ilmscore | The Truth About The Gold-Bitcoin Rotation

Predictions from this Video

Total: 19
Correct: 0
Incorrect: 2
Pending: 17
Prediction
Topic
Status
Bitcoin is predicted to rally significantly in early 2026, mirroring gold's rally at the end of 2025.
"If this is indeed the case, then gold's massive rally at the end of 2025 should translate to a massive rally for Bitcoin at the beginning of 2026."
Bitcoin and Gold Correlation
Pending
Global liquidity is predicted to contract in 2026.
"liquidity is expected to contract in 2026."
Global Liquidity Contraction
Pending
Gold's price is expected to fall in 2026 as debts are refinanced, leading to a flight of speculative capital and further price declines.
"when the DXY eventually rises as debts are refinanced sometime in 2026, gold's price will likely fall, causing speculative capital to flee and triggering liquidations, pushing prices down even more."
Gold Price Prediction
Pending
The approval of the Clarity Act, combined with increased liquidity, could lead to increased attention and capital inflow into the crypto market.
"And when you combine this increase in liquidity with the potential approval of the Clarity Act, it means that attention and capital could rotate into the crypto market."
Crypto Market Rally Catalyst
Pending
Following a potential Q1 2026 rally, the crypto market is expected to decline as liquidity is withdrawn due to debt refinancing, which can be monitored via the DXY.
"After that small rally though, the crypto market is likely to fall as liquidity is drained due to the debt refinancing wall, which I'll remind you can be tracked by looking at what the DXY is doing."
Crypto Market Post-Rally Prediction
Pending
Crypto prices are anticipated to begin recovering approximately three months after the announcement of emergency stimulus measures.
"And yes, once that emergency stimulus is announced, expect to see crypto prices start to recover around 3 months later."
Emergency Stimulus and Crypto
Pending
Gold is predicted to bottom out around the same time as the crypto market, mirroring historical patterns from 2018 and 2022.
"And yes, gold will probably bottom around the same time the crypto will, just like it did in 2018 and 2022."
Gold and Crypto Bottoming
Pending
A small rally in the crypto market is anticipated in Q1 2026, based on an increase in liquidity.
"When you remember that crypto lags liquidity by 3 months, you understand there could be a small rally sometime in Q1 2026."
BTC
Incorrect
Gold's price is predicted to fall sharply due to speculation and leverage unwinding.
"gold's price could fall sharply."
XAU
Pending
During a liquidity contraction, gold's price is expected to fall by a smaller percentage compared to other assets as risk-off investors allocate more to it.
"gold's price should fall less than other assets in percentage terms as risk off investors increase their allocation to gold during the drawdown."
XAU
Pending
Crypto prices are predicted to fall due to a liquidity drain from debt refinancing, creating a risk-off environment.
"crypto prices are also likely to fall, not because gold is falling, but because the liquidity drain caused by debt refinancing is creating a riskoff environment that's pushing down gold's price due to risk on investors getting out of gold."
BTC
Incorrect
Global liquidity is predicted to peak in late 2025 or early 2026.
"Michael Howell is the leading expert in global liquidity and he's been predicting that liquidity will peak in late 2025 or in early 2026."
Global Liquidity
Pending
A liquidity drawdown following a liquidity peak is expected to be bearish for all assets.
"what follows the liquidity peak is a liquidity drawdown which is bearish for all assets."
Global Liquidity
Pending
A rising DXY indicates increasing demand for cash, which is likely to lead to a fall in asset prices.
"If the DXY is rising, the demand for cash is increasing and assets are likely to fall in price."
US Dollar Index (DXY)
Pending
A falling DXY suggests increasing asset prices.
"If the DXY keeps falling, assets will keep rising."
US Dollar Index (DXY)
Pending
As debts are refinanced in 2026 and the DXY rises, gold's price is expected to decline.
"when the DXY eventually rises as debts are refinanced sometime in 2026, gold's price will likely fall"
US Dollar Index (DXY)
Pending
A rising DXY serves as an indicator of proximity to the debt refinancing wall and the ensuing liquidity drain.
"The more the DXY rises, the closer we're getting to that debt refinancing wall and the subsequent liquidity drain."
US Dollar Index (DXY)
Pending
Commodities are expected to experience their strongest rallies when global liquidity reaches its peak.
"commodities rally the most when liquidity peaks."
Commodities
Pending
Commodity rallies will be followed by a liquidity contraction, leading to a decline in asset prices.
"commodities rally. What comes next is a liquidity contraction that causes asset prices to fall."
Commodities
Pending