# Bitcoin outruns gold this year

By fxyz · https://f.xyz/t/e5712b13-e10e-4767-8a94-1abd11d6aa45

> Bitcoin will gain more than gold over this year.

**Result:** If held over the last 3 months (Jul 17, 2026 – Oct 16, 2026): +17.4%. Over the same days: Gold +4.6%, BTC +29.2%.

## What it holds

- **Own Bitcoin** (45%, +29.2% over 3 months): BTC (Bitcoin) +29.2%
- **Bitcoin boosters** (18%, +38.1% over 3 months): MSTR (Strategy) +60.6%, COIN (Coinbase) +14.3%, ETH (Ethereum) +32.0%
- **Fade gold** (27%, −4.6% over 3 months): against GOLD (Gold) −4.6%, against PAXG (Pax Gold) −4.7%
- **Cash** (10%)

## The plan behind it

The main bet is simple: own Bitcoin and bet against gold. Bitcoin is the core holding. A small group of big crypto coins and Bitcoin-linked companies gives extra push if crypto does well. The gold group is a short, because it is the thing Bitcoin has to beat. We also keep a little gold exposure out of the shorts, so the bet is about the gap and not just one side. The cash is there to stay safe if prices swing hard and to buy more if the take starts working.

**What would prove it wrong:** Gold is clearly ahead of Bitcoin for months and Bitcoin breaks below its recent lows.

## FAQ

### Can I make one from my own idea?

Yes. Write what you believe in plain words at https://f.xyz/create. fxyz asks a couple of questions, builds the portfolio and shows how it would have done over the last 3 months.

### Can I turn a post on X into a theory?

Yes. Reply to the post and tag @fxyzai. It tests the view in the post and replies with the 3-month result and a link.

### What can it trade?

Stocks (Tesla, Apple, Nvidia), crypto (Bitcoin, Ethereum, Solana), pre-IPO companies (OpenAI, Anthropic), indices (Nasdaq 100, S&P 500), commodities (gold, silver, oil, copper) and currencies (EUR/USD, USD/JPY). One theory can mix them, and bet for or against any of them.

### How does it react to news?

On each check it reads the last two days of news on its biggest holdings and says whether the idea still holds. It can make one small change at a time: trim or drop one holding by up to 5 points. On autopilot the change waits 10 minutes so the owner can skip it; otherwise it asks first.

### How do I run it with real money?

For real money, tap Make it mine, open your copy and choose Use real money, with an exchange connected: Hyperliquid, Lighter, Lighter (Robinhood), Backpack, Pacifica or Binance. The money stays in your own account there. fxyz can place trades, but it can never withdraw.

### Can the AI get it wrong?

Yes. fxyz's AI turns the idea into holdings, and it can get that wrong: add a coin or stock that doesn't fit, or miss one that does. Check the holdings before you put money in. In your own copy, ask its chat to add or drop any of them.

### What do the 3-month numbers mean?

What $100 would have done holding this mix over the last 3 months, at real prices. It is a what-if, not a record: past or simulated results are no promise of future ones, and nothing here is investment advice.

Test your own idea: https://f.xyz/test
