Gold’s continued strength signals a deeper shift unfolding in the global monetary system, according to Mark Moss, Host of 'Mark Moss Show' and Partner at Bitcoin Opportunity Fund, who said investors and governments alike are increasingly searching for assets outside traditional financial structures.

Speaking to Michelle Makori, President & Editor-in-Chief of Miles Franklin Media, on The Real Story, Moss argued that the divergence between the two assets reflects changing trust dynamics rather than weakening fundamentals for digital assets.

“The real reason why I think gold is surging right now is because the world is searching for neutral money,” Moss said.

Gold has climbed as geopolitical tensions and currency disputes intensify, while Bitcoin has pulled back sharply from its recent highs, prompting debate over whether institutional adoption has altered the cryptocurrency’s original purpose.

Dollar Trust Under Pressure

Moss attributed gold’s momentum partly to what he described as growing skepticism toward the U.S.-led financial order. “The dollar’s become weaponized,” he said. “So the world is trying to scramble for what’s the next settlement currency, what’s the next layer?”

He pointed to shifting trade dynamics, particularly involving China, as evidence of an emerging alternative system. “China is now running a dual strategy where they’re using their currency, the RMB, for trade settlement, but they’re settling in gold and it’s creating a parallel financial system,” Moss said.

At the core of the shift, he added, is declining confidence in existing institutions. “If I boil this down, why are they searching for a neutral settlement layer? Because of a lack of trust,” Moss said. “We no longer trust the U.S. dollar system, the dollar payment network, the U.S. Treasury system. We no longer trust the U.S. government.”

Bitcoin’s Role Questioned

The divergence between gold and Bitcoin raises questions about how the latter fits into that evolving monetary landscape, Makori said.

“It brings the question then, how does Bitcoin fit into that conversation,” she said, noting Bitcoin was “created after the 2008 financial crisis as a way out of the corrupt money system.”

Originally envisioned as an alternative to traditional finance, Bitcoin now faces scrutiny as large institutional players expand their presence in the market.

“But by bringing Bitcoin into the very financial system that it was meant to challenge, has that purpose been undermined?” Makori asked. “When BlackRock is one of the biggest custodians of Bitcoin, is that not a problem?”

She added that as access increasingly comes through financial intermediaries, “has it ceased to become a people’s currency” and “negated its own founding principle.”

Moss rejected the idea that Bitcoin’s recent price decline reflects a breakdown in its long-term thesis, arguing instead that the move aligns with historical market patterns. “If you’ve been around Bitcoin for any period of time, you [know], this is just what Bitcoin does,” he said.

He described the downturn as consistent with Bitcoin’s historical cycles following supply halvings. “About every four years Bitcoin goes through a cycle,” Moss said, adding that peaks typically occur roughly 18 months after a halving event before significant pullbacks follow.

Bitcoin also continues to behave like a liquidity-sensitive asset, he said. “Bitcoin has always been trading like a risk-on asset… like a tech stock, a high beta asset,” Moss said.

He added that leverage in crypto markets has amplified volatility. “The derivatives are a big problem… they have built up too much leverage in the system.”

Gold and Bitcoin as Complementary Signals

Rather than viewing gold and Bitcoin as competitors, Moss suggested both assets may reflect the same underlying trend: a search for monetary neutrality amid geopolitical fragmentation.

“The world is searching for a neutral settlement layer,” he said.

Whether that shift results in a formal monetary reset remains uncertain, but Moss said the direction of travel is becoming clearer as nations explore alternatives to dollar-based settlement systems.

For Mark Moss’ price predictions, including his timing on when Bitcoin hits $1 million and then $14 million, watch the video above.