According to @KobeissiLetter, the gold-to-silver ratio is above 80 on an annual basis, near the highest level since the 1980s, indicating stretched relative valuation conditions (source: @KobeissiLetter). The post states the ratio is roughly 2.58 standard deviations above its long-term historical mean, citing Crescat Capital, which underscores the magnitude of the divergence (source: @KobeissiLetter, citing Crescat Capital). It notes the ratio has remained above this threshold for about five years since 2020, compared with about three years in the 1930s and two years in the 1980s, highlighting unusual persistence (source: @KobeissiLetter). Based on this context, the post characterizes silver as historically cheap relative to gold and suggests potential catch-up in performance from silver if mean reversion occurs (source: @KobeissiLetter).

According to @CryptoMichNL, gold’s weekly structure is stretched, with the monthly and quarterly timeframes overextended to the upside. Source: @CryptoMichNL on X, Nov 14, 2025. He prefers to protect and hedge at current prices, noting that a correction to 3,600-3,700 would be healthy for the asset. Source: @CryptoMichNL on X, Nov 14, 2025. He adds that consolidation in gold tends to benefit risk-on assets and likely precedes a strong move in the crypto markets. Source: @CryptoMichNL on X, Nov 14, 2025.

According to @KobeissiLetter, gold is pushing toward $4,100 per ounce amid progress on the US government's funding deal. According to @KobeissiLetter, the move places gold about 7% below record highs, setting up a potential breakout watch for traders. According to @KobeissiLetter, rising US deficit spending expectations are the cited catalyst supporting safe-haven demand in gold.

According to @52kskew, traders should monitor the 4-hour trend on Gold and Bitcoin (BTC) this week for potential directional cues, as stated in a post on X dated Nov 10, 2025 (source: @52kskew). According to @52kskew, no specific price levels or targets were provided, with the emphasis solely on the 4H timeframe focus (source: @52kskew).

According to @business, gold edged higher as traders weighed a weakening US economy against progress on ending the US government shutdown. According to @business, haven demand supported the move while signs of a potential resolution to the shutdown limited further upside as markets balanced risk and policy headlines.

According to @smtgpt, JPMorgan analysts view Bitcoin (BTC) as undervalued relative to gold, highlighting a potential mispricing in the BTC/XAU ratio that is relevant for relative-value trading. Source: @smtgpt on X (Nov 7, 2025). Traders can monitor the BTC/XAU ratio and gold price momentum for confirmation and timing of crypto-macro positioning. Source: @smtgpt on X (Nov 7, 2025).

According to the source, a social post asks which reaches 5000 first, ETH or gold, framing a relative trade between a high-beta crypto asset and a macro-driven commodity; source: original social post. For ETH, the EIP-1559 fee-burn mechanism reduces net supply as on-chain demand rises, tightening float and increasing sensitivity to network activity; source: Ethereum Foundation EIP-1559 documentation. U.S. spot ETH ETFs enable creations and redemptions that can convert traditional inflows into underlying ETH demand and affect spot-futures basis dynamics; source: U.S. SEC spot ETH ETF approval orders and issuer prospectuses. Proof-of-Stake staking removes ETH from liquid circulation and pays protocol rewards, which can amplify price impact from incremental flow changes; source: Ethereum Foundation Proof-of-Stake and Beacon Chain documentation. For gold, price performance is closely tied to U.S. real yields and the dollar, with lower real yields historically supportive for gold; source: Federal Reserve economic data and World Gold Council research. Central bank net gold purchases have been a persistent demand pillar, supporting dips and tightening available float; source: World Gold Council quarterly demand trends. Traders comparing paths to 5000 should track ETH ETF net creations, gas burn and L2 activity alongside U.S. real yields, dollar index levels, and central bank gold buying to calibrate relative momentum; source: ETF issuer flow reports, Ethereum network statistics, Federal Reserve data, and World Gold Council updates.

According to Michaël van de Poppe (@CryptoMichNL) on X (Oct 16, 2025), the current gold chart resembles Bitcoin’s 2017 and 2021 peaks with heavy retail buying, and he warns that a correction could follow as it did then, adding that crypto — particularly BTC — may mirror gold’s move with even greater magnitude, signaling elevated downside risk and volatility for traders (source: @CryptoMichNL on X).

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.