2026-01-12 02:21:38

Recently, gold and silver have hit new all-time highs consecutively, and many people are starting to think about a question: Gold and silver are so strong, is Bitcoin about to fall behind?

From the perspective of capital flow, it seems that some funds are switching between precious metals and crypto assets. Some believe that this wave of gold and silver's crazy rise might just be a teaser, and the real capital movement is yet to come. By 2026, many investors expect BTC to surge past 100,000+ in the first quarter, with the logic that institutional funds will eventually flow back into the crypto space.

However, whether this logic holds depends mainly on the actual movement of funds. If precious metals continue to perform strongly, they might divert some risk investment. Conversely, if macro expectations shift, rapid capital switching is also possible.

For friends who currently hold positions, what are your thoughts on this situation? Do you plan to continue holding BTC and wait for the first quarter's market, or do you have other operational strategies? Feel free to share your genuine thoughts.

BTC4,22%

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PretendingToReadDocs

· 2h ago

Precious metals are going crazy, but the crypto world shouldn't give up easily. Capital flow is just how it is; today gold, tomorrow it might be BTC. --- Talking about hitting 100,000 is easy, but it depends on whether institutions are really willing to come back. I’ve kept positions on both sides anyway. --- Falling behind? Not really, just need patience and wait. Macro shifts lead to instant capital movement, I've seen it happen too many times. --- Instead of fussing over who rises or falls, better to think about how long you can withstand the volatility. --- I've heard many times that institutional funds are flowing back into crypto. Is it true this time? Doubtful. --- It's not surprising that precious metals hit new highs, but how long it can last is the real question. The BTC story isn't over yet. --- Holding onto BTC to hit 100,000 in Q1? I believe more in capital continuing to bounce around in various sectors. Don't go all-in on anything. --- It sounds reasonable, but actual operations depend on your risk tolerance. I personally prefer to hold in batches. --- Precious metals are safe-haven assets, BTC is speculative; they are not the same at all. Comparing them endlessly is pointless. --- Capital is shifting, that's true. But the question is whether you can grasp the right moment to switch. Most people only chase rallies and sell in panic.

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DAOdreamer

· 10h ago

When precious metals surge, the crypto circle is said to be falling behind. Is it really always like this... Capital rotation is normal, and institutions will come back.

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SoliditySurvivor

· 01-12 02:51

Gold hits new highs again, are crypto people starting to get anxious? To be honest, funds are limited, and it's inevitable that precious metals will siphon off BTC, but ultimately institutions will come back—that's destiny. Just wait for one quarter, anyway I've already gone all in, either skyrocket or zero out, it makes no difference haha. This round of precious metals is indeed fierce, but don't forget it has no narrative. BTC is the story of the future. Cutting now is actually a loss. Capital rotation is very normal, why panic? Big institutions haven't even fully entered yet; this is just preheating. My logic is simple: even if BTC drops further, I won't move. When institutions start entering, that's when it will take off. History will repeat itself. Falling behind? Dream on. Precious metals won't catch fire for long. Just wait and see, no need to overthink. A macro adjustment is coming, and only then will funds shift. It's still early, holding on is fine.

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GasGuru

· 01-12 02:45

Gold is rising so fiercely, indicating that institutions are also panicking. But I still bet on BTC; precious metals are ultimately traditional safe-haven assets.

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OnchainDetectiveBing

· 01-12 02:28

Gold hits new highs again, and crypto enthusiasts are starting to get anxious. This routine is the same every year. Institutional funds are limited, and when more people compete, everyone has to share a piece. Don't be too naive. Quarter 1 over 100,000? Haha, let's first see how the macro environment develops. No matter how good the words, we have to wait for actual actions. I'm betting a little on both sides anyway, it's just idle money. Betting on capital rotation isn't a loss. It all depends on who can hold on until the end. Those who buy the dip will be the happiest in the end.

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New_Ser_Ngmi

· 01-12 02:28

The surge in precious metals is just rotation; the real big funds will ultimately flow into the crypto space. There's no need to worry too much. --- The expectation of BTC reaching 100,000 in the first quarter is honestly a bit too optimistic... --- Funds switching hands happen every day; the key is whether you can time it right. --- Sleeping soundly with BTC is better than constantly tinkering; frequent moves might just lead to pitfalls. --- Gold and silver hitting new highs is good, but in the end, it still can't escape the macro cycle. --- There are many people now engaging in mutual combat; it's better to hold on tightly and wait. --- Institutional funds flowing back? Let's see when they actually put real money in before jumping to conclusions.

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BlockchainGriller

· 01-12 02:21

Gold is rising sharply, but that doesn't mean BTC is doomed. Capital is limited, and rotation is normal. Just hold on, the answer will be clear in the first quarter. Falling behind? Ha, the all-time high hasn't been reached yet. Institutions will cut the leeks and then come back to us, haha. I'm watching gold rise too, but if I had to choose, I'd still favor BTC. This round of precious metals is just a smokescreen, let's wait and see. The money to bottom fish for gold has to go somewhere; the crypto market might need to go crazy again. Instead of worrying about falling behind, ask yourself how long you can hold out.

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