Every Zipp story tagged #Gold, newest first.
The 23-month buying streak adds to a reserve shift that investors track for clues about central-bank demand and diversification away from dollar assets.
Historical midterm-year patterns point to summer lows, but the 2018 and 2022 examples show that a later retest can still follow.
Payrolls are forecast to rise by 90,000, with the unemployment rate expected to hold at 4.1%. Gold and tech futures are also edging higher.
Past midterm-year patterns offer a possible timing guide, but the direction of yields, the dollar and inflation will matter more than seasonality alone.
A double-bottom breakout and heavy call-option positioning support the bullish case, but chart patterns can fail and options bets can shift quickly.
The key signal is positioning: IBIT carries near-record short interest and heavy put options, while gold shorts remain below average.
The comparison frames Bitcoin as a potential return-seeking asset and gives institutional investors a direct benchmark against gold.
London still clears 70% of global gold notional volume, a lead China has been steadily chipping at. A bespoke UK regime could keep that trading anchored to London while unlocking tokenized gold as…
Garlinghouse uses the operation to argue legacy cross-border finance still routes through paper trades and opaque rebalancing, a critique that dovetails with Ripple's on-ledger payments pitch.
In six months Bitcoin stopped moving with tech and started moving with the safe-haven trade, a regime shift that reshapes how macro hedges stack against BTC exposure.
Bitcoin's near-flat -0.17 tie to the 10-year yield is becoming structural. Gold's deeper -0.41 correlation means rising borrowing costs hit it harder, sharpening the case for BTC as the…
The Treasury's Aug 19 buyback doubling is doing more than just adding liquidity; it is repositioning Bitcoin as a parallel savings asset alongside gold, not a tech-stock proxy.
Routine buybacks above $4B would turn Treasury liquidity into a recurring market variable while Bitcoin and gold rally together.
Gold's volatility sits in the 93rd percentile of its history while Bitcoin's is near the 10th, so the convergence reflects safe-haven turbulence as well as calmer crypto trading.
The ratio is the headline. The macro context is Bessent's G20 line: the world is 'awash in debt' and policymakers are betting on nominal growth, not austerity, to dig out.
The last two correlation spikes (Q4 2020, Q4 2022) preceded $BTC rallies of 172% and 350%, framing this print as an early-cycle tell rather than a top signal.
Dollar strength into year-end will likely drag gold another 2-4 weeks, but the central-bank bid and policy-print expectations say the bull cycle's structural, not finished.
The call frames the next 6-8 weeks as a dollar-driven retest of trendline support, with the 2018 and 2022 late-summer lows cited as the structural roadmap.
The 26% monthly surge is headline noise; the +0.81 correlation with gold and -0.86 against the DXY is the real story: a market pricing in fiscal stress and looking past risk assets.
The record concentration in GLD and IBIT signals that large investors are treating scarce assets as a broader hedge against fiscal pressure and dollar weakness.
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