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- Zafar Naik
Zafar Naik
- Reviewed by:
Qadir AKQadir Ak is the founder of Coinpedia. He has over a decade of experience writing about technology and has been covering the blockchain and cryptocurrency space since 2010. He has also interviewed a few prominent experts within the cryptocurrency space.
- Oct 22, 2025 09:57 UTC
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Has Gold Price Reached Its Peak? Analysts Predict ‘Rotation’ to Bitcoin
Gold plunged over 8%, marking its sharpest one-day fall in 12 years.
Analysts, including Michaël van de Poppe, believe gold may have peaked and capital could shift to Bitcoin.
A soft CPI and improving U.S. outlook may trigger a “risk-on” move, fueling Bitcoin’s next rally.
Gold has just had its roughest day in more than a decade, and crypto traders are taking notice.
On October 21, the precious metal dropped over 8% in a single session, hitting its steepest decline since 2013. For a market that had just surged past $4,000 per ounce in early October, the sudden selloff is significant.
And according to Michaël van de Poppe, host of the New Era Finance Podcast and crypto analyst, this could be the start of a shift toward Bitcoin.
Van de Poppe Sees Gold Peaking
Van de Poppe laid it via an X post: “The volatility on Gold is super high, that’s due to the fact that it’s a massive outlier which we’ve witnessed in recent months. I do think Gold is peaked for the moment, and that would mean that money should rotate towards other assets.”
He sees this as more than a one-day trend. Gold’s rapid climb in just over a month made it an extreme outlier. Overbought conditions, profit-taking, and technical extremes all made a correction likely.
Van de Poppe points to macro factors like a soft CPI reading and the end of the U.S. government shutdown as triggers that could push investors to riskier assets like Bitcoin.
Gold Falling, Bitcoin Rising
History suggests this rotation isn’t unusual. In April, when gold dipped, Bitcoin surged after hitting a macro bottom. Now, as gold falls 6-8%, Bitcoin has edged higher, trading near $108,039 at press time. Analyst Ash Crypto sees this as the start of a bigger move.
Anthony Pompliano added: “Yesterday I told you it was time for the great rotation from gold into bitcoin. Today the rotation started.”
Bitwise Europe’s research highlights the potential impact. Even a small 3-5% shift from gold to Bitcoin could significantly boost prices. Based on current levels, BTC could more than double from $107,240, possibly surpassing $242,000.
On-chain data also shows a critical liquidity zone between $93,000 and $118,000. A breakout above $118,000 could trigger a decisive rally.
Macro Triggers Are Key
Soft inflation numbers and a stable government could bring back risk appetite. When that happens, gold’s appeal as a safe haven fades, and risk assets like Bitcoin benefit.
Van de Poppe sees these conditions starting to form, which could make Bitcoin the main winner of this rotation.
Watching the Market
Not everyone is convinced yet. While some Redditors are celebrating, others warn that it’s too early to call a full rotation based on one day’s moves. But the pattern is worth watching.
Gold’s correction may be the first signal that capital is shifting, and for Bitcoin bulls, this could mark the start of a new push before the year ends.
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FAQs
Gold’s sharp 8% drop was driven by an overbought market after a rapid surge, leading to widespread profit-taking. Softer inflation data and stabilized politics also reduced its safe-haven appeal.
Analysis suggests a rotation may be starting. As gold corrects from its peak, historical patterns and market data show capital often flows into Bitcoin, which is already edging higher.
A significant gold sell-off can positively impact Bitcoin’s price. If investors see gold as peaking, they may reallocate funds to Bitcoin, potentially driving a substantial rally.
While Bitcoin is increasingly seen as a digital store of value, it acts more as a risk-on asset. It often benefits from gold’s weakness rather than directly replacing its safe-haven role.
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