According to @rovercrc, gold has printed a new all-time high at 3,900 and Bitcoin will follow, signaling a potential cross-asset momentum rotation into BTC [Source: @rovercrc on X]. Based on @rovercrc's claim, traders should first verify spot XAUUSD or COMEX gold futures prints near 3,900 before positioning, as no corroborating chart or timestamped price data was provided in the source [Source: @rovercrc on X]. Building on the source’s bullish signal for BTC, traders can monitor BTC spot and perpetuals for a confirmed breakout through recent highs on rising volume and funding, using gold strength as the trigger condition from the source [Source: @rovercrc on X]. Given the source’s view that BTC will follow gold, watch BTC dominance and BTCUSD relative strength versus XAUUSD to validate the thesis before increasing risk exposure, with invalidation if gold’s push above 3,900 fails on a daily close per the source-driven setup [Source: @rovercrc on X].

According to @KobeissiLetter, the S&P 500 is up about 40 percent over the last six months, gold is nearing 4,000 US dollars per ounce, Bitcoin (BTC) reached a record 2.5 trillion US dollars in market capitalization, and the US Dollar is on track for its worst year since 1973 (source: @KobeissiLetter, Oct 5, 2025). According to @KobeissiLetter, the thread frames this as a cross-asset surge versus US Dollar weakness and asks whether markets are that strong or the Dollar is just crashing, providing a trading context across equities, gold, BTC, and the Dollar trend (source: @KobeissiLetter).

According to the source, a sharp rally in gold prices has been reported; traders should verify the move against CME Gold futures settlements and the LBMA Gold Price benchmark before acting (sources: CME Group; London Bullion Market Association). For BTC, sustained declines in US 10-year TIPS real yields have coincided with upside phases such as 2020 and late 2023; monitor the real yield series as a primary macro driver (sources: Federal Reserve Economic Data; Coin Metrics research). A weaker US Dollar Index (DXY) often aligns with stronger crypto risk appetite; watch for DXY breakdowns as a tailwind for BTC (source: Federal Reserve Economic Data). Spot BTC ETF net inflows remain a high-impact catalyst for price discovery; track daily creations and redemptions from issuers to gauge demand (sources: SEC filings; BlackRock iShares; Fidelity Investments). Expansion in CME Bitcoin futures basis and open interest tends to confirm trend strength; rising basis with controlled funding typically reduces squeeze risk (source: CME Group). On-chain indicators such as realized profit/loss ratios and exchange balances help identify supply overhang or absorption during gold-led macro moves (source: Glassnode).

According to @ReutersBiz, gold ETFs are seeing a flood of inflows in 2025 as gold prices hit multi-year highs, reinforcing the safe-haven narrative. Source: @ReutersBiz. The source notes that Cinthia Murphy from TMX VettaFi explains the trend. Source: @ReutersBiz. For traders, the combination of heavy ETF inflows and multi-year price highs supports a momentum-following bias in gold-related exposures and warrants close monitoring of ETF flow and liquidity metrics for trend confirmation and risk management. Based on @ReutersBiz. While the source does not mention crypto, crypto traders can monitor gold safe-haven flows as a macro risk gauge when positioning in volatile assets. Based on @ReutersBiz.

According to @KobeissiLetter on X (Sep 22, 2025), stocks are rising like the US economy is booming while oil prices are falling like a recession is approaching, highlighting a sharp cross-asset divergence relevant for crypto risk management, source: @KobeissiLetter on X, Sep 22, 2025. According to @KobeissiLetter, gold is climbing as if the Fed is cutting into inflation and Bitcoin BTC is declining as if Fed rate cuts are being postponed, pointing to policy expectations pressuring digital assets, source: @KobeissiLetter on X, Sep 22, 2025. According to @KobeissiLetter, home prices are rising as if more rate cuts are coming and Treasury yields are rising like stagflation has arrived, framing a new era of monetary policy that could drive BTC liquidity and volatility through yield and policy expectations, source: @KobeissiLetter on X, Sep 22, 2025.

According to @w_thejazz, U.S. equities are higher with S&P 500 at 6,664.36 (+0.49%), NASDAQ at 22,631 (+0.72%), and Dow at 46,315 (+0.37%). According to @w_thejazz, volatility eased with VIX at 15.45 (-1.59%) while Bitcoin is at $116,017 (+0.28%) and gold at $3,671.50 (+0.76%). According to @w_thejazz, oil is weaker at $62.68 (-1.40%) and EUR/USD is 1.1745 (-0.68%), indicating a stronger USD versus EUR in this snapshot. According to @w_thejazz, traders can anchor intraday levels at BTC $116,017 and VIX 15.45 while noting concurrent equity gains and gold strength when assessing cross-asset risk alignment.

According to @ReetikaTrades, stocks and gold are rising while crypto underperforms, highlighting a cross-asset divergence that can shape near-term flows in BTC and ETH, source: Reetika (@ReetikaTrades). Empirically, Bitcoin’s correlation with equities has been positive in recent cycles, so sustained equity strength can later spill into crypto when risk appetite broadens, though correlations can break during stress, source: International Monetary Fund 2022; Bank for International Settlements 2022. When gold and stocks advance together, it often reflects liquidity plus hedging demand, and momentum effects can persist across assets, source: Baur and Lucey 2010; Moskowitz, Ooi, and Pedersen 2012. Traders can monitor BTC dominance and the ETH/BTC spread for rotation signals, and track funding rates and CME futures basis for evidence of leverage returning to crypto, source: TradingView; CoinMarketCap; CME Group.

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 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.