According to @rovercrc, gold added over $10 trillion in market value this year and he argues this supports long-term bullishness for Bitcoin, source: @rovercrc on X, Oct 19, 2025. For context, the World Gold Council estimated total above-ground gold value around $13–15 trillion in 2024, so a $10 trillion increase would imply roughly a 60–75% year-over-year rise from that base that traders should verify against current XAUUSD levels, source: World Gold Council; LBMA Gold Price. Bitcoin’s market capitalization ranged roughly $0.8–$1.3 trillion during 2024, making a hypothetical $10 trillion gold increase equivalent to about 8–12 times BTC’s entire 2024 market cap range, source: CoinMarketCap historical data. If safe-haven demand is accelerating into gold, watch for spillover into BTC via the digital-gold narrative by tracking BTC–gold rolling correlation and spot Bitcoin ETF net inflows, source: Coin Metrics correlation series; CoinShares Digital Asset Fund Flows Weekly. Key macro confirms for risk appetite include U.S. real yields and DXY, which are widely monitored drivers for both gold and BTC price behavior, source: U.S. Treasury real yield data; ICE U.S. Dollar Index.

According to @rovercrc, investors are losing trust in fiat and gold is skyrocketing, a backdrop that could revive the digital gold narrative and redirect flows toward Bitcoin BTC for a safe-haven rotation trade, source: @rovercrc. Traders tracking this thesis can watch for a rebound in BTC to gold correlation, rising BTC dominance on risk-off sessions, and improving spot BTC ETF net inflows alongside gold strength, source: @rovercrc.