Delusional is when you are unable to identify fundamentals and are on an investment-centric forum.  Comparing bitcoin vs metals fundamentals is also completely on-topic to price discussion.  Like I said before, the market can be irrational longer than you can remain solvent, but on a long enough timeline, bitcoin should behave as a currency and not "money".  Currencies are typically not stores of value.  

It has taken me a LONG TIME to really do a thorough analysis of bitcoin because there are just far too many variables, but there it is.  For most of the time I was focused on complete red herrings like the consensus systems and nash equilibrium, but most of that is just smoke and mirrors to obfuscate the fact that nobody can really get rid of a centralizing power vacuum force.  Instead of make believing that some new change is going to improve things, the proper analysis is that the ability to be so called "upgraded", which just means changed, is nothing but a negative in the first place.