#比特币2026年行情展望 Gold surges by $4,600, why hasn't Bitcoin kept up?

Recently, U.S. politics have been quite intense. The former president and Federal Reserve Chair have publicly clashed, with accusations flying back and forth, even involving criminal issues. During such times, a trust crisis emerges, and risk aversion sentiment immediately heats up.

As a result, gold takes off. After the video was released, gold prices surged, instantly breaking through $4,600, with an increase of nearly 3%. Even more astonishing is the global central banks' frantic gold buying — last year, they only bought 800 tons per month, but by the end of the year, it doubled to nearly 2,000 tons. This is clearly not retail investors' doing; it's a clear shift in national-level asset allocation.

Why is gold so resilient? Simply put, it’s because gold isn’t tied to any government, has low sanctions risk, and no counterparty risk. The more chaotic the world, the higher gold rises — straightforward logic.

But Bitcoin’s situation is awkward. Theoretically, it should run parallel with gold. The Fed is easing liquidity and cutting interest rates, with M2 growing over 10% annually — all bullish signals. Yet, in reality, Bitcoin is still 23% below its all-time high, and long-term holders and institutional funds are actually net selling. The contradiction lies here: the regime promoting Bitcoin’s legalization is itself creating instability, which should actually boost safe-haven assets. On the surface, Bitcoin appears decentralized, but in practice, it’s becoming increasingly tied to the existing financial system.

So the question is: when the world becomes more uncertain, do you trust code or the gold that’s been verified for thousands of years? Let’s discuss in the comments 👇

$BTC $TAO $LTC