Delphi Digital: Bitcoin may迎来 a liquidity inflection point, as gold completes its re-pricing within the easing cycle

CoinVoice · 2026-01-01T01:49:23+00:00

The digital asset research firm Delphi Digital pointed out that gold prices have increased by 120% since the beginning of 2024, mainly due to central banks' continued purchases, and are expected to reach 840 tons by 2026. This trend may have reference value for Bitcoin, indicating signals of policy easing and fiscal dominance.

CoinVoice

2026-01-01 01:49:23

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CoinVoice has learned that the digital asset market research firm Delphi Digital posted on X platform that gold prices have risen 120% since the beginning of 2024, marking one of the strongest gains in history. This increase has occurred without an economic recession, quantitative easing, or a financial crisis. Central banks worldwide purchased over 600 tons of gold in 2025, with an expected purchase volume of 840 tons in 2026. Since gold historically leads Bitcoin by about three months at liquidity turning points, this trend has reference significance for cryptocurrencies. Currently, gold has completed its re-pricing of the easing cycle, while Bitcoin sentiment remains influenced by previous cycle simulations and recent pullbacks. The performance of precious metals is signaling policy easing and fiscal dominance. When precious metals outperform stocks, the market prices in currency devaluation rather than growth collapse. Volatility in the precious metals market may serve as a signal for the future trend of other risk assets.

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