2026-01-14 07:23:41

No matter how strongly gold rises, it can't compare to the significance of this Bitcoin signal.

Did you see the most explosive news today? The 52-week correlation between Bitcoin and gold has dropped to zero. Since the crash in 2022, this is the first time. Even more astonishing, it’s likely to turn negative before the end of the month—something that has almost never happened.

Having been in this industry for so many years, I’ve seen plenty of market turnarounds. Whenever Bitcoin and gold "diverge," the following two months tend to be particularly interesting. Historical data shows: an average increase of 56%, with a price range of $144,000 to $150,000.

But what’s truly worth noting isn’t how fast Bitcoin has recently risen, but that it has fallen to a two-year low relative to gold. This "lag" is precisely the biggest opportunity.

Why do I dare to say this? The macro environment is aligning. Global liquidity is starting to loosen again—M2 growth is rising, and the Fed’s balance sheet reduction (QT) is about to conclude. The Bitwise research team has long indicated that a new cycle of global liquidity release has begun, enough to push Bitcoin toward 2026.

Here are the key points affecting you: institutions and big funds will be even more aggressive this time. Don’t just wait and see—act now. If your position is light, every adjustment is an opportunity to get in—just make sure you can hold. Don’t get distracted by a 20% rise; look further ahead with your targets.

Want to hit the precise entry point? On-chain data is the answer. The rhythm of large holders’ inflows and outflows, wallet movements—these data often reveal the market’s true intentions in advance.

BTC1,41%

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ForkYouPayMe

· 23h ago

I've indeed rarely seen the correlation signal drop to zero, but speaking of which, a 56% increase in historical data sounds a bit suspicious. That said, it all depends on how the Federal Reserve acts; whether liquidity loosens or not is the real key. For those with light positions, adding now is essentially betting on the next move of the institutions. On-chain data is indeed useful, but there are actually very few people who can truly see through it in advance.

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ShadowStaker

· 23h ago

correlation flip to negative? ngl, that's the kind of signal that makes you wonder if the models actually captured market mechanics or if we're just pattern-matching on fumes. 144k-150k feels... optimistic given the validator attrition we're seeing lately. what's the actual on-chain liquidity profile looking like rn?

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GasFeeWhisperer

· 23h ago

Relevance zeroing out? This move is really intense, gold needs to step aside. A 56% increase sounds great, but I'm just worried about holding on. On-chain data is definitely worth monitoring; big players' moves can't be fooled. I've never seen a negative turn before the end of the month—this time is different? Institutions are accumulating, retail investors are still hesitating—classic story.

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GateUser-e51e87c7

· 23h ago

Zero correlation? This move is indeed not simple; it hasn't happened before in history. --- You have to hold on, otherwise a 20% increase and then selling would be pointless. --- I've never been paying enough attention to on-chain data; I need to do some homework. --- Will the 14.4K to 15K range really be hit? It feels a bit overly optimistic. --- Wait, the correlation turning negative hasn't even been confirmed, and they're already hyping a 56% increase—sounds a bit like hype. --- The Federal Reserve's QT ending is indeed a signal, but can liquidity release really go so smoothly? --- I'm not really confident about how big players move; it's easy to get chopped up. --- I believe that institutions are more aggressive; retail investors should just copy their moves. --- Don't get too far ahead; let's focus on this current correction first. --- Zero correlation over 52 weeks sounds impressive, but does it really work?

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