The context: after a record summit at more than $ 109,000 reached in January 2025, the Bitcoin course underwent a series of Krach and is still struggling to recover from Applomb. It is currently evolving in a margin ranging from $ 80,000 to $ 85,000. In this context, many analysts take a closer look at the link between the Bitcoin course and that of gold. New data also shows a high demand from companies for Bitcoin, with records of purchase in the first quarter of 2025. Are gold and bitcoin correlated? According to Joe Consorti, responsible for growth at Theyya, Bitcoin tends to follow gold with a discrepancy of around 100 to 150 days. A graphic shared by consorted on X, based on Bloomberg data, illustrates this trend from 2019 to April 14, 2025. Bitcoin vs Gold (100 Lead). Source: Joe consorted the graphic shows gold (XAU/USD) in white and bitcoin (XBT/USD) in orange. The data reveal that gold generally moves first during increases, but that the Bitcoin course often tends to rise more strongly later, especially when global liquidity increases. “When the printer starts, gold detects it first, then Bitcoin follows more strongly,” said Consorti. This discrepancy of 100 to 150 days is the key point to note here. He therefore suggests that Bitcoin could be ready for a sharp increase in the next 3 to 4 months. The recent increase in global liquidity also supports this perspective. Indeed, according to analyst ROOT, the M2 money supply of the main central banks, including the United States Federal Reserve, the European Central Bank (BCE), the Popular Banque of China (PBOC), the Bank of Japan (BOJ), the Bank of England (BOE), the Australian reserve bank (RBA), the Bank of Canada (BOC) and others, reached a record level in April 2025. Strong increase therefore indicates that more liquidity circulates in the world economy. Bitcoin vs global liquidity. Source: Root historically, Bull Markets de Bitcoin have often coincided with major increases in global liquidity, because more money within the system tends to push investors to more risky assets like Bitcoin. Why the Bitcoin course could ultimately surpass gold and actions Matt Hougan, investment director at Bitwise Invest, says that Bitcoin does not just surpass gold, but also exceeds S&P 500 in the long term. This would therefore indicate that Bitcoin becomes a more solid investment option despite its price volatility. Bitcoin, Gold, S & P500 Performance. Source: Casebitcoin The data also support this idea. A recent Bitwise report shows that companies bought more than 95,400 BTC in the first quarter, or about 0.5 % of all Bitcoin in circulation. This makes it the largest quarter ever registered for the accumulation of businesses. Adoption of Bitcoin by companies in T1 2025. Source: Bitwise. “People want to have Bitcoin. Companies too. 95,000 BTC bought at T1, “said Bitwise CEO Hunter Horsley. With the growing demand for companies and the solid Bitcoin performance compared to traditional assets, everything seems ready for a major rally in the summer of 2025, stimulated by world liquidity at its peak and the historic Bitcoin trend to follow gold. Morality of history: what gold does, bitcoin the sublime. Notice of non-responsibility Non-responsibility notice: In accordance with the guidelines of The Trust Project, BEINCRYPTO undertakes to provide impartial and transparent information. This article aims to provide exact and relevant information. However, we invite readers to verify the facts of their own and consult a professional before making a decision on the basis of this content.
