Crypto Long & Short: Bitcoin vs. gold: 26% relative undervaluation
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Key facts
- This strength has filtered down the market-caps, with the CoinDesk 80 (CD80) up 15.32% MTD, significantly ahead of large caps, led by ZEC's 57% rally
- CoinDesk’s May 2026 Exchange Benchmark, which evaluates 75 spot exchanges against more than 100 metrics, provides a rigorous test of that assertion
- The incidence of flash crashes was near-universal, impacting 81% of all rated exchanges, including 100% of AA-grade and 100% of B-grade venues
- Model assumes that macro scenario starts on April 1, 2026 and continues for the next 12-month
Summary
Welcome to their institutional newsletter, Crypto Long & Short. Dovile Silenskyte provides an alternative to the “bitcoin as a risk asset” narrative. CoinDesk 80 Leads as Crypto Outperforms Across Asset Classes in Chart of the Week. By Dovile Silenskyte, director of digital assets research, WisdomTree.