Bitcoin doesn't need a precious metal correction – experts see independence in price development

WalletManager · 2026-01-12T13:25:45+00:00

Leading market experts increasingly question the established view that Bitcoin must correct alongside gold and silver. They argue these assets can operate in parallel, reflecting different market dynamics and cycles.

WalletManager

2026-01-12 13:25:45

Abstract generation in progress

The established view that Bitcoin must follow a correction in gold and silver is increasingly being questioned by leading market experts. According to recent analyses, these assets can operate in parallel without blocking each other.

Controversial Market Perspective

James Check, a leading analyst at Glassnode, posted a provocative thesis on X: many Bitcoin holders who insist on a strong correlation with precious metals “don’t understand these assets at all.” His statement points to a deep misunderstanding of market dynamics—a position that deliberately challenges the mainstream.

Economic Justification

Macro economist Lyn Alden addressed this debate in a recent YouTube podcast. She emphasizes that the often-described competitive relationship between Bitcoin and gold does not reflect the actual market mechanism. According to her analysis, Bitcoin’s strong relative performance against gold results from a fundamental difference in market cycles: Bitcoin experienced a sideways phase in 2024, while gold also had one of its best years.

This decoupling suggests that both assets operate in different market phases and do not necessarily need to be synchronized. As a result, Bitcoin and precious metals could indeed act more independently in a diversified portfolio than previously assumed.

BTC3,16%

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