Traders’ Move Off Bitcoin, Shift Capital Flows To Gold, AI And Tech Stocks

Bitcoin (BTC) and gold are showing very different profiles in 2026. Gold has climbed 153% since the start of 2024, while Bitcoin is down roughly 30% over the same stretch.  One analyst said that the gap lines up with steady growth in global money supply, cooling appetite for risky tech stocks, and falling crypto exchange balances. Together, these changes are shaping how both assets are trading in the market.  Rising liquidity and tech stock speculation fail to supercharge Bitcoin In an X post, Fidelity director of global macro, Jurrien Timmer…

Middle East Tensions Drive Flight to Gold as Investors Exit Equities, BTC

Rising tensions in the Middle East are pushing investors toward safe-haven assets, with gold demand climbing as investors flee equities and crypto markets. On Wednesday, reports revealed that Iran has sharply increased crude oil exports, with shipments from Kharg Island reaching roughly 20.1 million barrels between Feb. 15 and Feb. 20, about three times January’s level, as a preemptive supply release and a hedge against possible disruption if tensions with the United States escalate. At the same time, increasingly hawkish US rhetoric regarding Iran’s nuclear program has raised expectations of…

CryptoQuant Says Bitcoin Is In A ‘Not Digital Gold’ Period

Shrinking crypto market liquidity is a concerning sign for crypto asset valuations, as investors gravitate towards safe-haven assets like precious metals amid growing global trade uncertainty. The stagnating stablecoin supply is presenting a “notable headwind” for Bitcoin (BTC) and the broader crypto ecosystem, according to Matrixport. “Stablecoins serve as the primary liquidity rail within digital assets and stagnation in supply often signals that capital is being off-ramped back into fiat rather than redeployed within crypto markets,” said the digital asset platform in a Tuesday X post.  The stablecoin supply has…

Tether brings tokenized gold dividends to public markets via XAU₮

Tether said Tether Gold XAU₮ has reached a milestone for the gold industry, becoming the first publicly listed gold company structure to offer shareholders the option to receive dividends in tokenized gold. Elemental Royalty Corporation announced that investors can elect to receive dividends denominated in XAU₮ rather than cash, linking traditional royalty payouts directly to blockchain-based gold ownership. XAU₮ is backed by physical gold and enables holders to gain direct exposure to bullion while benefiting from digital transferability and settlement. Tether CEO Paolo Ardoino said the move represents a step…

Peter Schiff: Gold and silver prices will continue to rise, central banks are increasing gold purchases, and investors are shifting from bonds to hard assets

Gold and precious metals have validated long-term investment strategies as their prices rise. Precious metals mining stocks are currently undervalued despite recent gains in their profits. Gold and silver prices are expected to continue rising, not reverting to previous lower levels. Key Takeaways Gold and precious metals have validated long-term investment strategies as their prices rise. Precious metals mining stocks are currently undervalued despite recent gains in their profits. Gold and silver prices are expected to continue rising, not reverting to previous lower levels. Inflationary monetary policies are prompting a…

Willy Woo Flags Q Day Risk as Bitcoin’s Valuation Versus Gold Slips

Onchain analyst and early Bitcoin adopter Willy Woo is warning that growing attention to quantum computing risks is starting to weigh on Bitcoin’s long-term valuation case against gold. Woo argued in a Monday X post that markets had begun to price in the risk of a future “Q‑Day” breakthrough — shorthand for the moment when a powerful enough quantum computer exists to break today’s public key cryptography. Roughly 4 million “lost” Bitcoin (BTC) — coins whose private keys are presumed gone — could be dragged back into play, Woo argued,…

Andrew Gold: Content creators struggle with authenticity vs. audience demands, the algorithm’s role in shaping discourse, and the challenges of ideological extremism

Content creators face a constant struggle between maintaining authenticity and catering to audience preferences. Algorithms on platforms like YouTube can pressure creators to focus on popular topics, potentially at the cost of personal interests. The influence of algorithms can lead to echo chamb… Key Takeaways Content creators face a constant struggle between maintaining authenticity and catering to audience preferences. Algorithms on platforms like YouTube can pressure creators to focus on popular topics, potentially at the cost of personal interests. The influence of algorithms can lead to echo chambers, reinforcing existing…

Bob Murphy: Gold is preferred over Bitcoin in economic uncertainty, central banks are ending dollar hegemony, and the US is losing its superpower status

In times of economic uncertainty, gold is often preferred over Bitcoin as a safe haven asset. The global economic landscape is shifting towards a multipolar world, diminishing the US’s role as the dominant superpower. Central banks are actively diversifying their reserves away from the US dollar,… Key takeaways In times of economic uncertainty, gold is often preferred over Bitcoin as a safe haven asset. The global economic landscape is shifting towards a multipolar world, diminishing the US’s role as the dominant superpower. Central banks are actively diversifying their reserves away…

Bitcoin Trades Like Growth Stock, Not Gold: Grayscale

Bitcoin’s long-standing narrative as “digital gold” is being put to the test as its recent price action increasingly resembles that of a high-risk growth asset rather than a traditional safe haven, according to new research from Grayscale. Report author Zach Pandl said on Tuesday that while Grayscale still views Bitcoin (BTC) as a long-term store of value due to its fixed supply and independence from central banking authorities, recent market behavior suggests otherwise. “Bitcoin’s short-term price movements have not been tightly correlated with gold or other precious metals,” Pandl wrote,…

Billionaire Thomas Kaplan predicts new highs for gold as it reclaims $5K

Billionaire investor Thomas Kaplan remains resolute in his bullish stance on gold and silver, despite the metals’ historic correction in late January. In a recent interview with Business Insider, Kaplan said he expects gold to break past last month’s record of $5,600, calling the recent plunge a short-term event in a long-term structural uptrend. Gold and silver both posted new all-time highs in late January, with gold touching $5,560 and silver surging past $120. But prices swiftly collapsed during the Jan. 30 market selloff, with gold dropping as low as…