According to @CryptoMichNL, gold fell about 10% in a single week after a roughly 70% one-year rally, implying elevated volatility at current levels (source: @CryptoMichNL). According to @CryptoMichNL, gold still trades approximately 30-40% above its 20-month moving average, a stretch he notes was last seen during the 1970s run (source: @CryptoMichNL). According to @CryptoMichNL, a further 20% pullback could occur while the long-term uptrend remains intact and closer to fair value (source: @CryptoMichNL). According to @CryptoMichNL, for crypto traders the signal to watch is gold’s decline stalling, which in the last cycle preceded rotation into altcoins and broader risk-on (source: @CryptoMichNL). According to @CryptoMichNL, gold weakness into FOMC suggests improving risk appetite, with stock indices at all-time highs and the view that BTC could be on track for a new ATH in time (source: @CryptoMichNL).

According to @BullTheoryio, Bitcoin (BTC) is tracing gold’s 2024 breakout by compressing in a multi-year ascending wedge and approaching a similar breakout point. According to @BullTheoryio, gold has cooled and is down about 9 percent from its peak, a zone that historically precedes profit rotation from the slow hedge gold into the high-beta hedge BTC. According to @BullTheoryio, the Federal Reserve is preparing another 25 bps rate cut while quantitative tightening is ending, turning liquidity back on and matching the macro mix that fueled prior major BTC rallies. According to @BullTheoryio, unlike gold’s defensive move driven by debasement fears and central bank buying, the next BTC leg is positioned as an offensive move driven by liquidity, adoption, and institutional demand. According to @BullTheoryio, this rotation pattern appeared in 2020 and is setting up again now, implying a breakout and momentum trade bias favoring BTC as liquidity inflects.

According to @Andre_Dragosch, the Asian session saw gold rise while BTC declined, flagging a session-based divergence that intraday traders can track for timing and risk management. Source: @Andre_Dragosch on X, Oct 22, 2025. He also noted the US session saw BTC rise while gold declined, underscoring an inverse move across time zones that traders can monitor for potential rotation and hedging decisions. Source: @Andre_Dragosch on X, Oct 22, 2025.

According to @w_thejazz, BTC cannot replace physical gold and silver and traders should prioritize real minted coins over digital pixels, signaling a metals-first stance versus Bitcoin that can inform sentiment-driven positioning. Source: X post by @w_thejazz on 2025-10-19, https://twitter.com/w_thejazz/status/1979904152722350328 According to @w_thejazz, explicit tagging of #silver and #gold and a challenge to BTC maximalists provide a bearish social-sentiment input for BTC and supportive tone for gold and silver that traders can use when monitoring BTC/XAU and BTC/XAG relative momentum. Source: X post by @w_thejazz on 2025-10-19, https://twitter.com/w_thejazz/status/1979904152722350328 According to @w_thejazz, the post underscores the ongoing store-of-value debate, suggesting traders watch for sentiment-driven volatility between Bitcoin and precious metals in the near term. Source: X post by @w_thejazz on 2025-10-19, https://twitter.com/w_thejazz/status/1979904152722350328

According to @rovercrc, the BTC/Gold ratio has fallen to rare oversold levels seen only a few times historically, and in those prior instances Bitcoin subsequently formed a generational bottom, source: @rovercrc on X, Oct 18, 2025.

According to @AltcoinDaily, “Bitcoin is what gold investors think they're buying,” posted on X on Oct 17, 2025, highlighting the digital gold narrative for traders (source: @AltcoinDaily, X post 2025-10-17). Bitcoin’s supply is hard-capped at 21 million with issuance halving roughly every 210,000 blocks, creating programmatic scarcity distinct from gold (source: Bitcoin whitepaper, 2008; Bitcoin.org Developer Guide). Gold’s above-ground stock grows about 1–2% annually, indicating supply elasticity that can dilute scarcity relative to BTC (source: World Gold Council, supply and production reports). To gauge rotation between hedges, monitor the BTC/XAU ratio using CME CF Bitcoin Reference Rate for BTC and LBMA Gold Price for gold (source: CME CF BRR; LBMA). Track net flows in spot Bitcoin ETFs versus gold ETFs as a demand proxy—IBIT flow data from BlackRock iShares and GLD flow data from State Street SPDR are published daily (source: BlackRock iShares IBIT; State Street SPDR GLD). Rising BTC dominance versus altcoins during macro stress can corroborate a hedge bid, with market-cap dominance data accessible on TradingView (source: TradingView, crypto market dominance data).

According to the source, BTC is at its most oversold level versus gold in three years based on the BTC/XAU relative performance highlighted in an X post dated Oct 17, 2025 (source: X post, Oct 17, 2025). Historically, oversold readings on the Relative Strength Index often precede short-term mean-reversion bounces once RSI recovers back above the 30 threshold (source: J. Welles Wilder, New Concepts in Technical Trading Systems, 1978; John J. Murphy, Technical Analysis of the Financial Markets, 1999). Traders can watch for an RSI cross back above 30 on the BTC/XAU pair and a daily close back above the 20-day moving average as confirmation before adding long exposure (source: John J. Murphy, Technical Analysis of the Financial Markets, 1999).

According to @CryptoMichNL, gold’s current chart mirrors 1979 and signals euphoria, indicating potential capital rotation into Bitcoin due to a big mispricing between gold and BTC; source: X post by @CryptoMichNL on Oct 17, 2025. The author asserts a Bitcoin price target of $1 million within 1–2 years, framing a bullish BTC-over-gold relative-value thesis; source: X post by @CryptoMichNL on Oct 17, 2025. For traders, the post suggests monitoring BTC-versus-gold relative strength and BTC dominance as confirmation signals for rotation and positioning bias toward BTC if momentum accelerates; source: X post by @CryptoMichNL on Oct 17, 2025.

According to @caprioleio, Bitcoin needs a quantum-resistant solution within the next year or gold will continue to outperform BTC, and this quantum-security overhang is already dragging on BTC performance. Source: @caprioleio on X, Oct 15, 2025. According to @caprioleio, the post defines a 12-month catalyst window in which credible Bitcoin quantum-readiness updates could shift relative performance between BTC and gold. Source: @caprioleio on X, Oct 15, 2025. According to @caprioleio, traders should treat quantum-resilience headlines as a key catalyst for BTC-gold relative value positioning, favoring gold over BTC absent concrete Bitcoin quantum solutions and reassessing if verifiable upgrades emerge. Source: @caprioleio on X, Oct 15, 2025.

According to @KobeissiLetter, gold and silver have risen more than 4 times the S&P 500 in 2025 despite one of the strongest equity bull runs, indicating safe havens are outperforming risky assets during the same cycle (source: @KobeissiLetter). According to @KobeissiLetter, concurrent rallies in safe havens and equities signal eroding confidence in fiat currencies, shifting investor preference toward hard assets (source: @KobeissiLetter). According to @KobeissiLetter, deficit spending and rate cuts into stagflation are key drivers behind the shift in sentiment toward gold and silver (source: @KobeissiLetter). According to @KobeissiLetter, the market is also pricing record AI CapEx and an impending AI competition between the US and China, which could push the US to print more money and expand deficits to win the AI revolution, reinforcing the hard-asset bid (source: @KobeissiLetter). According to @KobeissiLetter, this fiat-confidence narrative provides a macro backdrop that crypto traders may monitor for potential spillovers into assets perceived as monetary alternatives, even though no specific digital assets were cited (source: @KobeissiLetter).

According to the source, traders are reassessing crypto’s role as a currency-debasement hedge and should track six data-backed signals for positioning and risk. Lower US real yields tend to support BTC and gold, while higher real yields pressure both, making the 10-year TIPS trend a primary input for timing risk-on entries, source: Federal Reserve FRED; Bank for International Settlements Working Papers. Sustained USD weakness (DXY downtrend) historically aligns with stronger BTC performance, so monitor weekly DXY momentum and breakouts, source: Federal Reserve; International Monetary Fund research. Growth in aggregate stablecoin market capitalization often precedes improved crypto liquidity and risk appetite, useful as a leading indicator for BTC trend strength, source: Federal Reserve FEDS Notes; Chainalysis research. A widening positive CME BTC futures basis alongside rising open interest signals increasing institutional demand, while deeply negative funding and shrinking basis flag stress and liquidation risk, source: CME Group; US CFTC Commitments of Traders. Elevated miner-to-exchange flows and compressed hashprice warn of near-term sell pressure, whereas declining outflows and improving hashprice tend to ease supply overhang, source: Glassnode; Cambridge Centre for Alternative Finance. A downside reversal in the Gold/BTC ratio can mark rotation back into BTC from gold, while a persistent uptrend favors gold over crypto in debasement hedges, source: London Bullion Market Association; CF Benchmarks; TradingView. BTC’s fixed supply schedule post-2024 halving reduces annual issuance to roughly 0.9%, reinforcing the long-term scarcity thesis versus fiat debasement for multi-year allocations, source: Bitcoin.org whitepaper; Bitcoin Core documentation.

According to Ki Young Ju, gold continues to post new all-time highs and the BTC-gold correlation is high, keeping the digital gold narrative intact (source: Ki Young Ju on X, Oct 14, 2025). According to Ki Young Ju, this reflects ongoing demand for inflation hedges that may underpin BTC performance alongside gold (source: Ki Young Ju on X, Oct 14, 2025). According to Ki Young Ju, traders can monitor gold ATH momentum and the BTC-gold correlation as inputs for spot and derivatives positioning (source: Ki Young Ju on X, Oct 14, 2025).

According to @caprioleio, gold warrants a higher fair value than Bitcoin (BTC) because it is effectively 'quantum proof' today, implying a relative-value tilt toward XAU over BTC until Bitcoin achieves quantum resistance; source: @caprioleio on X, Oct 14, 2025.

According to the source, Ardoino stated that Bitcoin and Gold will outlast any other currency, source: provided content. The statement is a sentiment comment favoring a hard-asset, store-of-value narrative and contains no price targets, timeframes, or supporting market/on-chain data, source: provided content. No details on BTC or XAU price impact, trading levels, or catalysts were provided, so any trading decisions should rely on independent market data and risk controls, source: provided content.

According to the source, Tether CEO Paolo Ardoino stated that Bitcoin and Gold will outlast any other currency in a public comment on Oct 12, 2025 (source: Ardoino statement on X, Oct 12, 2025). For trading, a pro-BTC stance from a stablecoin issuer executive can serve as a short-term sentiment catalyst; monitor BTC/USDT spot volume, perpetual funding rates, and order book imbalances for confirmation of bullish follow-through (source: Ardoino statement on X, Oct 12, 2025).

According to @business, a global benchmark of clean energy stocks is outperforming major equity indexes and even gold as investors react to soaring renewables demand driven by the AI boom (Source: Bloomberg/@business). For crypto-aligned traders, electricity-intensive Bitcoin mining is sensitive to power mix and costs, making this clean-energy outperformance a relevant macro input when tracking mining economics and ESG narratives (Source: Cambridge Bitcoin Electricity Consumption Index; Source: Bloomberg/@business).

According to the source, a social-media post on Oct 8, 2025 claims Deutsche Bank says Bitcoin (BTC) and gold may appear on central bank balance sheets by 2030, citing declining BTC volatility, fading skepticism, and US-led adoption. Source: X post dated Oct 8, 2025. For trading, treat this as unverified headline risk and wait for an official Deutsche Bank research note or press release before positioning; the post did not include a primary-source link. Source: absence of a Deutsche Bank report or press link in the cited post.

According to @business, options risk premia are rising across assets from stocks to gold even as implied volatility on benchmark indexes has been steady or falling for most of this year (source: @business via Bloomberg). For traders, this points to higher hedging costs despite muted headline vol, increasing the carry risk for short-vol strategies and elevating the importance of timing and structure selection for protection (source: @business via Bloomberg). The divergence between richer protection pricing and subdued benchmark IV suggests concentrated demand for asset-level hedges, making close monitoring of skew and term structure essential (source: @business via Bloomberg). Crypto market participants should track BTC and ETH options for similar IV-versus-premium divergence by watching skew and the IV–RV spread, taking their cue from the cross-asset signal highlighted (source: @business via Bloomberg).

According to @charliebilello, gold is up 48% YTD in 2025 and Bitcoin (BTC) is up 31%, making them the top two performing major assets so far this year, source: X post on Oct 4, 2025 https://twitter.com/charliebilello/status/1974461342833680700. He also states this is the first time gold and Bitcoin have occupied the #1 and #2 spots in any calendar year, underscoring year-to-date momentum leadership for GLD and BTC, source: same X post and accompanying video https://www.youtube.com/watch?v=mPyTe3AjUtA&t=528s.

According to the source, Robert Kiyosaki said it might be time to buy gold, silver, Bitcoin (BTC), and Ethereum (ETH) as markets face uncertainty. According to the same source, the Oct 1, 2025 post characterizes the call as bullish for BTC and ETH, highlighting positive sentiment traders monitor.