Lyn Alden and Industry Experts Dismiss Conventional Wisdom: Bitcoin's Rally Can Stand Independently of Gold Corrections

just_here_for_vibes · 2026-01-16T11:34:57+00:00

Market experts, including economist Lyn Alden, challenge the belief that bitcoin's growth is tied to the retreat of precious metals like gold. They argue that bitcoin and gold are not in direct competition and have different market cycles, allowing for independent price movements.

just_here_for_vibes

2026-01-16 11:34:57

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Market observers are challenging the widely accepted belief that bitcoin’s growth must pause for precious metals to retreat. Macroeconomist Lyn Alden recently addressed this narrative in a YouTube podcast discussion, firmly rejecting the notion that bitcoin and gold are locked in direct competition. “Many describe it as competitive,” Alden clarified, “but I fundamentally disagree with that characterization.”

Her perspective finds support from leading crypto analysts. Glassnode’s Chief Analyst James Check echoed similar sentiments on X, describing this view as surprisingly contrarian. According to Check, those holding opposing viewpoints “simply lack a comprehensive understanding of these asset classes.”

The recent strength of the bitcoin-to-gold ratio underscores this divergence. Lyn Alden attributed this performance differential to distinct market cycles: bitcoin has navigated a consolidation phase throughout the past twelve months, while the gold market has staged what she termed “its most exceptional year.” Rather than moving in lockstep, these assets have followed separate trajectories shaped by different macroeconomic drivers and investor demand patterns.

This analysis suggests that bitcoin investors need not await a pullback in gold and silver markets before witnessing further appreciation. The assets operate on distinct fundamental bases, supporting independent price movements even during periods when traditional commodities experience strength.

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