According to @santimentfeed, Bitcoin has declined to around 111,000 dollars, a 11.8 percent pullback from the 125,800 dollar all-time high reached nine days earlier, source: Santiment X post on Oct 15, 2025. @santimentfeed notes Trump’s temporary tariff threats acted as a catalyst, with gold thriving while equities remain choppy, source: Santiment X post on Oct 15, 2025. @santimentfeed adds that BTC’s drop is still within an overreaction range, source: Santiment X post on Oct 15, 2025 and linked Santiment dashboard.

According to @CryptoMichNL, a sustained altcoin bull run requires a broader risk-on shift, which is unlikely while gold continues to rally; source: @CryptoMichNL on X, Oct 15, 2025. He states gold is up 155 percent in less than three years, indicating capital is favoring safety over risk and delaying rotation into altcoins; source: @CryptoMichNL on X, Oct 15, 2025. He warns such gold moves are unsustainable and dangerous for the economy, implying altcoin strength is more likely after gold momentum stalls; source: @CryptoMichNL on X, Oct 15, 2025. For trading, this positions the gold trend as a timing indicator for altcoin exposure, favoring patience until risk appetite returns; source: @CryptoMichNL on X, Oct 15, 2025.

According to The Kobeissi Letter, gold has added about $10 trillion in market capitalization over the past 12 months, rising approximately 55% (source: The Kobeissi Letter on X, Oct 13, 2025). According to The Kobeissi Letter, over the last 72 hours gold rallied on every headline while the S&P 500 erased roughly $2.5 trillion in five hours (source: The Kobeissi Letter on X, Oct 13, 2025). According to The Kobeissi Letter, they will explain what’s next in a follow-up thread (source: The Kobeissi Letter on X, Oct 13, 2025). According to the International Monetary Fund, Bitcoin’s correlation with U.S. equities increased notably after 2020, indicating that equity drawdowns can transmit volatility to crypto markets (source: IMF, Crypto Prices Move More in Sync With Stocks, Jan 2022).

According to @DecryptMedia, Grant Cardone said Bitcoin investors should not chase gold’s historic rally, advising against rotating out of BTC despite XAU strength (source: @DecryptMedia X post dated Oct 8, 2025). This stance is trading-relevant for BTC vs gold allocation decisions, highlighting a preference to maintain BTC exposure rather than pursue gold momentum trades as reported by the source (source: @DecryptMedia X post dated Oct 8, 2025).

According to @business, Eurizon strategists say growing aversion to large reserve currencies, including the U.S. dollar, has propelled record rallies in gold and Bitcoin (BTC), and they expect the trend to continue, highlighting persistent demand for non-sovereign and hard-asset hedges; source: Bloomberg. For traders, this view identifies reserve-currency distrust as a key macro driver of momentum in BTC and gold and frames positioning around assets perceived as alternative stores of value; source: Bloomberg.

According to @CryptoMichNL, gold’s strong move higher increases the upside potential for Bitcoin BTC, highlighting a constructive setup for crypto if safe-haven flows persist; source: X - @CryptoMichNL, Oct 8, 2025. According to @CryptoMichNL, the same gold surge also suggests something is cracking in the broader economy, elevating macro risk considerations for crypto traders; source: X - @CryptoMichNL, Oct 8, 2025.

According to MilkRoadDaily, September closed green across assets with gold up 9%, crypto up 6%, and SPY up 4%, signaling broad risk-on momentum into October (source: MilkRoadDaily). With the first week of October showing accelerating strength, traders can lean into trend-following setups in BTC and ETH, focusing on breakout continuation and relative strength within crypto pairs based on the reported cross-asset gains (source: MilkRoadDaily). The concurrent bid in gold and SPY alongside crypto suggests supportive liquidity for digital assets, so positioning with tight risk controls around volatility remains prudent given the momentum regime identified by the source (source: MilkRoadDaily).

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 Michaël van de Poppe (@CryptoMichNL), Bitcoin (BTC) failed to break through the key resistance level at $110,000 and is now expected to see a corrective move. Ongoing geopolitical tensions between the US and Iran are fueling a rally in Gold, which could influence risk sentiment across crypto markets. However, as long as Bitcoin remains above the support level at $106,000, there is no immediate technical threat to the bullish structure. Traders should monitor these levels closely for short-term trading opportunities and be mindful of potential volatility linked to global events. (Source: Twitter/@CryptoMichNL, June 12, 2025)

According to The Kobeissi Letter, gold prices have surged for the second consecutive day, increasing by another 1.5% and approaching $3,400 per ounce (source: The Kobeissi Letter, May 6, 2025). This momentum signals strong bullish sentiment in the precious metals market, attracting traders seeking safe-haven assets during market volatility. Technical indicators now show overbought conditions, suggesting potential short-term resistance near the $3,400 level. Traders are closely monitoring volume and macroeconomic drivers, as further moves above $3,400 could trigger breakout trading strategies or profit-taking (source: The Kobeissi Letter).

According to Michaël van de Poppe (@CryptoMichNL), the current rally in gold reflects a persistent risk-off mentality among traders as the FED meeting approaches on Wednesday. He highlights that the upward trend in Services PMI is a positive macroeconomic indicator. For crypto traders, the ongoing build-up in Bitcoin suggests accumulation, and van de Poppe anticipates a potential upward move in Ethereum prices following the FED's decision (Source: Twitter/@CryptoMichNL, May 5, 2025). Traders should monitor volatility around the FED meeting, as both traditional and crypto markets may react sharply to policy updates.

According to Michaël van de Poppe, altcoins are facing difficulties gaining momentum as the market anticipates potential tariff announcements by Trump on April 2nd. Concurrently, gold continues to rally, suggesting a shift towards safer assets. This situation could significantly impact trading strategies as traders weigh geopolitical risks. Source: Michaël van de Poppe.

According to The Kobeissi Letter, high-yield credit spreads have been widening from historically low levels, indicating increased risk perception in the credit markets. Concurrently, both gold and US Treasury bonds have seen a rally over the past two weeks, which is unusual as these assets typically move inversely with interest rates. This trend suggests a shift in market sentiment, possibly due to rising interest rates heading into 2025. Traders should monitor these developments closely as they can impact investment strategies in both credit and bond markets.