In September 2025, Gold extended its fourth consecutive week of profits and established a new record of $ 3,659 per ounce. Bitcoin investors observed anxiously, waiting for BTC to follow as the correlation between the two assets caught more attention.
However, capital flows can present a more complex image. It is also believed that the rally in precious metals diverts the interest of Bitcoin investors.
Experts predict gold will continue to increase
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The capitalist of Black Swan, Versan Aljarrah, citing Crescat capital data in X, said that foreign central banks now have more gold than the United States Treasury bonds for the first time since 1996. According to this, he predicted that gold could rise to $ 4,000 or more.
Other analysts added more reasons behind the continuous increase of Gold. Analist Endgame Macro explained in X that gold has broken above its peak adjusted by inflation since 1980, ending a 45 -year section.
This development is not random. It reflects a broader decrease in trust in the current monetary system, influenced by the globa of US debt, doubts about the credibility of the Fed, the increase in geopolitical tensions and purchases of the Central Banks Record of emerging markets.
“Gold not only joins because people suddenly like bright metal, meets because confidence in the system is decreasing,” said Macro’s end.
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Similarly, Ray Dalio, founder of Bridgewater Associates, warned about a stagnant environment caused by the loads of the global debt. He stressed that the financial system depends largely on converting debt into money. However, the lack of cash today makes the devaluation of the USD against other currencies more and more attractive. As a result, gold is expected to exceed.
Gold’s Rise brings a new hope for Bitcoin
Joe Consorti, a well -known Bitcoin analyst in X, said that gold generally leads BTC approximately 100 days because gold has 10 times more liquidity and a broader distribution.
Some analysts use a 90 -day delay instead of 100. But in general, consensus remains that Bitcoin generally follows gold in approximately three months.
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This BTC frames as “an echo” of gold. With the first reduction in the maintenance rate next week, the fourth quarter of 2025 seems established for strong growth.
“BTC is an echo boom. First reduction in the maintenance rate next week. The configuration of the fourth quarter is seen very well,” Consorti predicted.
Tephra Digital reinforced this opinion by examining Bitcoin’s correlation with the Global M2 supply. His chart showed that BTC tends to follow the expansion of M2 with a delay of 102 days and the gold rally with a delay of 200 days.
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“If the correlations of M2 and gold lagging with Bitcoin are maintained, the rest of the year could be very interesting. The graphs of the cards below the $ 167K – 185k point,” Tenicó Digital LLC predicted.
Although technical perspectives differ slightly, both Joe Consorti and Tephra Digital align in an upward perspective for gold and bitcoin.
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Despite optimism, some concerns persist. La Plata recently broke above $ 41, its highest level since 2012. This has caused arguments that gold and silver can attract more capital than BTC, potentially changing flows in precious metals.
“It seems that capital is beginning to turn the assets that had shot themselves, such as Bitcoin, and in traditional safe shelters such as precious metals,” Lbroad investor observed.
In addition, economist Peter Schiff stressed that Bitcoin, when valued in gold, is currently approximately 16% lower than its peak in November 2021. This indicates a wider trend in which investors favor precious metals on assets such as Bitcoin.
