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Using Bitcoin to gauge sentiment

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We set aside the debate of Bitcoin as a legitimate asset class and look at its price trends to gauge investor sentiment. Bitcoin is first and foremost a high-risk asset making it unlike gold, which can be a safe-haven. Bitcoin can be like gold as a hedge against monetary inflation. We find Bitcoin needs unique financial conditions to thrive, but when it performs well, we expect the S&P 500 to also perform well.

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