A Bitcoin analyst said gold’s surge last year may have created a new pool of profits that could partly move into Bitcoin, adding to debate over what might power the next crypto rally.
PlanB, who posts on X as @100trillionUSD, wrote that gold added roughly $10 trillion in market capitalization last year. He said it would not surprise him if some of that profit is “rotated/diversified into bitcoin.”
Profit Taking in Gold Puts Bitcoin Back in Focus
Gold’s strong year left many investors with gold profit that can be rebalanced into other assets. In traditional markets, investors often trim positions after large runs and reallocate into assets with different risk profiles. Bitcoin, which trades around the clock and remains far smaller than gold by overall value, can react sharply when fresh demand arrives.
Gold Investment Growth Over Time. Source: CoinCodex
The price move that creates those gains can be substantial even without leverage. In the profit scenario shown in the gold calculator you provided, a $10,000 position paired with a buy price near $4,669 and a sell price near $7,003 produces about $5,000 in profit, or roughly 50%, with fees set to zero. That type of return can generate real cash to redeploy, especially for investors who view gold as a liquid hedge rather than a long term hold.
Market structure has also changed for Bitcoin compared with earlier cycles. More institutions can now access Bitcoin through regulated products and large exchanges, which lowers operational friction for reallocations. That does not guarantee inflows, but it makes the “diversify into Bitcoin” idea easier to execute than it was when custody, compliance, and liquidity were bigger barriers.
What Rotation Could Mean for a Bitcoin Bull Run
Analysts who track cross asset flows often watch for shifts after outsized moves in major markets. A transfer of profits from gold into Bitcoin would not need to be large to show up in price because Bitcoin’s market is smaller and more volatile. As a result, even modest buying can move the spot market, especially during periods when supply tightens and sellers step back.
Still, timing remains uncertain. Investors may keep profits in cash, move into bonds, or spread allocations across equities and other alternatives. Bitcoin also carries drawdown risk that gold typically does not, which can limit how much capital conservative holders are willing to rotate.
PlanB framed his comment as a possibility rather than a forecast. However, the idea highlights how a major gold year can influence crypto narratives, with investors weighing whether part of those gains should shift into a higher risk asset that also trades as a scarcity play.
Gold Near Record Levels as Analyst Sees Route Toward $4,700
Meanwhile, an analyst on X said gold could set a new all time high next week and potentially reach $4,700, as price action holds near recent highs.
Gold Spot U.S. Dollar One Hour Chart. Source: TradingView
Janey, who posts as @Janey_Analyst, shared a TradingView chart of XAUUSD and said the setup points to a push higher. The chart shows gold trading around $4,596 on OANDA data at the time of the screenshot.
The one hour view shows gold moving sideways after a sharp rise, with price holding above a marked support zone while repeatedly stalling near a resistance band. Janey’s projected path sketches a dip and rebound that would retest resistance first, then aim higher toward $4,700, which traders often treat as a scenario level rather than a certainty.
Source: https://coinpaper.com/13848/10-trillion-in-gold-profits-fuel-for-the-next-bitcoin-bull-run
