Bitcoin isn't underperforming yet, gold is just catching up

[MarryWithBTC]

My inspiration to this post was drawn  from fillippone response to a thread.

So?  You considering lighting your bitcoin load?

Doesn't seem to be a good idea, even though you are surely free to make your allocation choices.

Lol.
NO.

Bitcoin is 1,000x better than gold.
I am not going to sell anytime soon.
I will keep stacking every possible satoshi.

My reflection is only about the unfolding of events. We have been fooled by Trump, who led us to believe the establishment of a Bitcoin Strategic Reserve was imminent.

The reality is that the imminent dedollarisation is not going to lead to an imminent Bitcoin Standard, but rather to a multi-decade-long fight between physical Gold and digital gold.
Bitcoin will emerge, but it will take time.
More time to stack SATs.

This made me check the bitcoin, silver and gold performance from 2023, which rather shows that gold is traying to catch up with bitcoin as against what many people thought that gold has outperformed bitcoin.
See the graph below;

image from bitcoinmagazine

My Conclusion
Bitcoin’s story from 2023 to 2026 was not about calmness, but about direction. It experienced sharp cycles, strong narratives and disappointment from political expectations. Unlike gold and silver, Bitcoin did not rely on institutions for validation. It got its strength from:

• A fixed and transparent supply
• Easy global transfer
• Self-custody without permission
• Increasing recognition as digital scarcity asset

While volatility tested confidence, Bitcoin continued to attract those willing to think in longer time frames rather than short-term price movements.
But the one big mistake we made was letting Trump fool us again after Elon did it years ago.

Be strong, hold, according to fillippone, bitcoin will eventually break through but it will take time.

[MArsland]

https://x.com/Polymarket/status/2016909983707718086
If you look at the latest news, the price of gold has plummeted after attracting attention some time ago. Its value lost approximately $3.4 trillion in one hour. On January 29th, gold hit its ATH, but shortly afterward, the price dropped 8.7% in a short period. This was all due to the collapse of American tech stocks, including Microsoft (MSFT), Oracle, and Nvidia. In other words, Bitcoin can always recover faster and has an advantage over other assets compared to gold and silver.

[EarnOnVictor]

My Conclusion
Bitcoin’s story from 2023 to 2026 was not about calmness, but about direction. It experienced sharp cycles, strong narratives and disappointment from political expectations. Unlike gold and silver, Bitcoin did not rely on institutions for validation. It got its strength from -snip-

Your post looks biased in tone than being constructive with neutrality, and than reflecting the reality itself. If Bitcoin's history from the quoted duration is about direction, what could be said of Gold if not a bullish slope going north? Is that not a direction?

Also, Gold do not have to convince any politician, government, company or individuals for validation because it's unquestionable, as they carefully planned it's price and volatility, and it was even compressed. Have you thought of where Gold would have been with the current market cap if it were allowed to run freely like Bitcoin? Government actually dealt with Gold far before Bitcoin was born, to ensure it runs as they like. And if it's viewed for investment, every buyers need Gold to make money and to also preserve their wealth, especially the government and the wealthy. That is what I called "value."

IMO, Enough of Gold and Bitcoin comparisons, they both make sense. Let the two co-exist peacefully and everyone make their informed decision on them peacefully.

[Z-tight]

Bitcoin’s story from 2023 to 2026 was not about calmness, but about direction. It experienced sharp cycles, strong narratives and disappointment from political expectations. Unlike gold and silver, Bitcoin did not rely on institutions for validation. It got its strength from:

What do you even mean by this, i mean the bolded part above. I know this is a BTC forum and i am also a bitcoiner, but you do not have to make statements like this to sound cool. BTC also moves when there is positive news, either politically or just something to move investor sentiment on the right side of the network.

Precious metals are safe haven assets, your point about validation does not make much sense. Safe haven assets flourish in uncertain seasons, like we are in now with all the geopolitical tensions and hostile international relations. Investors rush to safe haven assets to protect their investments, even nations cannot stop buying gold and filling up their reserves with it. That is why its price comtinues to rise.

[FirmWars]

If you look at the latest news, the price of gold has plummeted after attracting attention some time ago. Its value lost approximately $3.4 trillion in one hour. On January 29th, gold hit its ATH, but shortly afterward, the price dropped 8.7% in a short period. This was all due to the collapse of American tech stocks, including Microsoft (MSFT), Oracle, and Nvidia. In other words, Bitcoin can always recover faster and has an advantage over other assets compared to gold and silver.

Not only gold, seems something happened yesterday which I have tried to search why the price of gold and crypto was red yesterday but I did not get any positive results on my search, I observed that Bitcoin went from $88k to $84k  just in minutes and later go down to $82k still that yesterday, stock market also experienced the red too according to the search I made but I didn't get to see any reason why the fall. If it's about gold, it's going to recover and Bitcoin will too but now that there have been so much comparison between gold and Bitcoin, I'm even beginning to ask myself if the price of digital gold might one day reach or surpass the price of Bitcoin. I just think that having both assets will do us good.

[mindrust]

Might be true. Gold and Silver are actual commodities which people use in their daily life. Dentistry, electronics, solar panels, jewelry use gold and silver a lot. My point is, when gold and silver prices surge, it creates inflation and effects the whole economy. When btc prices surge, it doesn't create inflation because no industry is dependent on bitcoin.

Bitcoin can go to $1000 to $1 billion and it wouldn't affect any goods prices. When silver and golds make moves like that, it creates a disaster in the economy.

[Franctoshi]

https://x.com/Polymarket/status/2016909983707718086
If you look at the latest news, the price of gold has plummeted after attracting attention some time ago. Its value lost approximately $3.4 trillion in one hour. On January 29th, gold hit its ATH, but shortly afterward, the price dropped 8.7% in a short period. This was all due to the collapse of American tech stocks, including Microsoft (MSFT), Oracle, and Nvidia. In other words, Bitcoin can always recover faster and has an advantage over other assets compared to gold and silver.

Technically Gold has been way over brought and needs to cool off because what goes up too fast will come down fast that's exactly what gold has done yesterday and today, there way more room for gold to still to drop in the price technically, form monthly perspective. If Bitcoin didn't sell further, I do see people begin to Buy more of Bitcoin in the coming months, because Bitcoin have got a pretty discount in the price.

[Joy_learns_crypto]

Gold is just doing its own thing and not trying to catch up, there is no Bitcoin vs Gold you are setting this unsettling match up between bitcoin and Gold.
Bitcoin isn’t underperforming but bitcoin is just volatile and volatility makes its price unstable.

[Z-tight]

My point is, when gold and silver prices surge, it creates inflation and effects the whole economy. When btc prices surge, it doesn't create inflation because no industry is dependent on bitcoin.

I am not so sure of this your analysis. Gold and silver have historically been assets that protect people's finances from inflation. It is a safe haven hedge, not an inflation driver. Whenever the government fucks up the economy and inflation is very high, most investors run to precious metals.

I know silver has industrial use and when there is geopolitical uncertainties and many people hurry to protect their assets through silver, the price rises and it increases cost of production for industries that have a high demand for silver. But like i have explained, it is not the cause.

[Sticky Bomb]

Technically Gold has been way over brought and needs to cool off because what goes up too fast will come down fast that's exactly what gold has done yesterday and today, there way more room for gold to still to drop in the price technically, form monthly perspective. If Bitcoin didn't sell further, I do see people begin to Buy more of Bitcoin in the coming months, because Bitcoin have got a pretty discount in the price.

I have been wondering about the price movement, especially that of silver gold yesterday. Liquidating $5.9 trillion in 30 minutes and recovering $2.5 trillion the next day is an obvious liquidation move. I can't wait to ask if precious metals are now being manipulated by the whales too?

If this sharp volatility continues, how can it retain its narration as safe heaven? Was expecting people like Peter Schiff to defend the gold high volatility of this week but he remained silent. If it was bitcoin, he would jump out to criticize it immediately .

[tygeade]

I have been wondering about the price movement, especially that of silver gold yesterday. Liquidating $5.9 trillion in 30 minutes and recovering $2.5 trillion the next day is an obvious liquidation move. I can't wait to ask if precious metals are now being manipulated by the whales too?

If this sharp volatility continues, how can it retain its narration as safe heaven? Was expecting people like Peter Schiff to defend the gold high volatility of this week but he remained silent. If it was bitcoin, he would jump out to criticize it immediately .

When something goes down that much, some people will think that it is cheap to buy at that price. For example it went up because people thought it was a good investment, and because it went up that much at some point some people wanted to take profits and leave, and when those people sold the price went down, but the initial people who thought it was a good investment kept on buying and make it go back up.

Both for silver and gold that was the case, hell some are even looking at copper for some reason but that is not the same case. So there will be some ups and downs along the way, but it can't go up forever, since some will take profit and make it go down, and similarly it can't crash forever because some will think it's great discount price and will buy in bulk to make it stop going down and even take it higher.

[Z-tight]

If this sharp volatility continues, how can it retain its narration as safe heaven? Was expecting people like Peter Schiff to defend the gold high volatility of this week but he remained silent. If it was bitcoin, he would jump out to criticize it immediately .

Peter Schiff is a clown and nobody should be taking anything he says seriously. However, there is no debate about precious metals being safe haven assets, especially gold. Silver is a bit more volatile than gold.

The recent dip on Friday also proves that they are safe haven because it was the largest one-day dip ever for silver. And for gold, in decades. But such a dip is nothing unusual in the BTC network. So it isn't something that happens often. It is no argument that BTC is far more volatile than precious metals.

[Emjay24]

If this sharp volatility continues, how can it retain its narration as safe heaven? Was expecting people like Peter Schiff to defend the gold high volatility of this week but he remained silent. If it was bitcoin, he would jump out to criticize it immediately .

Peter Schiff is a clown and nobody should be taking anything he says seriously. However, there is no debate about precious metals being safe haven assets, especially gold. Silver is a bit more volatile than gold.

The recent dip on Friday also proves that they are safe haven because it was the largest one-day dip ever for silver. And for gold, in decades. But such a dip is nothing unusual in the BTC network. So it isn't something that happens often. It is no argument that BTC is far more volatile than precious metals.

Of course, I know well that Schiff is a clown and says things to paint Bitcoin bad and promote precious metals which he has more investments. I'll be observing them going forward to see if the it experiences such high volatility again some more times. If it happens, then the price swing isn't much different from Bitcoin. Bitcoin has been experiencing much lower volatility for some time now and it would be fun seeing gold and silver get more volatile than Bitcoin for a while, although the chances of that playing out is very slim. I still believe precious metals are safe heaven assets, at least the government makes sure they still retain that narrative. Although if such scenarios like Fridays incident keeps repeating itself, investors might be be pushed to think otherwise.

[aysha9853]

My inspiration to this post was drawn  from fillippone response to a thread.

So?  You considering lighting your bitcoin load?

Doesn't seem to be a good idea, even though you are surely free to make your allocation choices.

Lol.
NO.

Bitcoin is 1,000x better than gold.
I am not going to sell anytime soon.
I will keep stacking every possible satoshi.

My reflection is only about the unfolding of events. We have been fooled by Trump, who led us to believe the establishment of a Bitcoin Strategic Reserve was imminent.

The reality is that the imminent dedollarisation is not going to lead to an imminent Bitcoin Standard, but rather to a multi-decade-long fight between physical Gold and digital gold.
Bitcoin will emerge, but it will take time.
More time to stack SATs.

This made me check the bitcoin, silver and gold performance from 2023, which rather shows that gold is traying to catch up with bitcoin as against what many people thought that gold has outperformed bitcoin.
See the graph below;

image from bitcoinmagazine

My Conclusion
Bitcoin’s story from 2023 to 2026 was not about calmness, but about direction. It experienced sharp cycles, strong narratives and disappointment from political expectations. Unlike gold and silver, Bitcoin did not rely on institutions for validation. It got its strength from:

• A fixed and transparent supply
• Easy global transfer
• Self-custody without permission
• Increasing recognition as digital scarcity asset

While volatility tested confidence, Bitcoin continued to attract those willing to think in longer time frames rather than short-term price movements.
But the one big mistake we made was letting Trump fool us again after Elon did it years ago.

Be strong, hold, according to fillippone, bitcoin will eventually break through but it will take time.

bitcoin is a long term invest just as is gold, gold is a safe investment that has always been around even when the growth of gold is slow or takes a hits there will always be some type of growth due to global situations. bitcoin is also a safe invest but is more volatile the gold in my personal opinion. i dont think gold is just catching up i just think when the global situations change and people change with it including their investments and what type they feel safter investing in at the time. 

[Z-tight]

I still believe precious metals are safe heaven assets, at least the government makes sure they still retain that narrative. Although if such scenarios like Fridays incident keeps repeating itself, investors might be be pushed to think otherwise.

Precious metals had an extraordinary 2025, which also continued into the new year. So on that note, there is bound to be an end to its rally, probably when geopolitical situation improves, then some investors would take profit and move money from gold to other assets. When that happens, the price is going to drop and correct to reflect its currenct value, but that does not mean it becomes a volatile asset. Investors would always run to precious metals to protect their investment in uncertain environment.