According to the source, gold hit a new all-time high near $3,725 today, a move traders should verify against CME futures and major spot feeds before acting, according to CME Group pricing practices. BTC’s 30–90 day correlation with gold is typically low and regime-dependent, so correlation spikes during macro stress are the key signal to monitor, according to Kaiko research and CME data. A sustained gold breakout often aligns with softer US real yields, a backdrop that has historically supported risk assets including BTC via liquidity effects, according to FRED and Bloomberg Intelligence. For confirmation on crypto flows, traders track US-listed spot bitcoin ETF net subscriptions and premiums, as persistent inflows have coincided with upside momentum in prior cycles, according to CoinShares fund flow reports. Options positioning matters as well: rising BTC implied volatility and call skew often precede trend expansions, according to Deribit and Amberdata. Dollar context is critical; watch XAUUSD versus DXY and 10-year TIPS yields to gauge whether the move is USD weakness or risk hedging, according to FRED and ICE Data Services.

According to The Kobeissi Letter, starting around 10:30 PM ET, gold and crypto began moving in opposite directions, flagging a sharp intraday negative correlation shift (source: The Kobeissi Letter, X, Sep 22, 2025). According to The Kobeissi Letter, Ether (ETH) fell as much as 10% during the move, marking notable downside pressure in crypto markets (source: The Kobeissi Letter, X, Sep 22, 2025). According to The Kobeissi Letter, gold extended its run into record territory over the same window, underscoring strength in the safe-haven trade (source: The Kobeissi Letter, X, Sep 22, 2025). According to The Kobeissi Letter, this is one of the largest gold-crypto divergences in more than 10 weeks, highlighting a material break in recent cross-asset behavior that traders track for correlation and hedging decisions (source: The Kobeissi Letter, X, Sep 22, 2025).

According to the source, gold was reported to have reached a new all-time high of $3,680 intraday; traders should treat this as a headline to be cross-checked on regulated benchmarks, source: the source post. Verify with XAUUSD spot feeds and COMEX front-month futures before execution, as liquidity and spreads can be volatile on such prints, source: LBMA and CME Group. Historically, gold rallies align with falling US real yields and a softer dollar, so monitor TIPS-implied real rates and DXY for confirmation, source: World Gold Council and Federal Reserve and ICE Data Indices. BTC’s correlation with gold has been low to moderate and time-varying, so assess BTC order book liquidity and options open interest for spillover risk rather than assuming a direct move, source: Coin Metrics and Deribit.

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 @CryptoMichNL, recent strength in gold signals risk-off sentiment and has suppressed altcoin performance (source: @CryptoMichNL on X, Sep 2, 2025). He states the market is at a pivotal juncture and is nearing a short-term peak in gold that could catalyze an altcoin run if confirmed (source: @CryptoMichNL on X, Sep 2, 2025). For trading, he implies monitoring XAUUSD for a reversal as a potential trigger for rotation into altcoins, while continued gold upside would likely keep risk appetite muted (source: @CryptoMichNL on X, Sep 2, 2025).

According to @rovercrc, gold has broken out of a three-month accumulation range, signaling a potential bullish momentum shift in XAUUSD that traders may consider for breakout continuation setups, source: @rovercrc on X, Aug 31, 2025. According to @rovercrc, Bitcoin BTC is expected to follow gold’s move, highlighting a possible correlation-driven upside bias in BTC price action that crypto traders may monitor for confirmation, source: @rovercrc on X, Aug 31, 2025.