Gold Explodes, BTC Lags! Is Capital Rotation the Next Chapter?
Cryptocurrency News
Jan 29 markets are witnessing a sharp divergence:
gold and silver are breaking record after record, while
Bitcoin struggles to regain momentum. In just 24 hours, gold added an estimated
$1.5 trillion in market value, nearly matching Bitcoin’s entire market cap.
The key question now:
when and how
does this capital rotate back into crypto?
Gold & Silver: Record Highs, Historic Flows
-
Gold : surged past $5,500/oz, pushing total market cap toward $34T
-
Silver : up 21.5% in a week, reaching $6.6T in market value
-
Gold is up ~28% YTD, silver +65% YTD
-
Volatility is rising: intraday swings rival those typically seen in crypto
This rally reflects persistent demand for
hard assets amid fiscal expansion, currency uncertainty, and geopolitical risk.
Bitcoin (BTC): Underperforming, But Not Ignored
Bitcoin has struggled since October’s liquidation-driven drawdown, despite expectations that it would behave like a “digital safe haven.”
Over the past five years:
-
Gold: +185%
-
Bitcoin: +164%
Yet institutional sentiment tells a different story:
-
71% of surveyed institutions view BTC as undervalued at $85K–$95K
-
~ 80% would hold or buy more if BTC falls another 10%
Sentiment indicators underline the gap:
-
Crypto Fear & Greed Index : 26 (Fear)
-
Gold sentiment index: 99 (Extreme Greed)
Rotation Watch: Is BTC Just Early?
Some analysts argue this divergence may be
cyclical, not structural.
Models tracking historical behavior suggest:
-
BTC often follows gold’s major moves with a ~6-month lag
-
The BTC/Silver ratio is nearing levels that historically marked trend reversals
-
Even small capital rotation from metals into crypto could have an outsized impact
Still, not all agree that metals are near a peak. Long-duration bull markets in gold and silver have historically lasted
5–10 years, suggesting patience may be required.
CoinTR Insight
This looks less like crypto failure and more like
capital sequencing. Precious metals are absorbing fear-driven flows first. Crypto typically responds later, when risk appetite rebuilds. In these phases, timing matters less than
positioning and execution.
CoinTR’s
deep liquidity and
stable TRY–USDT flow help users:
-
stay flexible while markets diverge,
-
manage BTC exposure without chasing moves,
-
be ready if and when rotation accelerates.
Forward-Looking Takeaway
-
Gold & silver signal strong demand for hard assets
-
BTC sentiment is weak — but institutional conviction remains
-
Capital rotation, even partial, could reshape crypto pricing quickly
Bottom line: Trillions are moving. Crypto may not be leading — yet — but history suggests it rarely stays sidelined forever.
January 29 crypto news was the same today. Remember, this information is not investment advice. As the Bitcoin exchange CoinTR, it has been prepared to inform you about the current
crypto market.
2026-01-29Legal Notice
The information, comments, and evaluations contained in this content do not constitute investment advice. This content is not intended to be prescriptive in any way and is intended to provide general information. It does not constitute investment advice. CoinTR cannot be held responsible for any transactions made based on this information or any losses that may arise.
Gold Leads the Rally: Why Bitcoin’s Structural Setup Still MattersRecommended
Cryptocurrency NewsBitcoin Under Pressure: Whale Purchases and Market Outlook Bitcoin slipped below $66,000 on February 11, losing its support at $70,000 despite large holders scooping up about 53,000 BTC last week. These acquisitions, worth around $4 billion, are seen as damage control rather than a trend reversal. While whale activity helps stabilize markets, the failed bounce attempts show that deep-pocketed demand alone isn’t enough to anchor the market still digesting months of volatility. Market Context: Seeking a Botto2026-02-11
Cryptocurrency NewsCrypto Markets Seek Direction: Bitcoin Consolidates, Altcoins Show Selective Strength In today’s crypto news on February 10, market participants are navigating a phase of consolidation following recent volatility. TradingView News highlights that capital flows remain cautious, with Bitcoin showing signs of stabilization while selective interest continues to rotate toward certain altcoins. Overall sentiment suggests balance rather than momentum, as investors reassess positioning. Market Context: Consolidation After Volatility After a period of heightened price swings, crypto mark2026-02-10
Cryptocurrency NewsCrypto Flows in Balance: Outflow from Bitcoin, Risk Reduction in Ethereum In today's crypto news on February 9, it is noteworthy that capital flows have taken on a more balanced appearance following weeks of selling pressure. CoinShares data indicates that outflows have slowed significantly; while Bitcoin is showing weakness, selective inflows are emerging in some altcoins. On the Ethereum front, risk-reduction moves by major players remind us that the market remains cautious. Market Context: From Heavy Outflows to a Search for Balance After weeks of intense selling,2026-02-09
