Gold just crossed $5,000/oz—up 81.7% YoY.
Bitcoin's at $88k, down 29% from its $124k ATH hit in August. That's the divergence that creates the opportunity. When macro uncertainty spikes, tradfi flows to what balance sheets understand. Central banks bought 60 tonnes/month of gold but here's the setup:
After every major gold rally driven by uncertainty, capital rotates into higher beta assets once the immediate fear subsides.
Expect rotation into BTC over the next few months as macro stabilizes. The $124k ATH isn't a ceiling... it's the floor for the next leg.
Bitcoin's at $88k, down 29% from its $124k ATH hit in August. That's the divergence that creates the opportunity. When macro uncertainty spikes, tradfi flows to what balance sheets understand. Central banks bought 60 tonnes/month of gold but here's the setup:
After every major gold rally driven by uncertainty, capital rotates into higher beta assets once the immediate fear subsides.
Expect rotation into BTC over the next few months as macro stabilizes. The $124k ATH isn't a ceiling... it's the floor for the next leg.
