According to @CryptoMichNL, Bitcoin’s RSI has dropped below 30 to the lowest level since the 2015, 2018, and 2022 crash bottoms, levels that historically preceded strong market reactions (source: @CryptoMichNL on X, Dec 24, 2025). In those prior instances, BTC significantly outperformed Gold in the following year, while Gold outperformed BTC in the year prior to the sub-30 RSI prints, indicating a potential BTC-over-Gold rotation if the pattern persists (source: @CryptoMichNL on X, Dec 24, 2025). The author also notes Gold has significantly outperformed Bitcoin over the past year and discusses whether the BTC 4-year cycle remains intact in a recent episode with @danheld (source: @CryptoMichNL on X, Dec 24, 2025; source: YouTube discussion https://www.youtube.com/watch?v=nh3AHrQBles).

According to @EricBalchunas, BlackRock’s gold ETF IAU is up 64% year-to-date, its strongest gain on record by a factor of 3, and has taken in over $10 billion, also a record, source: @EricBalchunas. Despite this historic strength in gold flows, BlackRock’s Bitcoin ETF IBIT is featured among the firm’s biggest investment themes for 2025, source: @EricBalchunas. For traders, this juxtaposition highlights institutional focus on BTC ETF products alongside robust gold demand, making IBIT versus IAU net creations and asset flows a key relative indicator to watch, source: @EricBalchunas. Monitoring daily fund flows and volume divergence between IBIT and IAU can help gauge near-term BTC liquidity impact versus gold, source: @EricBalchunas.

According to @simplykashif, Michael Saylor stated in a video that Bitcoin is moving from a $2 trillion asset to $20 trillion and eventually $200 trillion over the next 20-30 years, and that gold will not see comparable growth, source: @simplykashif. Based on those figures, the implied BTC market cap path is a 10x move to $20T and a 100x move to $200T from the cited $2T baseline, offering a long-horizon bullish framework for positioning, source: @simplykashif. Using the projections, a 2T to 20T move implies an approximate compound annual growth rate of about 12 percent over 20 years or about 8 percent over 30 years, while a 2T to 200T move implies about 26 percent over 20 years or about 17 percent over 30 years, which traders can use as return benchmarks versus gold, source: @simplykashif. The statement explicitly frames BTC as a higher growth allocation than gold for macro portfolio construction across digital assets and precious metals, source: @simplykashif.

According to @charliebilello, gold is up about 60% year to date in 2025, making it the best-performing major asset. Source: Charlie Bilello on X (Dec 6, 2025); bilello.blog/newsletter. According to @charliebilello, Bitcoin (BTC) is down about 4% year to date in 2025, ranking as the worst-performing major asset. Source: Charlie Bilello on X (Dec 6, 2025); bilello.blog/newsletter. According to @charliebilello, this gold-leads and Bitcoin-lags setup has not occurred in any prior calendar year and is the inverse of 2013. Source: Charlie Bilello on X (Dec 6, 2025); bilello.blog/newsletter. For traders, the GLD versus BTC year-to-date performance spread is roughly 64 percentage points, underscoring extreme cross-asset dispersion to monitor in momentum and rotation screens. Source: Calculated from @charliebilello’s reported figures; Charlie Bilello on X (Dec 6, 2025).