2025-12-30 12:24:28

I recently analyzed a set of data and discovered some interesting phenomena——over the past month, the amount of stablecoins flowing out of mainstream cryptocurrency exchanges hit a quarterly high. Meanwhile, capital flows in traditional markets are also shifting, with gold-related ETFs experiencing the most intense influx of funds in nearly three years. This is not speculation; the data is right here.

**Gold and Silver Suddenly Boomed, While Bitcoin Cooled Down**

Gold has now broken through the $4,500 mark, and silver is even more extraordinary—up over 140% this year. In contrast, Bitcoin has actually fallen by 8% this year. Even more striking is the Bitcoin/Silver ratio, which plummeted by 67%, hitting a 15-month low.

Looking at this data from a different perspective: with the same amount of money, the amount of Bitcoin you could buy at the beginning of the year can now be exchanged for more than three times the amount of silver. The market is making its choices through actual actions.

**Two Forces Are Driving This Shift**

On one side, institutions are adjusting their positions—hedge funds and asset management products are beginning to reduce their allocation to crypto assets and are instead increasing holdings in physical gold and mining stocks. On the other side, retail investors are following suit, and the profit-taking effect has completely shifted. Discussions about "how to buy silver" on social platforms have surged by 300% month-over-month, while the discussion heat for Bitcoin has fallen to its lowest point this year.

**Why Does This Feel Different This Time?**

Simply saying "hedging" doesn’t fully explain it. The real reasons might be more complex. Against the backdrop of ongoing global uncertainty, tangible assets (gold and silver), with their thousands of years of consensus, temporarily overshadow the narrative of digital assets that has only been around for a decade. Additionally, from a cost perspective, nearly 33% of Bitcoin holdings are now at a loss, prompting some investors to reconsider their allocation strategies. Asset rotation is happening in real time, and the key question is: which side are you on?

BTC1.03%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

7 Likes

Reward
7
5
Repost
Share

Comment

0/400

WalletDetective

· 8h ago

Oh no, institutions are starting to run, and retail investors are following. This is the end. --- Silver has risen 140% and still couldn't be bought. To put it nicely, it's rotation; to be blunt, it's a cut. --- The group that lost 33% on btc must be regretting now, but unfortunately, it's too late to regret. --- The centuries-old consensus on gold versus the ten-year narrative of Bitcoin, while sounding good, is just the reality. --- A significant outflow of stablecoins indicates that big players are withdrawing. We need to be cautious about this wave. --- Stablecoin outflows from exchanges hit a new high? Looks like everyone is looking for the next target. --- Discussion volume for silver's 300% surge, while btc discussions hit a low. The market's foot has been pulled out. --- It's not just about safe-haven; frankly, tangible assets are more secure, while digital assets still feel a bit虚. --- Asset rotation isn't something to obsess over; the key is not to pick the wrong side. --- A 67% drop in ratio, this data is painfully real, five stars for impact. --- When Bitcoin drops 8% annually, silver has already taken off. If we're still talking about safe-haven now, it's too late.

View OriginalReply0

airdrop_huntress

· 8h ago

The silver surge of 140% is truly incredible. Institutions are all buying the dip in gold, while retail investors are still buying the dip in Bitcoin? This shift is quite intense.

View OriginalReply0

LiquidityHunter

· 9h ago

Stablecoin outflows hit a quarterly high, but this data point isn't that simple... it depends on the current liquidity depth of DEXs. Wait, BTC/Silver ratio plummeted by 67%, this arbitrage opportunity is quite intense. Is the pressure from 33% loss positions really that strong? Slippage must be terrifying, institutions are really trying to shake the market. The key question is how fast asset management products are rebalancing, and when the liquidity gap will be filled. The decline in discussion popularity to the lowest point of the year is actually a signal... retail investors tend to chase gains and sell on dips, and abnormal volatility often presents opportunities. If this rotation continues, the price spread of trading pairs will widen further, so we need to keep a close eye on it.

View OriginalReply0

SurvivorshipBias

· 9h ago

Silver has increased by 140%, this data is no exaggeration, but are institutions really withdrawing? Why do I feel like it's still retail investors stepping on each other.

View OriginalReply0

RetiredMiner

· 9h ago

Stablecoin outflows accelerate, institutions are all buying the dip in gold, retail investors are following the trend in silver... Really, those still holding Bitcoin must have a really strong heart.

View OriginalReply0