Bitcoin vs TradFi: volatility myths exposed
Bitcoin has historically lagged Global Liquidity, and right now it’s lagging badly. That gap doesn’t stay open forever.
The upcoming rotation from metals into Bitcoin is going to be something to watch. The main question now is when this plays out 👀
Let’s talk facts:
▪️Silver $XAG dipped ~13% in just 90 minutes 2 days ago
▪️That move wiped out ~$900B in market value🤯🥵
▪️Ethereum’s entire market cap is ~$300B🫢
Do the math:
▪️Silver lost 3× the entire ETH market cap
▪️In a market with far better liquidity
▪️In a so-called “stable, regulated” TradFi environment
▪️During regular business hours
Another important macro signal:
▪️Silver outperforming gold historically happens late in the cycle
▪️It often precedes volatility spilling into other asset classes
Bitcoin hasn’t caught up yet - but when liquidity rotation starts, it usually moves fast 🌚