A 2% capital rotation from gold to bitcoin would send it to $165,000 instantly.Will (@WClementeIII):Gold was adding 1 Bitcoin market cap a week recently, I don’t think people realize how silly things can get if capital even remotely rotates ...

Good morning 👀Bitcoin is rocketing higher, with gold down 5%.The risk-on rotation may be underway.Start your engines. https://t.co/ZOuIg3l8EAJoe Consorti ⚡️ (@JoeConsorti):The Bitcoin-Gold catch-up trade.This remains the longest unbroken period of BTC-XAU positive correlation (BTC lagged by 100 days) in history.If JPMorgan's vol-adjusted fair value for BTC relative to gold holds water, then $165k will be here before EoY. https://t.co/sH1PHkhiyl ...

RT Horizon (@JoinHorizon_)Total global wealth is $1,000T.37% is in real estate.0.24% is in Bitcoin.We've bridged that gap 👋 ...

Maximum pain for bitcoin is not up or down, it's sideways.Despite being near all-time highs, sentiment is in the gutter because we've spent the past 7 months going sideways.When macro uncertainty clears and capital moves out on the risk curve, bitcoin's rally will be insane. ...

Market Trends - US-China tensions and the USG shutdown are fueling safe-haven flows into gold [1] - Prolonged uncertainty could lead to a more violent risk-on rotation, benefiting BTC [1] Asset Performance - Gold reached a new all-time high of 4,381 (currency unspecified) [1] Potential Opportunities - Early to mid-November could present significant opportunities [1]

Supply Dynamics - Technological acceleration is expected to increase gold supply, diminishing its value as a store of value [1] - Gold's scarcity is projected to decrease significantly, becoming abundant and cheap [1] - Asteroids like 16-Psyche, containing tens of trillions of troy ounces of gold, could be mined, drastically increasing gold supply [1] Competitive Assets - Bitcoin is positioned as the only monetary asset with an inelastic supply [1]

Bitcoin may be waking up here. Too early to tell, and hard to trust Sunday price action.The cloud of uncertainty will lift eventually, and markets will shift confidently risk-on. It's a waiting game for now. ...

Market Dynamics - A "supergiant" gold deposit worth $83 billion USD was discovered in Hunan Province, China [1] - The deposit is estimated to hold over 1,100 metric tons of gold ore [1] Investment & Risk Analysis - Random geological discoveries can instantly dilute 0.27% of gold's market value [1] - Improved mining technology will accelerate the dilution of gold's market value [1] - Bitcoin's fixed supply is a key advantage for storing value [1]

Case in point.https://t.co/xD5m5wIIq7First Squawk (@FirstSquawk):CHINA DISCOVERS “SUPERGIANT” GOLD DEPOSIT WORTH $83 BILLIONChinese geologists have discovered a massive gold deposit in Hunan Province, estimated to hold over 1,100 metric tons of gold ore—potentially the largest precious metal find ever recorded. ...

Gold Market - Gold's $105 trillion (105,000 billion) year-to-date increase will stimulate marginal production in the coming years [1] Cryptocurrency Analysis - Bitcoin's supply schedule is immutable regardless of price fluctuations [1] - Bitcoin's value is independent of miner influence [1] - Absolute scarcity surpasses relative scarcity in asset performance [1]