Bitcoin waits while gold takes the spotlight.
By Maxime Laurent · 2026-01-27 11:57
Bitcoin waits while gold takes the spotlight.
Gold and silver are running first, crypto later — that’s the rhythm Tom Lee is watching.
According to Tom Lee, capital is temporarily hiding in shiny, heavy things. Gold and silver are sucking in liquidity while macro nerves stay high. But once metals pause? That’s when $BTC and $ETH are supposed to wake up.
I actually buy this logic. In stressed markets, money moves step by step. First safety. Then asymmetry. Right now, gold is the emotional blanket. Crypto is still the adrenaline shot — not everyone’s ready for it yet.
Lee points to the usual suspects: geopolitical tension, a softer dollar, central banks acting… let’s say, very accommodative. Add rising institutional interest, tokenization creeping into TradFi, and suddenly crypto doesn’t look like a gamble — it looks like infrastructure.
What I found interesting is Ki Young Ju framing $BTC alongside gold and silver as risk-off assets. That would’ve sounded insane a few years ago. Today? It feels almost logical. Bitcoin might be undervalued precisely because people still think it’s only for risk-on cowboys.
So yeah — metals first, crypto next. The baton hasn’t dropped, it’s just being held. Tranquille.
#bitcoin #BTC #ETH #gold #macro #riskoff #crypto #CryptoFriture
Gold and silver are running first, crypto later — that’s the rhythm Tom Lee is watching.
According to Tom Lee, capital is temporarily hiding in shiny, heavy things. Gold and silver are sucking in liquidity while macro nerves stay high. But once metals pause? That’s when $BTC and $ETH are supposed to wake up.
I actually buy this logic. In stressed markets, money moves step by step. First safety. Then asymmetry. Right now, gold is the emotional blanket. Crypto is still the adrenaline shot — not everyone’s ready for it yet.
Lee points to the usual suspects: geopolitical tension, a softer dollar, central banks acting… let’s say, very accommodative. Add rising institutional interest, tokenization creeping into TradFi, and suddenly crypto doesn’t look like a gamble — it looks like infrastructure.
What I found interesting is Ki Young Ju framing $BTC alongside gold and silver as risk-off assets. That would’ve sounded insane a few years ago. Today? It feels almost logical. Bitcoin might be undervalued precisely because people still think it’s only for risk-on cowboys.
So yeah — metals first, crypto next. The baton hasn’t dropped, it’s just being held. Tranquille.
#bitcoin #BTC #ETH #gold #macro #riskoff #crypto #CryptoFriture
Disclaimer: This content is for informational purposes only and not financial advice.