2025-12-30 03:22:44

Gold and silver lead the rally, while Bitcoin consolidates—what's the underlying logic behind this?

Look at the recent market: Bitcoin has fallen over 30% from its peak, while gold and silver are soaring. This is no coincidence. Historically, such movements have always signaled that a crypto market upswing is imminent.

Back in March 2020. The stock market plummeted, and the Federal Reserve started printing money directly. The result? Gold surged from $1,450 to $2,075, and silver jumped from $12 to $29. During the same period, Bitcoin oscillated within the $9,000-$12,000 range for a full five months. At that time, funds flooded into traditional safe-haven assets, and the crypto scene appeared somewhat subdued.

But the turning point came in August. Gold and silver peaked, and funds began seeking new outlets, prompting Bitcoin to start its rally. It shot straight from $12,000 to $64,800, nearly a 5.5x increase. The total market cap of cryptocurrencies grew almost 8 times. One word: explosive.

And now? It seems history is repeating itself. Gold is approaching its all-time high of $4,550, silver has risen to $80, and Bitcoin is once again consolidating. This situation is almost identical to mid-2020. The large-scale liquidation on October 10 also has a hint of March 2020, after which Bitcoin entered a slow oscillation phase.

However, this cycle isn't exactly the same as the last one. The catalysts for 2026 are numerous: the Fed may restart liquidity injections, continue rate cuts, the SLR exemption expectations are surfacing, crypto regulatory frameworks are gradually becoming clearer, and spot ETFs are expanding continuously. Compared to purely liquidity-driven movements, this time liquidity and structural optimization are driving forces on dual fronts.

So, the strength in gold and silver isn't a bearish signal; rather, it's an early indicator that the crypto market is about to launch. If this pattern repeats, once gold and silver stop rising, digital assets should follow suit. Bitcoin's current consolidation isn't the start of a bear market but a pause before the next wave.

BTC1,45%

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NFTRegretful

· 13h ago

It's all just a game of capital rotation, nothing mysterious about it. --- It's the same old story of history repeating itself. If you really believe it, just wait to get cut. --- A top in gold and silver is the real signal; I buy into this logic. --- Sounds good, but isn't it just betting on what the Fed will do next? --- Sideways movement just means the main players are accumulating; don't be scared off by the bearish calls. --- I truly missed that wave in 2020; I don't want to regret it again this time. --- A clear regulatory framework? Ha, let's talk about that later. --- Dual-wheel driving sounds expensive; in reality, liquidity still rules. --- ETF expansion is indeed a new variable; we didn't have this condition before. --- Bitcoin is now just grinding time; those who can't hold back have been washed out.

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CafeMinor

· 12-30 03:51

It's the same line of reasoning again, I'm getting a bit tired of the cyclical historical arguments. Wait for gold and silver to top out before jumping in. Will I be able to catch up this time? Will the Fed really cooperate with the expansion of spot ETF? I missed the wave in 2020, and I don't want to miss it again this time... Let the market consolidate as it will, I really don't have any urgency. Is history repeating? I think it's just history rolling back and crushing us retail investors. The dual-wheel liquidity drive sounds good, but will it really happen... I think the current correction in Bitcoin might be deeper than expected. If gold and silver drop from these high levels, we're finished.

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WenMoon

· 12-30 03:51

Wait a minute, this logic is too far-fetched. Just because gold and silver rise, does that mean Bitcoin has to skyrocket? I'm tired of hearing this recycled excuse of history repeating itself.

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LiquidationOracle

· 12-30 03:48

Is it another case of history repeating itself? The story with the same stance has been told too many times. --- Gold and silver peaking is the real signal; it's still early. --- Wait, is the SLR exemption coming back again? --- Dual-wheel driving sounds good, but it still feels like air. --- Does the 2020 setup still work now? The environment seems to have completely changed. --- Is sideways consolidation just accumulation? I think most likely no one wants it. --- Is the Fed's rate cut expectation reliable, everyone? --- Gold and silver racing while Bitcoin is just lying around—aren't they just fleeing capital? --- What’s the point of expanding spot ETFs? Retail investors are still getting cut. --- Isn't that a bearish signal? Then why did it drop 30% and still hold on? --- The premise of pattern repetition is that the market still listens. Who believes that now?

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MetaMuskRat

· 12-30 03:38

Here comes the "history repeating" rhetoric again, always saying the same thing Listen, if 2020 can be replicated, is the current environment still the same? Don't be too optimistic Wait, do they really follow through on the SLR exemption thing they mentioned? What’s with this sideways movement? I think no one dares to take the bait Can we trust the timing of gold and silver peaking? Feels like a full of tricks

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