Weak US Data and Gold Surge Could Shift Capital Toward Bitcoin

[ed]

S&P 500 futures (left) vs. gold/USD (right). Source: TradingView

Macroeconomic signals may provide the catalyst bulls need. The US economy grew at just 1.4% in Q4 2025, missing expectations, while inflation data came in hotter than anticipated — complicating the Federal Reserve’s rate-cut outlook. Meanwhile, gold has rallied 25% in just three months, pushing its market capitalization to $35.2 trillion.

As equity markets like the S&P 500 show signs of fatigue, investors could look beyond traditional assets. With Bitcoin still trading nearly 47% below its all-time high, its risk-reward profile may begin to look increasingly attractive compared to overheated sectors and defensive commodities.

[cryptohog]

Gold up 25% in three months and nobody’s calling it a bubble. Bitcoin moves 10% and it’s “irrational exuberance.”