A large investor shifted funds into tokenized gold this week, and Bitcoin felt the impact. Prices dipped while a whale quietly bought millions in XAUT, a gold-backed token, signaling a short-term move toward traditional hedges. Related Reading: Bitcoin Influencers Get Spotlight In X’s New ‘Starterpacks’ Whales Move Into Tokenized Gold According to on-chain trackers, one address moved $1.53 million in USDC into Hyperliquid to buy XAUT. Reports note that the same wallet had earlier bought about 481 XAUT, a purchase worth roughly $2.38 million. The address still holds close to $1.44 million in USDC, which suggests more purchases could follow. These moves were picked up on public blockchains and then flagged by analysts watching large transfers. This kind of action can matter. When big players shuffle cash, smaller traders often take notice and hedge their bets. The shift is not proof of a long-term trend, but it shows that, at least for now, some large holders prefer gold exposure over extra crypto risk. Whales are buying gold, not crypto. ~30 mins ago, whale 0x6B99 deposited 1.53M $USDC into Hyperliquid to buy $XAUT again. He has already bought 481.6 $XAUT($2.38M) and still holds 1.44M $USDC, which may be used to buy more $XAUT.https://t.co/0uV2kNEiD0 pic.twitter.com/rYA09b1OEn — Lookonchain (@lookonchain) January 23, 2026 Gold And Silver Hit Fresh Highs Reports say gold has been moving sharply higher, with spot prices climbing close to $5,000 per ounce in global trading this week. Silver also rose above $100 per ounce, with intraday gold prints near $4,988 before settling. Traders tie the surge to geopolitical tensions and the idea that interest rates may ease, which encourages money into metal-based stores of value. A weaker dollar has also helped. Market chatter points to increased demand as investors seek steadier places to park capital while global politics and policy choices create more worry. Bitcoin’s Price Action And Market Mood Bitcoin traded around $88,653 at one stage, slipping about 1% on the day and nearly 30% below its prior cycle top. That gap is large. It has market participants questioning whether BTC will stay the go-to hedge during times of high stress. Some long-term holders remain confident. Others are watching liquidity and macro signals more closely. Reports have disclosed renewed criticism from economist Peter Schiff, who argued that Bitcoin has underperformed versus gold since 2021. He highlighted the opportunity cost for investors holding BTC while metals climb to record prices. Schiff wrote on social platforms that precious metals are outperforming and that this weak run for Bitcoin weakens its role as a store of value in the eyes of some. Related Reading: XRP Showing Strength, Analyst Points To $4 Potential What This Means For Crypto Investors Short-term rotations like this often reflect risk preferences rather than permanent shifts. Some funds and wealthy individuals seek lower-volatility assets when headlines grow louder and policy paths look uncertain. Others still view Bitcoin as a long-term play tied to scarcity and network effects. The current picture is a mix: metals are strong, tokenized gold is drawing attention, and crypto markets are reacting. Featured image from Pexels, chart from TradingView
Prediction markets price further upside for bullion as volatility data shows silver absorbing momentum while gold grinds highe
"The [BTC] adoption announcements are not working anymore," said Jim Bianco, while Bloomberg’s Eric Balchunas urged taking a longer-term view.
Bitcoin is now down 55% against gold from its December 2024 peak.
XBTO CEO Philippe Bekhazi told CoinDesk in an interview that ETFs, derivatives hedging, and corporate treasuries are compressing BTC swings, while metals absorb the macro stress trade.
Crypto tokens backed by gold booked $178 billion trading volume last year, surpassing all but one major gold ETF, a report showed.
Bitcoin could emerge as a long-term winner if global authorities confirm the existence of non-human intelligence, even if the immediate fallout triggers a severe financial shock. Over the weekend, reports emerged that Helen McCaw, a former senior analyst at the Bank of England, urged Governor Andrew Bailey to consider contingency planning for a scenario in […]
The post Bitcoin could be your only liferaft as Bank of England experts brace for alien disclosure chaos appeared first on CryptoSlate.
Gold and copper have moved higher even as the Federal Reserve continues to signal patience on rate cuts, a divergence that shows how markets tend to price liquidity conditions ahead of formal policy shifts rather than wait for confirmation from central banks. These metals are responding to changes in real yields, funding conditions, and forward […]
The post Bitcoin is lagging while metals soar, but this rare divergence preceded every major crypto breakout since 2019 appeared first on CryptoSlate.
Experts say bitcoin and crypto market liquidity are increasingly concentrated in institutional channels, with macro forces driving prices.
Despite its slow momentum over the past few weeks, XRP is still on analysts’ radar as they look beyond its dollar price action and into its performance against gold. One analyst has said that the long-term XRP/Gold ratio has just reached a historical support zone, signaling a familiar technical setup that could determine its next move. XRP/Gold Ratio Arrives At Critical Support Level Market expert ‘Steph is Crypto’ has released a fresh analysis focusing on the XRP to gold ratio and its historical behaviour. In his post on X this Tuesday, he stated that the ratio has returned to a long-standing support zone around $0.0004, which has consistently marked major turning points in XRP’s price action relative to gold. Related Reading: Top Bullish Predictions That Put XRP Price At New All-Time Highs Above $3.8 According to the analyst, this same area previously preceded powerful upside moves in the XRP/gold ratio. Each prior visit to this zone was followed by a sharp reversal higher, as highlighted by the circled lows and steep advances that followed. The chart shows rallies of more than 800% in 2020, over 120% in 2022, and about 530% in 2024. Steph is Crypto also pointed to momentum conditions, noting that the Relative Strength Index (RSI) was oversold in the past when the XRP/gold ratio hit the historical support. In the current 2026 cycle, the RSI sits around 33.38, reflecting a similar oversold setup to previous cycles. According to the analyst, this suggests downside momentum is fading. The general outlook of this analysis suggests that if past trends repeat, the XRP/gold ratio could experience another strong rally this cycle. This time, Steph is Crypto predicts a rally from the support around $0.0004 to over $0.0018, representing a gain of more than 350%. Analyst Links XRP Trajectory To That Of Gold And Silver In a subsequent post, Steph is Crypto shared another analysis comparing the historical price movements and expansion phase of gold and silver with XRP. He presented parallel charts for each asset, highlighting distinct phases preceding major price rallies in the precious metals while illustrating the potential path for XRP based on gold and silver’s past performance. Related Reading: Analyst Outlines The Bull Case For XRP And Why Price Will Hit All-Time High Soon The chart showed that gold and silver experienced a major distribution phase in 2021, followed by a compression phase in 2023 and an expansion in 2026. In Gold’s case, its price reversal was sharp and vertical, with minimal pullbacks before reaching an all-time high near $4,700. Silver’s movement was more muted, showing significant volatility from 2023 to 2025 before accelerating in 2026 to peak above $91. Based on these performances, Steph is Crypto predicts that XRP could follow a similar trajectory. The cryptocurrency has completed its distribution phase above $3 and its compression stage near $2.3, and the analyst now expects it to enter an expansion phase, with a projected ATH target of $32. Featured image from Freepik, chart from Tradingview.com
Gold and silver pushed to fresh all-time highs this week, creating a financial gap that sets the stage for a potential Bitcoin catch-up rally. According to Gold Price data, gold reached an all-time high of over $4,600, with industry experts predicting a rise above $5,000. At the same time, silver has topped $90, and its […]
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Bitwise found portfolios combining gold and bitcoin delivered superior risk-adjusted returns across major market drawdowns and recoveries.
Bitcoin (BTC) and the stock market have experienced sharp price swings and declines since 2025. Because of this volatility, a crypto analyst has warned that the market correction could intensify further in 2026. In a detailed analysis, he outlines a bearish scenario for Bitcoin, suggesting the flagship cryptocurrency could soon face another price crash amid persistent downward pressure in the broader stock market. Analyst Warns Of Major Bitcoin And Stock Market Plunge Market analyst Doctor Profit has raised concerns about the direction of the crypto and traditional markets, warning that both Bitcoin and stocks are currently in a severe bear market. In a technical breakdown on X this Monday, the expert highlighted three major bearish setups forming simultaneously in Bitcoin. Related Reading: Why The $2.9 Billion Bitcoin Whale Buy Could Spell Doom For The Market He highlighted a massive Bearish Divergence on the weekly and monthly charts, a clear bearish flag signaling a potential drop toward $70,000, and a possible Head and Shoulder pattern that could still play out. While he acknowledged that Bitcoin could still experience short-term price increases and briefly rise toward the $97,000-$107,000 range due to strong liquidity, he said that the ultimate target remains $70,000. Doctor Profit emphasized that Bitcoin’s potential decline to $70,000 could go two ways. It could either break out of the bearish flag to that downside target or complete the Head and Shoulders pattern before reaching $70,000. He stated that he will not add new short positions at current prices but plans to increase them aggressively from $115,000 to $125,000 if Bitcoin moves into the $97,000 to $107,000 range. The analyst painted a similarly grim picture for the stock market. He said he was “ultra-bearish” on both Bitcoin and the financial system. He also noted that the banks are stressed and that forced liquidations in precious metals like Silver are creating ripples across the broader market. Additionally, Doctor Profit noted that insider activity shows clear signs of panic among investors, with record levels of selling since August 2025. Because of this, the analyst believes that the market is heading for a 2008-style crash. Consequently, he has concluded that the current market conditions are too extreme. On the bright side, Doctor Profit said that although he maintains short positions on stocks and Bitcoin, he remains bullish on Gold and Silver. He explained that any upside to the $97,000-$107,000 range will prompt him to increase his short exposure and roll spot profits for BTC from $85,000 into these positions. Crypto Markets Brace For Key US Decisions Toward the end of his analysis, Doctor Profit discussed upcoming events that could influence Bitcoin and the broader financial markets this week. He stated that the US CPI inflation forecast of 2.7% will be released this Tuesday. Other than this, the rest of the week is expected to have few market-moving events. Related Reading: Bitcoin Price Hits Crash Line, But This Time Is Not Random Doctor Profit has also highlighted January 15 as an important date because US lawmakers will vote on the CLARITY Act. He explained that if the bill passes, it will move closer to becoming law, setting clear rules and oversight for the crypto market. Featured image from Pixabay, chart from Tradingview.com
The ETP offers physically backed exposure to bitcoin and gold in a single investment vehicle.
Risk sentiment deteriorates as safe havens outperform and equities weaken.
Traders on Polymarket and Kalshi are shrugging off the idea that a criminal investigation into the chair of the Federal Reserve would have him removed from his role early.
The huge spike in onchain gold signals is that DeFi investors are planning to stay in DeFi, even when the tide turns, argues RAAC founder Kevin Rusher.
Binance has rolled out its first regulated TradFi perpetual futures, starting with USDT-settled gold and silver contracts.
As global geopolitical tensions intensify from trade fragmentation and sanctions to regional conflicts and currency weaponization, Bitcoin is increasingly emerging as a hedge outside the reach of politics. In an environment where traditional financial systems are shaped by state power and cross-border capital controls, BTC’s decentralized design is drawing renewed attention as a form of monetary insurance in an increasingly unstable world. Bitcoin’s Performance During Periods Of Instability The geopolitical tension may boost Bitcoin. Walter Bloomberg has noted on X that BTC’s recent rebound suggests rising geopolitical tensions are increasingly pushing investors toward cryptocurrencies. Walter made reference to 21Shares strategist Matt Mena’s statement, who stated that BTC is gaining recognition as a neutral reserve asset, alongside traditional safe havens such as gold and silver. Related Reading: Bitcoin Supply Is Being Absorbed By Powerful Financial Players — What This Means After falling more than 6% last year, BTC has historically avoided back-to-back annual declines, supporting the case for gains this year. BTC was last down 0.3% at $93,740, after reaching a seven-week high of $94,725 on Monday, underscoring its resilience amid heightened global uncertainty. Considering most of the world is ecstatic with 8% annual returns, an analyst known as Juicy pointed out that the idea of doubling your money in one or two years is already an exceptional outcome for most average people. The hard truth is that most people will never hold their BTC long enough before they cash out 3 to 5 times their money, especially when BTC is down 50% in a bear market, because most people are emotionally attached to their money. Generational wealth with BTC is made by holding through multiple 50% bear market drawdowns across decades. The expert stated that his strategy is never to fully sell BTC, but to sell small portions at basic milestones like $250,000, $500,000, and $1 million, or even $10 million, while the main stack will not be sold. Extreme Supply And The Shift In Spot Momentum A trader known as DD highlighted that BTC traded directly into extreme supply just below Monday’s high and was aggressively rejected from there. This move was followed by a sharp push lower and was driven by heavy spot selling, confirming that this area remains a significant supply zone rather than a breakout point. Related Reading: Bitcoin Risks A Year-Long Bear Market If This Happens: On-Chain Data DD recalled the weak weekly low, a level that has now been cleared. The market is now in a phase where the response matters more than a continuation. If the price begins to form local accumulation inside demand, that would present an opportunity to look for long exposure. On the other hand, if BTC bounces back into supply and shows clear signs of weakness, then the short setup will also remain valid. Structurally, losing the $91,000 level will open the door towards the weak monthly low around $87,800, which stands out as the next downside level. Featured image from Pixabay, chart from Tradingview.com
Gold’s rally has widened performance gaps across major assets, with bullion outperforming both U.S. equities and crypto markets over the year.
The copper-to-gold ratio is breaking higher, a move that has historically aligned with key turning points in bitcoin cycles.
Large crypto holders moved about $2.4 billion in Bitcoin and Ether to Binance in the past week, a flow split almost evenly between the two tokens. According to CryptoOnchain, the size of individual deposits has jumped — average transfers onto the exchange rose from around eight to 10 Bitcoin to highs near 22 to 26 Bitcoin. Related Reading: $18 Million Ethereum Loss Sends Whale Running To Gold At the same time, withdrawals have shrunk, with the Exchange Outflow Mean reported between 5.5 and 8.3 Bitcoin. That change in behavior signals a shift away from taking coins into long-term storage and toward holding tradable balances on-platform. Rising Deposit Sizes And Flat Stablecoin Flows Based on reports, the move onto Binance did not arrive with fresh buying power. Stablecoin net flows were essentially flat, showing an inflow of $42 million for the week, a figure that analysts say mostly reflected token transfers between Ethereum and Tron rather than new capital entering crypto. CryptoOnchain said that such large transfers to exchanges can mean preparation for selling or the use of assets as collateral in derivatives markets. In plain terms: more supply is ready to hit the market, while obvious signs of new demand are missing. Market Action Tested By Geopolitics Bitcoin traded around $92,620 after earlier hitting a 24-hour peak of $93,180, and it was reported to have climbed to a three-week high of $93,340 in early Asian trading. The price moves came as political tension rose following the US military’s action on Venezuela that resulted in the capture of its president, Nicolas Maduro. Meanwhile, gold climbed above $4,400 an ounce, and silver jumped as much as 4.8%. According to FalconX, the recent Bitcoin uptick was driven in part by crypto-focused firms and by limited selling from miners and big holders. Selling Pressure Versus Thin Demand Analysts are watching the mismatch. Large deposits and a fall in the average size of withdrawals suggest that major holders are less willing to lock up Bitcoin in cold storage. Reports say accumulation has stalled since October. That combination creates a scenario where price rallies are more likely to be met by selling from holders who have quietly moved assets onto exchanges. Related Reading: A Maduro Bet, A Market Alarm: US Lawmaker Targets Trading Abuses Outlook: Cautious, Not Catastrophic Based on these signals, the risk of downward pressure has risen but a major crash is not guaranteed. Price strength right now appears tied to headlines and cross-market moves as much as to fresh crypto demand. Traders and investors will be watching whether stablecoin inflows pick up or whether whales actually press sell. US President Donald Trump’s previously cited pro-crypto stance was not enough to reverse the accumulation lull by year-end, and until buyers return in force, gains may be limited and short lived. Featured image from Gemini, chart from TradingView
Bitcoin pushes above $92,000 as stocks tied to crypto, AI mining, and metals rally in pre market trading.
A large crypto wallet that recently took a sharp loss on Ethereum has restructured its holdings, moving away from volatile tokens and increasing exposure to stablecoins and tokenized gold, according to on-chain tracking data. Related Reading: A Maduro Bet, A Market Alarm: US Lawmaker Targets Trading Abuses The address drew attention after an aggressive Ethereum purchase late last year went wrong. Between November 3 and November 7, 2025, the wallet spent about $110 million to acquire 31,005 ETH at an average price of $3,581. As prices slid, the position was unwound. Nearly the entire holding was sold for roughly $92.19 million, locking in a loss close to $18 million within two weeks. At current prices near $3,020, that same Ethereum stack would now be valued at around $93.6 million. Shift Away From Ether After Costly Exit Based on reports from blockchain monitoring platforms, the sell-off marked a clear change in behavior. The wallet, once heavily tied to Ethereum, no longer holds a large directional bet on the asset. Instead, balances have been spread across cash-like tokens and commodities. The move reflects caution rather than an attempt to quickly recover losses. An unknown whale, who lost $18.8M on $ETH in just 2 weeks, has abandoned $ETH and rotated into #gold. The whale has spent $14.58M to buy 3,299 $XAUT at $4,421 over the past 7 hours.https://t.co/hit6agWmHd pic.twitter.com/X7k94zV0iQ — Lookonchain (@lookonchain) January 2, 2026 Gold Buying Shows Preference For Lower Volatility According to on-chain records, the address began building a position in Tether’s tokenized gold product, XAUT. Starting on Friday, the wallet spent $14.58 million in USDT to buy 3,299 XAUT across several transactions. The average purchase price came in near $4,421 per token. This was not the first gold buy. A smaller XAUT acquisition was made on December 13, roughly three weeks earlier. As of the latest data, the wallet holds 3,386 XAUT tokens worth about $14.92 million. The broader portfolio now totals close to $91 million. About $58 million sits in USDT, another $18 million is held in USDC, while the remainder is split between XAUT and a reduced Ethereum balance. The composition points to capital protection rather than high-risk positioning. Metals Outperform Crypto In 2025 Returns from last year help explain the change. Reports have disclosed that Bitcoin fell by 6% in 2025, while Ethereum dropped 11%. Over the same period, gold surged over 60%, and silver rose an even steeper 147%. Related Reading: Bitcoin Dominance Grows As Altcoins Post Another Losing Year: Analyst Major stock indexes such as the S&P 500, Dow Jones, and Nasdaq 100 also posted stronger performance than much of the crypto market. With those results in view, some investors appear more comfortable holding assets linked to metals or cash. Meanwhile, analysts at asset manager VanEck have pointed to 2026 as a possible recovery year for the crypto market. Their view contrasts with the current behavior of large wallets moving into stablecoins and gold-linked tokens. The divide shows how uncertain sentiment remains after a year when metals and traditional assets delivered stronger gains than major cryptocurrencies. Featured image from Unsplash, chart from TradingView
A veteran market analyst has flagged a technical pattern that could signal a turning point for Bitcoin after months of underperformance versus gold. The move comes as traders weigh whether the long run of gains for the yellow metal has exposed limits in Bitcoin’s safe-haven story. Related Reading: Gold And Stocks Ran Ahead, But Bitcoin May Close The Gap In 2026 Bitcoin Versus Gold Ratio Down The Bitcoin-to-gold ratio has plunged. It fell from 32 on Oct. 5 to about 20 today, a drop of more than 37%. According to the data, that means one Bitcoin bought roughly 32 ounces of gold in early October but now buys about 20. The ratio’s slide has accelerated since gold’s rally took hold and Bitcoin’s price slipped below key levels. Daily readings point to a possible change in momentum. On Nov. 21 the BTC/GOLD pair hit a low of 20 and the RSI stood at 21.30. A lower low near Dec. 1 came with a higher RSI low of 26.83. Then another trough at 19 on Dec. 26 coincided with a higher RSI low of 32.21. That’s a valid bullish divergence on the daily timeframe for BTCUSD vs. Gold. Interested to see where that leads us into 2026. pic.twitter.com/D6ei8HsIDy — Michaël van de Poppe (@CryptoMichNL) December 31, 2025 Based on reports, Michaël van de Poppe called this pattern a “strong” bullish divergence on the daily chart, a setup traders watch because it can show selling pressure easing even as prices make new lows. Technical Signals Show Cooling Selling Pressure On the weekly chart the picture adds weight to the signal. The weekly RSI for the BTC/GOLD pair has sunk to about 31.85 at press time. That level was last seen during the November 2022 sell-off tied to the FTX collapse, a point that marked a bottom in that cycle. Reports also link similar RSI lows to the bottoms seen in 2015 and 2018. Taken together, the daily divergence and the low weekly RSI make a stronger case that the downtrend may be losing steam, though nothing is guaranteed. Market Sentiment Splits Investors Gold’s rally has been dramatic. Reports show gold surged by over 70% in 2025 while Bitcoin fell by 7% over the year in some measures. At press time Bitcoin trades at $87,750, down 4.8% year-to-date. The breakdown in the Bitcoin-to-gold ratio and Bitcoin’s continued weakness below $100,000 have prompted fresh questions about the “digital gold” story as bullion posts historic gains. Short-term money appears to favor gold for capital protection. Many traders are treating the metal as a shelter while it climbs to new highs. Long-term holders, however, still point to Bitcoin’s potential for big upside once risk appetite returns. Related Reading: Crypto Headed For A $10 Trillion Future? Hoskinson Says RWA Is The Key According to market watchers, the near-term outlook hinges on whether the BTC/GOLD ratio and price action deliver follow-through above key levels. Until that happens, signals will remain tentative. Featured image from Unsplash, chart from TradingView
According to market intelligence firm Santiment, Bitcoin is trailing both gold and the S&P 500 after a sharp pullback in November. Gold has climbed 9% since early November, the S&P 500 is up 1%, and Bitcoin is down about 20%, trading near $88,000 as of Wednesday. Based on reports, that gap has left crypto quieter while other markets show modest rebounds. Related Reading: Crypto Headed For A $10 Trillion Future? Hoskinson Says RWA Is The Key Whale Accumulation Signals Santiment’s data points to a split in behavior among holders. Small wallets were busy buying in the second half of 2025, while large wallets largely held steady and sold after pushing up to October’s all-time high. Large holders are often treated as market movers, so their cautious posture has kept pressure on prices. Historically, a shift where big holders start buying while retail eases off has marked real trend shifts, but that condition is not fully obvious yet. ???? The correlation between Bitcoin & crypto compared to other major sectors is still lagging behind. Since November began, price performances are: ???? Gold: +9% ???? S&P 500: +1% ???? Bitcoin: -20% ???? Heading to 2026, there will remain an opportunity for crypto to play “catch up”. pic.twitter.com/FW8JaQboTV — Santiment (@santimentfeed) December 30, 2025 On-Chain Data Mixed Reports note some signs of stabilization. Long-term Bitcoin holders trimmed holdings from 14.8 million coins in mid-July to 14.3 million by December, then paused further selling. Active Bitcoin addresses rose 5.51% in the last 24 hours, yet transactions fell almost 30% over the same window. That mismatch suggests more people are watching the market, while fewer are committing funds. The raw numbers show interest, but not a clear shift back to broad trading activity. Market Voices Weigh In Garrett Jin, who once ran exchange BitForex, said traders are already reallocating capital, arguing that money moves from one market to another when opportunities appear. Capital is the same and as always, it is wise to sell high and buy low, Jin wrote, according to posts on social channels. Another analyst, CyrilXBT, described the current setup as late-cycle positioning before a possible rotation: when liquidity turns, gold could cool, Bitcoin might lead, and other tokens could follow. Bitcoin right now continues to look just like the 2016-2017 period, just before a parabolic move. These two setups continue to flash in our mind due to the extreme similarities and bullish signals are even holding & flashing here too.$BTC‘s looking ready to absolutely GO ????… pic.twitter.com/H1hInYwix8 — JAVON⚡️MARKS (@JavonTM1) December 30, 2025 Price Calls And Technical Views Technical commentators remain split. Javon Marks has pointed to parabolic patterns in Bitcoin’s chart that echo the 2016–2017 build-up and continues to forecast a rally toward $125K. Based on CoinCodex data, a more modest move is expected first: the platform forecasts BTC could reach $91,500 by January 30, 2026, a rise of 3.68% from current levels. Related Reading: Crypto Policy In The Hot Seat As US Lawmaker Calls SEC Hearing CoinCodex lists sentiment as bearish and the Fear & Greed Index at 23 (Extreme Fear). The site also notes Bitcoin had 15/30 green days and 2.11% volatility over the past 30 days, with the last update on Dec 31, 2025. Short-term traders should focus on whether large wallets resume buying in volume, and whether transactions pick up alongside rising active addresses. If whales start accumulating again while long-term holders stop reducing positions, that combination would give a stronger signal than either metric alone. In the meantime, reports point to stabilization rather than a confirmed reversal, leaving room for a catch-up move in 2026 if liquidity and sentiment turn. Featured image from Unsplash, chart from TradingView
Traders expect BTC to regain its mojo next year.
BlackRock has transferred a significant amount of BTC to the crypto exchange Coinbase, sparking concerns about a sell-off. This comes as the Bitcoin price continues to struggle to break above $90,000 successfully. Bitcoin Price At Risk as BlackRock Transfers BTC Arkham data shows that Blackrock deposited 2,201 BTC ($192.13 million) into Coinbase, putting the Bitcoin price at risk of further decline amid increasing selling pressure. The move followed the outflow recorded by BlackRock’s BTC ETF on December 26, with Bitcoin funds as a group seeing a net outflow of $275.88 million. Related Reading: Bitcoin News: Here’s How Much Was Liquidated In The Crypto Market In 2025 These Bitcoin ETFs are currently on a seven-day outflow streak, which also prompted BlackRock to deposit 6,174.39 BTC last week, likely to offload these coins and redeem shares of its BTC fund. The Bitcoin price has struggled to break above $90,000 amid these outflows from the BTC funds. Notably, the Bitcoin price had broken above $90,000 on December 28 but quickly lost those gains yesterday as BlackRock moved the coins to Coinbase. Crypto pundit Martini claimed that BlackRock wasn’t the only one putting significant selling pressure on the flagship crypto. He alleged that Binance, Wintermute, Coinbase, and Fidelity also sold a significant amount of BTC, collectively dumping $3.5 billion yesterday. Crypto pundit Bull Theory claimed that there was a weekend manipulation as the Bitcoin price pumped $3,000 and broke $90,000, liquidating $103 million worth of shorts this Sunday. He then noted that on Monday morning, BTC dumped $2,700 and liquidated $40 million worth of longs, erasing its entire pump in the process. With the current price action, BTC is heading for a red yearly close, as it is currently down over 6% year-to-date (YTD). BTC Could Bottom Out Soon Against Other Major Assets In an X post, crypto analyst Kevin Capital stated that most of the data continues to become more favorable for the Bitcoin price, putting in a bottom against the equity markets and gold in the coming weeks. He added that the data also points to the flagship crypto outperforming these assets. The analyst stated that this was based on just factual data and not emotions. Related Reading: Bitcoin Has Entered A Bear Market, And This Data Backs It Up The Bitcoin price had notably outperformed these major assets at the start of the year but has since fallen behind, following the October 10 crypto crash. Gold is up 66% year-to-date while the S&P 500 is up 17% since the start of the year. Crypto analyst Ted Pillows also predicted that BTC could soon rally, noting that the long-term holders have stopped selling for the first time since July 2025. At the time of writing, the Bitcoin price is trading at around $87,300, down over 3% in the last 24 hours, according to data from CoinMarketCap. Featured image from Pixabay, chart from Tradingview.com
According to market commentators, a sharp split has opened between backers of Bitcoin and supporters of precious metals after a year of big moves in both camps. Bitcoin’s long-run gains are being held up as proof it remains the top performing asset, while gold and silver have staged a dramatic rally that has surprised some investors. Opinions are divided and the debate is loud. Related Reading: Bitcoin Forecasts For 2026 Range From $65K To $250K As Sentiment Hits ‘Extreme Fear’ Bitcoin’s Big Lead Since 2015 Bitcoin has climbed about 27,700% since 2015, a figure cited by analyst Adam Livingston. That figure dwarfs the gains recorded for silver and gold over the same stretch, which are roughly 400% and 280% respectively. Livingston argued that even if you ignore Bitcoin’s earliest years, the cryptocurrency still outpaced the metals by a large margin. Some see that as a clear win for the crypto thesis. Others are not convinced. Bitcoin vs. Silver vs. Gold since January 1st, 2015: Silver: 405% Gold: 283% Bitcoin: 27,701% Even ignoring the first 6 years of Bitcoin’s existence for the crybabies who whine about the timeframe comparison… …gold and silver drastically underperform the APEX ASSET.… pic.twitter.com/vdAnatqRKG — Adam Livingston (@AdamBLiv) December 27, 2025 Critics Push Back On Timeframes Gold advocate Peter Schiff told Livingston to focus on a shorter span — the last four years — and said Bitcoin’s moment may have passed. That challenge reflects a wider worry among metal holders that past performance may not repeat. Now do the last four years only. Times have changed. Bitcoin’s time has passed. — Peter Schiff (@PeterSchiff) December 27, 2025 Orange Horizon Wealth co-founder Matt Golliher offered a different angle, saying commodity prices tend to move back toward the cost of making them, and that higher prices often trigger more supply. He also pointed out that sources of gold and silver that were not profitable a year ago are now being mined at a profit. Supply And Macro Forces Driving Prices Gold and silver both surged to new highs in 2025. Reports show gold reached about $4,533 per ounce and silver approached nearly $80 per ounce. At the same time, the US dollar has weakened, with the US Dollar Index down roughly 10% for the year. Several analysts linked those moves to expectations around Fed easing in 2026 and to growing geopolitical tensions that can push traders into scarce assets. Zaner Metals strategist Peter Grant said thinner trading and the Fed outlook helped fuel sharp swings. Surprisingly unpopular opinion: Gold and silver do not need to slow down for Bitcoin to do well. Bitcoiners thinking that needs to happen, are low T, and don’t understand any of these assets. — _Checkmate ????????⚡☢️????️ (@_Checkmatey_) December 28, 2025 Related Reading: Bitcoin Forecasts For 2026 Range From $65K To $250K As Sentiment Hits ‘Extreme Fear’ Bitcoin’s Path Is Not Tied To Metals According to analysts from Glassnode and macro strategists, Bitcoin does not need gold or silver to cool off before it can rise again. James Check, a lead analyst at Glassnode, argued that the assets do not have to trade against one another. Macro strategist Lyn Alden echoed that view, noting the two can both attract demand at the same time and are not strict rivals in practice. Arthur Hayes added that Fed easing and a weaker dollar should lift scarce assets broadly, including digital and physical stores of value. Featured image from Unsplash, chart from TradingView
Popular market analyst KillaXBT has shared a bold prediction of a Bitcoin super cycle. After multiple failed “super cycle” calls by other market enthusiasts, the anonymous market expert argues that Bitcoin’s defining breakout has yet to begin, highlighting a key market condition. Related Reading: Bitcoin Short-Term Holders Face Prolonged Pain As Key Metric Stays Red Metal Market Downtrend, Bitcoin Supertrend According to KillaXBT in an X post on December 27, the real super cycle will only emerge when capital decisively rotates away from precious metals and into Bitcoin, marking a generational shift rather than a typical crypto rally. Unlike past “premature” super-cycle narratives, driven more by optimism, the analyst references a budding price structure similarity that indicates a massive Bitcoin price rally ahead. Notably, interest in precious metals is soaring after gold and silver recently reached new ATH prices of $4,500 and $77, respectively. Similar to most analysts, KillaXBT anticipates these precious metals will eventually slip into a multi-year downtrend that will force investors to explore other havens against inflation. In particular, the analyst expects older generations to remain anchored in gold, while a new cohort of capital increasingly chooses Bitcoin as its preferred store of value. As metals underperform, a scarce Bitcoin is tipped to record an unprecedented demand. The analyst draws a historical parallel between gold in early 1972 and Bitcoin’s current position heading into 2027. In this period, Gold entered a powerful multi-year run as capital sought protection from inflation and currency debasement. KillaXBT argues Bitcoin is approaching a similar inflection point and is set to outperform every major asset class in the next cycle. Interestingly, gold, long considered the ultimate store of value, is currently valued at an estimated $31.7 trillion in market cap value. Bitcoin, by contrast, sits near $1.83 trillion. KillaXBT explains that even at a Bitcoin price of $200,000, the network’s market cap would rise to roughly $5 trillion, still about six times smaller than gold, highlighting how early Bitcoin remains in the global asset hierarchy. Related Reading: Ethereum Investors Slide Deeper Into Losses – What The Drop Below $3,000 Means This Is The Last Sub $100,000 Bear Market – Analyst In concluding notes, KillaXBT states that skepticism has accompanied every major Bitcoin rally, consistently peaking just before large upside moves. In past cycles, critics pointed to regulation, environmental concerns, and volatility risks. Today, the fear narrative has shifted to emerging technologies such as artificial intelligence and quantum computing. The analyst suggests that these concerns may once again pressure investors out of the market prematurely. However, KillaXBT is taking a bullish stance as they believe the current phase could represent the final prolonged bear market in which Bitcoin trades below $100,000. However, they warn that investors should expect the supercycle boom in 2027, as 2026 is likely to be a bearish period. Featured image from Shutterstock, chart from Tradingview