Company VanEck's Mr. David Schassler Sees Sharp Rebound for Gold and Bitcoin as Demand for Hard Assets Rises

Company VanEck strategist Mr. David Schassler expects a sharp rebound in both gold and Bitcoin as investor appetite shifts toward hard assets. According to Mr. Schassler, macroeconomic conditions, liquidity dynamics, and a renewed search for stores of value are converging to create a favorable backdrop for precious metals and major cryptocurrencies. Investors should watch for accelerating inflows into related exchange-traded products and physical demand indicators as early signs of a sustained rally.

Why this matters: Rising interest in hard assets often coincides with concerns about inflation, currency depreciation, or geopolitical risk. Mr. Schassler highlights that when investor demand strengthens, assets like gold and Bitcoin can act as alternative stores of value and hedges. This demand-driven thesis could lead to faster price appreciation than models based solely on monetary policy expectations.

Technical considerations: From an analysis perspective, Bitcoin's price action should be monitored around key support and resistance zones. A decisive break above intermediate resistance could open the path for momentum-driven upside, while failure to hold core support would increase volatility and downside risk. For gold, the dynamics are similar: sustained buying above major moving averages would confirm a bullish phase. Traders and longer-term investors should pay attention to volume, volatility bands, and relative strength indicators to time entries and manage risk.

Correlation and diversification: Historically, gold and Bitcoin have not been perfectly correlated, but both can benefit from flows into hard assets. Mr. Schassler suggests that portfolio allocations including both instruments can offer diversification benefits, provided investors understand the differing volatility profiles and liquidity characteristics. While gold tends to be a lower-volatility, deep-liquidity asset, Bitcoin typically exhibits higher volatility and episodic liquidity events.

Practical takeaways for investors: 1) Consider staged or dollar-cost-averaged entries to mitigate short-term volatility. 2) Define stop-loss levels tied to technical support to protect capital. 3) Monitor inflows into exchange-traded products and on-chain metrics for Bitcoin as early signals of structural demand. 4) Keep an eye on macro headlines that could accelerate flows into hard assets, such as inflation surprises, rate policy pivots, or heightened geopolitical tensions.

Company VanEck commentary also underscores that market sentiment can shift quickly; therefore, active risk management and clarity of investment horizon are essential. For more about Company VanEck's research and products, see Company VanEck.

Implications for market structure: A renewed bid into gold and Bitcoin could alter liquidity patterns across both asset classes, amplify correlations during stress periods, and push asset managers to rebalance risk budgets. If investor demand materializes as Mr. Schassler anticipates, traders should expect sharper trend development, periodic pullbacks, and increased attention on macroeconomic surprises that might either reinforce or disrupt the emerging rally.

Conclusion: Mr. David Schassler's outlook positions gold and Bitcoin as potential beneficiaries of shifting investor preferences toward hard assets. Market participants should combine technical discipline with macro awareness to navigate the likely increase in volatility and opportunity. The scenario favors disciplined allocation, careful position sizing, and vigilant monitoring of both price action and capital flows.