Gold hits record $4,392, signaling investors may start shifting funds into Bitcoin soon.
Institutional investors rotate liquidity from gold to Bitcoin, quietly building positions in digital assets.
Analysts predict BTC may reach $150,000–$180,000 by year-end, potentially touching $1 million later.
After months of a nonstop rally, gold finally touched a record $4,392 per ounce. But top crypto analyst Mario Nawfal warns this could be the turning point, investors are now starting to move money from gold to Bitcoin.
If this rotation continues, Bitcoin could surge toward $150,000–$180,000 per BTC, setting the stage for what many are calling the next major crypto bull run.
Gold Rally Cools as Traders Take Profits
Gold has been the star of 2025’s market story, soaring over 60% to its highest level in a century. The rise was driven by U.S.-China trade tensions, growing worries about global debt, and record purchases of gold by central banks.
However, the rally didn’t last long. When U.S. markets opened, President Trump’s softer comments on the trade war with China led investors to take profits, pushing gold prices to fall.
On October 17, 2025, spot gold prices fell over 2% after hitting a record high of $4,392 to $4,250 per ounce, wiping out nearly $1 trillion in market value.
Capital Rotation From Gold to Bitcoin
According to Mario Nawfal, U.S. institutional investors appear to be rotating capital from gold to Bitcoin, taking profits at the top while quietly building positions in digital assets.
“They pumped gold to sell it high, and now they’re using that liquidity to stack BTC.”
This strategy isn’t new. When gold peaked in August 2020, Bitcoin followed with a parabolic move from $10,000 to $60,000 within a few months. Today, a similar setup is forming, gold’s RSI is above 85, signaling overbought conditions, while Bitcoin’s RSI is near 32, reflecting deep oversold territory.
If this pattern repeats, the next few weeks, particularly around the October 29 FOMC meeting, could see a major liquidity rotation into Bitcoin.
How High Will BTC Price Go?
Backing Nawfal’s theory, Michael van de Poppe believes that as gold’s rally slows, investors will look for the next big opportunity, and that could be Bitcoin. He says once gold hits its peak, liquidity will rotate into crypto, triggering one of the biggest bull runs ever.
He noted that Bitcoin often lags behind gold but eventually outperforms it once gold’s price tops out.
Van de Poppe predicts BTC could reach $150,000 $180,000 before the end of 2025, and possibly touch $1 million within the next one to two years.
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FAQs
Analysts observe a potential capital rotation, where investors are taking profits from the record-high gold market and may be moving those funds into the oversold Bitcoin market.
Following a potential gold-to-Bitcoin rotation, some expert predictions suggest Bitcoin could surge toward $150,000 to $180,000 by the end of 2025.
Some analysts believe Bitcoin is currently oversold and poised for a major bull run if institutional capital rotates from gold, making it a potential entry point for risk-tolerant investors.
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