Workflow
Risk-on rotation
icon
Search documents
X @Joe Consorti ⚡️
Joe Consorti ⚡️· 2025-10-21 15:15
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 ...
X @Joe Consorti ⚡️
Joe Consorti ⚡️· 2025-10-20 21:10
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]