Gold prices have come within touching distance of the $4,000 mark for the first time, reinforcing the global rush toward safe-haven assets. Analysts believe this could set the stage for Bitcoin’s next significant rally as investors turn to scarce, inflation-resistant stores of value.
Early Tuesday trading saw gold futures briefly touch $4,000 per ounce, while spot prices hit a new all-time high of $3,976, according to TradingView data. The milestone reflects heightened demand from investors seeking safety amid global market turbulence.
Veteran investor and gold advocate Peter Schiff highlighted the move as a warning sign for U.S. monetary policy. “Gold is at a new record high,” Schiff said, adding that the surge shows the Federal Reserve’s policy missteps. He urged the central bank to raise interest rates immediately to curb inflation risks.
Gold’s performance in 2025 has been remarkable — the metal has risen over 50% since January, fueled by geopolitical tensions, trade disputes, and fiat currency debasement. While Bitcoin has also gained more than 33% this year, its upward momentum appears to be following gold’s trajectory with a slight delay.
Analysts say the latest gold surge is not just a reflection of market fear but also a bullish signal for Bitcoin’s long-term strength.
“Gold’s all-time high shows investors’ demand for scarce assets. From here, we believe Bitcoin will outperform gold, given its greater scarcity and accessibility,” said Henrik Andersson, Chief Investment Officer at Apollo Capital.
Similarly, Justin d’Anethan, Head of Partnerships at Arctic Digital, noted that gold’s rise and Bitcoin’s resilience share the same macroeconomic roots. “Gold hitting $4K confirms the same dynamic supporting Bitcoin,” he said. “Both are reacting to softening U.S. dollar credibility, rising debt, and geopolitical uncertainty.”
However, d’Anethan emphasized a key distinction between the two assets: “Gold remains the traditional hedge within financial institutions, while Bitcoin offers higher returns and operates 24/7. It’s scarcer, more liquid, and forward-looking.”
Market analysts have long observed a correlation between Bitcoin and gold, often with a time lag. Analyst James Bull noted that Bitcoin tends to trail behind gold and the global M2 money supply before adjusting.
Similarly, crypto trader Ted Pillows pointed out that Bitcoin’s performance typically follows gold’s movements with an eight-week delay. “Gold hitting new highs signals Bitcoin’s next breakout. We may see short-term corrections, but overall, Q4 looks bullish for BTC,” he said.
Recent data backs this trend. Bitcoin reached an all-time high of $126,000 on Monday, aligning with gold’s historic climb. Both assets have also reestablished their positive correlation, as confirmed by a recent Cointelegraph report.
The global investment climate has turned increasingly risk-averse, with investors pulling funds from equities and fiat into hard assets. Gold’s meteoric rise and Bitcoin’s steady momentum suggest that the market is once again valuing decentralized and scarce stores of wealth.
Analysts also highlight that institutional interest in Bitcoin exchange-traded funds (ETFs) has further bridged the gap between gold and Bitcoin. With capital inflows into both assets, investors now view them as complementary hedges against economic instability rather than direct competitors.
“Gold represents the old guard of wealth protection, and Bitcoin is the evolution of that same principle,” said Andersson. “In today’s digital world, both can coexist, but Bitcoin’s growth curve is steeper.”
As gold inches toward $4,000, comparisons between the two assets are becoming more pronounced. David Marcus, CEO of Litespark and former head of PayPal, recently noted that if Bitcoin were valued like gold, each BTC would be worth $1.3 million.
The logic behind this projection lies in Bitcoin’s limited supply of 21 million coins, compared to gold’s much larger and continuously mined reserves. If Bitcoin captures a market capitalization comparable to that of gold, its price could indeed enter seven-figure territory over the coming decade.
While short-term volatility remains likely, experts argue that the macroeconomic narrative strongly favors Bitcoin as the next phase of the safe-haven trade. With inflationary pressures persisting and government debt escalating, both retail and institutional investors may increasingly turn to Bitcoin for long-term value preservation.
Gold’s near-$4,000 milestone underscores a broader shift toward alternative stores of wealth. As investors hedge against fiat depreciation and economic instability, Bitcoin stands to benefit from the same underlying drivers that have propelled gold to record highs.
With strong historical correlations, increasing institutional participation, and a growing narrative around digital scarcity, Bitcoin may be gearing up for its next major breakout—potentially making Q4 2025 a defining moment for the crypto market.
Steven is an explorer by heart – both in the physical and the digital realm. A traveler, Steven continues to visit new places throughout the year in the physical world, while in the digital realm has been instrumental in a number of Kickstarter projects. Technology attracts Steven and through his business acumen has gained financial profits as well as fame in his business niche. Send a tip to: 0x75395Ea9a42d2742E8d0C798068DeF3590C5Faa5
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