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Gold keeps making new ATHs and if HISTORY repeats could be a signal that Bitcoin is about to break new records.

  1. Gold Leads, Bitcoin Follows:
    Historically, when gold jumps, Bitcoin tends to rise soon after.

  2. Debasement Trade Effect:
    Gold’s rally shows investors are running from inflation and weak currencies — a “debasement trade.” Bitcoin often benefits next, acting as the digital version of gold with even higher upside.

  3. Rotation into Risk Assets:
    When gold becomes overbought, investors shift toward assets with more growth potential. As gold peaks, money could rotate into Bitcoin, which could fuel its next big move.

Not sure if this time around it is the same... but we will soon find out.

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Jordane Pellerin

Why China and Boomers would rotate to Bitcoin ? It is a shitshow. With few bad actors like Binance that can control the market, normies will “never” trust Bitcoin

HVEK

Whatever we were guessing for Bitcoin as national treasury is actually happening for gold. Like bitcoin, whales can not flush out investors with gold dumping in seconds. So gold is becoming a real supply crunch. Bircoin wont do this till nations adopt it like gold. Looking at the Bitcoin chart, it had a massive returns in the beginning, but they are fading at a inverse log scale. Before Bitcoin came, gold used to climb exactly at a rate of M2 money supply from 2007 to 2012. BTC took its M2 share from 2012 to 2020. Now looks like gold is covering that gap with moving ahead of M2 supply and recovering the lost gap which never happened before bitcoin. If you look at chart BTC+gold price, it matches exactly with M2 from 2011 to 2015. Basically all M2 sinks into gold + btc. So its just who eats up M2. If gold starts recovering its lost share in the past and BTC is not adopted by sovereign nations, then gold price should reach to 20000 at present.