Gold vs. Bitcoin: Metals Are Melting, Tom Lee Predicts an AI Rebound
Gold and silver lose $1T as Tom Lee predicts an AI rebound. Bitcoin vs. gold heats up as investors eye crypto and alternatives for growth.
FOLLOW THE THREAD · Crypto & Web3Follow crypto and Web3 coverage across digital assets, networks and the organizations building them. This feed brings publisher excerpts together so you can compare reporting, find the original source and follow developments without relying on a single stream of headlines.
Separate protocol changes and documented announcements from price commentary or promotion. Repeated versions of one announcement are not independent confirmation; follow the evidence back to its source.
Gold and silver lose $1T as Tom Lee predicts an AI rebound. Bitcoin vs. gold heats up as investors eye crypto and alternatives for growth.
Trump-linked Real Trump Coins said it never authorized GOLD or any digital token as questions persisted over its X account, associated domains and the concentrated token supply. Real Trump Coins has denied launching, promoting or authorizing the Trump Digital GOLD token that briefly appeared across its online presence before collapsing, blaming the promotion on “third-party bad actors.” The denial came after the Real Trump Coins X account promoted the Solana-based token on Saturday and directed users to RealTrumpCoins.com, where GOLD was also advertised. The X posts were later deleted, while the account now links to a separate domain, TrumpCoins.com. “Trump Coins has not authorized and will not launch, promote, or authorize any digital token,” Real Trump Coins said in an X post on Saturday…
Real Trump Coins promoted GOLD before deleting related X posts, while team-linked wallets sold 224.5 million tokens as its market value fell about 99%. A Solana-based token promoted by a Trump-linked coin brand collapsed within hours of its launch, raising questions over who was behind it and its unusual trading activity. Real Trump Coins, a brand US President Donald Trump publicly promoted in 2024, touted the “Trump Digital GOLD” token on X before deleting related posts on Saturday, according to blockchain analytics platform Lookonchain. The Real Trump Coins website continued promoting GOLD as of publication, advertising a 4% trading fee and pledging to use 99% of trading fees to buy back the token in an effort to make it a top-10 crypto asset by market capitalization.
Gold and US stocks stole the limelight on Wednesday as Bitcoin failed to gain significantly beyond $64,000. Bitcoin stayed wedged at $64,000 on Wednesday’s Wall Street open as gold hit six-week highs. Key points: Data from TradingView showed continued BTC price inertia contrasting with upside for both precious metals and US equities.
Peter Brandt is eyeing a BTC-to-gold rotation as Bitcoin drops 28% YTD. Here's what the charts say about key support, the $50K bear case, and where early-stage BTC infrastructure fits in.
Gold falls into bear market territory, while a stronger U.S. dollar and rising rate expectations pressure risk assets.
BitMEX said commodity perpetual swaps volume jumped from $38.1 million to $25 billion in Q1 as traders flocked to 24/7 gold, silver and oil exposure. BitMEX said in a Thursday report that commodity perpetual swaps were the fastest-growing segment of TradFi perps in the first quarter of 2026, with weekly volume rising 65,463% from $38.1 million to $25.0 billion. The report said silver, crude oil and gold drove most of that growth. By the week of March 15, Silver (XAG) accounted for 34.8% of the market share of tokenized commodities, followed by crude oil (CL) for 27.7%, gold (XAU) at 27.5% and Silver on Hyperliquid for 6%, according to a Thursday report. BitMEX said the March entry of crude oil added a new leg to the market, attributing that move to Iran-related geopolitical tensions and br…
Over the last week, both Bitcoin and gold failed the safe-haven test. Bitcoin is still trading more like a risk asset than “digital gold,” while gold has also failed to behave like a clean geopolitical hedge as higher yields and inflation fears overrode the usual flight-to-safety bid. To start the week, Bitcoin rebounded to about …
Bitcoin traders kept sub-$50,000 BTC price targets in play as gold entered a bear market over Iran and oil-supply instability. Bitcoin (BTC) starts a new week facing fresh macro risks as gold plummets and traders wait for $50,000. BTC price action ends the week below a key trend line, and traders see little more than an early-week bounce for bulls. Price looks more and more like it is repeating January’s bear flag — and targets now call for new multiyear lows.
Gold is also being impacted by rising anticipation that the US Federal Reserve won’t cut interest rates this year, while Fed chair Jerome Powell said inflation would rise. Gold tumbled another 3.5% to $4,488 per ounce on Friday, marking an 11% fall for the week and the largest weekly loss the precious metal has seen since 1983 as geopolitical instability and uncertainty in the Middle East continue to weigh on the markets. Gold has fallen more than 15% since Feb. 28, when the US and Israel first attacked Iran, erasing part of the rally that pushed its price up to the $5,500 mark in late January and casting doubt on its safe haven status. TradingView confirmed that March 16-20 was gold’s worst-performing week since 1983. The 11% weekly fall was slightly larger than the last week of January,…
The World Gold Council unveils "Gold as a Service" to modernize the $5B tokenized gold market. Meanwhile, Bitcoin Hyper raises over $32M in presale.
During the Iran conflict, gold attracted safe-haven demand, while Bitcoin’s reaction reflected liquidity conditions and broader market sentiment rather than acting as a classic crisis hedge. The 2026 Iran conflict created a major geopolitical shock that triggered volatility across global markets. It pushed investors to reassess traditional safe-haven assets such as gold and emerging alternatives like Bitcoin. Gold initially benefited from safe-haven demand but later declined as the US dollar strengthened and bond yields rose. This showed that macroeconomic forces can override crisis-driven buying. Bitcoin experienced volatility but recovered quickly, reflecting its growing role as an alternative asset. However, its price movements remained closely tied to market sentiment and liquidity con…
According to the Bloomberg Intelligence strategist, the oil shock and rising volatility across commodities and crypto may foreshadow a broader correction in equities. As the conflict involving Iran drags on and global energy supplies risk prolonged disruption, most financial assets are likely to behave like risk assets, according to Bloomberg Intelligence strategist Mike McGlone in a recent interview with Cointelegraph. Despite major price swings across commodities, stock market volatility has remained relatively low, a divergence McGlone considers unsustainable. Historically, such imbalances tend to resolve through increased volatility in equities — often during broader market corrections. That unusual volatility dynamic is also showing up in gold, a market traditionally viewed as a safe…
Gold demand reached a record $555 billion in 2025, driven by an 84% surge in investment flows and $89 billion in inflows into physically backed ETFs. The World Gold Council reports ETF holdings climbed 801 tons to an all-time high of 4,025 tons, with assets under management doubling to $559 billion. US gold ETFs alone …
Tether and Gold.com are exploring options to allow the use of Tether’s stablecoins to purchase physical gold. The investment arm of stablecoin issuer Tether has acquired a $150 million stake in the precious metals platform Gold.com to expand access to tokenized gold. Tether said on Thursday that it acquired an approximately 12% stake in the company, which will integrate Tether Gold (XAUt), its gold-backed cryptocurrency, into Gold.com’s platform. Gold.com is a publicly listed online marketplace that sells gold and other precious metals, such as silver and platinum, to several markets, including the US.
Panic selling grips crypto as Bitcoin tests $78K—Bitcoin price prediction turns critical amid gold and silver’s brutal crash.
As the dollar weakens, investors are turning to gold — onchain and off — while Bitcoin increasingly plays a supporting role in hedging currency risk. Bitcoin (BTC) has long been promoted by its most ardent supporters as a hedge against monetary debasement, but as the US dollar slides to multi-year lows, the market’s clearest flight to safety is emerging elsewhere: in gold. Over the past year, investors have rediscovered the precious metal through both traditional channels and blockchain rails. Tokenized gold products like XAUt are gaining traction alongside spot prices, offering digital-native exposure to a centuries-old safe haven as inflation concerns and currency stress intensify. Bitcoin is still very much in the picture, though increasingly as a secondary beneficiary. Actively managed…
Gold’s record-breaking rally finally blinked this week, and Bitcoin’s traders are watching what comes next. After sprinting to an all-time high of $5,594.82 per ounce, spot gold slid to around $5,330 as investors took profits, a pullback of roughly 4.7% from the peak. The Kobeissi Letter noted that the precious metal's volatile price performance led …
The US dollar slid to a four-year low, while gold and silver pushed deeper into record territory as Bitcoin attempted to recliam the $90,000 level. During the past day, the dollar index, a gauge of the greenback against major peers, touched 95.566, its weakest level since February 2022, after President Donald Trump dismissed concerns about …
Tether increases physical gold holdings to 130 metric tons while Coinbase promotes futures trading as Bitcoin lags and gold tops $5,300 per ounce. As gold prices surged to $5,300 this week, Tether and Coinbase — the two companies behind the world’s largest US dollar stablecoins — are taking different approaches to gaining exposure to the precious metal. Spot gold climbed above $5,300 per ounce on Wednesday, posting a record high of $5,311 at 3:30 am UTC, according to TradingView data. Amid the rally, Tether, issuer of USDt (USDT), the world’s largest stablecoin, doubled down on its gold accumulation, while Coinbase, a key partner in the USDC (USDC) stablecoin consortium, promoted access to gold futures on its platform.