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Gold shows capitulatory flows while BTC tests $58K – cross‑asset rotation signal

Bitro Conwell3 weeks ago8 min read

Gold Capitulatory Flows as BTC Tests $58K: Cross-Asset Rotation Signal Gold is witnessing capitulatory outflows while Bitcoin tests the critical $58,000 support level, sparking a potential…

Goldman’s gold cut highlights hawkish rates – crypto’s inflation hedge narrative at risk

Benito Cormi3 weeks ago7 min read

Goldman’s gold cut underscores hawkish rates and crypto hedge risk Goldman Sachs cut its year-end gold forecast by $500 to $4,900 an ounce after adjusting to…

Tether’s aUSDT shutdown reflects gold‑backed stablecoin TVL stuck below $50M

Wyatt Newson4 weeks ago6 min read

Tether shutters aUSDT as gold-backed TVL stays under $50M Tether is winding down Alloy by Tether and its gold-backed aUSDT stablecoin, giving holders until Sept. 17,…

US‑Iran breakthrough cheered but Bitcoin‑gold correlation breaks down – risk‑on mispricing

Blair Connolly4 weeks ago6 min read

US-Iran breakthrough lifts risk appetite as Bitcoin-gold split widens Bitcoin’s usual link with gold has weakened even as a U.S.-Iran diplomatic breakthrough helped lift risk sentiment,…

Inflation tops 4% but Bitcoin‑gold correlation breaks – rates pressure ignored as real yields diverge

Cora Skindell1 month ago7 min read

Inflation Tops 4% as Bitcoin-Gold Correlation Breaks US inflation running above 4% has not pulled Bitcoin back into lockstep with gold, even as higher rates and…

Goldman exits XRP – SOL ETF exposure as 30‑day volatility halves – de‑risking pre‑2026

Newt Bettec2 months ago6 min read

Goldman Sachs Exits XRP and SOL ETFs, Keeps Bitcoin Exposure Goldman Sachs exited its XRP and Solana ETF positions in the first quarter of 2026, according…

China trade deal inflates dollar. Gold OI contrasts crypto stablecoin supply

Daisy Hodley2 months ago6 min read

Dollar steadies as China trade deal lifts risk appetite The dollar held firm after U.S. and Chinese officials agreed on a framework to ease export curbs,…

Goldman risk transfer deal signals private loan stress, not crypto innovation

Newt Bettec2 months ago6 min read

Goldman risk transfer deal points to private loan stress Goldman Sachs is sounding out investors on a risk transfer tied to loans to private market funds,…

Goldman Sachs pushes rate cut forecast to Dec 2026 but Bitcoin exchange balances rise – hints at liquidity seeking alternative store

Althea Burnett2 months ago6 min read

Goldman Delays Fed Cuts to Dec 2026 as BTC Exchange Balances Rise Goldman Sachs pushed its Federal Reserve rate cut forecast to December 2026 on May…

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