According to @godbole17 on X, dated Sep 23, 2025, silver, gold, palladium and platinum have all outperformed Bitcoin BTC year to date in 2025. According to @godbole17 on X, dated Sep 23, 2025, this indicates precious metals are leading BTC on YTD relative performance.

According to @rovercrc, Bitcoin is decoupling from gold, flagging a potential regime shift that traders should verify with objective market data, source: @rovercrc on X. To confirm decoupling, monitor a declining 20–30 day BTC–Gold rolling correlation and a breakout in the BTC/XAU ratio to identify trend strength, source: CME Group education on correlation; TradingView BTC/XAU charts. Track Bitcoin dominance (BTC.D) to see if inflows are BTC-specific rather than broad risk-on, which helps position sizing across BTC vs altcoins, source: TradingView BTC.D index; CoinMarketCap dominance methodology. Watch CME Bitcoin futures basis and open interest for signs of leverage expansion or hedging pressure as the correlation regime changes, informing timing and risk, source: CME Group Bitcoin futures market data.

According to @wallisi, a link to a piece titled The case for Bitcoin and Gold was shared on X on September 2, 2025, signaling an analysis focused on Bitcoin BTC and gold as assets (source: X post by @wallisi on September 2, 2025). The post did not provide quantitative data, allocation targets, backtests, or trading metrics, so no verified performance, risk, or correlation figures can be drawn from the post itself (source: X post by @wallisi on September 2, 2025).

According to The Kobeissi Letter, Bitcoin (BTC) is up roughly 450% and Gold is up about 105% in under three years, highlighting persistent strength in inflation-hedge assets as markets price elevated inflation (source: The Kobeissi Letter, X, Aug 23, 2025). The Kobeissi Letter also notes Gold has been a leading indicator for months, implying continued leadership from hard assets and potential relative-strength support for BTC on dips (source: The Kobeissi Letter, X, Aug 23, 2025). For trading, this supports momentum-and-buy-the-dip tactics in BTC and XAU while monitoring U.S. CPI and market-based inflation expectations to confirm the regime and managing risk against spikes in real yields and U.S. dollar strength (source: The Kobeissi Letter, X, Aug 23, 2025).