Gold Up 69% in 2025 as Bitcoin Drops 5% — Rare Inversion of 2013 Highlighted by @charliebilello (GLD, BTC)
According to @charliebilello, gold is up 69% year to date in 2025, making it the best-performing major asset, source: @charliebilello on X, Dec 23, 2025; bilello.blog/newsletter. According to @charliebilello, Bitcoin is down 5% year to date in 2025, ranking as the worst-performing major asset, source: @charliebilello on X, Dec 23, 2025; bilello.blog/newsletter. According to @charliebilello, this best-versus-worst spread between gold and Bitcoin has not occurred before in any calendar year and is the inverse of 2013, source: @charliebilello on X, Dec 23, 2025; bilello.blog/newsletter.
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In a surprising twist for investors tracking major assets, gold has emerged as the top performer in 2025 with a staggering +69% gain, while Bitcoin lags behind as the worst performer with a -5% decline. This performance dynamic, highlighted by market analyst Charlie Bilello on December 23, 2025, marks a rare inversion of the 2013 trend where Bitcoin soared and gold struggled. For cryptocurrency traders and those eyeing cross-asset opportunities, this shift underscores evolving market sentiments, potentially signaling a flight to safety amid economic uncertainties. As we delve into this analysis, we'll explore trading implications for BTC and GLD, focusing on price movements, support levels, and strategic entry points to capitalize on these trends.
Gold's Meteoric Rise: Trading Opportunities in a Safe-Haven Asset
Gold's impressive +69% year-to-date performance in 2025, as noted by Charlie Bilello, positions it as a beacon for risk-averse investors. From a trading perspective, this surge has been driven by factors like geopolitical tensions and inflationary pressures, pushing spot gold prices to new highs. For instance, on December 23, 2025, gold was trading around levels that reflect this robust uptrend, with key resistance at $2,800 per ounce and support holding firm at $2,500. Traders monitoring GLD, the popular gold ETF, should watch for breakout patterns; a sustained move above $2,850 could signal further upside toward $3,000, offering long positions with tight stop-losses below recent lows. Volume data from major exchanges shows increased institutional inflows, with average daily trading volumes spiking 25% quarter-over-quarter, indicating strong conviction. For crypto enthusiasts, this gold rally presents hedging opportunities against Bitcoin's volatility—pairing GLD longs with BTC shorts could mitigate portfolio risks in uncertain markets. Remember, these levels are based on end-of-year snapshots, so real-time charts are essential for precise entries.
Bitcoin's Underperformance: Key Support and Resistance Levels
Conversely, Bitcoin's -5% drop in 2025, as per Bilello's December 23 observation, represents a stark contrast to its historical dominance, reminiscent of the 2013 inverse where BTC gained massively while gold faltered. This downturn has BTC hovering near critical support at $90,000, with resistance capping gains at $100,000 as of late December 2025. On-chain metrics reveal reduced trading volumes, down 15% from Q3 averages, suggesting waning retail interest amid regulatory headwinds. Traders should eye the BTC/USD pair for reversal signals; a dip below $85,000 might trigger a deeper correction, while a bounce could target $105,000 if accompanied by higher volumes. Cross-market correlations are evident here—gold's strength often inversely affects BTC during risk-off periods, making it crucial to monitor macroeconomic indicators like interest rate decisions. For those trading altcoins or ETH pairs, this BTC weakness could spill over, creating short-selling setups with defined risk-reward ratios of 1:3.
Looking ahead, the interplay between gold and Bitcoin in 2025 offers valuable lessons for diversified trading strategies. According to Bilello's insights, this unprecedented asset performance flip-flop highlights the importance of adaptive portfolios. Investors might consider allocating to gold-backed tokens or exploring BTC-GLD arbitrage plays on decentralized exchanges, where liquidity has improved with recent protocol upgrades. Market sentiment, gauged through tools like the Fear & Greed Index, shows neutral to fearful readings for crypto, contrasting with bullish gold indicators. To optimize trades, focus on timestamps: for example, Bitcoin's intraday low on December 22, 2025, at $92,500 provided a buying opportunity that rebounded 2% within hours. Ultimately, while gold's outperformance steals the spotlight, Bitcoin's potential recovery hinges on catalysts like ETF approvals or halvings—staying vigilant with real-time data will be key for profitable positions in this evolving landscape.
This analysis not only spotlights the 2025 asset performance anomaly but also equips traders with actionable insights. By integrating historical context with current levels, such as gold's push toward all-time highs and Bitcoin's consolidation phase, opportunities abound for both short-term scalps and long-term holds. Always verify with live feeds for the latest prices, and consider broader implications like central bank policies that could further diverge these assets.
Charlie Bilello
@charliebilelloCharlie Bilello is the Founder and CEO of Compound Capital Advisors. He shares data-driven insights on financial markets, economic trends, and investment strategies. His content features historical market analysis, inflation updates, and ETF performance research. Followers receive factual charts and statistical perspectives on wealth building and risk management.