Founder, Amend Finance
3 dated public stances tracked since 2025-02-06, most recently 2025-02-06. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Dr Udo Amend's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Dr Udo Amend is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2025-02-06 | long BITCOIN / long GOLD | hedge | +9.2% | +18.1% | +22.9% |
| 2025-02-06 | GOLD | bullish | +18.0% | +18.1% | +72.9% |
| 2025-02-06 | BITCOIN | bullish | +0.4% | +18.2% | -27.0% |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| BITCOIN | 1 | | 1 bullish | 2025-02-06 |
| GOLD | 1 | | 1 bullish | 2025-02-06 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-02-06
long BITCOIN / long GOLD
hedge
Wealthion · video
Bitcoin and gold exhibit an inverse performance relationship — Bitcoin outperforms in its bull cycle while gold outperforms during Bitcoin's bear market — so a 50/50 split smooths both drawdowns while capturing each asset's upswing, returning 93% since…
“if you would have invested 50% of your capital in gold and 50% in Bitcoin you would have made 93% profit”
90d +9.2% · 180d +18.1% · 1y +22.9%
Bitcoin to $850K & Gold to $3.8K? Dr. @udoamend Explains The Math!
2025-02-06
BITCOIN
bullish
Wealthion · video
Logarithmic regression model built in 2015-16 shows Bitcoin follows strict mathematical halving cycles; reaching gold's market cap (~$18.6T) implies a price of $850K by the sixth cycle (~2030), supported by supply scarcity (only ~1M BTC left to mine)…
“we believe that Bitcoin will reach the market capitalization of gold and that would be a price of $850,000”
90d +0.4% · 180d +18.2% · 1y -27.0%
Bitcoin to $850K & Gold to $3.8K? Dr. @udoamend Explains The Math!
2025-02-06
GOLD
bullish
Wealthion · video
Global debt at $320T vs $100T GDP means debts cannot be repaid and must be inflated away at ~10%/yr (confirmed by Big Mac index); China's central bank bought 2,000 tons in 2023-24 driving price; logarithmic model projects a post-Bretton-Woods-style blow-off…
“by the end of April 28 our projection for gold is $3,800”
90d +18.0% · 180d +18.1% · 1y +72.9%
Bitcoin to $850K & Gold to $3.8K? Dr. @udoamend Explains The Math!
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