Gold is currently overheated but expected to be significantly higher in 6-12 months due to strong underlying trends, despite some profit-taking. Bitcoin has underperformed due to "OG" selling and 4-year cycle jitters, but this selling pressure is expected to clear later in the year. A 60-90 day lag suggests Bitcoin could follow Gold's upward trend, with "real fireworks" anticipated next year as overhangs lessen and positive drivers accelerate.