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.

2026-01-29

Legal 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.

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