Bitcoin (Btc) Faced with a powerful struggle as a safe shelter in 2025 as the gold fund flows $ 80 billion.
Data From the Bank of America (BOA) to be uploaded to X through Kobeissi’s trade letter resource on April 15 proves the “best streak” of gold since 2013.
Gold beats recorded as bitcoin ETFs slowed down
As the US trade war saw investors fleeing gold, the limelight lost as a fence against macroeconomic volatility.
BoA figures show flowers in gold funds funds, with data from Cointelegraph Markets Pro and Tradingview Getting new all-time highs for XAU/USD close to $ 3,300 per ounce on April 16th.
“Gold Fund Net Inflows hit a record of $ 80 billion years-to-date. It’s 2 times more than the previous high set throughout the year 2020,” Kobeissi said.
“Investors are pouring money in gold at a record speed while market uncertainty is skyrock. As a result, gold prices rally 22% year-to-date and release every other major property class.”
The gold fund flow chart. Source: The Kobeissi/X letter
BTC price action, in contrast, painted a different picture. Despite the appearance of US spot bitcoin exchange-traded funds (ETF) and Growing Global Integration, BTC/USD reached five months lows Earlier in April.
Data from Onchain analytics platform Glass node Calculated that the combined ETFS ownership under management fell from $ 106 billion at the start of the year to $ 92 billion this week.
“Gold prices also hit 52 all-time highs in the last year, posting the best stripes in 12 years,” Kobeissi concluded.
“Gold is the global safe shelter.”
US spot bitcoin ETF balance. Source: Glassnode
The golden “terminal top” meets the bitcoin bulls
Despite repeating new records, however, market commentators have already seen an unprecedented reversal.
Related: Can 3-month Bitcoin RSI Highs Counter Bearish BTC Price ‘Peasonality?’
Responding to the topic on X this week, veteran businessman Peter Brandt called the “blow-off top” in XAU/USD.
“Gold has now entered the phase of its explosion,” he said.
“Such a fast progress will come to a top of the terminal, but the attempt to choose a high can be very expensive. The explosion of the tops can expand beyond the ability of a bear to meet margin calls.”
Xau/USD 1-day chart. Source: Peter Brandt/x
A golden comedown can leave a room to achieve Bitcoin, each popular theory that says BTC/USD is a copy of gold trends with A months delay.
Great chart from my partner, David Foley.
Showing how gold first moves, Bitcoin follows more difficult. The scale is different for each other.@ Dhaaf17 pic.twitter.com/jhme6apewj– Lawrence Lepard (@lawrencelepard) April 13, 2025
“No one knows why that happened,” the founder of professional capital and CEO Anthony Pompliano told the CNBC on April 15.
Pompliano suggested that traditional financial creatures are either unauthorized or simply “not used” in the idea of Bitcoin as a protection against macro uncertainty.
“What we see even when gold is running, about 100 days later or more, Bitcoin doesn’t just get; it usually runs harder, and thus you get higher volatility,” he said.
https://www.youtube.com/watch?v=_pyemooo4me
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