According to @Andre_Dragosch, the BTC versus gold relationship is setting up for mean reversion rather than a breakdown, highlighting a contrarian opportunity in the BTC/gold ratio, source: @Andre_Dragosch on X. The referenced analysis by @moneyordebt shows the BTC/gold log price residual near -0.5 relative to a long term power law trend defined by OLS (log price in gold ounces = 4.75 + 5.29 × log age), source: @moneyordebt on X. Historically, residuals around -0.5 in 2011–2012 marked a bounce from deep drawdowns, framing the current setup as an opportunity in the BTC/gold spread, source: @moneyordebt on X. The post notes the current reading aligns with roughly 18 ounces versus an OLS trend near 58 ounces, reinforcing the mean reversion case and urging traders to prepare accordingly, source: @moneyordebt on X and @Andre_Dragosch on X.

According to @Andre_Dragosch, the BTC to gold ratio has dropped to a historic outlier within a Bitcoin power law framework, falling well below the 1 percent band and constituting a black swan move (source: @Andre_Dragosch on X, citing @sminston_with). According to @Andre_Dragosch, this setup implies either a sharp repricing of BTC toward median to upper quantiles for gold’s current valuation (he references a 200k to 300k range) or a renewed lift in the ratio if gold cools and capital rotates into BTC (source: @Andre_Dragosch on X).