🚨 BREAKING: Gold has just printed a fresh all-time high! Historically, Bitcoin has tended to follow gold's strength with a delay.

This pattern highlights a liquidity rotation that repeatedly emerges when global financial conditions ease. Capital often flows in a clear sequence:

1️⃣ Gold leads.
2️⃣ Bitcoin follows.

We've observed this behavior in past cycles.

During the 2016–2017 cycle, gold began rising early while Bitcoin moved slowly at first. Later, BTC exploded upward, closing the gap and outperforming.

In the 2020–2021 cycle, gold broke to new highs during Quantitative Easing, while Bitcoin was still below its previous ATH. BTC lagged significantly as gold powered ahead, until momentum shifted.

Once gold cooled off and lost strength, Bitcoin took over with a dominant upside move. This key dynamic shows Bitcoin didn't lead initially; it followed after gold's momentum peaked.

The 2025 setup shows improving liquidity conditions:
• The Fed has already cut rates three times.
• U.S. Treasury acquires $40B/month in T-bills.
• Global money supply is at record levels.

Price action aligns with this historical rhythm:
• Gold is trending aggressively higher.
• Bitcoin remains behind.

Gold is currently very overbought, making a cooling phase reasonable to expect. This may set the stage for significant capital rotation from gold into Bitcoin.

Consider the market cap comparison:
• Bitcoin: $1.8T
• Gold: $31T.
Gold has added approximately $17T in the past two years alone, which is four times Japan’s GDP.

If Bitcoin captures merely 30% of gold's market cap within five years, the implied fair value could be roughly $450,000 per BTC.

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