According to @CryptoMichNL, gold’s strong and overextended rally is likely to enter a corrective phase, opening an 18–24 month window for BTC and broader crypto to outperform, source: @CryptoMichNL on X, Jan 4, 2026. According to @CryptoMichNL, he cites prior cycles where gold peaked and consolidated in 2016 before Bitcoin’s 2017 surge, and a similar pattern reappeared into 2020, source: @CryptoMichNL on X, Jan 4, 2026. According to @CryptoMichNL, this macro momentum shift suggests traders may position for a rotation from gold into BTC and crypto during gold’s correction window, focusing on medium-term allocations and relative-strength setups favoring BTC over gold, source: @CryptoMichNL on X, Jan 4, 2026.

According to @CryptoMichNL, platinum rallied to 2,500 dollars and then fell more than 20 percent within three days, highlighting extreme commodities volatility, source: @CryptoMichNL on X dated 2025-12-31. He interprets the spike then sharp reversal as a late cycle signal similar to 2020 that typically leads to a consolidation phase in commodities, source: @CryptoMichNL on X dated 2025-12-31. He states this backdrop opens a window for risk on assets and holds a bullish view on Bitcoin BTC and Ethereum ETH into 2026 while being bearish on commodities, source: @CryptoMichNL on X dated 2025-12-31. For traders, his thesis implies monitoring rotation from commodities to BTC and ETH and watching relative momentum as the consolidation unfolds, source: @CryptoMichNL on X dated 2025-12-31.

According to @CryptoMichNL, the BTCUSD/Gold ratio has been trending lower since the summer as gold has significantly outperformed BTC since August and the ratio has stayed below the 20-day moving average, source: @CryptoMichNL on X, Dec 30, 2025. According to @CryptoMichNL, traders should watch for a potential breakout in the BTCUSD/Gold chart as a rotation play that he does not expect in the final two days of the year but sees as likely in the first days of the new year, source: @CryptoMichNL on X, Dec 30, 2025. According to @CryptoMichNL, a strong bullish divergence on the ratio implies a reversal may be near, with BTC likely to outperform gold for multiple months, while noting this outperformance does not automatically mean a sharp BTC rally, source: @CryptoMichNL on X, Dec 30, 2025. According to @CryptoMichNL, this behavior aligns with correlations observed across altcoins, source: @CryptoMichNL on X, Dec 30, 2025.

According to @CryptoMichNL, the daily timeframe shows a massive bullish divergence between BTCUSD and Gold, with Gold declining while Bitcoin consolidates, indicating momentum is turning toward BTC, source: @CryptoMichNL. The analyst states that if this divergence is valid, Bitcoin is likely to outperform Gold in the coming period, highlighting a potential rotation trade favoring BTC over Gold, source: @CryptoMichNL. He cites historical analogues in Q3 2024, just before Bitcoin broke toward the $100K barrier, and in Q4 2022 at the end of the Bitcoin bear market, source: @CryptoMichNL. The overarching view is that a big rotation is on the horizon with relative strength favoring BTC against Gold on the daily timeframe, source: @CryptoMichNL.

According to @cas_abbe, silver is weakening while Bitcoin BTC is strengthening, signaling a rotation from precious metals into BTC often framed as the digital gold flip, source: @cas_abbe on X, Dec 29, 2025. According to @cas_abbe, traders can validate this thesis by monitoring the BTC/XAG ratio for a sustained breakout alongside rising volume and positive momentum to confirm rotation, source: @cas_abbe on X, Dec 29, 2025. According to @cas_abbe, risk management should consider invalidation if silver outperforms BTC and the BTC/XAG ratio loses trend, implying the rotation thesis is weakening, source: @cas_abbe on X, Dec 29, 2025. According to @cas_abbe, the crypto market implication is potential BTC dominance gains and liquidity rotation away from commodity hedges, which can pressure altcoin performance during such flows, source: @cas_abbe on X, Dec 29, 2025.

According to @BullTheoryio, the current setup—Bitcoin (BTC) roughly 30% off its peak while gold and silver rally—resembles 2020 when precious metals topped first and crypto surged after liquidity rotated into risk assets (source: @BullTheoryio). In 2020, after the March crash and Federal Reserve liquidity injections, gold rose from about $1,450 to $2,075 by August and silver rallied from roughly $12 to $29, while BTC stayed rangebound near $9,000–$12,000 for about five months (source: @BullTheoryio). After gold and silver peaked in August 2020, capital rotated into crypto, with BTC advancing from around $12,000 to $64,800 by May 2021 and total crypto market cap increasing nearly 8x by mid-2021 (source: @BullTheoryio). According to @BullTheoryio, today’s pattern shows metals leading and BTC moving sideways following a recent liquidation event, which mirrors the digestion phase seen in mid-2020 (source: @BullTheoryio). The author frames this as an early signal rather than a bearish read for crypto, suggesting traders watch for signs of a topping pause in gold and silver alongside BTC range breakouts to time risk-on rotation into BTC and broader crypto exposure (source: @BullTheoryio).

According to @CryptoMichNL, it is time to sell silver and buy Bitcoin (BTC) and altcoins, as stated in his X post urging a rotation into crypto (source: https://twitter.com/CryptoMichNL/status/2005240077136375963). The recommendation references BullionStar reporting that gold and silver hit record highs with queues at its Singapore Bullion Centre and a video showing strong physical demand (source: https://x.com/BullionStar/status/2004491460843020716). This frames a metals-to-crypto rotation view advocated by @CryptoMichNL for traders assessing allocation shifts toward BTC and altcoins on strength in precious metals demand (source: https://twitter.com/CryptoMichNL/status/2005240077136375963).

According to @CryptoMichNL, the BTC versus gold valuation has dropped to its lowest level since November 2023 as gold has rallied sharply, signaling Bitcoin may be undervalued relative to gold, source: @CryptoMichNL on X, Dec 27, 2025. According to @CryptoMichNL, while halving events enforce a technical four-year cycle, Bitcoin’s price does not have to mirror it due to multiple influencing factors, source: @CryptoMichNL on X, Dec 27, 2025. According to @CryptoMichNL, he and Dan Held discussed that a rotation from gold into BTC could follow as gold strengthens, reinforcing a relative-value setup for BTC, source: @CryptoMichNL on X referencing a New Era Finance episode, Dec 27, 2025.

According to @CNBC, UK stocks outperformed Wall Street in 2025 and investors see further upside into 2026, source: CNBC. The update highlights a relative strength dynamic between UK and US equities that is relevant for rotation and pairs-trading decisions across major indices, source: CNBC. The source did not discuss cryptocurrencies or digital assets; any crypto market implications are not stated in the report, source: CNBC.

According to @CryptoMichNL, prior market lows coincided with lows in the BTCUSD to Gold ratio, indicating BTC is undervalued relative to gold while gold appears overvalued, source: @CryptoMichNL on X, Dec 20, 2025. He notes that RSI readings below 30 marked major lows in 2015, 2018, and during the 2022 Luna capitulation, source: @CryptoMichNL on X, Dec 20, 2025. He now identifies a developing daily bullish divergence on BTC that suggests near-term upside potential, source: @CryptoMichNL on X, Dec 20, 2025. For trading, he implies watching the BTCUSD/Gold ratio for a higher low and monitoring BTC daily RSI reclaiming above 30 as momentum confirmation, source: @CryptoMichNL on X, Dec 20, 2025. He further signals potential relative rotation out of gold into BTC if the divergence plays out, source: @CryptoMichNL on X, Dec 20, 2025.

According to @BullTheoryio, the Nasdaq is approaching a new all-time high while BTC is down 27% and ETH is down 39% from their peaks, indicating a significant crypto–equity divergence that may set up a rotation trade as crypto lags equities. source: @BullTheoryio The author adds that the Russell 2000 is near its peak and equities have already priced in improving macro conditions and rising rate-cut odds, while crypto has not; if liquidity continues to improve and the rate-cut path stays supportive, the catch-up phase typically comes from BTC and ETH as the risk curve expands. source: @BullTheoryio

According to Reetika (@ReetikaTrades), U.S. stocks are roughly 1% below their all-time highs while Bitcoin (BTC) is underperforming, signaling a cross-asset divergence that traders may monitor for relative-strength and rotation setups (source: X post by Reetika on Nov 26, 2025). The post does not specify which stock index or BTC price level, so traders should validate with live market data before acting to align entries and risk levels (source: X post by Reetika on Nov 26, 2025).

According to Julian Kwan, the past month saw BTC fall about 40% while tokenized U.S. Treasury RWAs continued paying yields without interruption, and he says some sophisticated traders rotated from BTC into tokenized treasuries and are now up. Source: @julian2kwan on X, Nov 22, 2025. He adds that BTC still leads market sentiment and that combining crypto with RWA can create a value-creation flywheel with new use cases in lending, borrowing, cross-collateralization, and structured debt and equity. Source: @julian2kwan on X, Nov 22, 2025. He states that IxsFinance focuses on real world asset tokenization and offers a BTC real yield product that lets BTC holders earn USD interest in RWAs. Source: @julian2kwan on X, Nov 22, 2025. He frames the current pullback as a buying opportunity for larger investors and positions tokenized treasuries as a defensive yield sleeve relative to BTC volatility. Source: @julian2kwan on X, Nov 22, 2025.

According to @nic__carter, crypto’s 2025 weakness reflects a rotation of attention and capital toward AI, data centers, quantum, and rare earth equities, leaving digital assets with few buyers and no clear catalysts; he contrasts this with 2022’s event-driven drawdowns that markets could work through. Source: @nic__carter on X, Nov 15, 2025. He characterizes crypto as the forgotten child in 2025 while the Magnificent Seven lead market narratives, resulting in a grind lower driven by exhaustion rather than discrete shocks. Source: @nic__carter on X, Nov 15, 2025. For trading strategy, he argues the four-year cycle and alt season playbooks are obsolete, shifting edge toward projects that deliver tangible value and utility instead of narrative momentum. Source: @nic__carter on X, Nov 15, 2025. He also cites a lingering DAT hangover as part of the demand drag, reinforcing a selective, fundamentals-first approach over broad crypto beta exposure. Source: @nic__carter on X, Nov 15, 2025.

According to @EmberCN, an investor/institution with a 1,000,000 SOL allocation sold 675,000 HYPE in the last 4 hours for $23.44M USDC and purchased 126,900 SOL on Solana, source: @EmberCN. According to @EmberCN, across the last 3 days the wallet sold a cumulative 1,817,000 HYPE for $65.43M USDC at a $36 average sale price, and bridged the proceeds to buy a total of 350,000 SOL at a $186.5 average fill, source: @EmberCN. According to @EmberCN, the wallet still holds 743,000 HYPE valued at $26.12M, and the related addresses are hypurrscan.io/address/0x3c238634776662eae51dbb98ff7b624eb4cb5789, hypurrscan.io/address/0xa7067e68855944b6997d01a4b80b348fa47bfa5e, and intel.arkm.com/explorer/address/5XgbLyoMBCeEm73y5JBcFDFn9GqtwumY88uBvZUxaabW, source: @EmberCN; hypurrscan.io; intel.arkm.com. According to @EmberCN, the observed flow reflects net spot purchases of 350,000 SOL financed by HYPE sales totaling $65.43M USDC, offering trackable rotation flows for traders via the listed on-chain addresses, source: @EmberCN; hypurrscan.io; intel.arkm.com.

According to @CNBC, Deutsche Bank upgraded its view on European equities to positive versus the U.S., signaling a relative overweight to Europe against the U.S. in cross-regional allocation (source: CNBC). This relative call highlights the Europe–U.S. performance spread as a key watch for rotation between major regional benchmarks and sector leadership in the coming sessions (source: CNBC). For crypto, Bitcoin and equities correlations have risen meaningfully since 2020, so traders may monitor European risk sentiment for spillovers into BTC and ETH during EU trading hours (source: IMF). Any sustained shift in risk appetite between Europe and the U.S. following the upgrade reported by @CNBC could influence crypto beta via the correlations documented by the IMF (source: CNBC and IMF).

According to Crypto Rover, the OTHERS/BTC ratio is approaching a bullish cross, signaling potential outperformance of altcoins versus BTC in the near term, source: Crypto Rover on X, Oct 11, 2025. He warned that fading altcoins now could be a mistake, implying a potential rotation into alts against BTC if his signal plays out, source: Crypto Rover on X, Oct 11, 2025.

According to @CryptoMichNL, ETH is entering a buy-the-dip range against Bitcoin on the ETH/BTC pair, indicating a potential long setup on the cross rather than USD pairs. Source: @CryptoMichNL on X, Oct 9, 2025. The post does not provide exact price levels, stop-loss parameters, or a timeframe, limiting actionable detail to the identification of a dip-buying zone on ETH/BTC. Source: @CryptoMichNL on X, Oct 9, 2025. The signal explicitly references ETH vs BTC, highlighting a relative performance view for rotation traders tracking the ETH/BTC cross. Source: @CryptoMichNL on X, Oct 9, 2025.

According to @rovercrc, the ETH/BTC pair is taking a logical breather, indicating a pause in ETH’s relative performance versus BTC (source: @rovercrc). The author states that ETH outperformance season will return soon, signaling a bullish view on the ETH/BTC ratio in the near term (source: @rovercrc). For traders, the post implies a bias toward positioning for ETH/BTC outperformance and relative-value rotation favoring ETH over BTC (source: @rovercrc).

According to @rovercrc, IWM is surging while ETH is lagging in the current session, signaling a clear relative strength divergence that traders monitor for timing entries. According to @rovercrc, this setup indicates a potential catch-up trade favoring ETH as risk-on momentum in equities may rotate into crypto.