Suppose that if the flow of capital out of gold would undermine confidence in an asset that has served as a measure of value for 5,000 years of history, it could directly shock the foreign exchange reserves of Central Banks and create a psychological crisis regarding monetary stability on a global scale.
Once the flow of tens of trillions of USD from the gold market pours into the supply of Bitcoin, it will create price fluctuations beyond control, potentially directly causing the collapse of ETF funds and futures contracts, as well as financial institutions that are using gold as a core collateral asset.
If Bitcoin replaces gold too quickly while the legal and technological infrastructure has not yet adapted, the ability to push the economy into a weak position before large-scale cyberattacks and a severe liquidity shortage in a crisis without rescue from central financial institutions.
But the reality of 2026 is showing that gold still maintains its position thanks to physical backing and the storage demand of countries in the context of instability and continuously outpacing Bitcoin in both growth and the priority of holding.
The transition from $XAU to $BTC is not simply a portfolio change but a restructuring of financial power that pushes away risks and pain, where traditional values must make way for the era of green and red code.
