Bitcoin Tops $90K as Gold and Silver Slip: Capital Rotation Into Crypto

2026-01-03 13:23:08

Source: CoinEdition Original Title: Bitcoin Tops $90K as Gold and Silver Slips: Is Capital Rotating Into Crypto? Original Link:

The classic old liquidity rotation from Gold to Bitcoin during bull markets has gained momentum.
Bitcoin price has rallied above $90k catalyzed by bullish whales.
U.S. crypto stocks, led by MSTR, gained in tandem with crypto bullish sentiment.

Bitcoin (BTC) has quickly rallied above $90k in 2026 amid notable corrections in Gold (XAU) and Silver (XAG) over the past few days. According to market data, XAU and XAG prices have dropped over 4% and 13% respectively in the past four days, thus fading their parabolic bull rallies.

Meanwhile, Bitcoin price has surged 4% during the same period to reach a local high of about $90,768 on Saturday, January 3, 2026. The wider altcoin industry, led by Ethereum (ETH), and the US crypto stocks rallied in tandem with BTC during the past four days.

Bitcoin Gains on Capital Rotation from Gold and Silver

According to Wall Street market experts, Bitcoin price in 2026 is well poised to benefit from the parabolic Gold and Silver moves. Popular traders have stated that Gold and Silver have already topped out and capital rotation to the crypto market has commenced.

“Even with equities selling off after the open, crypto kept pushing higher. Inflows could continue and upside momentum could accelerate triggering a short squeeze without a pullback.”

According to on-chain data, major whale positions linked to influential traders have broken even on long positions. These whales have made several timely correct predictions on Bitcoin, and have been bullish in the past few weeks as Bitcoin price struggled to reclaim the $90k mark.

Meanwhile, U.S. spot BTC exchange-traded funds (ETFs) have opened 2026 on a high note, with the cohort reporting a daily total net cash inflow of $471 million on Friday.

U.S. Crypto Stocks Rebound

Following an impressive 2026 kickoff of Bitcoin against the precious metals, U.S. crypto-related stocks rallied in tandem with the wider cryptocurrency market. The total crypto market cap surged over 2% to hover about $3.07 trillion at press time, bolstered by altcoin gains.

Meanwhile, MicroStrategy (NASDAQ: MSTR) closed Friday 3.4% higher, and edged 1% more during the after-market to trade about $158.5. A leading compliance-focused exchange platform (NASDAQ: COIN) closed Friday up 4.6%, and gained nearly 1% during the after-market to trade about $237.88.

What’s Next?

The Bitcoin price over the next few weeks will heavily influence its performance in the three months. With more institutional capital betting on the parabolic rise for Bitcoin in 2026, capital rotation from Gold and Silver will escalate.

The cumulative strong fundamentals for Bitcoin in 2025 and the anticipated crypto legal clarity in global markets, led by the United States, will bolster midterm bullish sentiment. Furthermore, Bitcoin has earned its global asset status through being politically neutral and attack-resistant.

As such, the impacts of the four-year Bitcoin cycle will be suppressed, thus signaling further crypto maturity as utility overtakes hype.

BTC-2,3%

ETH-3,04%

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