According to The Kobeissi Letter, Bitcoin (BTC) is up approximately 450% and Gold is up roughly 105% in under three years, highlighting outperformance of inflation-hedge assets (source: The Kobeissi Letter on X, Aug 23, 2025). According to The Kobeissi Letter, the market is pricing elevated inflation as persistent, with Gold acting as a leading indicator for months (source: The Kobeissi Letter on X, Aug 23, 2025). According to The Kobeissi Letter, asset holders have been beating inflation, reinforcing a pro-risk positioning in BTC and Gold within inflation-hedge strategies (source: The Kobeissi Letter on X, Aug 23, 2025).

According to @52kskew, there is still a lot of chasing under price in EUR, BTC, and gold, source: @52kskew on X, Aug 22, 2025. According to @52kskew, short interest in BTC is increasing, source: @52kskew on X, Aug 22, 2025.

According to Michabel van de Poppe, gold is nearing a decision point that will determine risk-on versus risk-off positioning, and a downside break in gold would be a bullish signal for altcoins to move sharply higher; source: Michabel van de Poppe on X, Aug 16, 2025. He emphasized that if gold breaks down, altcoins could see a large leg up, making golds direction a key rotation cue for crypto traders; source: Michabel van de Poppe on X, Aug 16, 2025.

According to Michaël van de Poppe, while Ethereum (ETH) and altcoins are currently in a bull market, a potential correction could occur in the coming days or weeks. The analyst points to Gold's recent upward price break as a key indicator, suggesting it is making another run towards a new all-time high. This strength in Gold is highlighted as a typically negative signal for risk-on assets, implying a potential sentiment shift that could trigger a downturn in the crypto markets.

According to Michaël van de Poppe, an interesting price build-up in Gold could lead to a breakout, potentially creating short-term downward pressure on altcoins. However, he maintains a long-term bullish outlook, stating that the market is in the 'biggest bull market ever on Altcoins.' Based on this view, he suggests that any resulting corrections are a 'great moment to accumulate' for investors.

According to Michaël van de Poppe, the price of gold is currently consolidating within a range, and a potential breakout could lead to a test of its all-time high. This analyst notes that while a rally in gold is beneficial for those holding the precious metal, it historically tends to have a negative impact on the performance of altcoins.

According to @KobeissiLetter, a significant divergence is occurring in the markets as the Nasdaq 100 reaches new all-time highs while Bitcoin (BTC) and gold remain under pressure. This pressure on BTC and gold is partly attributed to recent U.S. macroeconomic data suggesting potential stagflation; the core PCE price index for May rose 0.2%, exceeding the 0.1% forecast, while personal income and spending both declined, missing expectations. Furthermore, a recent auction of 10-year U.S. Treasury notes saw strong demand, outstripping supply by over 2.5 times according to Exante Data, which challenges the narrative that investors are rotating out of U.S. debt and into alternative assets like Bitcoin. As the U.S. national debt surpasses $36 trillion, an upcoming 30-year bond sale will be a key indicator of investor confidence. Meanwhile, BTC continues to consolidate, trading around $107,569 based on current data.

According to The Kobeissi Letter, gold is maintaining its strength, signaling that markets do not expect a major global conflict despite ongoing Israel-Iran tensions. Oil prices have risen by approximately 2% today, reflecting immediate geopolitical concerns, while the US 10-year Treasury yield is approaching 4.50%. Market sentiment, as reported by The Kobeissi Letter, suggests these factors are not expected to pose a significant long-term headwind. For cryptocurrency traders, this relative market stability and risk-on sentiment could support continued resilience in major assets like BTC and ETH, as traditional safe havens such as gold absorb short-term shocks. (Source: The Kobeissi Letter, Twitter, June 17, 2025)

According to The Kobeissi Letter, gold prices remain strong, signaling market confidence that current geopolitical tensions between Israel and Iran are not escalating toward a major global conflict. Despite a 2% rise in oil prices and the US 10-year Treasury yield approaching 4.50%, financial markets suggest these events are short-term and not expected to create lasting headwinds. For crypto traders, the steadiness in gold and muted risk-off sentiment indicate limited immediate impact on BTC and ETH, with risk assets maintaining resilience. (Source: The Kobeissi Letter, Twitter, June 17, 2025)

According to Cas Abbé on Twitter, despite widespread concerns about a potential World War 3, key market indicators such as the S&P 500 being only 2% below its all-time high, Bitcoin (BTC) holding above $100,000, oil trading below $100 per barrel, and gold remaining under $4,000 suggest that global financial markets are not currently pricing in a significant geopolitical crisis. This resilience highlights ongoing bullish sentiment in both traditional equities and the cryptocurrency market, indicating that traders do not perceive imminent global conflict as a high-probability event at this time (source: Cas Abbé, Twitter, June 17, 2025).

According to @KobeissiLetter, major asset classes—including gold—are not signaling heightened risk from the ongoing Israel-Iran conflict. Gold prices remain well below $4000 per ounce, indicating that the market does not anticipate a prolonged war. This lack of risk premium suggests traders are positioning for a potential peace deal rather than further escalation. Crypto traders may interpret market calm as a signal to maintain current positioning, as no significant flight to safe-haven assets like BTC or gold is evident at this stage (source: @KobeissiLetter on Twitter, June 16, 2025).

According to The Kobeissi Letter, gold has reclaimed the $3400 level and moved into all-time high territory, as forecasted in their alert issued one week ago (source: @KobeissiLetter, June 13, 2025). This bullish momentum in gold is resulting in deep-green positions for long traders and signals increased risk-off sentiment in traditional markets. For crypto traders, the surge in gold prices often correlates with shifts in capital allocation, potentially leading to increased volatility in major cryptocurrencies like BTC and ETH as investors reassess hedging strategies.

According to Michaël van de Poppe on Twitter, recent macroeconomic and geopolitical developments have reinforced gold's strength, as the metal continues to test key resistance levels. While gold approaches an all-time high (ATH), altcoins are experiencing a correction, highlighting a divergence in performance. Traders should watch gold's resistance closely, as a breakout could signal further gains for gold and continued pressure on altcoins, potentially driving capital outflows from the crypto market into traditional safe havens like gold (source: Michaël van de Poppe, Twitter).

According to The Kobeissi Letter, gold prices rebounded from the $3120 uptrend support in mid-May after their trading alert recommended a buy. The position, aimed at a move to $3400+, has now entered deep profit territory as of June 2025, confirming the strength of the $3120 support level (Source: @KobeissiLetter, June 9, 2025). This significant rally in gold is driving increased interest in inflation hedges and safe-haven assets, which may influence cryptocurrency markets as traders seek alternatives to volatile fiat and equities.

According to AltcoinGordon, if gold reaches $5,000, historical price correlations indicate that Bitcoin could surge to $155,000 or higher. This analysis is based on past cycles where significant gold price movements have preceded major rallies in Bitcoin, highlighting a strong positive correlation between precious metals and leading cryptocurrencies. Traders should monitor gold's price action closely, as a breakout could signal a substantial bullish phase for Bitcoin and the broader crypto market. (Source: @AltcoinGordon, Twitter, May 7, 2025)

According to The Kobeissi Letter, gold has extended its 2-day gain by over $160, surging to $3,400 per ounce as of May 6, 2025 (source: The Kobeissi Letter on Twitter). This sharp rally signals a shift in global risk sentiment, often leading traders to reallocate capital toward safe-haven assets, which has historically influenced flows into both gold and digital assets like Bitcoin. Traders should monitor correlations between gold and cryptocurrencies, as rising gold prices may hint at increased institutional demand for alternative stores of value, possibly impacting crypto volatility and liquidity in the near term (source: The Kobeissi Letter).

According to The Kobeissi Letter, gold prices have surged for the second consecutive day, increasing by another 1.5% and approaching $3,400 per ounce (source: The Kobeissi Letter, May 6, 2025). This momentum signals strong bullish sentiment in the precious metals market, attracting traders seeking safe-haven assets during market volatility. Technical indicators now show overbought conditions, suggesting potential short-term resistance near the $3,400 level. Traders are closely monitoring volume and macroeconomic drivers, as further moves above $3,400 could trigger breakout trading strategies or profit-taking (source: The Kobeissi Letter).

According to The Kobeissi Letter, gold prices have surged above $3,300 per ounce, continuing an aggressive rally even as the S&P 500 has climbed 17% from its April 7th low (source: @KobeissiLetter, Twitter, May 5, 2025). Notably, the gold ETF $GLD has outperformed the S&P 500 by 35 percentage points since 2020. This significant outperformance highlights strong investor demand for gold as a hedge, signaling potential momentum for trend-following traders and reinforcing gold's role as a safe haven asset in diversified portfolios (source: @KobeissiLetter, Twitter). Traders should monitor gold price action for potential breakout opportunities and consider the ongoing strength relative to equity markets.

According to The Kobeissi Letter, a buy alert was issued for gold at $3255 on Friday, and positions are now in profit following a significant $90 price surge today (source: The Kobeissi Letter). This move confirms bullish momentum and suggests strong institutional demand. Traders monitoring gold futures should note the breakout above recent resistance, as this price action could attract further momentum buying and short covering. Continued monitoring of volume and order flow is essential for assessing the sustainability of this rally (source: The Kobeissi Letter on Twitter).

According to @KobeissiLetter citing @TaviCosta, central bank gold purchases remain historically strong, with gold holdings as a percentage of global reserves reaching approximately 18%, the highest level in 26 years. Simultaneously, foreign holdings of US Treasuries have fallen to about 23% of total US government debt, the lowest in 22 years. These shifts indicate a significant move away from US Treasuries toward gold as a reserve asset, suggesting potential volatility in the bond market and increased demand for gold. Traders should monitor treasury yields and gold prices closely, as these macro trends may drive further capital flows into precious metals and away from US debt instruments (source: @KobeissiLetter, @TaviCosta).