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Jurrien Timmer, industry influencer, monitors Bitcoin’s performance following its decline from $126k to $60k and observes signs of recovery.
Timmer points to improving momentum and a stronger Sharpe Ratio for Bitcoin compared to gold and other asset classes, including commodities. He also highlights a shift in investor flows, with a clear rotation away from gold ETPs back into Bitcoin ETPs.
Timmer has recently tracked gold’s surprising weakness, noting a sentiment reversal among fast money traders in a prior report. He has also identified accelerating earnings growth as a factor supporting market resilience during volatile periods, according to another recent analysis. These observations provide context for his current focus on shifting asset flows and performance comparisons.