Delphi Digital: Gold Completes Repricing During the Easing Cycle; Bitcoins May Be Approaching a Liquidity Inflection Point
Delphi Digital, a digital asset market research firm, posted on X that gold prices have risen 120% since the beginning of 2024, marking one of the strongest gains in history. This rally has occurred without a recession, quantitative easing, or financial crisis,Central banks purchased over 600 tons of gold in 2025, and purchases are expected to reach 840 tons in 2026. Since gold historically leads liquidity inflection points by approximately three months Bitcoin, this trend holds significance for cryptocurrencies,Gold has now completed its repricing for the easing cycle, while BTC sentiment remains influenced by previous cycle simulations and recent pullbacks. The performance of metal assets is signaling policy easing and fiscal dominance; when metals outperform stocks, the market is pricing in currency devaluation rather than a collapse in growth.Volatility in the precious metals market may serve as a signal for the future trajectory of other risk assets.
Source:富途快讯 · Source Link
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