Bitcoin: Peter Brandt eyes BTC-to-gold rotation
The veteran chartist's pivot call leans on the $XAUBTC ratio rather than a bearish BTC thesis, and signals where forty-year market watchers are now hunting relative-value upside.
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The veteran chartist's pivot call leans on the $XAUBTC ratio rather than a bearish BTC thesis, and signals where forty-year market watchers are now hunting relative-value upside.
A single chartist's portfolio call, not a regime shift, but the framing matters: the trader who called the 2018 BTC top is publicly weighing whether Bitcoin still has more upside than gold from here.
The pullback in memory and semis, with DRAM down 25% and SMH off 12% from June highs, is happening alongside bitcoin climbing back above $61,000 from a two-year low, the first synchronous move in…
Nearly $2.7B left spot BTC and ETH ETFs over two weeks while XRP, Solana and HYPE funds absorbed the bid — the signal is rotation, not retreat.