According to Michaël van de Poppe (@CryptoMichNL), the valuation of altcoins compared to gold has reached its lowest level ever recorded, with the RSI falling to 22. This marks a valuation even lower than the 2022 bear market and the lowest point since 2021. This trend could signal either a once-in-a-lifetime opportunity for traders or potential market exhaustion.

According to Michaël van de Poppe, the Bitcoin (BTC) vs. Gold chart reveals critical market insights as the current bear market has reached its 14th month, which aligns with historical bear market durations. Additionally, Bitcoin's RSI levels on weekly, monthly, bi-weekly, and 3-day timeframes are at their lowest ever, signaling potential trading opportunities.

According to Charles Edwards, Bitcoin is currently experiencing a unique situation where it is showing a negative correlation with gold, marking the first time it has underperformed against the precious metal. In a discussion with Jamie Coutts on RealVision, key topics included the quantum threat to Bitcoin, valuation discounting, cross-asset investing, macroeconomic trends, the Treasury Company bubble, Bitcoin miner capitulation, and the declining production cost floor. These factors are critical for traders assessing Bitcoin's market trajectory.

According to Michaël van de Poppe, Bitcoin (BTC) failed to sustain levels above $65,000 and continues to face downward pressure. In contrast, gold is experiencing a strong rally, highlighting an ongoing inverse correlation between the two assets. The bearish trend in Bitcoin remains evident, suggesting potential trading opportunities for those watching the divergence.

According to @w_thejazz, the '2026 Great Disconnect' highlights a growing divergence between paper and physical asset markets, with significant implications for trading. The January 30th '30-Minute Crime Scene' saw CME raise margins by 36%, causing a crash in paper prices while physical premiums surged. In Tokyo, investors are shifting from paper to physical gold due to Japan's debt spiral and potential delivery crunch. Additionally, central banks are aggressively acquiring gold, while silver faces scarcity due to industrial demand. This trend underscores the preference for hard assets as fiat currency stability erodes.

According to Michaël van de Poppe, the valuation of Bitcoin (BTC) compared to gold is continuing to decline, signaling a significant disconnect between the two assets. This trend may present a larger investment opportunity within Bitcoin as its relative value to gold decreases.

According to Lookonchain, trader 0x7c93 executed an extreme positioning strategy by using maximum leverage to long gold and silver while shorting the entire cryptocurrency market. This aggressive approach has resulted in an unrealized profit of over $1.17 million, showcasing a bold bet against crypto in favor of traditional commodities.

According to @ai_9684xtpa, a trader has achieved significant gains by going long on precious metals and shorting major cryptocurrencies. BTC has fallen below $66,000 and ETH below $1,900, leading to substantial unrealized profits of over $1.027 million from short positions on mainstream and altcoins, including BTC, ETH, SOL, DYDX, and AVAX. Additionally, the trader closed a gold long position with a profit of $125,000, leaving a remaining portfolio value of $2.623 million.

According to @ai_9684xtpa, a trader on Hyperliquid has strategically opened a $2.647 million position, including two long positions in gold and silver and 79 short positions across major cryptocurrencies like BTC, ETH, SOL, DYDX, and AVAX. This aggressive strategy has so far yielded a $573,000 profit, with minor losses on ETH and SOL but gains on all other assets.

According to @ai_9684xtpa, a trader using the address 0x7c9…3c8fd on Hyperliquid has opened positions worth $2.647 million, including 2 long positions in gold and silver, and 79 short positions targeting major cryptocurrencies like BTC, ETH, SOL, DYDX, and AVAX. The trader has achieved a floating profit of $573,000, with minor losses on ETH and SOL. This highlights a strategic pivot away from crypto towards traditional assets like precious metals.

According to Michaël van de Poppe, the relative strength index (RSI) of Bitcoin (BTC) compared to Gold has reached its lowest level ever on the weekly chart. This suggests a significant undervaluation of BTC relative to Gold, potentially signaling a trading opportunity for market participants. Traders may analyze this RSI trend for insights into BTC's performance and potential rebound against Gold.

According to CryptoMichNL, Bitcoin (BTC) is expected to see a green week ahead, closing the month with a significant bullish candle after a streak of five consecutive red months. CryptoMichNL suggests that BTC may follow an upward trend similar to Gold's recent performance.

According to Michaël van de Poppe (@CryptoMichNL), the valuation of Bitcoin (BTC) relative to gold has reached its lowest point in history, suggesting a potential market shift. While many believe Bitcoin is only months into a bear market, the BTC/Gold chart indicates the bear market has lasted approximately 14 months, aligning with historical patterns. Each previous BTC/Gold bear market has been followed by significant uptrends, making the current period potentially optimal for long-term Bitcoin positions.

According to @ai_9684xtpa, two blockchain addresses, suspected to belong to the same individual, recently acquired 985.92 PAXG tokens valued at $5.014 million. The transactions occurred within 7 hours, with both addresses transferring small amounts of ETH to another new address, displaying similar behavior. This highlights increasing interest in PAXG, a gold-backed cryptocurrency, as a potential hedge or investment strategy.

According to Celo, the co-founder of SquidRouter, @ecdsafu, highlighted the innovative approach of bringing gold, the world's oldest store of value, onchain through the 'Buy Gold' Mini App on MiniPay. This development aims to integrate traditional assets into blockchain ecosystems, offering new opportunities for traders and investors in the digital economy.

According to Michaël van de Poppe, Bitcoin (BTC) is currently undervalued compared to gold, with market conditions suggesting a potential upward bounce in the near term. He attributes the delay in recovery to factors such as weak economic data or geopolitical tensions, emphasizing that BTC offers significant value at these levels.

According to @KobeissiLetter, gold inventories in the Shanghai Futures Exchange vaults have reached a record 104 tonnes, as measured by warehouse warrants. These warrants represent physical gold stored in approved exchange vaults, which can be delivered for trading or settlement, highlighting increasing demand and potential market implications for gold traders.

According to @w_thejazz, the preference for physical gold and silver over Bitcoin as a store of value is gaining traction. The statement challenges Bitcoin's reputation as 'digital gold' amidst ongoing discussions about its role in the financial ecosystem. This debate is influenced by comments such as those by Kevin Warsh, who likens Bitcoin to gold for younger generations.

According to @w_thejazz, the reliance on digital wealth and paper assets is diminishing as tangible assets like physical gold (24K) and silver (999 grade) gain prominence. The author emphasizes the importance of direct ownership, advocating for physical possession of precious metals over digital or paper-based alternatives. This shift reflects a broader trend in wealth protection strategies, highlighting the increasing preference for real, tangible assets in financial portfolios.

According to Andre Dragosch, Tether has evolved into a quasi-sovereign entity, functioning similarly to an emerging market with substantial capital inflows driven by safe-haven demand. Initially investing heavily in US Treasury Bills, Tether has now diversified its portfolio to include Bitcoin (BTC) and gold, holding over $23 billion in gold reserves. This positions Tether among the world's top 30 gold holders, surpassing countries like Australia, the UAE, and South Korea. Such strategic moves highlight Tether's rapid financial evolution and potential influence on the cryptocurrency and commodities markets.