Gold’s record run hasn’t reliably funneled money into Bitcoin, analyst Darkfost warns — despite fresh signs that investors are hunting havens as macro uncertainty intensifies. What happened - Gold surged to a new all‑time high above $4,420 per ounce on December 22, 2025, driven by persistent inflation worries, geopolitical risk and renewed central‑bank buying. The rally reaffirmed gold’s role as a traditional safe haven during periods of macro stress. - Bitcoin’s sentiment also firmed during the move, reviving comparisons between the two assets as competing stores of value. Around the gold breakout, BTC was trading near $88,000. Why traders noticed - Interest spiked further after reports on X suggested Kazakhstan planned to sell part of its gold reserves and could allocate up to $300 million into Bitcoin and other crypto assets. If true, that would be an opportunistic reallocation — shifting funds from an outperforming asset into one trading below recent highs — rather than purely defensive reserve management. Public sentiment adds color - Longtime gold advocate Peter Schiff ran a poll asking how people would invest $100,000 by December 19, 2028 (choices: Bitcoin, gold, or silver as a single long‑term holding). Bitcoin led with 62.4% of votes, signaling a clear tilt among poll respondents toward BTC as a long‑term allocation. What the data says: mixed signals - Using a 180‑day moving‑average framework, analyst Darkfost (via CryptoQuant) explored whether gold highs historically preceded capital rotation into Bitcoin. The results were inconsistent: - Positive signals showed up when BTC was trading above its 180‑day average while gold was below. - Negative signals appeared when both assets were below their respective 180‑day averages. - Across different cycles, outcomes varied widely — in some cases BTC outperformed after gold rallies, but often the two assets moved in tandem. - Darkfost’s takeaway: gold making new highs does not automatically trigger a rotation into Bitcoin. Bottom line Macro uncertainty has accelerated demand for safe havens, but historical patterns suggest investors don’t mechanically shift from gold into BTC when gold hits new peaks. Each cycle behaves differently, and opportunistic reserve moves (like the Kazakhstan reports) would reflect active management rather than a guaranteed flow into crypto. Disclaimer: AMBCrypto's content is informational only and not investment advice. Trading cryptocurrencies is high risk — do your own research before making decisions. © 2025 AMBCrypto Read more AI-generated news on: undefined/news

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