What if Bitcoin was about to rewrite history … alone? While the stock markets collapse in free fall mode and gold takes a break after its last brilliance, the first cryptocurrency, it proudly raises its head. She no longer clings to the wheel of her elders. No. She plays ahead. A phenomenon that some already describe as the great decorrelation. A new era where Bitcoin no longer follows anyone, not even gold. And in the distance, like a star in the sky of the financial imagination: the $ 100,000. Analyst fantasy? Jump? Or simple logical continuation of an already written script …
Decorrelation on the move: Bitcoin stands out from the classic benchmarks
The scenario could have looked like a remake of 2020 : Shock ad of the White House, panic of the markets, massive sale of risky assets. And yet … Bitcoin held out. While US stock markets lost 10.65 % And that gold, despite a historic peak at $ 3,167, fell 4.8 %, BTC climbed by 4.5 %, again crossing $ 84,700.
On X, James Seyffart cannot come back:
I am really a little shocked by the resilience of Bitcoin. I would never have believed that he would keep above $ 80,000 in such a massive sale of assets at risk … Even gold is down?
Same story with Crypto Rover, who exclaims:
American actions fall. Gold falls. Bitcoin goes up. An incredible force!
It is here that between stage An old couple from the financial world: gold and bitcoin. The famous ” Gold precedes, Bitcoin follows », A theory returned as an obsessive refrain among analysts.
What if history was repeated? Already in 2019, gold rose by 15 %… before the price of Bitcoin exploded +170 %.
This time, some, as macroscope, see in A return to 100k “” A strong signal that a new long -term movement is underway ». A handover. A rite of passage.
$ 100,000 online in sight – between graphic hopes and macro threats
There Mythical bar of $ 100,000 is no longer a simple figure that shines in the dreams of maximalists. It is A CAP, a signal. For some, crossing it would mark the start of a new long -term cycle, a cycle where bitcoin is definitively emancipated from its alternative asset status to become … obvious.
But watch out for sirens. THE BTC/XAU ratiowhich measures the strength of bitcoin in the face of gold, displays a downward fractal, identical to that which preceded a massive fall in 2021. If the scenario is repeated, a correction to $ 65,000, or even $ 20,000is not excluded. Yes, even in this golden dream, the ground can shirk under our feet.
And as if that were not enough, the economic horizon remains loaded: the Fed slows down the ardor, repels hopes of lower rates, while Donald Trump agitates the threat of a planetary trade war.
So, dream or reality, this $ 100,000 course? One thing is certain: Bitcoin is inventing his own grammar. He wrote his partition in a setback. And while the clues chance, that the precious metals doubt, draw his way to the unknown, the altitude, the audacity. For Arthur Hayes, this rise in tension orchestrated by Trump could well become the very essence of a new bullish cycle: “The prices will propel gold and bitcoin towards new peaks”. The best may be to come.
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