Bitcoin Has Lost Its Investment Allure

[BALIK]

Bitcoin has temporarily lost its appeal due to global geopolitical instability.

SP500 ATH
Gold ATH
Silver ATH
Nasdaq ATH
Meanwhile, Bitcoin is dumping.

So i think we must stop to use geo political reason as excuses. Bitcoin's movement is just getting weird. It's going down alone when other instruments record new ATH. It becomes a less profitable asset with bigger risk. Even Gold is flipping BTC in term of 5y chart. It clearly tells us if bearish trend is around the corner.

Both Bitcoin and stock are risky asset, but the nature of their risk is different. Stock depend not only on geopolitical factor but also on the economic environment, business performance and the growth rate of the company...Although the global geopolitical situation is very unstable but US economy is not too bad overall. In particular, the field of AI is still experiencing strong growth and continue to attract significant investment from investor. This helps to provide some support for the stock market

Meanwhile, Bitcoin lacks similar foundations and support, it is more purely speculative. Therefore, it is not surprising that it is the type of asset thats losing its appeal the most.

[Ndabagi01]

I smell nitpicking of the comparison. Undeniably bitcoin isn't having a good time for now, doesn't mean it has lost its investment allure. Fair comparison should be comparing $100 investment in both asset from 2010 to current date. That $100 being put into gold become roughly $350 and $100 put into bitcoin right now would be worth nearing $100 million.
See how silly that comparison chart is when the timeframe is set to a higher timeframe? Bitcoin is still the best asset to invest in. Soon enough bitcoin will go up alongside other non-precious metal when dust settled.

The sudden fall of bitcoin and the rise of precious metals like gold has really shifted the mindset of many and has made them felt that bitcoin is no more a dependable asset for long term investment. They’ve failed to do the comparison more proper and are only comparing them from the most recent performance of both which will never give them the best outcome. They are both assets of long term hold, so having a long term overview of their performances in the market should give the best results we are looking into comparing them. Bitcoin has not lost its dominance fully, I see it still going to go higher and bigger than it is when stability is back in the market.

[Dave1]

The market is a gamble, and i found out recently that investors pay more attention to news and follows the trending path. For the fact that crypto investors placed $19billion on gold doesn't mean that they value gold more but they are kind of trying to make profits out of the surge in the price of gold but later they will still invest in cryptocurrency when the market begins a trend. However, bitcoin was not built as an investment innovation so i wonder why the analyst will say that cryptocurrency is no longer viewed as fiat alternative. If he was talking in the aspect of decentralization i would have seen reasons with him.

It's only a gamble if you invest on it in short term, but if you look at the bigger picture or as what others say, a full cycle investment? Your money might return in X folds. Obviously, it's not as big as the previous cycles as the market grows bigger, the profit might be slower.

But still though, it's a good investment for us in that 4 year cycle. And so, I don't think that it's lost the allure from investors, it's that maybe we are just waiting for a good sign to buy in this bear market.

Are we already on the bear market? No one could able to tell not until if we would be able to hit up the extreme bear market just like into those previous cycles on which the market is that completely having that fear.

No one can tell but for sure if we fell from $126k-$87k, then we can say that most likely we are in the bear market already. And after a huge decline, we haven't seen the market touch $100k again, the highest we got is $95k if I'm not mistaken and it didn't hold that long as the market collapses again.

Bear market is also slow, maybe it will take a year before we can see the lowest low, there are predictions that it could be around $60k or more than 50% from the last all time high. I know it's low and it's extreme, but if we look at the previous cycles, from $69k->$16k, huge 77% decline.

[AprilioMP]

A comparative chart of Bitcoin and gold clearly shows the moment their trends diverged in mid-October. That's when, according to analysts, crypto investors pulled out and placed $19 billion into gold in a single day. Since then, the trend of shifting capital from crypto into precious metals has been consistent.

https://i.ibb.co/MDhVTLPM/2026-01-25-043820.png

This phenomenon has led to Bitcoin losing its allure as an investment innovation. According to Bloomberg Intelligence analyst Mike McGlone, the cryptocurrency is no longer seen as an alternative to the traditional financial system.

The sentiment among institutional investors has also shifted. It was their ETF investments that drove Bitcoin to new all-time highs in 2025.

I haven't found anything that makes me think Bitcoin is no longer relevant or that I'm no longer interested in it as an investment innovation, because moments like this are smart choices made for the long term without having to think about geopolitical conditions and other factors that cause people to panic when holding Bitcoin.

Some people may forget that major investors with influence can play a role in the market. We also shouldn't forget how, when Bitcoin was predicted not to break its all-time high last year, it actually did, and those who were pessimistic about the Bitcoin price market at the time ended up regretting it.
There are times when people think it's no longer worth investing in Bitcoin, but that's actually the best time to do it.

[coinlary]

Do you remember past Bitcoin hard forks? Even Ethereum? They are known in advance, announced, and discussed for about a year or more. That’s because if a quantum-protection hard fork isn’t supported by more than 90% of miners, it won’t be accepted.

So, I know that the developers don’t have anything for quantum protection right now.

As far as I know, Ethereum was never a Bitcoin fork or is this some kinda conflation? Or I'm  just reading it wrongly because it's  placed side by sidde .
Anyways, I think I'm clear enough regarding that, you can't be so sure they have nothing for that. Yeah, maybe..... maybe  they aren't  taking it that serious  yet, they do know the importance  of preparing ahead too.

Why do you think a hard fork is the only way out?

[LFC_Bitcoin]

Bitcoin has long periods where it looks really boring, unattractive and does nothing. It then explodes and outperforms almost everything. There is nothing to worry about, we are just in one of those periods where it isn’t exciting. Historically, these are good times to buy.

[goldkingcoiner]

Gold and silver have always been historically safe investments.

Are they preparing to leverage precious metals to pump more liquidity into Bitcoin?

Migrating from precious metals back into crypto at the bottom of this dump would be a nice high risk/low success chance to short precious metals.  

[philipma1957]

A comparative chart of Bitcoin and gold clearly shows the moment their trends diverged in mid-October. That's when, according to analysts, crypto investors pulled out and placed $19 billion into gold in a single day. Since then, the trend of shifting capital from crypto into precious metals has been consistent.



This phenomenon has led to Bitcoin losing its allure as an investment innovation. According to Bloomberg Intelligence analyst Mike McGlone, the cryptocurrency is no longer seen as an alternative to the traditional financial system.

The sentiment among institutional investors has also shifted. It was their ETF investments that drove Bitcoin to new all-time highs in 2025.

According to UBS Chairman Sergio Ermotti, more and major investment funds and venture firms are focusing on the quantum threat to cryptocurrency blockchains. Bitcoin and Ethereum developers have yet to provide convincing proof of protocols or updates that would protect public keys from being hacked via quantum computing. This is prompting institutions to take profits and reduce their positions on every bounce.

However, institutional investors aren't speaking openly about their fears. You won't find these concerns in their public analysis. Venture investor Nic Carter explains this as a reluctance to cause panic when billions have been invested in the crypto industry.

So, we shouldn't expect a Bitcoin collapse just yet. Institutions skillfully pumped the BTC price early this year to paint a pretty picture of a breakout from the sideways channel on the chart. This allowed them to attract new buyers, whose capital they then used to exit part of their own position.



Now, they will work to keep Bitcoin's price above the lower boundary of the sideways channel. This will show the "hamsters" (retail traders) that the uptrend is still alive.

If the argument of bitcoin losing the investment allure is only for 1 to 2 years, I very much agree. However, if the argument that it has lost the allure because there is something much better, I very much disagree on this. The cryptospace market will certainly find the lowest floor price before it can pump again. We can be certain on this.

I call bullshit.  silver and gold tanked like motherfuckers today.


Silver was 120 and is now 99
gold was 5560 and is now 4999

money will rotate back to BTC as it becomes obvious silver and gold are for suckers

[danherbias07]

I don't really like comparing Bitcoin against Gold because, in my opinion, they are on a different league. Gold has been in the investment industry for a long time, and the sales of it are never-ending. Now, Bitcoin has not reached that moment yet where even a retail buyer will choose to buy it rather than gold. Plus, there are some investors who don't like the idea of not holding something that they bought. They want a physical touch to their investment.
It would have been better if it compared to the growth of Ethereum or other popular cryptocurrencies.
For me, it has not lost its investment allure. It's just resting, just like how it is from the start until now.

[macson]

So, I know that the developers don’t have anything for quantum protection right now.

It's not that developers don't have protections in place for this issue, but rather that quantum computers are currently far from a threat to Bitcoin, so there's no need to panic. Furthermore, why is this such a big deal when so much technology in the world uses cryptography? It's simply ridiculous that bitcoin continues to be attacked with this quantum computer issue --- it's like an issue deliberately hyped up for FUD.

[Floxynice]

What's new? Nothing. Posts like this only come up when there's a pull back. We would start seeing series of explanations why Bitcoin is losing its value, how other asset class are ahead of Bitcoin,  how people are losing faith in Bitcoin  etc.  Tell me why I don't see posts like this during strong uptrends or bullish periods? Bitcoin is Bitcoin and gold is gold. Invest in what you believe in and let those who still think Bitcoin is relevant, invest in bitcoin.

[Mame89]

A comparative chart of Bitcoin and gold clearly shows the moment their trends diverged in mid-October. That's when, according to analysts, crypto investors pulled out and placed $19 billion into gold in a single day. Since then, the trend of shifting capital from crypto into precious metals has been consistent.

https://i.ibb.co/MDhVTLPM/2026-01-25-043820.png

This phenomenon has led to Bitcoin losing its allure as an investment innovation. According to Bloomberg Intelligence analyst Mike McGlone, the cryptocurrency is no longer seen as an alternative to the traditional financial system.

The sentiment among institutional investors has also shifted. It was their ETF investments that drove Bitcoin to new all-time highs in 2025.

I haven't found anything that makes me think Bitcoin is no longer relevant or that I'm no longer interested in it as an investment innovation, because moments like this are smart choices made for the long term without having to think about geopolitical conditions and other factors that cause people to panic when holding Bitcoin.

Some people may forget that major investors with influence can play a role in the market. We also shouldn't forget how, when Bitcoin was predicted not to break its all-time high last year, it actually did, and those who were pessimistic about the Bitcoin price market at the time ended up regretting it.
There are times when people think it's no longer worth investing in Bitcoin, but that's actually the best time to do it.

True. I'm confused as to why so many people are panicking and jumping to the conclusion that Bitcoin is no longer a viable investment. This often happens when gold rises and Bitcoin falls. It's perfectly normal for investors to capitalize on gold's rise, but after buying Bitcoin they see the decline as an opportunity to secure a lower price.

Gold prices have risen even breaking through record highs driven by increased demand for safe-haven assets. Global uncertainty and pressure in risky asset markets have led investors to revisit gold as a hedge and Bitcoin's decline, in my opinion is a common occurrence. Essentially, Bitcoin remains a viable option for every investor. In fact, if we look at the price history over the past five years gold has risen +150% and Bitcoin has risen +206%. So, Bitcoin is still the best, it's just that we're currently in a bear market. However, you should view this as an opportunity not one that makes you more skeptical about Bitcoin.

[philipma1957]

So, I know that the developers don’t have anything for quantum protection right now.

It's not that developers don't have protections in place for this issue, but rather that quantum computers are currently far from a threat to Bitcoin, so there's no need to panic. Furthermore, why is this such a big deal when so much technology in the world uses cryptography? It's simply ridiculous that bitcoin continues to be attacked with this quantum computer issue --- it's like an issue deliberately hyped up for FUD.

If quantum computers crack btc they will be able to crack all banking and credit cards.

So all quantum fears are pretty much pointless.

Also making any crypto secure from quantum is simple enough just increase the bits from 128 to 256 to 512 to 2024 to 4096

people simply do not understand how big 2 to the 256 power is no less 2 to the 4096 power.

[goldkingcoiner]

So, I know that the developers don’t have anything for quantum protection right now.

It's not that developers don't have protections in place for this issue, but rather that quantum computers are currently far from a threat to Bitcoin, so there's no need to panic. Furthermore, why is this such a big deal when so much technology in the world uses cryptography? It's simply ridiculous that bitcoin continues to be attacked with this quantum computer issue --- it's like an issue deliberately hyped up for FUD.

If quantum computers crack btc they will be able to crack all banking and credit cards.

So all quantum fears are pretty much pointless.

Also making any crypto secure from quantum is simple enough just increase the bits from 128 to 256 to 512 to 2024 to 4096

people simply do not understand how big 2 to the 256 power is no less 2 to the 4096 power.

People simply refuse to understand basic math.

Quantum computers are a pipe dream anyway.
Can't circumvent decoherence with an algorithm.

[hyudien]

The sudden fall of bitcoin and the rise of precious metals like gold has really shifted the mindset of many and has made them felt that bitcoin is no more a dependable asset for long term investment. They’ve failed to do the comparison more proper and are only comparing them from the most recent performance of both which will never give them the best outcome. They are both assets of long term hold, so having a long term overview of their performances in the market should give the best results we are looking into comparing them. Bitcoin has not lost its dominance fully, I see it still going to go higher and bigger than it is when stability is back in the market.

Fear, lack of knowledge, and a weak investor mentality have pushed some people to exit Bitcoin and switch to gold, especially beginners who have not experienced a full halving cycle, but history clearly shows that Bitcoin has experienced several sharp corrections, but has repeatedly proven its ability to recover and reach new highs. Another factor is the lingering belief that Bitcoin can generate instant wealth, a misconception that should have disappeared by now, I consider this phase to be an ideal accumulation period for disciplined long-term investors.

[philipma1957]

The sudden fall of bitcoin and the rise of precious metals like gold has really shifted the mindset of many and has made them felt that bitcoin is no more a dependable asset for long term investment. They’ve failed to do the comparison more proper and are only comparing them from the most recent performance of both which will never give them the best outcome. They are both assets of long term hold, so having a long term overview of their performances in the market should give the best results we are looking into comparing them. Bitcoin has not lost its dominance fully, I see it still going to go higher and bigger than it is when stability is back in the market.

Fear, lack of knowledge, and a weak investor mentality have pushed some people to exit Bitcoin and switch to gold, especially beginners who have not experienced a full halving cycle, but history clearly shows that Bitcoin has experienced several sharp corrections, but has repeatedly proven its ability to recover and reach new highs. Another factor is the lingering belief that Bitcoin can generate instant wealth, a misconception that should have disappeared by now, I consider this phase to be an ideal accumulation period for disciplined long-term investors.

Just think if they left BTC when it was 82k  instead of at 126k in oct purchased gold at 5500. On Tues 27th of Jan

Double loser .