According to Michaël van de Poppe (@CryptoMichNL), gold is currently consolidating, with expectations of further upside over the coming years. However, he highlights a likely 6-12 month period where risk-on assets, including cryptocurrencies, could outperform as gold trends downward. Van de Poppe notes his strategy of rotating profits from crypto back into gold later this year, suggesting traders monitor shifts between crypto and traditional safe-haven assets for optimal portfolio allocation (Source: @CryptoMichNL, May 12, 2025).

According to André Dragosch (@Andre_Dragosch), foreign investors are no longer relying on Mag7 stocks to park US Dollars as they did during the TINA (There Is No Alternative) era. Recent data visualized by Dragosch shows a notable decline in foreign investment flows into these mega-cap tech stocks, suggesting a diversification away from traditional US equities. This shift may impact liquidity in the Mag7 segment and could lead to increased volatility or rotation into alternative assets, including cryptocurrencies and global equities. Traders should closely monitor capital flow data and sector rotation trends for potential trading opportunities (Source: André Dragosch, Twitter, April 26, 2025).

According to Miles Deutscher on Twitter, the performance gap between Bitcoin ($BTC) and altcoins continues to widen, signaling a period of increased Bitcoin dominance in the cryptocurrency market (source: twitter.com/milesdeutscher/status/1915767789849293193, April 25, 2025). Traders should note that historical cycles show periods of high Bitcoin dominance can lead to capital rotation into altcoins once Bitcoin stabilizes, but current on-chain data and market sentiment suggest risk remains elevated for altcoin positions (source: Glassnode, April 2025). Monitoring Bitcoin dominance metrics and trading volumes is essential for identifying potential entry points for altcoins or confirming the trend continuation in Bitcoin-centric portfolios.