Bitcoin News

Story: Bitcoin’s Correlation with Gold Surges Amid Rising Bond Yields

By Maheen Hernandez

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Gold Correlation Tops 50%, Nasdaq Link Fades Fast. Zachary Pandl at Grayscale Research backed that up with some hard numbers.

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Glassnode Data, ETF Flows, and the Price Levels That Matter. Glassnode's data showed a significant drop in the 30-day bitcoin/S&P 500 correlation during…

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What Traders Are Watching Now. The interplay here is genuinely complex. Bitcoin, gold, Treasuries, equities — they're all…

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Bitcoin and gold are moving together again. The 90-day correlation between the two assets just hit its highest point since 2020, and the timing isn't random — it's landed right…

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The surge in that correlation came alongside a wave of bond selling that pushed long yields sharply higher. The 10-year Treasury yield climbed to roughly 4.

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Zachary Pandl at Grayscale Research backed that up with some hard numbers. Bitcoin's correlation with gold crossed above 50%, up from nearly zero earlier this year.

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Worth sitting with that for a second. A few months ago, bitcoin was moving almost in lockstep with high-growth tech names.

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And Eric Balchunas from Bloomberg added more texture. He said that over the past six months, bitcoin's correlation with U.S.

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The other number to watch: spot ETF flows. They peaked at $290 million daily during the height of recent market moves.

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Read also: Bitcoin Holds Strong as Dollar Strength and Rising Yields Pressure Crypto Market

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No details yet on whether flows have held at that level or faded. Unclear, honestly.

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The upcoming bond sessions will be the real test. If the bitcoin/S&P 500 correlation stays near zero through more bond market turbulence, that's a signal.

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The interplay here is genuinely complex. Bitcoin, gold, Treasuries, equities — they're all shifting relative to each other, and the bond market is the thing pulling the strings…

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Pandl's note from Grayscale framed it well: the weakening link to Nasdaq, combined with a strengthening link to gold, fits a narrative where bitcoin's identity as a digital store…

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Read also: Bitcoin Hits $80,000 as August Sees 24% Surge, Best Since 2017

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