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Gold broke through $5,000 per ounce for the first time in history. Prices have climbed more than $650 in January alone. Last week’s 8.5% gain marked the largest weekly increase ever in dollar terms. It was also the biggest percentage rise since the Covid pandemic panic in March 2020. Silver also topped $100 per ounce, up 44% this year.

The flight to safe havens comes as markets brace for a triple threat: US-Canada-China tariff escalation, potential yen intervention, and rising odds of a US government shutdown.

Gold Rally Reflects Eroding Trust
TD Securities strategist Daniel Ghali told the Wall Street Journal that the gold rally is tied to questions of trust in the global financial system. Trust has been shaken but not broken, he noted, adding that if it does break, the upward momentum could persist much longer.

Multiple factors are driving gold’s surge. The dollar has weakened amid Trump’s intervention in Venezuela, pressure on Fed Chair Jerome Powell, and tariff threats over Greenland. Fed rate cuts have reduced yields on Treasuries and money-market funds, lowering gold’s opportunity cost.

China has been buying gold for 14 consecutive months, and Poland’s central bank recently approved a major purchase. Cyclically adjusted P/E ratios show stock valuations at their highest since the dot-com bubble in 2000. Investors are turning to alternative assets.

Three Risks Markets Are Watching
Beyond the flight to gold, three specific catalysts are driving investor anxiety this week.

US-Canada-China Tariff Clash
President Trump threatened to impose 100% tariffs on Canada if it proceeds with a free trade agreement with China. Canadian Prime Minister Mark Carney immediately pushed back, stating there are no plans for an FTA with China.

“Under the free trade agreement with the US and Mexico, there are commitments not to pursue free trade agreements with nonmarket economies without prior notification,” Carney said. “We have no intention of doing that with China or any other nonmarket economy
#Write2Earn #BinanceSquare #BinanceSquareFamily #BTCVSGOLD
$BTC

The Great Divergence: Gold at $5,000 vs. Bitcoin at $87K — Is the "Digital Gold" Narrative Over? 📉🌕
​The markets are witnessing a historic "Regime Shift." For the first time in years, we are seeing a massive decoupling between traditional safe havens and the crypto market.
​The Current Snapshot:
​Gold ($XAU): Surging past $5,000, driven by geopolitical tensions, tariff threats, and central bank accumulation. It has gained nearly 17% just this month! 🚀
​Bitcoin ($BTC): Struggling to hold $87,000, with heavy sell pressure as short-term holders exit at a loss and capital rotates back into "Risk-Off" assets. 📉
​Why is this happening? 🧐
​The Safe-Haven Flight: Amid global uncertainty and potential US budget freezes, institutions are choosing the 5,000-year-old reliability of Gold over the volatility of the "Digital Gold."
​Liquidity Drain: Prediction markets show traders betting on Gold hitting $5,500 by mid-year, leaving BTC in a consolidation phase.
​The Yield Gap: With the Fed expected to hold rates steady, the "Smart Money" is playing it safe while waiting for a clear bullish catalyst for Crypto.
​The Alpha Insight: 💡
Historically, Bitcoin is a "Fast Horse." While it's currently underperforming Gold, these periods of divergence often lead to explosive "catch-up" rallies. The BTC/Gold ratio is at multi-year lows—technically, Bitcoin is oversold compared to Gold.
​The Big Question: Are we witnessing the death of the "Digital Gold" thesis, or is this the ultimate "Buy the Dip" opportunity before BTC targets $120K?
​What’s your move?
🟡 Sticking with Gold?
₿ Buying the BTC blood?
​Let me know in the comments!
#bitcoin #BTCVSGOLD
#MarketAnalysis #BinanceSquare #Crypto2026

Bitcoin’s price prediction debate is splitting between accumulation and momentum signals. CryptoQuant data shows new whale realized cap racing higher into 2026, while a separate weekly chart shows Bitcoin sliding to the low $82,000s with RSI pressing into a historically low zone.

BTC realized cap for new whales spikes into 2026
New Bitcoin whale wallets expanded their realized cap sharply at the end of the chart, rising toward about $120 billion as BTC price stayed near the top of its range. CryptoQuant’s “BTC: Realized Cap for New Whales” graphic shows the purple area barely visible until 2021, then growing slowly through 2022 and 2023 before turning higher in 2024

BTC Realized Cap for New Whales. Source: CryptoQuant/ X

Then the curve steepened. Through 2025, the new whale realized cap accelerated from a modest base into a near vertical climb, ending close to the top of the left axis. Meanwhile, the black price line climbed into 2025 and then moved sideways near the 80K to 100K zone on the right axis, with a slight dip at the far right as the purple area continued rising.

Earlier cycles look different on the same chart. Price surged into 2017, dropped through 2018, and recovered into 2021 before sliding in 2022. However, the new whale realized cap did not show comparable scale in those years, because the series only starts to build meaningfully from 2021 onward and remains relatively flat until the late 2024 to 2025 transition.

As a result, the image highlights a widening gap: large, newer holders increased their aggregate cost basis rapidly, while spot price advanced more gradually and then consolidated near the
Bitcoin weekly RSI drops toward prior cycle lows as BTC slides to $82,550 on Coinbase
Meanwhile, Bitcoin’s weekly RSI fell toward the lower end of its multi year range as BTC pulled back to about $82,550 on Coinbase, according to a TradingView chart shared on X by account Nexus. The screenshot shows the latest weekly candle with an open near $94,182, a high around $95,950, and a low near $81,386 before settling close to $82,550, a weekly drop of about 12.35%
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