The Truth About the Gold-Bitcoin Rotation

The year-end 2025 gold rally has sparked chatter about a big shift from gold into Bitcoin and crypto, but it’s not that simple. Historical “rotations” have more to do with swings between risk-on and risk-off sentiment than investors purposely moving cash from gold into crypto.

What’s more, rallies in precious metals and other commodities often signal a peak in global liquidity—which doesn’t necessarily translate into a crypto boom. This deep-dive breaks down the Bitcoin-gold relationship, debunks rotation myths, walks through the global liquidity cycle, and lays out what could happen next for Bitcoin and the broader crypto market.

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