According to a ChainCatcher report, digital asset market research firm Delphi Digital posted on the X platform that gold prices have risen by 120% since the beginning of 2024, marking one of the strongest surges in history. This increase occurred without the backdrop of an economic recession, quantitative easing, or a financial crisis. Central banks purchased over 600 tons of gold in 2025, and the purchase volume is expected to reach 840 tons in 2026. Historically, gold has led Bitcoin by about three months at liquidity inflection points, making this trend significant for the cryptocurrency market. Currently, gold has already repriced the easing cycle, while Bitcoin sentiment is still affected by previous cycle simulations and recent drawdowns. The performance of precious metals is signaling policy easing and fiscal dominance. When precious metals outperform stocks, the market is pricing in currency depreciation rather than a growth collapse. Volatility in the precious metals market may serve as an indicator for the future performance of other risky assets.
Delphi Digital: Bitcoin May Face Liquidity Inflection Point as Gold Completes Repricing in Expansionary Cycle
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Summary
Delphi Digital noted that gold prices surged 120% since early 2024, a rare move without recession or crisis. Central banks bought 600 tons in 2025, with 840 tons expected in 2026. Gold typically leads Bitcoin by three months at liquidity inflection points, suggesting relevance for the digital asset market. Precious metals outperforming stocks signal currency depreciation, not growth collapse. Volatility in gold may foreshadow shifts in other risk assets.
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