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.

According to @Andre_Dragosch, the gold rally appears long in the tooth, with a fractal dimension signal about to trigger, indicating elevated herding and groupthink in gold, source: André Dragosch on X, Oct 1, 2025. He added that this setup could start a risk-on rally and rotation into Bitcoin (BTC), source: André Dragosch on X, Oct 1, 2025. He emphasized this is a personal opinion and not investment advice, source: André Dragosch on X, Oct 1, 2025.

According to @KobeissiLetter, the US Dollar is on track for its worst year since 1973 with a decline of more than 10% year to date, source: @KobeissiLetter. According to @KobeissiLetter, the US Dollar has lost over 40% of its purchasing power since 2000, source: @KobeissiLetter. According to @KobeissiLetter, the Federal Reserve is cutting rates while Core PCE inflation runs above 2.9% for the first time in over 30 years, source: @KobeissiLetter. According to @KobeissiLetter, this backdrop favors hard assets, with gold and Bitcoin (BTC) expected to lead performance, source: @KobeissiLetter.

According to @business, Newmont and Barrick both announced CEO changes on Monday as bullion surged to a fresh record high, marking a leadership upheaval after years of industry challenges (source: Bloomberg @business). According to @business, the leadership changes coincided with bullion’s all-time high, a key sector development closely watched by traders in gold-miner equities (source: Bloomberg @business).

According to @RhythmicAnalyst, U.S. bond yields are strong yet range-bound while BTC, stocks, and gold are simultaneously strong and trending higher, an unusual cross-asset configuration that defies traditional playbooks; source: @RhythmicAnalyst on X, Sep 20, 2025. The source advises analyzing each asset independently to stay aligned with price action rather than relying on historical inverse correlations between risk assets and yields; source: @RhythmicAnalyst on X, Sep 20, 2025. Trading takeaway: prioritize trend-following setups in BTC, equities, and gold, and treat U.S. bond yields as a range trade, avoiding cross-asset assumptions that may not hold in this regime; source: @RhythmicAnalyst on X, Sep 20, 2025.

According to Eric Balchunas, Bitcoin (BTC) needs to be less volatile and less correlated to equities to credibly challenge gold, and he notes that today's market action helped on the decoupling front. Source: Eric Balchunas on X — https://twitter.com/EricBalchunas/status/1969127116437344330 — Sep 19, 2025. He adds that BTC must shake its high-beta tech stock reputation, guiding traders to focus on correlation and volatility metrics when evaluating BTC's store-of-value positioning versus gold. Source: Eric Balchunas on X — https://twitter.com/EricBalchunas/status/1969127116437344330 — Sep 19, 2025.

According to @cas_abbe, Bitcoin BTC has broken out of a falling wedge pattern, with the author comparing it to April and June breakouts that preceded a new all-time high and implying a bullish continuation bias if the breakout holds, source: @cas_abbe on X, Sep 15, 2025. @cas_abbe also notes fresh highs in Gold and the S&P 500 as supportive macro context for BTC upside but provides no specific price targets, timeframes, or invalidation levels, source: @cas_abbe on X, Sep 15, 2025.

According to @rovercrc, the post juxtaposes Bitcoin and gold but contains only the line "Bitcoin VS. Gold. Spot the difference." with no attached metrics or charts. Source: @rovercrc (X), Sep 13, 2025. As presented, the source offers no tradable details such as BTC price, gold price, volatility, correlation, or BTC/XAU ratio levels. Source: @rovercrc (X), Sep 13, 2025. Therefore, the content provides no explicit trading signal or actionable level by itself. Source: @rovercrc (X), Sep 13, 2025.

According to @paoloardoino, claims that Tether sold BTC for gold are false, and Tether is buying and holding both BTC and gold, directly addressing the FUD; source: https://twitter.com/paoloardoino/status/1964716614768881926 This clarification removes a specific rumor-driven sell-pressure risk for BTC tied to supposed Tether reserve rotation and indicates continued dual exposure to BTC and gold in reserves that traders monitor; source: https://twitter.com/paoloardoino/status/1964716614768881926 Tether’s transparency materials list Bitcoin and gold among reserve assets, a key reference point for tracking USDT reserve composition and potential liquidity dynamics; source: https://tether.to/en/transparency

According to @paoloardoino, Tether did not sell any Bitcoin (BTC) and instead contributed part of its BTC holdings to XXI, while stating it will continue allocating a portion of profits into Bitcoin, gold, and land, source: @paoloardoino on X, Sep 7, 2025.

According to @Andre_Dragosch, the worst bear market in US Treasuries alongside the post-Ukraine weaponization of USTs has accelerated a rotation into hard assets, with gold’s share of international reserves at multi-decade highs (source: @Andre_Dragosch). He states Bitcoin’s correlation to US Treasuries has collapsed to record lows while global banks, sovereign wealth funds, and institutions disclosed meaningful allocations to Bitcoin ETFs via 13F filings, signaling growing institutional adoption that matters for liquidity and price discovery (source: @Andre_Dragosch). He highlights three trading-relevant advantages of BTC versus gold in a bond-focused portfolio: lower interest-rate sensitivity, tendency to outperform gold on down days for Treasuries, and reduced portfolio volatility and drawdowns when small BTC allocations are added to sovereign bond exposures (source: @Andre_Dragosch). He adds that while gold remains the stronger hedge versus equity risk, BTC is increasingly treated as an alternative reserve asset and a sovereign bond hedge, with examples including discussions by the Czech National Bank on BTC as a diversifier, Brazil’s proposal for a Strategic Bitcoin Reserve, and a US Executive Order that set a framework for digital assets (all as reported by @Andre_Dragosch) (source: @Andre_Dragosch). Trading takeaway: monitor BTC–UST correlation regimes, track 13F-reported ETF flows for positioning signals, and consider small BTC sleeves as a hedge to duration drawdowns in sovereign bond portfolios while maintaining gold for equity-hedge characteristics (source: @Andre_Dragosch).

According to Miles Deutscher, Bitcoin (BTC) is a better buy than gold at current levels, and he expects BTC to catch up over time; source: Miles Deutscher on X, Sep 6, 2025. This signals a bullish BTC-versus-gold stance that traders may express via BTC/XAU relative-value positioning or rotation from gold into BTC when trend momentum aligns; source: Miles Deutscher on X, Sep 6, 2025.

According to Santiment, Bitcoin’s market value has dropped 5.9% since Aug 22 while the S&P 500 is up 0.4% and gold is up 5.5% over the same period, source: Santiment on X Sep 4 2025 and app.santiment.net/s/3Y7dSZez. Santiment states that since early 2022 cryptocurrencies have shown elevated correlation with equities as institutions added exposure alongside stocks, source: Santiment on X Sep 4 2025. In such two-week divergences, Santiment expects Bitcoin and altcoins to have a high probability of playing catch-up after trailing broader market trends for a sustained period, source: Santiment on X Sep 4 2025 and app.santiment.net/s/3Y7dSZez. Santiment adds that a larger gap between equities and BTC strengthens the case for an upcoming crypto bounce and recommends monitoring the correlation via its chart, source: Santiment on X Sep 4 2025 and app.santiment.net/s/3Y7dSZez.

According to @milesdeutscher, historical price action shows gold strength often leads BTC breakouts, so rising XAUUSD can be used as a leading indicator for Bitcoin entries; source: @milesdeutscher on X, Sep 4, 2025. He states that the higher gold goes, the more catching up Bitcoin tends to do, highlighting a catch-up trade setup when gold confirms a breakout; source: @milesdeutscher on X, Sep 4, 2025. Traders seeking crypto exposure can watch gold momentum and prepare for BTC follow-through after gold’s upside extension, aligning entries with that lead-lag pattern; source: @milesdeutscher on X, Sep 4, 2025.

According to @QCPgroup, the current macro mix is steepening the yield curve, softening the US dollar, and channeling flows into hedge assets (source: @QCPgroup). According to @QCPgroup, gold and BTC are the cleanest plays in this backdrop for traders seeking hedge exposure (source: @QCPgroup).

According to @QCPgroup, the key September driver is Federal Reserve independence rather than a rate cut, with markets already pricing a higher term premium, a weaker US dollar, and support for gold and BTC; source: @QCPgroup on X, Sep 3, 2025. @QCPgroup adds that this backdrop is supportive for gold and BTC as the dollar softens and term premium rises; source: @QCPgroup on X, Sep 3, 2025.