According to @rovercrc, gold added over $10 trillion in market value this year and he argues this supports long-term bullishness for Bitcoin, source: @rovercrc on X, Oct 19, 2025. For context, the World Gold Council estimated total above-ground gold value around $13–15 trillion in 2024, so a $10 trillion increase would imply roughly a 60–75% year-over-year rise from that base that traders should verify against current XAUUSD levels, source: World Gold Council; LBMA Gold Price. Bitcoin’s market capitalization ranged roughly $0.8–$1.3 trillion during 2024, making a hypothetical $10 trillion gold increase equivalent to about 8–12 times BTC’s entire 2024 market cap range, source: CoinMarketCap historical data. If safe-haven demand is accelerating into gold, watch for spillover into BTC via the digital-gold narrative by tracking BTC–gold rolling correlation and spot Bitcoin ETF net inflows, source: Coin Metrics correlation series; CoinShares Digital Asset Fund Flows Weekly. Key macro confirms for risk appetite include U.S. real yields and DXY, which are widely monitored drivers for both gold and BTC price behavior, source: U.S. Treasury real yield data; ICE U.S. Dollar Index.

According to Paolo Ardoino, demand for Tether Gold (XAUt) is increasing daily from both institutional and retail investors, signaling stronger interest in gold-backed crypto exposure, source: Paolo Ardoino on X, Oct 18, 2025. XAUt is issued by Tether and is designed to represent ownership of allocated gold bars while tracking the price of physical gold on public blockchains, which anchors its valuation to gold markets for trading and risk management, source: Tether official product materials. For trading execution, participants should monitor changes in XAUt circulating supply, exchange order-book depth, and any premium or discount versus spot gold on venues listing XAUt pairs (e.g., XAUt-USD) to gauge liquidity and slippage risk, source: Tether transparency disclosures and Bitfinex market listings. Ardoino also framed BTC and gold as hedges, a narrative that can influence allocation between BTC and gold proxies like XAUt during risk-off periods, source: Paolo Ardoino on X, Oct 18, 2025.

According to @CryptoMichNL, gold’s strong move higher increases the upside potential for Bitcoin BTC, highlighting a constructive setup for crypto if safe-haven flows persist; source: X - @CryptoMichNL, Oct 8, 2025. According to @CryptoMichNL, the same gold surge also suggests something is cracking in the broader economy, elevating macro risk considerations for crypto traders; source: X - @CryptoMichNL, Oct 8, 2025.