Bitcoin’s digital gold case is “a pretty strong rationale,” says Morgan Stanley’s Amy Oldenburg. But she wants to see Bitcoin trade more like gold and less like risk assets. She discusses Bitcoin’s correlation with gold, how stablecoins, quantum fears, AI, and inflation are weighing on demand, and why she won’t let one day or one inflation print define Bitcoin’s outlook.

Chapters:0:00 – Stablecoins and USDT on Bitcoin1:23 – Who’s Buying Morgan Stanley’s Spot Bitcoin ETF?2:54 – Bitcoin as Digital Gold in Client Portfolios4:11 – Moving Self-Custodied Bitcoin Into ETF Shares5:33 – Borrowing Against Bitcoin ETFs and Spot Bitcoin6:33 – Bitcoin’s…

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