2026-01-03 05:22:04

A recent phenomenon is worth pondering: Bitcoin has retraced 30% from its high, while gold and silver are climbing steadily. Behind this actually lies a repeatedly validated market rule — precious metals are often the pioneers, and digital assets are the followers.

Let's rewind the clock. In March 2020, after the Federal Reserve launched unlimited liquidity, it was not Bitcoin that took off first, but traditional precious metals. Gold surged to $2,075, and silver skyrocketed to $29. Meanwhile, Bitcoin? It remained silent for a full 5 months, fluctuating between $9,000 and $12,000. It wasn't until the peak of the precious metals and capital rotation began that Bitcoin was seemingly activated, soaring wildly and ultimately increasing by 5.5 times.

The current script feels familiar. Gold just broke a record, surpassing $4,550; silver broke through $80. Precious metals are once again leading the charge. And Bitcoin? Since the margin call event last October, it has entered a prolonged sideways consolidation, almost a mirror image of its mid-2020 performance.

However, the driving forces behind this round are completely different. The previous round relied on a single liquidity shock; this time, multiple factors are stacking up — the Fed's new round of easing, the continued cycle of rate cuts, potential easing of bank leverage restrictions, the gradual clarity of crypto policy frameworks, and possible government dividend checks. Plus, spot funds are gearing up, and new Fed officials are showing friendly attitudes, creating a dual engine of liquidity and institutional reform.

Gold and silver leading the way is not a bad sign; rather, it’s like the prelude to a symphony — the buildup before the official climax. If history continues to repeat itself, Bitcoin will step in after the precious metals' rally slows down. The current sideways movement is less the start of a bear market and more the accumulation before a major move. Patience is key; observe the rhythm of precious metals, and the opportunity for Bitcoin may be just around the corner.

BTC1.3%

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StealthDeployer

· 23h ago

Wait a minute, gold and silver take off while Bitcoin only moves afterward. Why do I feel like I've heard this logic several times before... --- Is this the same script from 2020 repeating again? Back then, we waited for 5 months just to wait, my hands were trembling. --- Spot funds + Federal Reserve double engine, this setup is indeed more aggressive than the last round, but it still depends on when precious metals will top out. --- The saying that gold and silver leading the way is just a prelude... sounds very comfortable, but why do I always feel that this time might be different? --- It's already 2025 and we're still reenacting 2020. Surely not going to sideways for another 5 months, right? I'm breaking apart. --- Basically, it's waiting for gold and silver to get tired before Bitcoin wakes up. Why is this logic so magical?

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FromMinerToFarmer

· 23h ago

This logic sounds comfortable, but I still have some doubts... Will history really be perfectly replicated this time? Don't just focus on gold and silver. After the wave of precious metals in 2020, it still comes down to liquidity. Can the current environment be the same? Wait, first see when the rate cuts will really happen. Don't just listen to rumors, watch the actual actions... It's been consolidating for so long, which is really annoying. Catching the trend early is better than anything else. This set of logic can be used every round, but the key is when the page will turn. No one knows. Instead of studying the rhythm of gold and silver, it's better to pay attention to what Federal Reserve officials are saying... That's how I got caught last time. Actually, I want to see what will happen if government dividends really materialize. That’s the new variable.

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HappyMinerUncle

· 23h ago

Are we reenacting the same old script from 2020 again? Gold and silver lead the way, then we follow—there are clear signs of this pattern. Just waiting to see if it consolidates; after all, history loves to repeat itself. By the way, this round of policies is much more aggressive than the last, and the dual-engine narrative sounds quite reassuring. Gold has already broken records, while BTC is still in a daze... Let's wait and see. Silver has already surged to 80, so what are we waiting for? Capital rotation is right in front of us. But honestly, the fundamentals are truly different this time; the clarity of the policy framework is the most critical point. Gold and silver leading... I’ll just see it as the appetizer; the main course is still coming. Consolidation vs. the start of a bear market—these two judgments are way off; I hope the author isn’t mistaken. Are spot funds really consolidating? Or are they just holding back a big move? When the precious metals peak, how dare BTC take over... probably everyone has already run away.

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CryingOldWallet

· 23h ago

Gold and silver are taking off while Bitcoin is still hesitating. I've seen this script before, just waiting for the rotation. --- Is history repeating itself? Then I'll sit quietly and wait for the baton to be passed. Range-bound trading is a sign of accumulation. --- The dual engines are coming. This time feels different. The Federal Reserve's moves are interesting. --- I missed the last cycle in 2020. This time, I’ve decided to hold firm, firmly believing that a top in precious metals is a signal. --- No rush. Just watch the rhythm of gold and silver. Bitcoin opportunities will come eventually. --- It's a good statement, but how do you control the risk? Staying safe with your positions is the most important. --- Spot funds are accumulating? Then I need to be ready to jump in at any moment.

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zkProofGremlin

· 23h ago

History always repeats itself, but this time the liquidity combo punch is different. The dual engines are really quite powerful. --- Gold and silver taking off while Bitcoin stays in the corner—this trick was played in 2020. Just wait and see. --- How many times have we heard "sideways consolidation"? It really only counts when spot funds start to flow in. --- The current issue isn't whether prices will rise, but when the crypto market will start to benefit. The key is the data at the end of the month. --- Precious metals hitting new highs—I'm actually more optimistic about the upcoming wave. The groundwork has indeed been laid properly. --- Rather than calling it a prelude, it's more accurate to say that this time, multiple factors stacking up are truly different. There have been changes at the institutional level. --- Would it be too late to jump in after precious metals peak? The signal shift could happen in just a few days.

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