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Global Central Bank Gold Rush can spark bitcoin prices to run on new all-time highs

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Key takeaways:

US Treasury Funds have seen $ 19 billion flow, the highest since March 2023, while the 30-year yield fell 30 basis points.
Foreign central banks cut US treasury holdings to 23%, a 22-year low, as gold reserves hit 18%.
Bitcoin rose by 2020 from $ 9,000 to $ 60,000 amid similar trends, indicating a similar outcome in 2025.

The global finance increase changes dramatically, and the price of Bitcoin (BTC) can benefit from it. Recent data implies That US Treasury Fund saw $ 19 billion in net inflows last week, exceeding the 2020 pandemic peak of $ 14 billion, with a 4-week moving average increase to $ 7 billion-the highest from March 2023.

Cryptocurrencies, dollars, gold, bitcoin prices, markets, bonds, price review, market analysis — *US Treasurys Inflow Chart. Source: x.com*

The US Treasury’s 30-year harvest fell by 30 basic points from the peak of April, indicating the increase in bond prices as investors were willing to receive a lower return in exchange for the safety of these bonds. This progress in demand for Treasurys as a safe property strengthens the liquidity and stability of the market while lowering the US borrowing costs.

However, foreign central banks have pivoted, cutting the Treasury holders to 23% of US government debt, a 22-year low. This indicates that while private investors are likely to drive streams, foreign central banks are turning away, perhaps due to the ongoing argument of the US tariff.

At the same time, the gold part of global reserves has moved forward to 18%A 26-year-old, up to 8% since 2015, with China doubling gold reserves at 7.1% since 2023.

This global de-dollarization trend reflects a pattern that favors Bitcoin. During the 2020 pandemya, when the US treasury flowed in the middle of COVID-19 uncertainty, Bitcoin rose from $ 9,000 to nearly $ 60,000 in early 2021, with a Gold part of global reserves rising by 14.5% to 18 months.

The current environment, marked by a stabilized bond market and a gold bank rush, indicates a similar trigger for the next bitcoin transfer. In 2023, when the US treasury yields increased amid fears of backwards, Bitcoin gained 47% a month while the NASDAQ dropped by 8.7%. With yields and central banks signing a lack of faith in the US dollar, Bitcoin’s appeal as a global value store improves.

However, Bitcoin’s bullish narrative could be weakened if global markets entered a recession in 2025. This is due to investors’ decision to prioritize liquidity and traditional safe properties such as cash or US Treasurys during economic collapse, as mentioned last week, on speculative assets such as Bitcoin.

Google searched for “Bitcoin” on long -term lows, says Bitwise CEO

Anonymous Global Markets Researcher Capital Flow mentioned Macroeconomic liquidity and positioning factors drive the bullish price of bitcoin. The analyst is highlighting the strength of the BTC impulse in a directional skew chart of possibility, suggesting that it has prepared for an upward motion.

It is aligned with the observation of Bitwise CEO Hunter Horsley that Google is looking for “Bitcoin” close to long-term lows, suggesting the rally has been fueled by institutions, advisors, corporations, and countries rather than retail investors.

Lack of interest driven by retail driven in history trends in which the quantity of bitcoin searches strongly linked its price to the previous rotation (r = 91%, per semrush data).

This article does not contain investment advice or recommendations. Every transfer of investment and trading involves risk, and readers should conduct their own research when deciding.