Bitcoin was designed to function as digital gold, a decentralised store of 
value that protects wealth from inflation, currency debasement, and the long- 
term dominance of the dollar. Currently, the market behaviour is telling a 
different story as de-dollarisation accelerates and investors seek safety from 
geopolitical risk and inflation pressures, with gold capturing the bulk of 
that capital. Is Bitcoin Still A Store Of Value Or A Risk Asset? Crypto 
investor Himanshu Sinha has stated on X that Bitcoin was supposed to be 
digital gold because it was built for de-dollarisation, but gold and silver 
are winning the trade and fulfilling that role. Over the past year, gold has 
risen by roughly 55%, silver has surged around 150%, while BTC has remained 
flat. Related Reading: What’s Going On With Bitcoin And The Stock Market? 
Analyst Breaks It Down The Central banks are the drivers; they don&#8217;t want 
volatility that they can&#8217;t manage, and they don&#8217;t want an asset that moves in 
lockstep with the Nasdaq. Instead, they want a controllable monetary 
infrastructure, and they&#8217;re buying gold at the highest rate in history. Just 
hours ago, gold hit $5,600, then collapsed by 8.21% in a straight vertical 
drop to $5,140, which is a textbook margin liquidation. At the same time, 
Microsoft dropped 11.7% as tech sold their gold because it was their only 
profitable asset, and the investors needed cash fast. This is the same 
liquidity contagion that used to be seen in the crypto market. According to 
Sinha, gold cannot be sanctioned in a bar. As the West weaponizes the dollar 
through sanctions and financial controls, the rest of the world needs a 
neutral exit. In the end, BTC still proved it is a speculative tool, while 
gold is proving to be the replacement. Why Gold Is Likely To Keep 
Outperforming Bitcoin A crypto trader known as Doctor Profit pointed out that 
nearly a year ago, he shared a Gold versus Bitcoin chart, highlighting that 
once 0.02 BTC equals 1 ounce of gold, it should mark the top for BTC. 
Meanwhile, when 0.11 BTC equals 1 ounce of gold, it marks the bottom for BTC. 
This happened in 2021 during the BTC top and during the BTC bottom in 2022. 
Related Reading: Expert Who Nailed The Bitcoin Top Now Says Buy At These 
Levels According to Doctor Profit, the analysis was later proven right this 
year by calling the BTC top at $125,000 at 0.02 for 1 ounce of gold. 
Calculating this move, if 1 BTC is $5,500 in gold price and divided by 0.11, 
it should be $50,000 BTC, which matches the analysis of BTC bottom for this 
cycle between $50,000 and $60,000 BTC. However, the analysis played out as 
expected. If calculated with a gold price of $7,000, the equivalent of BTC 
bottom should be around $63,000, which also aligns with the bottom target. In 
the Doctor Profit view, gold might continue to outperform BTC in the coming 
months. Featured image from Getty Images, chart from Tradingview.com

Bitcoin’s Digital Gold Thesis Faces Reality As Gold Surges Ahead

Talos raises an additional $45 million in a Series B extension, bringing total 
Series B to $150 million at a roughly $1.5 billion post‑money valuation. Talos 
announced a $45 million extension to its Series B, adding strategic investors 
Robinhood Markets, Sony Innovation Fund, IMC, QCP and Karatage alongside 
returning backers A16z Crypto, BNY and Fidelity […]

Talos Extends Series B to $150M With Strategic Institutional Investors

While gold has posted major gains, Bitcoin (BTC) continues to show major signs 
of weakness, with prices drifting toward lower support levels and now 
approaching the closely watched $82,000 mark, a pivotal point in determining 
the next major direction for the world’s largest cryptocurrency. Against this 
backdrop, market analyst Doctor Profit has drawn attention to what he 
describes as one of the most important charts of the current Bitcoin cycle: 
the Gold‑to‑Bitcoin (GOLD/BTC) ratio. What The Gold-To-Bitcoin Ratio Suggests 
According to Profit, this chart has repeatedly provided reliable signals for 
major market tops and bottoms. He noted that he first shared this framework 
nearly a year ago, highlighting a historical pattern in which Bitcoin tends to 
peak when 0.02 BTC equals one ounce of gold, and bottom when that ratio 
reaches 0.11 BTC per ounce. Related Reading: Bitcoin Slides Toward $85,000 
Despite Progress On US Crypto Market Structure Bill Profit pointed out that 
this relationship played out during the previous cycle, accurately marking 
Bitcoin’s top in 2021 and its bottom in 2022. He argues that the same pattern 
has repeated in the current cycle, claiming Bitcoin’s recent top near $125,000 
when the gold‑to‑Bitcoin ratio once again reached the 0.02 level. The key 
question now, he says, is whether the market will again reach the 0.11 
BTC‑per‑ounce level that has historically signaled a bottom. Based on current 
prices, Profit walked through the math. Assuming a gold price of roughly 
$5,500 per ounce, dividing that figure by 0.11 implies a Bitcoin price near 
$50,000. That outcome, he noted, aligns with his broader expectation that 
Bitcoin’s cycle low could fall somewhere between $50,000 and $60,000. He added 
that even under a more bullish scenario for gold, the analysis still supports 
his thesis. If gold were to rise to $7,000 per ounce, the same ratio would 
imply a Bitcoin bottom near $63,000. In his view, both scenarios reinforce the 
idea that gold is likely to outperform Bitcoin in the coming months. BTC 
Nearing Late‑Cycle Bear Phase? Not all analysts, however, share that bearish 
outlook for Bitcoin. Offering a contrasting perspective, technical analyst 
Michael van de Poppe suggested that gold’s recent strength could be nearing 
exhaustion, potentially setting the stage for capital to rotate back into 
Bitcoin. Van de Poppe highlighted the relative strength index (RSI) of Bitcoin 
measured against gold on the weekly timeframe, noting that it has reached the 
lowest level ever recorded. In his assessment, this suggests a sharp imbalance 
in valuations, with one asset appearing overextended in the short term and the 
other deeply undervalued. He described the situation as part of what he calls 
the “big rotation” phase of the market cycle. Related Reading: Bitcoin Supply 
In Loss Begins To Rise, Raising Early Bear Market Concerns The analyst also 
pointed to Bitcoin’s Z‑Score indicator, a metric used to assess whether the 
cryptocurrency is overvalued or undervalued by comparing its market 
capitalization to its realized capitalization, adjusted for volatility. 
According to van de Poppe, the current Z‑Score for Bitcoin is lower than it 
was at several major historical bottoms, including those seen in 2015, 2018, 
the COVID‑19 crash in 2020, and the 2022 bear market low. In his view, this 
signals that BTC is already deep into a bear‑market phase and may be 
approaching its final stages. At the time of writing, BTC was trading at 
$83,435, with losses of 2.2% and 7% recorded in the 24-hour and seven-day time 
frames, respectively. Featured image from DALL-E, chart from TradingView.com

Bitcoin Could Find Next Bottom Near $50,000 Based On Gold Ratio, Expert Warns

Zhao, co-founder and former CEO of Binance, defended the world’s largest 
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Gold, silver, and the whole metals market have experienced an unprecedented 
session, as prices have crumbled down in what analysts qualified as one of the 
worst days for silver and gold since 1921, wiping close to $7 trillion in 
market capitalization. Gold Falls Under $5,000, Silver Losses Over 25% in 
Brutal Session The precious metals […]

Cryptocurrency price in MYR