Gold shed billions in March. Bitcoin quietly pulled in more than a billion. Flows Tell A Diverging Story US spot Bitcoin exchange-traded funds attracted $1.32 billion in net inflows last month, even as US-based gold ETFs bled $2.92 billion in net outflows over the same period. The gap caught the attention of Bloomberg ETF analyst James Seyffart, who said the trend reflects something bigger than a monthly blip — it points to Bitcoin’s growing appeal as a multi-purpose portfolio asset. Related Reading: Standard Chartered Sees Bitcoin Exploding To $500K By 2030 “There are just more use cases of why somebody would put a Bitcoin ETF in a portfolio,” Seyffart said on the Coin Stories podcast, published to YouTube on Friday. Gold’s rough March was punctuated by a single brutal day. On March 4, GLD — the largest US gold-backed ETF — recorded a $3 billion outflow, its steepest single-day withdrawal in over two years. Data from the Bank for International Settlements, cited in mid-March reports, showed Wall Street had been accelerating its gold selling over the prior four months, even as retail buyers were scooping up the metal at triple the pace seen six months earlier. Bitcoin Plays Multiple Roles, Gold Plays One Seyffart’s argument rests on a simple contrast. Gold is widely seen as a hedge against inflation and currency debasement — and not much else. Bitcoin, according to the analyst, gets used differently by different investors. Some buy it as a store of value, similar to gold. Others treat it as a growth asset or a way to bet on liquidity conditions. Still others hold it as a form of digital property or capital. “It can be hot sauce in a portfolio,” Seyffart said, describing how Bitcoin’s volatility and return potential can juice overall performance for investors willing to carry the risk. Based on that reasoning, Seyffart said his outlook is straightforward: Bitcoin ETFs will eventually surpass gold ETFs in total assets under management. US gold ETFs currently hold far more in AUM than their Bitcoin counterparts, so that would represent a significant shift in where big money parks itself. Related Reading: Bitcoin Stumbles Hard: The Worst Q1 In Years Raises Big Questions Both Assets Have Fallen In Tandem Contrasting ETF flows haven’t stopped Bitcoin and gold from falling in tandem. Bitcoin was trading at $66,889 at the time of the original report, off 7.35% over the prior 30 days. Gold was at $4,674, down 8.20% over the same stretch. According to Chris Kuiper, gold and Bitcoin have a history of alternating leadership. With gold outperforming in 2025, Kuiper said it would not be surprising if Bitcoin stepped up next. Whether that rotation plays out remains to be seen. But March’s fund flow data suggests at least some investors are already making their move. Featured image from Meta, chart from TradingView
Bitcoin quietly gained ground while gold crumbled. That contrast has become one of the more telling stories to emerge from weeks of escalating conflict in the Middle East, as the two assets — long compared as competing stores of value — have moved in sharply opposite directions since the US and Israel launched strikes on Iran in late February. Related Reading: Bitcoin Gains Ground On Gold Even As Both Assets Slide Bitcoin Climbs As Gold Bleeds Since those first attacks, Bitcoin has risen more than 11% to around $70,650. Gold, meanwhile, has shed over 12% from its peak. Reports indicate the cryptocurrency has held up better than expected under the pressure of a widening war — a performance that has drawn attention in financial markets still trying to make sense of the conflict’s economic fallout. Gold’s losses accelerated this week. The metal dropped 3.4% on Friday alone, closing around $4,480 per ounce. For the full week of March 16-20, the decline reached 10% — the steepest weekly fall since 1983, according to data confirmed by TradingView. It surpassed even the sharp drop seen in late January, when gold shed hundreds of dollars in a matter of days and wiped out more than $2 trillion in market value within weeks of hitting $5,500 per ounce. That January plunge shocked investors. This one may have rattled them more. Fed Signals No Rate Cuts, Adding Pressure On Gold The Federal Reserve is adding to gold’s troubles. Fed Chair Jerome Powell said Wednesday that rising energy prices — driven in part by war-related disruptions in the Middle East — are expected to push inflation higher in the near term. Traders have responded by pulling back expectations for rate cuts in 2025. Rates are now widely expected to hold steady through the year. That shift matters for gold. When interest rates stay high, bonds and other yield-bearing instruments become more attractive by comparison. Gold pays no interest. It earns nothing while it sits. Reports note that this dynamic has weighed on demand from institutional investors who might otherwise hold the metal as a hedge. Related Reading: Crypto Adoption No Longer Optional, Survey Finds As 72% Of Finance Leaders Signal Commitment Trump Signals Possible Wind-Down Of Military Push The Iran conflict has also disrupted oil flows through the Strait of Hormuz, one of the world’s most critical shipping corridors. That disruption has stoked fears of a prolonged energy crunch, adding more uncertainty to global markets already on edge. US President Donald Trump said Friday he was considering pulling back from military operations in the region. At the same time, the US has deployed thousands of additional troops to the Middle East, and airstrikes have continued. The mixed signals have left markets guessing about what comes next. Featured image from Unsplash, chart from TradingView
For six straight weeks, Bitcoin was losing the battle against gold. That streak has now reversed — and it has held for two weeks running, with Bitcoin up more than 4% against the precious metal this week alone. Related Reading: Bitcoin Stalls Near $75K As Traders Move Coins To Exchanges A Parallel Decline Reshapes The Debate The timing of that rebound is striking, given that both assets are deep in correction territory right now. Bitcoin dropped from a weekly high of $76,000 to below $70,000, a slide of roughly 8.7%. Gold fared no better, shedding 8.5% in the same period, pushing the price down to around $4,616 per ounce — well below the psychologically watched $5,000 mark. Gold has now posted two straight weeks of losses and is on pace for a third, its worst such run since last November. The back-to-back selloffs have reignited a long-running argument in crypto circles: when gold falls, does the money eventually find its way into Bitcoin? Benjamin Cowen, CEO of Into The Cryptoverse, says no. He has held that view since at least late January, when gold was still riding high and crypto bulls were counting on a rotation trade. He didn’t buy it then. He still doesn’t. Cowen’s Case, And What It’s Based On Cowen’s reasoning draws on something that already played out inside the crypto market. When Bitcoin ran up in prior cycles, many traders expected capital to eventually shift from BTC into smaller altcoins, sparking what the market calls “altcoin season.” According to Cowen, that rotation never really materialized in any meaningful way. He sees the gold-to-Bitcoin narrative following the same pattern. Back on January 28, as gold was trading near its all-time high of $5,597 — a level it hit on January 29 — Cowen posted publicly that no rotation from metals to crypto should be expected. One day after that post, gold dropped 4% and Bitcoin fell by the same amount, almost to the dollar. That co-movement drew attention at the time. The events of this week have brought the argument back to the surface. Not everyone agrees with him. A section of the market has long argued that precious metals and crypto serve different investor profiles, and that a pullback in one naturally redirects money toward the other. So far this cycle, that has not played out in the data. Related Reading: XRP Still In Danger Zone Without This Key Breakout: Analyst The BTC/Gold Ratio Tells A Different Story What complicates the “no rotation” argument is the BTC/gold ratio itself. Even as both assets fall in dollar terms, Bitcoin has been recovering ground relative to gold after bottoming near 12 ounces of gold per BTC earlier this month. It has since climbed back to around 15 ounces. That figure still sits well below the middle Bollinger Band at 18 and far below the upper band at 26, but the direction has shifted. Featured image from Unsplash, chart from TradingView
Wall Street’s biggest gold fund saw something unusual recently — a single-day outflow of $3 billion from SPDR Gold Shares, a number that dwarfed any comparable daily exit over the prior two years by more than 200%. The $3 billion single-day outflow from SPDR Gold Shares — a US gold-backed ETF trading under the ticker GLD — was flagged by the Kobeissi Letter as exceeding any comparable daily exit over the prior two years by more than 200%. Related Reading: Ghana’s Crypto Push Begins As 11 Companies Enter SEC Sandbox On the same side of the ledger, Bitcoin exchange-traded funds recorded over $900 million in net inflows over the 30 days ending March 11, swinging from close to $2 billion outflow the month before. BREAKING: The largest US gold-backed ETF, $GLD, posted a record -$3.0 billion outflow on Wednesday. This surpasses any previous large daily outflow seen over the last 2 years by +200%. At the same time, silver ETFs recorded small outflows, while Bitcoin ETFs saw modest inflows.… pic.twitter.com/XF8y99cPSV — The Kobeissi Letter (@KobeissiLetter) March 6, 2026 A Ratio To Watch The Bitcoin-to-gold ratio has pulled back to a support zone near 12-13 — a level that blocked further gains in 2017, then flipped to support in 2022 and 2023. Analysts say that history gives the current price level added weight. Michaël van de Poppe, founder of MN Capital, points to a bullish divergence forming between the ratio and the relative strength index on the daily chart. In plain terms, that means selling pressure appears to be fading even as prices have stayed under stress. Whether that signal holds is another matter, but it has drawn attention from traders tracking Bitcoin’s long-term standing against gold. #Bitcoin vs. Gold is currently breaking upwards after a confirmation of the bullish divergence. This should indicate that we’re about to see significantly more strength in Bitcoin. pic.twitter.com/vwIpwJ82qz — Michaël van de Poppe (@CryptoMichNL) March 11, 2026 The shift in ETF holdings reinforces the picture. Bitcoin ETF balances improved by roughly 12,900 BTC in the last monthly timeframe, while gold ETF holdings fell by nearly 800,000 ounces during a similar window. Capital appears to be moving, even if slowly. Institutions Are Coming, Just Not Yet In Full Binance Research flagged the current stretch of market volatility as what it called an “opportunity within risk” for Bitcoin. Bitcoin has traded in step with oil and US equities recently, moving alongside broader macro assets as the US-Israel and Iran conflict has kept global markets on edge. Despite that turbulence, institutional interest has not dried up. US spot ETFs now account for roughly 9% of total Bitcoin trading volume. That sounds modest — and it is. In US equity markets, ETFs account for 30-40% of total trading volume. The gap tells its own story about how much room remains for institutional participation to grow. Related Reading: Bitcoin Crosses 20 Million Coins Mined — And Only 1 In 20 Remains History Offers A Cautionary But Compelling Pattern Midterm election years have not been kind to risk assets. The S&P 500 has averaged a peak-to-trough drop of 16% during those cycles. Bitcoin’s drawdowns have been steeper, averaging around 56%. But the 12 months after midterm elections have, without exception since 1939, produced positive returns for the S&P 500, averaging 19% gains. Bitcoin, with only three post-midterm years on record, has averaged 54% gains across all three. Reports from Binance Research also identified $78,000 as the level Bitcoin would need to reclaim to signal a broader trend reversal. BTC was trading around $71,500 at the time of publication. The distance between the two numbers is not enormous, but in a market moving this quickly, it is not small either. Featured image from Incrementum, chart from TradingView
Markets have put more gold on blockchains, And the shift has been rapid. Reports say the tokenized commodities sector grew about 53% in under six weeks, pushing its size to just over $6 billion. That jump has been led by a small group of gold tokens, and the move has traders and some big banks watching closely. Related Reading: Cardano May Be At A Prime Buying Point, Analyst Says Gold Tokens Drive The Rally According to on-chain data, most of the fresh value is sitting in Tether’s XAU₮ and Paxos’s PAXG. Together they hold close to $6 billion of the sector’s market worth. Investors are treating these tokens as a quick way to own a claim on bullion without needing to move bars or deal with vault paperwork. Some buyers want a safe haven that moves easily across borders. Others want to trade fractions of an ounce in online markets. Tether Moves Toward Physical Integration Reports say Tether has not stopped at issuing a token. The firm took a $150 million stake in Gold.com with plans to fold XAU₮ into that platform and to let customers pay for actual gold with stablecoins. This is a step toward tying token balances more directly to physical holdings and sales channels. If it works, retail buyers could use familiar crypto tools to buy and collect real metal, which would change how ordinary people access bullion. Analysts See Big Upside Based on reports, Geoffrey Kendrick of Standard Chartered has sketched a huge growth path: from roughly $35 billion in tokenized real-world assets today to as much as $2 trillion by 2028. Alvin Foo, a crypto analyst, has argued that tokenized commodities — gold on public chains in particular — could scale to trillion-dollar values someday, as markets adopt fractional ownership and new trading rails. Those projections require many pieces to fall into place: clear rules, reliable custody proofs, and wide demand from non-crypto investors. Ambitious goals are being set, but they rest on a chain of technical and legal fixes that are still in progress. How The System Works And Why It Matters Stablecoin liquidity and decentralized finance plumbing are being pointed to as the plumbing that can support larger markets. Reports note that having quick settlement, low minimums, and easy custody opens bullion to smaller investors and traders who were locked out before. Related Reading: After Predicting XRP’s Drop, Analyst Says The Bottom May Be In Fractional ownership is already possible, which means someone can own a slice of a bar without ever visiting a vault. Yet trust must be earned. Custodial audits, insured storage, and transparent minting and redemption rules will shape whether token holders feel secure. Featured image from Private Banker International, chart from TradingView
Bitcoin’s role in big-money talks has shifted in recent weeks. Reports say analysts at JPMorgan now see Bitcoin as more attractive than gold for long-term investors once you adjust how risk is counted. That’s a notable twist given how deeply gold has been ingrained as the go-to safe haven for decades. Related Reading: Russia’s Biggest Exchange To Launch XRP Indices And Futures Gold’s climb has been hard to ignore. After swinging wildly, gold prices rallied back to around $5,000 per ounce following a sharp sell-off earlier in February, with major banks projecting further strength later in 2026. This rebound came after gold reached record highs, and JPMorgan even forecasts it could hit roughly $6,300 per ounce by year-end. At the same time, Bitcoin’s own numbers have looked shaky. Since peaking above $126,000, Bitcoin has slid nearly 50%, settling nearer $65,000-$70,000 in early February. That plunge left BTC below its estimated production cost of around $87,000, according to analysts. A Bridge Between Price And Risk Reports say the real math behind JPMorgan’s view isn’t just about where these assets sit today. It’s about how wild their price swings have been. The soaring price came with rising unpredictability — gold’s volatility has spiked as markets reacted to geopolitical upheaval and macroeconomic moves. Meanwhile, Bitcoin’s volatility has softened from its usual extremes. This convergence shows up in what’s called the bitcoin-to-gold volatility ratio. According to JPMorgan, that ratio has plunged to around 1.5, a record low. On its face, that means Bitcoin is carrying only about 1.5 times the risk of gold — tighter than historical norms. That shift makes risk-adjusted returns more competitive for BTC. Under this framework, analysts figure Bitcoin’s market capitalization would have to rise dramatically to match the roughly $8 trillion private sector investment held in gold. If that happened, implied models point to Bitcoin prices near $266,000. JPMorgan says that is not an expected short-term target, but the theoretical math illustrates how much room exists if sentiment changes. Market Movements Tell Another Story In the broader market, tokens like XRP, Ethereum, and Solana have been caught up in the same risk sell-off that clipped Bitcoin. These cryptos have seen sharp drops in recent sessions as traders fled riskier bets, testing buying interest and liquidity conditions. Moves like these show that the relative calm in volatility isn’t guaranteed to last, especially when markets tighten. Gold’s oscillations have also tested investor nerves. Earlier in 2026, gold endured some of its most extreme swings ever — including double-digit plunges and rebounds that challenged its reputation as the “stable” safe haven. But the rebound to near $5,000 per ounce underlines demand from defensive buyers. Related Reading: Polygon Hits $3.50 Billion In Payments As Crypto Activity Expands What Investors Are Weighing Based on reports, JPMorgan’s stance doesn’t say Bitcoin will instantly replace gold in portfolios. Instead, analysts are noting how relative risk and reward are being measured today. Bitcoin’s lower recent volatility plus its huge theoretical upside based on gold’s market size make it a compelling candidate for some long-range thinking. Featured image from Unsplash, chart from TradingView
Reports have disclosed that Deutsche Bank research sees room for Bitcoin to sit alongside gold on some central bank balance sheets by 2030. The bank’s paper says that both assets can act as hedges against certain risks and that the path Bitcoin would follow mirrors gold’s slow adoption into official reserves. Related Reading: Dogecoin Warning: Double Top Formation Hints At Decline – Analyst Central Banks Could Add Bitcoin According to Deutsche Bank, Bitcoin’s market traits are shifting. Short-term volatility has fallen recently, and prices even topped $123,000 in the run-up to the report, signals the bank flagged as part of Bitcoin’s maturing profile. While gold keeps drawing strong official demand, the report says central banks may begin treating Bitcoin as a complementary store of value rather than a replacement for existing reserve assets. The Bank’s View On Gold And Money Deutsche Bank points out that gold buying by official institutions remains robust. In fact, the bank has moved its own gold forecasts higher as bullion rallies, noting demand from some countries is running well above past averages. This stronger taste for bullion is one reason the bank sees space for two scarce assets — physical gold and Bitcoin — to coexist in official portfolios. Volatility And Supply Points Based on reports, one part of the argument rests on supply dynamics. Bitcoin’s fixed maximum supply — 21 million coins — and growing institutional accumulation have tightened available market supply in recent periods. At the same time, the study notes Bitcoin’s 30-day volatility recently hit historic lows, a fact that analysts say reduces one major hurdle to reserve adoption. Still, big price swings remain possible and would be closely watched by any central bank considering a holdings shift. How Adoption Might Happen Deutsche Bank compares Bitcoin’s likely adoption path to how gold entered reserves: slowly, with legal and operational processes built around custody, accounting and valuation. Reports say the US dollar would remain dominant as the world’s main reserve currency, but some diversification into non-dollar assets could push officials to explore alternatives including Bitcoin. Related Reading: Bitcoin Is ‘Digital Capital’ That Outpaces Traditional Assets—Michael Saylor Policy And Practical Hurdles Legal and technical issues are still on the table. Custody solutions must meet the security standards central banks require. Rules in many jurisdictions would need updating to allow sovereign institutions to hold crypto. Political views will matter too; recent debates about central bank independence and rate policy have added friction to major reserve decisions, including concerns raised around actions by US President Donald Trump that some analysts say could influence monetary policy. Featured image from Meta, chart from TradingView
Eric Trump on Tuesday described Bitcoin as a “modern-day gold,” calling it a liquid store of value that can act as a hedge to real estate and other assets. Related Reading: XRP’s Biggest Rally Yet? Analyst Projects $20+ In October 2025 According to reports, the remark came during a TV appearance on CNBC’s Squawk Box, tied to the launch of American Bitcoin, the mining and treasury firm he helped start. Company Holdings And Strategy Based on public filings and company summaries, American Bitcoin has accumulated 2,443 BTC on its balance sheet. That stash has been valued in the low hundreds of millions of dollars at recent spot prices. The firm mixes large-scale mining with the goal of holding Bitcoin as a strategic reserve, which it says will help it grow both production and asset holdings over time. Eric Trump’s comments were direct. He told viewers that institutions are treating Bitcoin more like a store of value than a fringe idea, and he warned firms that resist blockchain adoption. The tone was strong at times, and the line about Bitcoin being a modern equivalent of gold was used to frame American Bitcoin’s role as both miner and holder. Eric Trump has said: bitcoin is modern-day gold — unusual_whales (@unusual_whales) September 16, 2025 How The Company Went Public American Bitcoin moved toward a public listing via an all-stock merger with Gryphon Digital Mining earlier this year, a deal that kept most of the original shareholders in control and positioned the new entity for a Nasdaq debut. Reports show that mining partner Hut 8 holds a large ownership stake, leaving the Trump family and other backers with a minority share. The listing brought fresh attention and capital to the firm as it began trading under the ticker ABTC. Market watchers say the firm’s public debut highlights two trends: mining companies are trying to grow by both producing and holding Bitcoin, and political ties are bringing more headlines to crypto firms. Some analysts point out that holding large amounts of Bitcoin on the balance sheet exposes a company to price swings, while supporters argue it aligns incentives between miners and investors. Related Reading: Ethereum Bulls Target $8,500 With Big Money Backing The Move – Details Reaction And Possible Risks Based on coverage of the launch, investors have reacted with both enthusiasm and caution. Supporters praise the prospect of a US-based miner that aims to be transparent and aggressive about building a reserve. Critics point to governance questions, possible conflicts tied to high-profile backers, and the usual risks of a volatile asset being held on corporate balance sheets. Eric Trump’s remark that Bitcoin has taken gold’s role in today’s world reflects both his belief in its value and American Bitcoin’s strategy of mining and holding. Whether that view sticks will depend on how investors and institutions respond in the months ahead. Featured image from Meta, chart from TradingView
Peter Schiff, the outspoken gold advocate, warned that Bitcoin may be “topping out” as traders await a Federal Reserve decision this week. Related Reading: XRP’s Biggest Rally Yet? Analyst Projects $20+ In October 2025 According to a post on his X account, Schiff said gold and silver have broken out while Bitcoin is showing signs of losing momentum. The comment has drawn attention because it comes just before a key Federal Reserve meeting that many expect to affect risk assets. Market Resistance At $116,000 Bitcoin has been stuck near the $116,000 level and has not been able to push well past that mark, even after recent gains. Based on market reports, BTC logged about a 4% rise over the past week but ran into strong resistance at roughly $116,000, which traders are watching closely. That hesitation is part of why some voices, like Schiff’s, are warning a top could be forming. The Fed is about to make a major policy mistake by cutting interest rates into rising inflation. Gold and silver have broken out, with the rally finally confirmed by mining stocks leading the way. Yet instead of breaking out, Bitcoin is topping out. Time to change horses HODLers. — Peter Schiff (@PeterSchiff) September 14, 2025 Fed Timing And The Rate Cut Question The Federal Open Market Committee meets on September 17, and many participants are expecting a rate cut at that meeting. Reports have linked Schiff’s warning to the timing of that move, arguing that a policy shift from the Fed could alter flows into crypto and other risk assets in ways the market does not yet fully price. Traders are parsing both macro signals and on-chain data as they set up for what may be a volatile session. Gold And Silver Rally Schiff contrasted Bitcoin’s flatness with what he called strong moves in gold and silver. In his post he suggested that mining stocks have confirmed the metals’ rally, and then added that Bitcoin, by comparison, looks tired. That blunt comparison is part of his wider message that some investors might want to re-balance into metals if the current pattern persists. How Other Analysts See It Not everyone agrees with the gloomier take. Some commentators point out Bitcoin’s recent weekly gains and highlight large buyers and corporate treasuries continuing to add BTC. Others caution that calling a top is hard and that the market often gives false signals around major policy events. Still, Schiff’s tweet has widened the debate and spurred fresh calls for caution among certain traders. Related Reading: Dogecoin Defies Odds, Jumps 21% Even As ETF Debut Gets Pushed Back Volume on rallies, whether Bitcoin can close decisively above $116,000, and the Fed’s announcement on September 17 are the near-term triggers to watch. If BTC fails to hold support after the Fed news, some technical traders may step aside or reduce risk exposure. Conversely, a clean break above resistance would weaken the topping argument and could prompt renewed buying. Featured image from Meta, chart from TradingView
Bitcoin eased back this week after a fresh peak, but a loud bullish pitch is making rounds. According to market updates, the coin hit about $124,390 before slipping to $114,158 and then nudging up to $115,285 at press time. Related Reading: Analyst Says Shiba Inu’s $0.000010 Support Could Trigger Major Bounce Based on reports from a chart-focused analyst who goes by AO, Bitcoin may be tracing a pattern like gold’s, and that pattern could point to a rise toward $600,000 — a jump of roughly 420% from current levels. Analyst Sees Gold Pattern AO’s view rests on chart shapes. He compares Bitcoin’s recent wedge and ascending triangle to the way gold moved over the last decade. According to AO, Bitcoin’s consolidation around $115,000 could be the base for a large breakout. #BITCOIN IS READY FOR A HUGE BULL RUN. pic.twitter.com/eorprzknEQ — AO (@AO_btc_analyst) August 18, 2025 AO’s scenario includes what he calls “missing legs,” and he puts a possible run above half a million dollars by 2026 if the pattern completes the way he expects. Reports have mentioned similar geometric comparisons from other watchers, though few attach a precise price target like $600,000. Market Scale If Target Hits Based on those numbers, a $600,000 price tag would imply market value in the ballpark of approximately $12 trillion. That figure would push Bitcoin past many big tech names and place it closer to gold’s valuation than where it stands now. According to the same reports, that is the idea being used to argue Bitcoin’s case as a major store of value. The math behind the headline number is simple, and the size of the move — about 420% from roughly $115,000 — is what makes the claim dramatic. Bull Case Backed By Some Big Names Institutional voices add fuel to the talk. Strategy’s Michael Saylor, who has been one of Bitcoin’s most consistent backers, continues to argue that the asset will outshine traditional stores of value as more companies adopt it for their balance sheets. Ark Invest’s Cathie Wood has projected that Bitcoin could eventually climb to the $1 million mark, underscoring the growing confidence among high-profile investors. Meanwhile, Mexican billionaire Ricardo Salinas Pliego has also voiced his view that Bitcoin could surpass gold’s roughly $22 trillion valuation in time. Related Reading: After Monero Hit, Qubic Group Puts Dogecoin On Target List Signals That Could Change The Story Not everyone treats the pattern call as a forecast. Some analysts warn that matching a chart shape to gold doesn’t prove the same outcome will follow. The two assets have different buyers, liquidity and use cases, and a huge lift to $600,000 would likely need long-term, large flows into Bitcoin — for example, big institutional allocations or permanent reserve moves — not just a short-term momentum spike. Regulation, interest rates and market shocks are other real factors that could alter any plan. Featured image from ETF Stream, chart from TradingView
Gold proponent Peter Schiff hit out at US President Donald Trump’s support for cryptocurrency, calling Bitcoin a “decentralized Ponzi scheme” wrapped in the American flag. He warned that pushing digital assets at home could erode trust in the dollar. Schiff said that, while some may cheer weaker paper money, it will be gold that wins when Bitcoin finally stumbles. Related Reading: Whales? No, Newbies: Surge In New BTC Holders Fuels Market Rally—Study Dollar Confidence In Question According To Schiff, encouraging domestic investment in Bitcoin and crypto “undermines the US economy and speeds up the dollar’s collapse.” He argued that millions of Americans buying digital tokens won’t prop up the world’s main reserve currency. Schiff believes real damage comes when retail investors swap dollars for speculative coins, tipping the scales against greenbacks in global markets. By promoting domestic investment in Bitcoin and crypto, Trump is helping undermine the U.S. economy and speed up the dollar’s collapse. Bitcoiners may cheer, as most bought Bitcoin to profit from a dollar crash. But ironically, gold will be the winner as Bitcoin will crash too. — Peter Schiff (@PeterSchiff) July 18, 2025 Ponzi Scheme Allegations Schiff described recent cryptocurrency bills as little more than a way to “cloak Bitcoin—nothing more than a decentralized Ponzi scheme—in the trappings of legitimacy.” He claimed insiders use new laws to drive prices up, then get out at higher levels. “The industry is using them to hype Bitcoin and other cryptos so insiders can cash out at higher prices. It’s a legislative low point,” he wrote on X. Stablecoins Under Scrutiny Based on reports, Schiff sees stablecoin plans as a false promise for dollar dominance. He pointed out that a stablecoin backed by any fiat currency offers no real edge. That stability, he warned, will soon give way. He also pointed out tht dollar‑backed coins are only as stable as the underlying money. The main purpose of the “landmark” crypto bills is to cloak Bitcoin—nothing more than a decentralized Ponzi scheme—in the trappings of legitimacy. The industry is using them to hype Bitcoin and other cryptos so insiders can cash out at higher prices. It’s a legislative low point. — Peter Schiff (@PeterSchiff) July 18, 2025 Echoes Of Tulip Mania Invoking Charles Mackay’s 1630s tale, Schiff compared the digital token craze to the Dutch tulip bubble. He quoted Mackay: “They go mad in herds, and only recover their senses slowly, and one by one.” In that era, bulb prices soared before crashing overnight. Schiff said swapping tulips for Bitcoin makes the same point. Related Reading: $57 Billion Mistake? Ex‑Ripple Engineer Reveals XRP Investment Blunder Gold Set To Benefit Schiff predicted that, even if Bitcoin supporters toast short‑term dollar weakness, gold will be the real winner. He said that shaky digital schemes will collapse at some point, just as tulip contracts became worthless. When that happens, he expects gold prices to climb. Featured image from Pexels, chart from TradingView
China has added five tonnes of gold to its reserves in under a month as part of an increasing aggressive purchase of the precious metal. Bitcoin continues to stand firm above the $87,000 level despite recent market fluctuations. Related Reading: Today’s $1K XRP Bag May Become Tomorrow’s Jackpot, Crypto Founder Says PBOC Gold Accumulation Up As Bitcoin Price Soars According to the Kobeissi Letter in posting messages on X, the People’s Bank of China has been abruptly accumulating gold. It has acquired five tonnes over the last month. This has taken place amid uncertainty in global markets from the rift caused by persistent tensions in trade along US-China fronts. Bitcoin traders seem to witness this, as the price of the crypto holds strong at $87,280, with scanty negative macronews in the background. Merely four days ago, cryptocurrencies fell back after US President Donald Trump proclaimed a 245% import tax on Chinese items. The quick recovery has surprised many market observers. BREAKING: China’s central bank increased its gold holdings by 5 tonnes in March, posting their 5th consecutive monthly purchase. This brings total China’s gold reserves to a record 2,292 tonnes. Chinese gold holdings now reflect 6.5% of its total official reserve assets.… pic.twitter.com/LuwiBvnirn — The Kobeissi Letter (@KobeissiLetter) April 20, 2025 Whale Wallets Indicate Growing Appetite For Bitcoin Statistics by Glassnode indicate a steep increase in addresses containing over 1,000 Bitcoin. More than 60 new “whale” wallets have entered the market since early March. The number of such large Bitcoin addresses has increased from 2,030 in late February to 2,100 as of April 15, which is the highest in four months. The boost indicates large investors are purchasing more Bitcoin despite changing market conditions. Others say the strength of Bitcoin lies in its increased popularity as an inflation hedge, akin to gold. This theory has become more widely accepted as China seems to be steering away from US dollar-denominated assets. Gold Prices Hit New Records As Trade Tensions Mount Prices of gold have surged to $3,401, up by close to $100 over only a week. The rise comes as institutions, dominated by China, raise their gold stockpiles. The ongoing tariff war between the US and China has driven investors towards traditional safe-haven assets. Bitcoin is also seen to be gaining from this same trend, with some investors seeing it as a contemporary option for gold in times of uncertainty. Mixed Signals From ETF Flows And Market Analysts Not everything is rosy for Bitcoin. Reports disclose that nearly $5 billion has exited Bitcoin ETFs since their aggregate flow hit all-time highs. In spite of this outflow, Bitcoin’s price has remained extremely stable. Related Reading: Whales Swallowing Bitcoin Fast — Will This Push BTC Price Up? There are also contradictory reports regarding China’s position on Bitcoin. While there are rumors that China may be accumulating a Strategic Bitcoin Reserve, other reports say the nation sold 15,000 BTC on offshore exchanges. The cryptocurrency’s ability to maintain its price despite these mixed signals has caught the attention of traders worldwide. As US-China economic tensions continue, investors are watching both gold and Bitcoin as potential safe havens in an increasingly unstable global market. Featured image from GEPL Capital, chart from TradingView
Bitcoin has risen dramatically over the last 10 years against gold, with a rise of an incredible 13,693%, according to the financial statistics shared by crypto entrepreneur Ted. The figures demonstrate the alarming divergence between the two assets from April 2015 and April 2025. In particular, this striking ascent of Bitcoin has caught the eye of investors spread around the globe. Related Reading: Bitcoin Dominates Q1: Altcoin Season Nowhere In Sight—Report Bitcoin Vs. Gold: From Equal Footing To Massive Gap Ten years ago, gold and Bitcoin were at similar prices. In April 2015, Bitcoin moved between $200 and $250, whereas gold was ranging around $1,200 to $1,300 per ounce. The fortunes of these investments have since become totally different. Bitcoin has soared to about $84,000 per coin, up some 33,500% in the ten-year period. The cryptocurrency briefly peaked at nearly $109,000 during the timeframe. If someone tries to tell you gold is better than Bitcoin… Just show them this: In 2015, 1 BTC = 1 ounce of gold. Today? That same Bitcoin is up 13,693% in 10 years. Let the numbers speak. pic.twitter.com/8JipH5IsNr — Ted (@TedPillows) April 17, 2025 Gold, on the other hand, has preserved its image of reliability over volatility, rather than offering spectacular gains. The precious metal increased by only 156% over the same period. From the market onlookers, gold’s worth proposition is still anchored on its consistent, inflation-proof behavior spanning very long timescales. Historical Context Demonstrates Divergent Patterns Of Growth Going back even farther shows an even greater disparity in the growth rates. According to a market analyst on social media platform X, the price of gold was only $20.67 per ounce in 1933. As for 2025, the price has gone up somewhat to around $3,330 an ounce, which is indeed a steep rise but a gradual increase over a period of almost a century. Ted's analysis on X. Bitcoin has had a completely different history. From a price of $1 in 2011, it came up to $84,000 by 2025. With such rapid appreciation rates, both excitement and skepticism have been brought forth by financial analysts debating the worthiness of such growths. Sheer Disparity In Size According to analyst Belle, a stark contrast in the behavior is due to the sheer difference in the size of their market. Gold has roughly a market capitalization of a little over $22 trillion. Due to this great size, gold provides an element of stability, rendering the market less sensitive to individual transactions or flows of short-term investments. GOLD added $1 trillion to its market cap in one day. That’s nearly the entire value of #Bitcoin right now. This shows how massive traditional markets are & how early we still are with Bitcoin. Even a small shift into $BTC could send it flying. pic.twitter.com/YsjSgOZKjx — Belle (@Bitt_Belle) April 17, 2025 Bitcoin’s market capitalization is at approximately $1.667 trillion—large but still only a fraction of gold’s. This reduced size makes Bitcoin more sensitive to capital flows. Gold recently saw an impressive $1 trillion rise in market capitalization over one day, but this was a much smaller percentage move than the same dollar flow would trigger in Bitcoin’s value. Related Reading: Is Shiba Inu On Track To Dethrone Dogecoin? Here’s What The Experts Say Same Dollar Flow, Different Price Impact Meanwhile, the math in terms of market capitalization generates intriguing price movement scenarios. Based on calculations reported, if Bitcoin were to get a $1 trillion boost in market capitalization—comparable to the recent one-day increase in gold—its price per unit might rise from $84,000 to $135,000. Featured image from The Ledn Blog, chart from TradingView
Crossing above $2,500 per ounce at $2,531, gold prices have reached a fresh record high. Rising hopes of US Federal Reserve interest rate reductions could be the impetus for this movement. Investors seeking the security of gold—the focus of which has left Bitcoin and other cryptocurrencies in its wake—have been driven by worries of an […]