in web inflows over the identical interval.
Gold and BTC have declined over the previous 30 days
The most important US gold-backed ETF, GLD, recorded a $3 billion outflow on Mar. 4, the most important each day withdrawal in additional than two years.
On Mar. 19, Cointelegraph cited information from the Financial institution for Worldwide Settlements (BIS) exhibiting retail gold purchases have tripled over the past six months, whereas Wall Road promoting has accelerated over the previous 4 months.
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Regardless of the divergence in ETF flows, each property have moved broadly in tandem in latest weeks.
Bitcoin is buying and selling at $66,918 on the time of publication, down 8.07% over the previous 30 days, in accordance with CoinMarketCap. In the meantime, gold is buying and selling at $4,676, down 8.25% over the previous 30 days, in accordance with GoldPrice information.
In December 2025, Constancy Digital Property analyst Chris Kuiper mentioned that, “traditionally, gold and Bitcoin have taken turns outperforming. With gold shining in 2025, it will not be stunning if Bitcoin takes the lead subsequent.”
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