According to @Andre_Dragosch, a rotation of just 1.7% of gold’s market value into Bitcoin could double BTC to about 200,000 USD, highlighting BTC’s high price sensitivity to marginal flows, source: André Dragosch on X, Oct 18, 2025. Using World Gold Council estimates that the total value of above-ground gold has been roughly 13–16 trillion USD in recent years, a 1.7% shift implies about 220–270 billion USD of potential inflows, source: World Gold Council. At 200,000 USD per BTC and a circulating supply near 19.6–19.7 million coins, Bitcoin’s market value would be around 3.9 trillion USD, implying a market-impact multiple of roughly 14–18x versus the notional inflow; traders should monitor BTC dominance, spot BTC ETF net flows, and gold outflows for confirmation of rotation, source: Blockchain.com circulating supply data; arithmetic based on price × supply; issuers’ daily ETF flow reports; LBMA gold market statistics.

According to Altcoin Daily, BTC should be valued at least one-third of gold’s total market capitalization, which the author says implies roughly a 4x upside from here. source: Altcoin Daily on X Oct 14, 2025 To benchmark the claim, traders can estimate gold’s aggregate value using the World Gold Council’s above-ground stock data and the LBMA gold price to translate tonnage into market capitalization. source: World Gold Council Gold facts and above-ground stocks; LBMA Gold Price USD One-third of that gold valuation can then be compared to Bitcoin’s live market capitalization from TradingView, with an implied per-coin target derived by dividing by circulating supply reported by institutional data providers such as Glassnode. source: TradingView market capitalization; Glassnode circulating supply Key catalysts to monitor for convergence or divergence include the BTC/XAU ratio, net creations and redemptions in U.S. spot BTC ETFs enabled since January 2024, and movements in real yields that historically influence gold demand. source: TradingView BTC/XAU; U.S. SEC orders approving spot Bitcoin ETFs Jan 2024; World Gold Council research on gold and real rates; Federal Reserve FRED TIPS yield series

According to the source, a claim is circulating that Deutsche Bank predicts BTC will appear on central bank reserve balance sheets by 2030, but no publicly available Deutsche Bank Research note confirming this is currently visible, so traders should await a primary release before acting, source: Deutsche Bank Research. The IMF’s COFER framework does not list Bitcoin as a reserve asset category in its official reserve composition reporting, signaling no current standardized channel for BTC reserve disclosure, source: IMF COFER. Central banks have been diversifying into gold with multi‑year high purchases, yet published datasets do not show any BTC allocations to date, framing a high bar for policy change, source: World Gold Council Central Bank Gold Trends; IMF International Financial Statistics. For verification and potential market impact, traders should monitor Deutsche Bank Research updates, BIS publications, and central bank reserve disclosures, as any inclusion would likely be communicated through these venues, source: Deutsche Bank Research; Bank for International Settlements; IMF.

According to @cas_abbe, the World Gold Council is exploring a Digital Gold initiative, and with the gold market valued at over $15T, tokenizing even a fraction would instantly surpass the size of today’s DeFi and stablecoin markets (source: @cas_abbe). He states that in such a scenario BTC and ETH would function as settlement layers for trillions in real-world assets, shifting crypto from speculative instruments to core market infrastructure (source: @cas_abbe). He further argues this setup could drive a sharp expansion in on-chain liquidity, collateral availability, and user adoption—key catalysts traders monitor across BTC, ETH, and RWA tokens (source: @cas_abbe).

According to The Kobeissi Letter, a World Gold Council survey reveals that 95% of central banks expect global gold reserves to rise over the next year, with a record 43% planning to increase their own holdings (source: The Kobeissi Letter, June 21, 2025). This growing institutional preference for gold as a reserve asset could influence safe-haven flows, potentially impacting cryptocurrency markets such as BTC by shifting risk appetite and investment strategies among major financial players.

According to The Kobeissi Letter, a World Gold Council survey shows that 95% of central banks expect global gold reserves to increase over the next year, with a record 43% intending to boost their own holdings. This trend signals a strong institutional preference for hard assets amid economic uncertainty, which often correlates with increased demand for alternative hedges such as Bitcoin (BTC). Crypto traders should monitor gold accumulation by central banks, as it may indicate shifting risk appetites and potential inflows into digital assets as part of diversified reserve strategies. [Source: The Kobeissi Letter, June 21, 2025]