🥇 Gold’s Historic Run Is Sending Signals to Crypto Markets
Digital asset research firm Delphi Digital has highlighted a remarkable trend: gold prices are up roughly 120% since early 2024, marking one of the strongest rallies in modern history—without a recession, quantitative easing, or a global financial crisis.
🏦 Central banks are leading the charge
In 2025 alone, central banks bought more than 600 tons of gold, and purchases are expected to climb to around 840 tons in 2026. This aggressive accumulation points to growing concerns over currency stability and long-term fiscal risks.
⏱️ What this means for crypto
Historically, gold has tended to lead Bitcoin by about three months at major liquidity turning points. While gold appears to have largely completed its repricing for the upcoming easing cycle, Bitcoin sentiment remains weighed down by past cycle comparisons and recent market pullbacks.
📉➡️📈 A macro signal, not a panic sign
According to Delphi Digital, when precious metals outperform stocks, markets are usually pricing in currency depreciation, not economic collapse. This suggests policy easing and fiscal dominance—conditions that have historically been constructive for scarce assets like Bitcoin.
🔮 Looking ahead
Volatility in gold and other precious metals may be an early indicator of where risk assets are headed next. If history rhymes, crypto markets could be next in line to respond once liquidity expectations fully reset.
Gold has moved first—now the market is watching what follows.
