In a recent conversation with David Lin, Gromen emphasized his favorable view of both assets, explaining that they are well-positioned to perform strongly as the U.S. government may resort to inflation to manage its debt.<\/p>\n
According to Gromen, for the U.S. to sustain its budget, negative real interest rates\u2014where inflation outpaces nominal rates\u2014are necessary. Historically, this scenario has been favorable for gold, and he believes Bitcoin<\/a> <\/strong>will also thrive under these conditions.<\/p>\n He explains that when a heavily indebted country, like the U.S., cannot service its debt without negative real rates, it creates an ideal environment for assets like gold and Bitcoin. Gromen pointed out that the disconnect between gold prices and rising real rates in the U.S. is evidence of this, noting that similar patterns are common in emerging markets.<\/p>\n