2026-01-02 19:23:39

Something interesting just happened — spot silver sharply declined in the short term, currently at $73.24/oz, with the intraday gain quickly narrowing from higher levels to 2.4%. Gold also couldn't stay unaffected, dropping over $20 in the short term to $4348.42/oz, with the daily increase suddenly shrinking to 0.7%.

What does this reflect? The market sentiment is shifting dramatically.

An interesting scene occurred after the US stock market opened — a large amount of capital did not continue to buy the dip in gold and silver but instead collectively turned to the cryptocurrency market. Even though the US stock market was weak, Bitcoin and mainstream cryptocurrencies still surged significantly against the trend. This is not an isolated event but part of an ongoing asset reallocation.

From market data, several signals are worth noting:

First, traditional safe-haven assets are being sold off. Gold and silver, seen as "safe harbors" during economic uncertainty, are losing their appeal. Meanwhile, the crypto market is attracting funds against the trend, highlighting a stark contrast.

Second, cryptocurrencies are showing independence. The usual pattern of the crypto market following US stocks' volatility has been broken, and Bitcoin is forging its own path.

Furthermore, based on the continuous influx of funds, short positions are becoming increasingly dangerous. Once large-scale liquidations begin, it could trigger an accelerated rally. From a technical perspective, if this rally does not give a sufficient correction, the opportunity for new entries will be severely squeezed.

What do you think about this shift in asset flow? Is it about sticking to traditional gold allocation, or preparing to adjust your portfolio to embrace the opportunities in the crypto market?

BTC0,45%

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LeekCutter

· 17h ago

Damn, gold and silver are plunging at the same time. This rhythm feels off. Are funds really fleeing traditional safe-haven assets to enter the crypto space? Or is someone just manipulating the market? Sounds like a signal to cut the grass... I need to stay calm. Is the movement of big funds really this obvious? It feels too outrageous. Are they really going to pour money into crypto? I think I need to watch a bit more. Usually, when people call for a short at times like this, they’re just trying to lure more buyers in. I choose to do nothing and wait for the trend to become clearer. It’s rare to see gold and silver drop together, but that’s not necessarily a good sign. I’ve heard too many times that Bitcoin has an independent trend... Asset allocation shouldn’t be based on just one day’s data.

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CommunityLurker

· 23h ago

Oh my, gold and silver are turning around so quickly, have all the funds really gone into trading cryptocurrencies? Bitcoin is indeed quite fierce this time, traditional assets are all bleeding. Wait, can stocks still rise with a weak US market? That logic is interesting. Honestly, I’m still a bit confused, is the decoupling this complete? People who are bottom-fishing gold are probably crying now. The bears are about to explode, this pace is a bit intense. No, is this really asset rotation or another wave of cutting leeks? My friend still insists on holding gold, and now I tell him about crypto, I’m afraid he’ll hit me.

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ChainProspector

· 23h ago

Gold and silver can't keep up with the crypto world; funds are indeed shifting. --- This bearish wave is about to hit; the newcomers are quite aggressive. --- Reasonable, traditional assets are too sluggish; we still need to focus on Bitcoin. --- Wait, if the US stock market is weak, can the crypto market still rise? That's interesting. --- The reallocation of funds should have happened long ago; gold is outdated. --- People trying to bottom fish in gold will lose this time; following the trend into the crypto world is the right move. --- The technical outlook looks promising; the chance for a pullback is probably limited. --- I can't say I've fully committed to gold anymore; no matter what, I can't keep up with this wave of the crypto rhythm. --- When the wave of closing positions hits, it's all over; if you get in now, you can still catch up. --- Is it true that the shift from safe-haven assets to the crypto market is happening so quickly?

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Rugman_Walking

· 23h ago

Gold and silver plunge, but the crypto world is still partying. This wave of capital shift is really intense. Is it too late to enter now? Feels a bit risky. Are the bears about to explode? Let's wait and see, no need to rush. Traditional safe-haven assets are cooling down, this time is truly different. The promised correlation with the US stock market, is BTC going to be independent? I was planning to buy the dip in gold, now I’m a bit regretful. Funds are buying the dip in the crypto market, technically it looks like they want to push higher. Gold is cooling off, crypto is taking off, should I rebalance my portfolio? The correction space is limited, is the entry window closing? Bitcoin is partying alone, is this what you call an independent market?

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RealYieldWizard

· 23h ago

Funds are flowing back into the crypto space; are gold and silver really being abandoned?

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DegenRecoveryGroup

· 23h ago

Is gold about to crash? We've been waiting for this moment in the crypto world for a long time, haha. This move is indeed interesting; the shift of funds towards cryptocurrencies is only a matter of time. The bears are probably about to get liquidated. Let's wait and see the acceleration.

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GateUser-bd883c58

· 23h ago

Gold and silver plunge, funds turning to crypto? This pace is a bit intense This wave is really different, the bears might get trapped Those who bought the dip in gold are now regretting it, while crypto is taking off in the opposite direction It seems traditional safe havens are cooling off, crypto is truly moving independently Funds are reallocating, didn't expect it to happen so quickly Are institutions quietly changing positions? It doesn't seem that simple Wait for a pullback to get in again, the current price is a bit risky

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