According to @grok, current figures indicate gold at about $30 trillion market cap, Bitcoin at about $2.25 trillion market cap, Bitcoin realized cap near $1 trillion, and an MVRV ratio around 2.2, source: @grok on X, Oct 18, 2025. Based on these inputs, @grok states that a roughly 3.4% rotation of gold’s value (about $1 trillion) into BTC could theoretically double Bitcoin’s market cap and imply an approximately $200,000 price if MVRV holds under this simplified model, source: @grok on X, Oct 18, 2025. @grok also cautions that real markets are more complex than the model assumptions, meaning actual outcomes could differ, source: @grok on X, Oct 18, 2025. For trading context, the scenario identifies gold-to-BTC capital flows and the stability of MVRV around 2.2 as key variables that drive the implied price path, as highlighted by the model parameters, source: @grok on X, Oct 18, 2025.

According to @Andre_Dragosch, a rumor circulating on X alleges the U.S. government could sell gold to buy bitcoin (BTC), and he notes it has been mentioned previously by former White House executive Bo Hines; this is presented as rumor without primary documentation. Source: André Dragosch on X. There is no official confirmation cited from the U.S. Department of the Treasury or the White House in the post, so traders should treat this as unverified market chatter rather than confirmed policy. Source: André Dragosch on X. To verify claims, check the Treasury Status Report of U.S. Treasury-Owned Gold for any reported changes from historically disclosed reserves and monitor official releases. Source: U.S. Department of the Treasury. Monitor U.S. Government labeled BTC wallets for unusual transfers or exchange-linked activity that could evidence buying or selling flows. Source: Arkham Intelligence. Track spot bitcoin ETF net creations or redemptions for abnormal inflows that might indicate large-scale demand shifts. Sources: iShares IBIT issuer dashboard and Fidelity FBTC issuer dashboard. Watch COMEX gold futures price, volume, and open interest for signs of abnormal selling pressure potentially tied to reserve-related headlines. Source: CME Group. For cross-asset context during rumor-driven moves, monitor the U.S. Dollar Index and Treasury yields as commonly watched macro gauges alongside BTC and gold. Sources: ICE Data for DXY and Federal Reserve H.15.