The market is rotating. Everyone watching the market these days can feel it — precious metals are surging wildly. Gold just hit a new high of 4550, silver is even more aggressive, soaring directly to 80. And what about Bitcoin? Still sideways.

This scene feels a bit familiar. Going back to that wave in 2020, after the March crash, gold rose from 1450 all the way to 2075, silver from 12 to 29. During the same period, BTC was stuck in the 9000-12000 range for a full 5 months. It’s quite uncomfortable to watch, isn’t it?

But what happened next? In August 2020, precious metals peaked, and funds started to rotate. From August 2020 to May 2021, BTC surged from 12000 to 64800, a 5.5x increase. That period was incredibly exciting.

The current situation is much more complex than back then. The Federal Reserve is cutting rates, the bank SLR exemption is still in place, regulatory frameworks are becoming clearer, the new government’s attitude is friendly, altcoin ETFs are anticipated, and institutional entry channels are open. These are all sparks.

The initial rise of precious metals isn’t a bad thing. It’s actually a signal light. Historically, whenever they lead the charge, the rotation of funds begins afterward. The only issue is the timing gap.

If the pattern can still repeat, BTC won’t move first. It will wait. Wait for that wave of precious metals to end, wait for these catalysts to be fully digested, and then it will take the stage. Now? Should we be anxious? Not necessarily.