Fidelity’s Timmer Reveals: Bitcoin and Gold Crush All Other Investments in Stunning Returns

Forget traditional portfolios—Bitcoin and gold just delivered knockout returns that left everything else in the dust.

Fidelity's top strategist Jurrien Timmer drops the data that has Wall Street scrambling. While fund managers were busy overcomplicating their spreadsheets, these two assets quietly outperformed every conventional play in the book.

No fluff, no hype—just raw numbers that speak louder than any analyst's pitch. Gold's timeless appeal meets Bitcoin's digital revolution in a one-two punch against market uncertainty.

Timmer's analysis isn't just a win for crypto and precious metals—it's an embarrassment for anyone still pretending that traditional finance has all the answers. Maybe those management fees should come with a performance refund.

Cycles and institutional gravity

Timmer also weighed in on the ongoing debate around whether Bitcoin’s four-year halving cycle still holds weight in a market now dominated by institutional players. Despite changing dynamics, he believes the asset continues to follow the historical rhythm, supported by supply mechanics and macro tailwinds.

In July, Timmer described Bitcoin and Gold as being in the “middle innings” of the hard money trade, driven by expanding global money supply and a still-dominant U.S. dollar.

Fidelity’s framing of Bitcoin as hard money isn’t just narrative, it reflects a shift in macro playbooks. If QE returns, Bitcoin’s role won’t just echo gold’s, it could become central to it.

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