Bitcoin (BTC) faces a difficult struggle as a refuge in 2025 while the Gold Fund entries surround $ 80 billion.
The data from Bank of America (BOA) have been downloaded from X in trading resource Kobeissi’s letter on April 15 has confirmed Gold’s “best sequence” since 2013.
Gold Beats records under the name Bitcoin Etfs
While the American trade war sees investors fleeing to gold, Bitcoin has lost the spotlight as coverage against macroeconomic volatility.
BOA figures show inputs to gold funds that beat the recordings, with Cointelegraph Markets Pro and TradingView data capturing new peaks of all time for XAU / USD nearly $ 3,300 on April 16.
“The net entries in the gold fund reached a record of $ 80 billion for the start of the year. It is 2 times more than the previous set in 2020,” noted Kobeissi.
“Investors pay silver into gold at a record rate because the uncertainty of the market has skyrocketed.
Gold Fund Flows Chart. Source: the letter Kobeissi / X
BTC Price Action, on the other hand, depicts a very different image. Despite the appearance of American funds on the negotiated funds in exchange for Bitcoin (ETF) and increasing global integration, BTC / USD reached low five months earlier in April.
The data from the ONCHAIN Analytics Glassnode platform calculate that the combined assets of ETF under management increased from $ 106 billion at the start of the year to $ 92 billion this week.
“Gold prices have also reached 52 heights of all time in the past year, displaying the best sequence in 12 years,” concluded Kobeissi.
“Gold is the world safety haven.”
Us Spot Bitcoin Etf Balances. Source: Glassnode
Gold “Top” Top “meeting Bitcoin Bulls
Despite its new repeated records, market commentators already see an unprecedented end of Gold.
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Addressing the subject on X this week, the veteran Peter Brandt called a “breath” on XAU / USD.
“Gold has now entered its derivation scene,” he summed up.
“Rapid progress will arrive at a high terminal, but trying to choose a high can be very expensive. The shots can extend far beyond the capacity of a bear to respond to margin calls.”
Table XAU / USD 1 day. Source: Peter Brandt / X
A gold comedown may well leave room for Bitcoin to catch up, according to a popular theory which indicates that BTC / USD copies gold trends with a delay of several months.
Large table of my partner, David Foley.
Show how gold moves first, Bitcoin follows stronger. Different scale for everyone.@ Daaf17 pic.twitter.com/jhme6apewj– Lawrence Lepard (@lawrencePard) April 13, 2025
“No one really knows why it happens,” said the founder and CEO of professional capital management, Anthony poses at CNBC on April 15.
Pospiano suggested that traditional financial entities were not unauthorized or “unused” at the idea of bitcoin as protection against macro uncertainty.
“What we see is that when gold flows, about 100 days later, Bitcoin is not only catching up; it generally works much stronger, and you get this higher volatility,” he said.
https://www.youtube.com/watch?v=_Pyemoo4ME
This article does not contain investment advice or recommendations. Each investment and negotiation movement involves risks and readers should conduct their own research when they make a decision.
