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?

BTC1,22%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

13 Likes

Reward
13
9
Repost
Share

Comment

0/400

LightningAllInHero

· 5h ago

The people who bought the bottom of gold are crying; this wave of funds is indeed flowing into crypto. The bears are in danger; a liquidation wave is imminent. Since big players are all in on crypto, I won't miss this opportunity either. Traditional safe-haven assets are really cooling off; it seems no one wants gold or silver this time. Holding onto gold? Those who ignore advice will have to pay tuition. If you don't follow the trend now, what are you waiting for? With such obvious capital flow, why hesitate to allocate in gold? You'll see the difference tomorrow. I like Bitcoin's independent trend; it’s rising on its own away from the US stocks. That’s what I call a leading role. Once a large-scale liquidation starts, latecomers will be instantly wiped out. If you don’t get on now, it’s really too late.

View OriginalReply0

MEVSupportGroup

· 6h ago

Gold is crying, the crypto world is laughing, this is how it is now Is capital fleeing to safe-haven assets? Basically, it's preparing to gamble, it's too competitive I believe in the danger of a short squeeze, but can this round of rally last? Really going all in or keeping some gold is more stable This rhythm feels a bit familiar, it seems like another night of chopping the leeks My gold is trapped, and my crypto isn't well protected either, hilarious Are traditional assets really out? Or is it just short-term money circulating? I am optimistic about the crypto space but also very hesitant, who knows Asset rebalancing sounds high-end, but it's actually chasing the highs and lows, I do the same

View OriginalReply0

LeekCutter

· 01-03 01:27

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.

View OriginalReply0

CommunityLurker

· 01-02 19:53

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.

View OriginalReply0

ChainProspector

· 01-02 19:53

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?

View OriginalReply0

Rugman_Walking

· 01-02 19:49

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?

View OriginalReply0

RealYieldWizard

· 01-02 19:47

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

View OriginalReply0

DegenRecoveryGroup

· 01-02 19:41

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.

View OriginalReply0

GateUser-bd883c58

· 01-02 19:39

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

View OriginalReply0