At the beginning of October 2025, Bitcoin (BTC) confirms its resurgence as ” digital gold ». While the precious metal pushes its records at $ 3,895 an ounce, the BTC flies away and spray the $ 118,000, reviving a correlation which could well redefine global investment strategies. After months of divergence, the two assets finally evolve in concert … But why does this synchronization come now, and what does it mean for the markets?
In short
- Bitcoin (BTC) reaches $ 118,000 by following gold, which pushes its record at $ 3,895/OCE, confirming its status of digital gold and modern refuge value.
- Analysts provide for an increase in Bitcoin increase to $ 150,000 $ 200,000 by the end of 2025 if the trend is maintained.
- The volatility of the BTC and the mass liquidations recall that the brutal corrections remain possible, especially in the event of a crash of the equity markets.
Bitcoin et gold: a correlation found
Yesterday, October 1, 2025, Bitcoin exploded the $ 118,000, carried by an upward dynamic initiated by gold, while gold signed a new historic summit at 3,895 dollars/ounce.
Unlike previous years, where Bitcoin often followed the Nasdaq, the current correlation with gold is strengthening while the equity markets mark the step. We are therefore witnessing a rotation of capital to the shelters, and Bitcoin benefits directly, as explained Andre Dragosch, research manager at Bitwise.
A trend confirmed by the graphics: while the S&P 500 stagnates, Bitcoin and gold display a positive correlation Marked, as shown in the BTC/Gold ratio, which tries to unravel historical resistance.
Why does this Bitcoin/Gold correlation resurface?
Between persistent inflation, geopolitical tensions and distrust of Fiat currencies, investors turn to tangible or “digital” assets to preserve their capital. In addition, Bitcoin is no longer perceived as a purely speculative asset, but as a hedge against inflation, like gold. Furthermore :
- Gold has won 80 % since 2020, while the BTC increased by 3.12 % in 24 hours, with a market capitalization of $ 2,320 billion;
- The liquidations of short positions on Bitcoin exceeded $ 400 million in 24 hours, a sign of an effervescence market.
What does this dynamic for Crypto investors mean?
If gold maintains its current levels, Bitcoin could target $ 150,000 or even $ 200,000 by the end of 2025, according to the most optimistic analysts. Investors should then allocate part of their BTC and gold portfolio, making it possible to cover themselves against the depreciation of traditional currencies.
However, Bitcoin remains much more volatile than gold and massive liquidations around 107,000–108,000 dollars recall that brutal corrections are still possible. A Krach of the equity markets could lead to a brutal decorrelation, with a BTC falling around 80,000 dollars. In addition, restrictions on physical gold (as in China or Russia) could influence short -term prices.
In 2025, the question is no longer gold or bitcoin, but how much to allocate to everyone? The two assets now seem to be complementary in a diversified portfolio. After an atypical month of September and carrying hope, the BTC now represents an opportunity to protect itself against monetary crises. And you, do you take a position on gold, bitcoin (BTC) … or both?
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