The Truth About The Gold-Bitcoin Rotation
Published: 2026-01-06
Status:
Available
|
Analyzed
Published: 2026-01-06
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 5
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."
Pending
Global liquidity is forecasted 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."
Pending
Commodities, including precious metals, are expected to rally most significantly when global liquidity reaches its peak.
"commodities rally the most when liquidity peaks."
Pending
Global liquidity is predicted to contract in 2026.
"liquidity is expected to contract in 2026."
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."
Pending
Crypto prices are predicted to fall in 2026 due to a liquidity drain from debt refinancing, creating a risk-off environment.
"Meanwhile, 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."
Pending
A small rally in the crypto market is possible in Q1 2026, with crypto prices lagging behind liquidity increases by approximately 3 months.
"When you remember that crypto lags liquidity by 3 months, you understand there could be a small rally sometime in Q1 2026."
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."
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Following a potential Q1 2026 rally, the crypto market is expected to decline as liquidity is withdrawn due to debt refinancing, which can be monitored via the DXY.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."
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."
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."
Pending
Bitcoin is predicted to experience a massive rally in early 2026, mirroring gold's rally at the end of 2025.
"gold's massive rally at the end of 2025 should translate to a massive rally for Bitcoin at the beginning of 2026."
Incorrect
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."
Incorrect
Crypto prices are expected to begin recovering approximately three months after the announcement of emergency stimulus.
"And yes, once that emergency stimulus is announced, expect to see crypto prices start to recover around 3 months later."
Pending
Gold's price is predicted to fall sharply due to speculation and leverage unwinding.
"gold's price could fall sharply."
Pending
Gold's price is expected to decline as speculative capital flees and liquidations occur, driven by rising DXY as debts are refinanced in 2026.
"gold's price will likely fall, causing speculative capital to flee and triggering liquidations, pushing prices down even more."
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."
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."
Incorrect
A disconnect between cryptocurrency and global liquidity occurred around the summer of 2025.
"there was a disconnect between crypto and liquidity sometime in the summer of 2025."
Pending
The crypto market may have experienced a breakdown in spring 2025 due to market crashes triggered by 'Trump's liberation day tariffs'.
"our best guess is that something in the crypto market broke in the spring of 2025 when the markets crashed in response to Trump's liberation day tariffs."
Incorrect
Following a potential short-term rally, the crypto market is expected to decline due to liquidity draining from the debt refinancing wall.
"after that small rally though, the crypto market is likely to fall as liquidity is drained due to the debt refinancing wall"
Incorrect
Gold and crypto are predicted to bottom out around the same time, mirroring the pattern observed in 2018 and 2022.
"And yes, gold will probably bottom around the same time the crypto will, just like it did in 2018 and 2022."
Pending
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."
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."
Pending
Global liquidity is projected to contract in 2026.
"liquidity is expected to contract in 2026."
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."
Pending
A falling DXY suggests increasing asset prices.
"If the DXY keeps falling, assets will keep rising."
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"
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."
Pending
Commodities are expected to experience their strongest rallies when global liquidity reaches its peak.
"commodities rally the most when liquidity peaks."
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."
Pending
The drawdown of the Treasury General Account since November is seen as a positive factor for liquidity.
"the draw down of the Treasury General account since November is another tailwind for liquidity."
Correct
The potential approval of the Clarity Act could lead to increased attention and capital flowing into the crypto market.
"the potential approval of the Clarity Act, it means that attention and capital could rotate into the crypto market."
Pending
The approval of the Genius Act in 2025 was a significant bullish catalyst for the crypto market, leading to price increases.
"The approval of the Genius Act in 2025 was essentially the only bullish crypto catalyst that caused prices to rise."
Pending