According to @BullTheoryio, 2025 performance shows Silver +165%, Gold +72%, Nasdaq +22%, while BTC is down 6.60% and ETH is down 12.32%, highlighting a sharp divergence between precious metals/equities and crypto (source: @BullTheoryio on X, Dec 30, 2025, x.com/BullTheoryio/status/2005968926409383947). The author states that if Gold and Silver have topped, a major crypto move could arrive in early 2026, implying a potential catch-up rally in BTC and ETH (source: @BullTheoryio on X, Dec 30, 2025, x.com/BullTheoryio/status/2005968926409383947). They outline two scenarios: either something broke in crypto around Oct 10, 2025 that has not surfaced, or the market is lagging and will resolve with a powerful 2026 rally (source: @BullTheoryio on X, Dec 30, 2025, x.com/BullTheoryio/status/2005968926409383947). For traders, the thesis centers on timing a rotation from Gold/Silver into BTC/ETH and monitoring the Oct 10, 2025 pivot as a risk marker for positioning (source: @BullTheoryio on X, Dec 30, 2025, x.com/BullTheoryio/status/2005968926409383947).