2026-01-04 10:25:38

The market changes in 2025 have brought a forgotten concept back into the spotlight—the value of safe-haven assets.

At the end of the year review, numbers tell everything. Gold surged nearly 65% throughout the year, even reaching a high of $4,500; silver was even more dramatic, up 147%. But what about Bitcoin? It closed the year with a disappointing -6.3% decline. The once-mythical safe-haven asset was brutally confronted by reality.

This is not just luck. The macro environment in 2025 is like a pressure cooker—repeated inflation, fiscal battles, government shutdowns playing out in turn. In such an environment, the logic behind capital allocation becomes clear: safety first, risk second. Even though November’s inflation data was positive and core indicators were below expectations—generally good news for Bitcoin—the Q4 results were ruthless—gold assets +13%, Bitcoin -24%. The direction of capital voting with its feet points to what investors truly want.

More notably, market sentiment is quietly shifting. No longer asking "Is the volatility high?", but instead asking "Who can provide stable returns?" The strong performance of XAUT (gold token) may be signaling something for 2026: the divergence between Bitcoin and safe-haven assets could continue.

On-chain data also confirms this shift. Large whales are withdrawing from Ethereum positions and shifting into precious metals; multiple large wallets are accumulating XAUT in advance. Meanwhile, the Chinese market’s influence on precious metals is clearly strengthening, with mining companies accelerating overseas resource acquisitions.

To sum up: 2025 belongs to the era of gold, and in 2026, Bitcoin is likely to continue "fighting against" safe-haven assets, facing the reality of ongoing capital outflows.

BTC0,3%

XAUT0,08%

ETH1,01%

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PonziWhisperer

· 01-07 10:21

Gold surges while Bitcoin falls? This is what you call the market speaking, there's no myth involved. --- Wait, are whales really sweeping XAUT in large quantities? Where is this information coming from? --- Safety first, I respect this logic, but do we really need to "go against" gold in 2026… it's a bit uncertain. --- Silver has risen 147%. Why didn't I buy the dip? If I had known earlier, I wouldn't have gone all in on coins. --- Funds flowing into precious metals, is this a victory for conservative capital or the end of the crypto world? --- Stable returns vs. dreams of explosive growth, these are indeed two different groups. I want to have both. --- When did mining companies start sweeping overseas resources? It always feels like we're always a step behind. --- Honestly, having seen so many bull and bear cycles, gold never seems to die. What about Bitcoin…

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ForkThisDAO

· 01-07 07:22

Gold is skyrocketing wildly, while BTC is still in the negative... This shift is quite intense. Funds are not stupid; everyone is moving towards stability. Silver 147% is crazy, and we're still bleeding here. Big whales have all gone to play with precious metals, this signal is quite obvious. Is 2026 really the year of gold? Then it will be hard for BTC to recover. Wait, can precious metal tokens really serve as a hedge? Or is this just another story? Safety first, this logic makes sense, but watching BTC fall is heartbreaking. With such strong risk aversion sentiment, no wonder funds are flowing into gold. Mining companies are scouting overseas resources—are they going all-in on precious metals? Moving from Ethereum to precious metals... institutions are so pragmatic. If this divergence really continues into 2026, the landscape will change.

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StableGeniusDegen

· 01-05 23:37

Wait, gold has risen 65% while Bitcoin has fallen 6%? This gap... Oh my god

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GateUser-9f682d4c

· 01-04 10:55

Gold 147%? Is this for real? Or is it just a dream?

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EthMaximalist

· 01-04 10:48

Gold has risen 65%, Bitcoin has fallen 6%... This is the real reality, it's high time to wake up --- Whales are all sweeping XAUT, what are we still waiting for --- Safety first, put risks aside—this hits the point perfectly. Who can blame the funds? --- Q4 Gold +13, Bitcoin -24, can numbers lie... --- Wait, big players are building positions in XAUT, can we ignore this signal? --- Inflation data can't save BTC, the problem is indeed serious --- Continuing to oppose in 2026? Should I buy the dip early or keep holding gold? --- From Ethereum to precious metals, whales' instincts are always the sharpest --- Stable returns vs. volatility stimulation, people are really choosing stability now --- Is it true that silver has risen 147%? Why didn't I catch any of it

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PumpStrategist

· 01-04 10:48

Chip concentration is high in XAUT, but how overheated is the current sentiment? You gotta check the RSI, brother. Typical retail mentality—chasing gains in gold is just as costly as chasing coins in the crypto world. The risk hasn't fully been released yet. Interesting levels—large investors building positions in XUAT is indeed a signal, but don't treat it as a savior. The pattern is formed; the next step depends on how macro expectations develop. That -24% in Q4... well, serves you right. Those who go against the trend are doomed to have their contracts blown up. Honestly, gold as a safe haven isn't new. What's truly new is that the crypto world is only now realizing this. It's incredible. Whether funds are flowing or not, the core still depends on probabilistic strategies. Those making money this year either play gold or haven't moved at all. On-chain data indeed doesn't lie, but are you sure those big investors building positions are "pre-positioning" or just cutting losses?

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