$BTC Let’s analyze the year! If we only look at the price, Gold beat Bitcoin in 2025. Gold had one of its best years, rising by 65 percent, while Bitcoin closed with a drop of 7 percent.
🖇️ Although by August they were tied, gold skyrocketed as a refuge against inflation while Bitcoin suffered a strong correction of 36 percent from its October highs.
But here comes the most interesting part (and what almost no one notices):
Despite Bitcoin's price drop, large investors did not sell. The lesson of this year is institutional resilience:
1. Record flows: More new money entered Bitcoin ETFs than Gold ETFs, despite gold performing better in price. This means that institutions are taking advantage of the drops to accumulate.
2. Diamond hands: Although Bitcoin fell by 36 percent, the assets under management of the ETFs only dropped by 4 percent. This tells us that ETF owners (pension funds, banks, etc.) did not panic. They are here for the long term.
3. The giant BlackRock: Its fund (IBIT) already dominates almost 60 percent of the market and continues to accumulate. They already have almost 780,000 Bitcoins.
🔖 2025 was the year when gold won the price battle, but Bitcoin won the maturity battle. The fact that Wall Street investors did not sell during such a strong drop shows that they no longer see Bitcoin as a quick bet, but as a serious asset for the future.
Do you think 2026 will be the year of the comeback where Bitcoin recovers lost ground against gold?
1. 🚀 COMEBACK: Bitcoin will explode after this accumulation.
2. 🟡 GOLD: The metal will remain king as long as there is uncertainty.
$PAXG 🔖 $XAU
