According to @charliebilello, gold returned +64% in 2025, ranking as the best-performing major asset, while Bitcoin fell 6%, the worst among major assets, source: X post on Jan 1, 2026 https://twitter.com/charliebilello/status/2006738768628433299. He adds that this is the inverse of 2013 and the figures imply a 70 percentage-point GLD over BTC outperformance for 2025, source: X post above and his newsletter https://bilello.blog/newsletter.

According to @StockMKTNewz, gold ended 2025 up 66.3% and silver up 142.4%, while Bitcoin (BTC) ended 2025 down 6.1% and Ethereum (ETH) down 10.6% (source: @StockMKTNewz). According to @StockMKTNewz, these figures show metals outperformed the two largest cryptocurrencies in 2025, a clear cross-asset performance gap traders can reference for year-end benchmarking (source: @StockMKTNewz).

According to @CryptoMichNL, the BTCUSD/Gold ratio has been trending lower since the summer as gold has significantly outperformed BTC since August and the ratio has stayed below the 20-day moving average, source: @CryptoMichNL on X, Dec 30, 2025. According to @CryptoMichNL, traders should watch for a potential breakout in the BTCUSD/Gold chart as a rotation play that he does not expect in the final two days of the year but sees as likely in the first days of the new year, source: @CryptoMichNL on X, Dec 30, 2025. According to @CryptoMichNL, a strong bullish divergence on the ratio implies a reversal may be near, with BTC likely to outperform gold for multiple months, while noting this outperformance does not automatically mean a sharp BTC rally, source: @CryptoMichNL on X, Dec 30, 2025. According to @CryptoMichNL, this behavior aligns with correlations observed across altcoins, source: @CryptoMichNL on X, Dec 30, 2025.

According to @CryptoMichNL, the BTC/USD valuation versus gold is at its lowest level in multiple years, signaling a deep relative drawdown of BTC against XAU on a multi-year basis (source: @CryptoMichNL on X, Dec 29, 2025). He adds that commodities have had a strong year, contextualizing the BTC/XAU weakness within broader commodity outperformance (source: @CryptoMichNL on X, Dec 29, 2025). He relays that @MNFund_ expects a turnaround in risk appetite in 2026, highlighting a potential shift in market preference (source: @MNFund_ on X as cited by @CryptoMichNL, Dec 29, 2025). Based on this view, he asserts a relative-value thesis of Bitcoin taking over gold and Ethereum taking over silver, framing a crypto-over-precious-metals stance (source: @CryptoMichNL on X, Dec 29, 2025). For trading, the combination of a multi-year BTC/XAU low and the cited 2026 risk-on expectation points to monitoring BTC/XAU and ETH/XAG ratio trends and momentum for reversal confirmation (source: @CryptoMichNL on X, Dec 29, 2025; source: @MNFund_ on X as cited by @CryptoMichNL, Dec 29, 2025).

According to @CryptoMichNL, the daily timeframe shows a massive bullish divergence between BTCUSD and Gold, with Gold declining while Bitcoin consolidates, indicating momentum is turning toward BTC, source: @CryptoMichNL. The analyst states that if this divergence is valid, Bitcoin is likely to outperform Gold in the coming period, highlighting a potential rotation trade favoring BTC over Gold, source: @CryptoMichNL. He cites historical analogues in Q3 2024, just before Bitcoin broke toward the $100K barrier, and in Q4 2022 at the end of the Bitcoin bear market, source: @CryptoMichNL. The overarching view is that a big rotation is on the horizon with relative strength favoring BTC against Gold on the daily timeframe, source: @CryptoMichNL.

According to @CryptoMichNL, the BTCUSD/GOLD weekly RSI is below 30 and continues to decline, highlighting extreme relative weakness of BTC versus gold. Source: @CryptoMichNL on X, Dec 26, 2025. He adds that a strong bullish divergence has formed on the daily RSI for the first time since the broader correction, which he views as a strong signal for Bitcoin. Source: @CryptoMichNL on X, Dec 26, 2025. He states this configuration implies a bullish period may be approaching for BTC. Source: @CryptoMichNL on X, Dec 26, 2025.

According to @AltcoinDaily, Bitcoin (BTC) and gold have each gained 117% over the past two years, as stated in an X post dated Dec 24, 2025 (source: @AltcoinDaily on X, Dec 24, 2025). This denotes equal two-year returns for BTC and gold over that period per the same post, offering a direct relative performance comparison from the cited figure (source: @AltcoinDaily on X, Dec 24, 2025).

According to Charles Edwards, Bitcoin (BTC) has entered a "Quantum Event Horizon," with the upgrade timeline now overlapping the front-edge risk window for quantum attacks on Bitcoin’s encryption, requiring network consensus on BIP360 in 2026 to mitigate the threat (source: Charles Edwards). He states this security overhang is a primary reason BTC has been underperforming Gold, making BTC/Gold relative performance a key lens for traders assessing risk premia and market leadership (source: Charles Edwards). Edwards also flagged a near-term catalyst via his Thursday talk outlining a plan, implying that developer and governance signals around BIP360 could be volatility drivers for BTC and related crypto assets (source: Charles Edwards).

According to @AltcoinDaily, a new X video features the Binance Founder debating Peter Schiff on Bitcoin versus gold, source: https://x.com/AltcoinDaily/status/1997428310461366516. The post confirms the debate content and provides the video link without disclosing any price levels, market performance, or outcome details, source: https://x.com/AltcoinDaily/status/1997428310461366516. For trading, align the video publication time with intraday checks on BTC spot volume, BTC dominance, and XAU/USD to gauge any short-term sentiment change driven by the BTC vs gold narrative, source: https://x.com/AltcoinDaily/status/1997428310461366516.

According to @AltcoinDaily, gold has compounded at roughly 7% per year since 1971, highlighting a historical baseline for store-of-value returns and a benchmark for risk-adjusted comparisons, source: @AltcoinDaily. According to @AltcoinDaily, Michael Saylor believes Bitcoin could average 20% annually over the next 50 years, positioning BTC as digital gold with higher expected long-term CAGR than gold, source: @AltcoinDaily. According to @AltcoinDaily, this view supports a pro-BTC allocation tilt versus gold and frames a BTC-over-gold rotation narrative that traders may track via the BTC-to-gold ratio as a sentiment signal, source: @AltcoinDaily.

According to @EricBalchunas, JPMorgan forecasts Bitcoin (BTC) could reach $170,000 within the next 6–12 months, citing the completion of perpetual futures deleveraging as a key market driver (source: @EricBalchunas on X, Nov 6, 2025). According to @EricBalchunas, JPMorgan also argues BTC is historically undervalued relative to gold, which implies "significant upside" over the same 6–12 month horizon (source: @EricBalchunas on X, Nov 6, 2025).

According to @GracyBitget, crypto participation is driven by memecoin themes (cats, dogs, frogs, Chinese characters) and social virality, with Binance listing rumors or confirmations prompting broad ape-in behavior, source: @GracyBitget, X, Oct 30, 2025. According to @GracyBitget, prevailing crypto narratives include BTC will surpass gold and altcoins are worth zero, highlighting a BTC-centric bias many market participants reference, source: @GracyBitget, X, Oct 30, 2025. According to @GracyBitget, US stock discussions focus on AI, robotics, space, autonomous driving, and biotech, anchored in weekly report quality, forward P/E down to 17 next year, long keynotes, exploding user growth, and ambitions like the first $10T market cap, source: @GracyBitget, X, Oct 30, 2025. According to @GracyBitget, this contrast frames crypto trading around social and listing catalysts versus equity trading around fundamentals and valuation, a split traders can use to align catalyst calendars and risk management across BTC and altcoins, source: @GracyBitget, X, Oct 30, 2025.

According to @Andre_Dragosch, claims that MicroStrategy (MSTR) and Michael Saylor cannot raise more capital or expand modified NAV (mNAV) are unfounded FUD, and he expects that once risk-on returns and Bitcoin (BTC) outperforms gold, MSTR will likely rally, mNAV will expand, and the company will raise additional capital to buy more BTC (source: @Andre_Dragosch on X, Oct 30, 2025). He frames MSTR as a trade on BTC’s outperformance versus gold during risk-on conditions, with the capital-raising cycle enabling further BTC accumulation by the company (source: @Andre_Dragosch on X, Oct 30, 2025).

According to @CryptoKing4Ever, BTC currently represents roughly 6% of gold’s total market value (source: @CryptoKing4Ever). According to @CryptoKing4Ever, if BTC captures 10% of gold’s value, the implied BTC price target is about $170,000, offering a relative valuation marker for traders (source: @CryptoKing4Ever). According to @CryptoKing4Ever, this thesis frames Bitcoin as a digital store of value early in its adoption versus gold’s centuries-long history, signaling a bullish long-term narrative that traders may benchmark against gold (source: @CryptoKing4Ever).

According to @rovercrc, gold added over $10 trillion in market value this year and he argues this supports long-term bullishness for Bitcoin, source: @rovercrc on X, Oct 19, 2025. For context, the World Gold Council estimated total above-ground gold value around $13–15 trillion in 2024, so a $10 trillion increase would imply roughly a 60–75% year-over-year rise from that base that traders should verify against current XAUUSD levels, source: World Gold Council; LBMA Gold Price. Bitcoin’s market capitalization ranged roughly $0.8–$1.3 trillion during 2024, making a hypothetical $10 trillion gold increase equivalent to about 8–12 times BTC’s entire 2024 market cap range, source: CoinMarketCap historical data. If safe-haven demand is accelerating into gold, watch for spillover into BTC via the digital-gold narrative by tracking BTC–gold rolling correlation and spot Bitcoin ETF net inflows, source: Coin Metrics correlation series; CoinShares Digital Asset Fund Flows Weekly. Key macro confirms for risk appetite include U.S. real yields and DXY, which are widely monitored drivers for both gold and BTC price behavior, source: U.S. Treasury real yield data; ICE U.S. Dollar Index.

According to @KookCapitalLLC, gold is inferior to Bitcoin (BTC) because potential future supply expansions from asteroid mining and lab-created gold could overwhelm demand, while BTC does not face these supply risks, source: @KookCapitalLLC on X, Oct 17, 2025. The author explicitly projects gold to $0 and BTC to $1,000,000, framing a rotation narrative that could impact BTC/XAU relative value positioning and crypto risk appetite, source: @KookCapitalLLC on X, Oct 17, 2025. Trading takeaways: monitor BTC/XAU cross, BTC dominance, options skew, and flows into BTC ETPs versus gold ETFs for confirmation of this thesis; consider relative trades such as long BTC versus short gold only on momentum confirmation and defined risk, source: @KookCapitalLLC on X, Oct 17, 2025.

According to @ReetikaTrades, people are physically queuing worldwide to buy gold, indicating a flight-to-safety narrative that reflects bearish sentiment toward crypto markets (source: @ReetikaTrades on X, Oct 16, 2025). According to @ReetikaTrades, Peter Schiff is publicly celebrating Bitcoin’s death, reinforcing negative sentiment that traders may treat as an anecdotal indicator rather than verified market data (source: @ReetikaTrades on X, Oct 16, 2025).

According to @KookCapitalLLC, the trading takeaway is to maintain long-term conviction in BTC and treat pullbacks as buy-the-dip opportunities while Bitcoin potentially ranges for years with the goal of eventually flipping gold (source: @KookCapitalLLC on X, Oct 16, 2025). According to the World Gold Council and CoinGecko, a BTC flippening of gold would require Bitcoin’s market capitalization to surpass the multi-trillion-dollar value of above-ground gold, which has historically far exceeded BTC’s market cap (sources: World Gold Council; CoinGecko historical market cap data). According to the Federal Reserve and the U.S. Department of the Treasury, there is no policy or statement indicating the USD is or will be backed by Bitcoin hashpower, so that claim is unverified and should not be treated as a base-case catalyst (sources: Federal Reserve; U.S. Treasury). According to Glassnode and Coin Metrics, BTC’s historical volatility is elevated versus gold and equities, so any range-trading or DCA approach should use strict position sizing and risk controls to manage drawdowns (sources: Glassnode; Coin Metrics; CFA Institute for risk management principles).

According to @caprioleio, Bitcoin needs a quantum-resistant solution within the next year or gold will continue to outperform BTC, and this quantum-security overhang is already dragging on BTC performance. Source: @caprioleio on X, Oct 15, 2025. According to @caprioleio, the post defines a 12-month catalyst window in which credible Bitcoin quantum-readiness updates could shift relative performance between BTC and gold. Source: @caprioleio on X, Oct 15, 2025. According to @caprioleio, traders should treat quantum-resilience headlines as a key catalyst for BTC-gold relative value positioning, favoring gold over BTC absent concrete Bitcoin quantum solutions and reassessing if verifiable upgrades emerge. Source: @caprioleio on X, Oct 15, 2025.

According to the source, a social post claims that over 14 years Bitcoin (BTC) returned about +4,600,000% versus Gold +143% and the S&P 500 +439%, highlighting extreme long-term relative strength relevant for allocation and momentum screens. source: original post Traders should validate magnitudes and start-date assumptions using primary datasets for BTC, gold, and S&P 500 total return before acting on the claim. source: Coin Metrics price series (coinmetrics.io), World Gold Council gold data (gold.org), S&P Dow Jones Indices total return series (spglobal.com/spdji) Relative-strength strategies can be implemented via BTC.D, BTC/XAU, and BTC/SPX ratio trends using time-series momentum rules from peer-reviewed research. source: TradingView ratio charts (tradingview.com); Time Series Momentum by Moskowitz, Ooi, and Pedersen, Journal of Financial Economics 2012 (papers.ssrn.com) Monitor US spot Bitcoin ETF issuer dashboards for daily creations/redemptions to gauge incremental demand that often accompanies trend acceleration. source: iShares IBIT daily holdings and flows (ishares.com), Fidelity FBTC daily data (fidelity.com) For risk control, compare volatility-adjusted returns across assets and apply regime filters around major macro releases to reduce whipsaws in BTC relative-value trades. source: AQR time-series momentum research (aqr.com/Insights), US macro calendars and releases (bls.gov, bea.gov)