Gold reached a historic peak of nearly $3,475/ounce in August 2025, and many analysts believe this bullish wave could be an early indicator of a strong Bitcoin cycle in Q4.
The similarity between gold and Bitcoin in the first half of 2025, along with macro developments such as persistent inflation, expectations of rate cuts, and global tensions, is causing investors to consider the possibility of reallocating back to Bitcoin.
MAIN CONTENT
Gold hit around $3,475/ounce, with strong support around $3,416.
Bitcoin and gold moved in parallel in 2025; Bitcoin once reached $124,000 before correcting to around $111,000.
The volatility valuation spread between Ethereum and Bitcoin is wide, suggesting a potential return to Bitcoin in Q4.
Does a surge in gold really signal Bitcoin?
Short answer: Many analysts, including Markus Thielen of 10x Research, see gold's breakout as potentially reflecting on Bitcoin if macro conditions remain tense.
Gold reached about $3,475/ounce in August 2025 and is supported near $3,416, due to persistent inflation, expectations of rate cuts, and geopolitical risks. As investors seek shelter, both gold and safe-haven assets could benefit.
If safe-haven flows widen, as evidenced by demand for gold, the response in the cryptocurrency market—especially Bitcoin—is a scenario observed in several previous cycles, depending on liquidity and subsequent macro signals.
How is Bitcoin mirroring the movement of gold?
Short answer: In 2025, Bitcoin and gold moved in parallel; Bitcoin reached around $124,000 in July before correcting to about $111,000, indicating a short-term correlation.
This correlation appears when both assets respond to macro factors such as U.S. debt issuance and loose monetary policy. Technical analysis and comparative charts from some experts signal the potential for Bitcoin to break out if gold continues its upward trend.
However, Bitcoin has higher volatility and is influenced by liquidity in the cryptocurrency market; hence, responses are not always consistent, and both on-chain indicators and options data need to be monitored.
What do options indicators and the flow of tokens say about Bitcoin's prospects?
Short answer: The options market shows a wide volatility spread between Ethereum and Bitcoin, often indicating traders view Bitcoin as more stable in the short term.
This gap appears when the volatility valuation of Ethereum is much higher than that of Bitcoin, reflecting differing expectations about risk and liquidity. Such extreme spreads often mark a market preparing to shift direction.
Moreover, as capital rotation strategies occur—investors moving from riskier assets to safer or less volatile options—Bitcoin could be the main destination in the cryptocurrency ecosystem, especially before and during Q4.
What macro factors need to be monitored to confirm the trend?
Short answer: Inflation, interest rate decisions, government debt issuance, and geopolitical fluctuations are key indicators to monitor.
In particular, persistent inflation data combined with expectations of rate cuts could drive demand for safe-haven assets higher. The response of the bond market and central bank actions will determine the sustainability of the bullish wave.
Frequently Asked Questions
Is the peak of gold at $3,475 definitely going to drive Bitcoin up strongly?
Absolute uncertainty; many analysts like Markus Thielen view this as a plausible signal, but further observation of liquidity, options data, and investor behavior in the coming weeks is needed.
Has Bitcoin ever mirrored gold in the past?
There are periods when Bitcoin moves in the same direction as gold when investors seek shelter; however, the degree of correlation changes with cycles and market conditions.
What does the volatility spread between Ethereum and Bitcoin signal?
When the volatility spread is wide, traders often expect Bitcoin to be more stable than Ethereum; this could be a sign of capital flowing back to Bitcoin.
What indicators should be monitored to time entry into Bitcoin?
Monitoring options volatility, fund inflows, on-chain data, and macroeconomic developments such as inflation and interest rate decisions helps assess a more reasonable timing.
Source: https://tintucbitcoin.com/vang-lap-dinh-bitcoin-vao-tam-diem/
Thank you for reading this article!
Please Like, Comment, and Follow TinTucBitcoin to stay updated with the latest news in the cryptocurrency market and not miss any important information!
