Lucas
110.8K posts

Lucas
@Bitlogic1i45
Continuous market monitoring and analysis, breakdown of fund flows, and sharing of robust stock selection logic.
Katılım Şubat 2024
4.6K Takip Edilen5.9K Takipçiler
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Is gold's rally still early?
Gold prices relative to cash are now at their highest level since at least the 1960s, officially surpassing the 1980 peak.
At the same time, gold prices relative to US government bond prices are at their highest since the late 1980s.
Gold prices relative to the S&P 500 are at the highest since the 2020 pandemic.
This comes as gold prices have surged +119% over the last 2 years, crossing $4,500/oz for the first time.
Over the same period, cash has returned +9.7%, bonds -4.0%, and the S&P 500 is up +45%.
However, gold prices remain -50% and -17% below the 1980 peak relative to stocks and bonds, respectively.
Gold's rally could still be early.

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🚨 BREAKING: US Q3 GDP came in at 4.3%
Expectations: 3.3%
This is a MASSIVE growth in U.S. economy which is a good sign.
This continues growth means ISM will grow and enter the expansion phase which has historically been bullish for crypto.
The last 2 major Altseasons of 2017 and 2021 started when ISM was above 55.
Now if you look at the chart,
The last 3 GDP readings resulted in a 4%-5% short-term correction in Bitcoin but it always pumps back higher.
In the mid and long term, the growing US economy means less risk of reccesion which is bullish for all markets.

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Gold just touched a fresh record high during the Asian morning session—and silver is right there with it.
#economy #markets #gold #silver #investing #investors

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BREAKING: Gold just hit a new ATH, and history shows that Bitcoin always follows it with a lag.
This chart shows when liquidity conditions improve, money often moves in a sequence:
Gold moves first.
Bitcoin moves later.
You can see it repeating on the chart.
2016-2017:
Gold starts trending up first.
Bitcoin is still slow at the start.
Then later, Bitcoin accelerates hard.
2020–2021:
When QE started, gold pushed to new highs first.
Bitcoin was still below its old ATH and stayed stuck for a while.
At one point, BTC was still far below ATH while gold was already strong.
Then the sequence flipped:
Gold momentum weakened and topped out. And that is when Bitcoin started the big move.
That is the main point. Bitcoin did not lead that cycle at the start. It followed after gold slowed down.
2025 Setup - The liquidity is improving again:
- The Fed has already done 3 rate cuts
- The Treasury is doing $40B per month in T-bill buying
- Global money supply is at all-time highs
And the price action is matching the same pattern:
Gold is already trending strong.
Bitcoin is still lagging.
Gold is highly overbought right now, so we can expect some weakling in coming weeks orand we can finally see money rotation from Gold to BTC.
Bitcoin market cap - $1.8 trillion
Gold market cap - $31 trillion
(Gold has added nearly $17 trillion in just the last 2 years, which is 4x of Japan’s GDP)
So if in the next 5 years Bitcoin reaches just 30% of gold's market cap, the price per BTC would be $450,000 per BTC.

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