The gap between Gold and Bitcoin prices has become extremely large.
This suggests the crypto recovery could be very powerful, and it may need far less money to move higher compared to what pushed gold up.
The usual cycle looks clear: Gold moves first → Bitcoin follows → Altcoins rise the most.
Billionaire investor Bill Miller IV believes Bitcoin likely reached its bottom last week, while the Fed may be shifting from removing $50B per month to adding about $40B per month in liquidity.
If liquidity truly turns positive, large capital could rotate from gold into crypto.
Right now, market sentiment is very low — and historically, that is when major rebounds begin.
Crypto may be getting close to surprising the world once again. $XAU $BTC
Bank of Japan may raise interest rates to 1.00% in April, according to Bank of America. Japan has not seen rates this high since the mid-1990s.
This matters because Japan is a major source of cheap global money and holds about $1.2 trillion in U.S. Treasuries. When Japan raises rates, it can affect funding, bond markets, and global liquidity.
The last time Japan was near this level:
• 1994: Huge bond crash wiped out about $1.5 trillion • 1995: Financial stress increased and the yen surged strongly • Later in 1995, Japan had to cut rates again, showing the system was fragile
The warning is not just about higher rates. It is about tightening during a weak global setup, which can quickly pressure markets.
Right now, markets look calm. But history shows reactions can come fast.
THE “REVERSE NIXON SHOCK” EXPLAINED IN SIMPLE WORDS
Before 1971, the United States held enough gold to strongly support the U.S. dollars and Treasury bonds owned by foreign countries. Back then, gold coverage was very high — around 70% to 100%.
Today, that protection is much lower. Gold now covers only about 14% of the U.S. Treasuries held by other countries.
Because of this big gap, some analysts believe the price of gold would need to rise to around $25,000–$35,000 to restore global confidence in the U.S. financial system.
At the same time, central banks around the world are buying gold early, before any major change in the monetary system happens. This is often called “front-running” a future reset, meaning they are preparing in advance.
In very simple terms:
• Gold support for the dollar is much weaker than in the past • A much higher gold price could help rebuild trust • Central banks are quietly increasing gold reserves before big changes arrive
Many investors see this as a sign that gold may play a much bigger role in the future global financial system.
🔥FEB SILVER DELIVERIES EXPLODE TO 22.5 MILLION OZ IN FIRST 6 DAYS!! 🔥
💥Another 429 Silver Delivery Notices Issued Monday ➡️305 Notices Issued by Deutsche Bank ➡️278 Notices Stopped by Stonex
🚨TOTAL Feb COMEX Silver Deliveries Rise to 4,490 Contracts- 22.45 M oz- nearly surpassing the entire month of Feb 2025, and we are only 6 delivery days into the month!
⚡️4,490 contracts issuing delivery notices is now greater than the ENTIRE Feb Open Interest at the end of January! This means that new longs are IMMEDIATELY standing for delivery- they can't wait another 2 weeks for First Notice Day on the March Contract!
As of Monday's close, Feb OI remains at 595 contracts, so it appears that ANOTHER 3 MILLION OZ is preparing to stand for immediate delivery! $XAG
🚨 TURKEY IMPORTS A RECORD 8.79 MILLION OUNCES OF SILVER IN JUST ONE MONTH
Turkey has just set a new all-time high for silver imports, and the numbers have gone far beyond normal levels.
This huge jump shows that real physical demand for silver is rising fast, not just trading on paper. When a country suddenly buys this much silver, it usually means:
• Strong industrial and manufacturing use • Growing need to protect wealth from inflation and currency weakness • Preparation for higher future prices
Big physical buying like this can slowly tighten global supply, because silver that enters long-term storage does not return to the market quickly.
If demand keeps increasing while supply stays limited, it can create powerful upward pressure on price over time.
In simple words: More countries are quietly collecting real silver — and that often happens before major price moves.
This Bitcoin chart once predicted a huge market drop… and now the same pattern is happening again.
We are almost repeating the 2021 bear market cycle step by step. If this continues, the next phase could be a long 8-month accumulation period, where Bitcoin slowly moves between $45,000 and $60,000 instead of making a fast rally.
This kind of sideways movement is normal after a big fall. It helps the market calm down, removes weak investors, and allows strong buyers to quietly build positions before the next major bull run begins.
The big question is simple: Do you think Bitcoin will really follow the 2021 path again?
After 41 hours of forensic macro analysis, the empirical signals are unequivocal: the paper–physical dislocation in silver has reached terminal extremity, with capital-flow capitulation poised to fracture the long-standing suppression regime.
China’s incentive structure is intrinsically deflationary for silver—industrial dependency across photovoltaics, EVs, and electronics necessitates sub-$50 pricing, reinforced by positioning toward an anomalous 200:1 gold-silver ratio. Concurrently, a macro whale short (~450 metric tons) juxtaposed with substantial physical-gold accumulation reflects a calculated spread-dominance thesis.
Conversely, U.S. strategic designation of silver as a critical mineral implies an emergent policy floor to re-industrialize domestic processing, while sovereign balance-sheet stress globally converges toward inevitable gold revaluation.
With Shanghai inventories structurally depleted and delivery risk compounding, any forced short-covering could catalyze a violent ratio mean-reversion—propelling silver into rapid price discovery alongside re-priced bullion.
Conclusion: precious metals represent a generational monetary refuge. Custody, not paper exposure, is sovereignty.
Wells Fargo’s $6,300 gold projection signals an accelerating secular uptrend as bullion decisively reclaims the pivotal $5,000 psychological threshold, reinforcing structural buyer dominance after transient retracement.
The institution’s materially revised $6,100–$6,300 year-end 2026 valuation—superseding the prior $4,500–$4,700 framework—implies residual appreciation of roughly 21–25% from prevailing spot levels near $5,033.
Catalysts remain unequivocal: moderating front-end rate expectations compress opportunity cost, while persistent sovereign accumulation—most notably China’s fifteenth consecutive monthly reserve expansion to 74.19M ounces (~$369B)—establishes a durable demand floor.
Consensus convergence across JPMorgan ($6,300), UBS ($6,200), and Deutsche Bank ($6,000) underscores institutional conviction in an intact precious-metals supercycle.