LG Doucet speaks with CryptoBanter founder Ran Neuner about Bitcoin’s break from gold and why he expects a test of the 200-week moving average near $57,000 to $58,000. Neuner argues that Bitcoin’s unclear narrative, gold’s strength and competition for energy from AI have weakened its standing this cycle, even as he maintains that it remains the best long-term store of value.
Neuner also explains why he has shifted toward a more defensive portfolio built around assets he expects to survive a prolonged bear market. Coinbase is now his largest position because of its diversified exposure to trading, custody, staking and Base, while his broader crypto thesis rests on blockchain becoming the financial rails for AI agents and their transactions.
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