Bitcoin reaches $80,000 for first time in 15 weeks, surging 28% in eight days and adding $350 billion to market cap as $BTC erases three months of losses.

Bitcoin falls below $77,000 for the first time since May 1, erasing $33.18B in market cap as $551.68M in longs liquidate amid bearish 4h signals.

According to @BullTheoryio, gold has reached a new all-time high and has historically led BTC during liquidity upcycles, with Bitcoin following after a lag. Source: @BullTheoryio. The source cites 2016–2017 and 2020–2021 as precedents where gold advanced first under improving liquidity or QE, then BTC accelerated once gold momentum weakened. Source: @BullTheoryio. For 2025, the source points to three Fed rate cuts, approximately 40 billion dollars per month in U.S. Treasury T-bill purchases, and record global money supply as signs of improving liquidity while gold trends strong and BTC lags, implying a potential rotation setup. Source: @BullTheoryio. The source adds that gold appears overbought near term, and a cooling in gold could precede a BTC outperformance phase similar to prior cycles. Source: @BullTheoryio. Market-cap context from the source notes BTC around 1.8 trillion dollars versus gold near 31 trillion dollars, with gold adding roughly 17 trillion dollars over the last two years. Source: @BullTheoryio.

According to @AltcoinDaily, Michael Saylor stated that Bitcoin (BTC) will be a larger asset class than gold by 2035, source: @AltcoinDaily (X, Nov 13, 2025). For trading context, the World Gold Council estimates gold’s total above-ground value at roughly $13 trillion, and with Bitcoin’s fixed 21 million supply described in the Bitcoin whitepaper, surpassing gold implies a BTC market cap above $13 trillion and indicative per-coin levels around $600k, sources: World Gold Council; Bitcoin whitepaper (Nakamoto, 2008). The BTC-to-gold ratio is available as a relative value tracking chart on TradingView for traders monitoring this narrative, source: TradingView.