- According to Pompliano, BTC could surpass gold.
- Tarief uncertainty and weak BTC -Sentiment can expand Gold’s lead in the short term.
Gold is better performed than Bitcoin [BTC] In 2025, in the midst of tariff uncertainty, while investors resort to fleeing.
On the contrary, BTC responded as a risk-on assets and followed the performance of US shares until recently. BTC has fallen by 10%, while gold rose more than 25% on a YTD (year-to-date) basis.
In a recent CNBC interview, Anthony Pompliano, a BTC investor and founder of Professional Capital Investments, stated that BTC could perform better in the long term than Gold. He said”
“Gold always leads these rallies. When gold runs, about 100 days later, Bitcoin always catches up and runs much faster.”
BTC vs. Golden
Source: BTC vs. Gold Performance, TradingView
BTC (Geel) indeed has a history of positive correlating with gold (cyan) after decoupling periods, as Pompliano stated.
According to the graph, BTC and gold disconnected at the beginning of November and February, but were again positively correlated in December and January.
Nevertheless, Gold exceeded BTC by 37% per BTC/Gold ratio per BTC/Gold ratio. Although the indicator withdrew on the press support in the crucial trend line support, it is still to be seen whether BTC could regain lost terrain against gold.
Source: Source: BTC/Gold Ratio, TradingView
In the last few days, BTC has tightened tightly between $ 83k and $ 85k, while the US shares dumped.
Bloomberg ETF analyst Eric Balchunas responded to the resilience, said Bloomberg ETF analyst,
“$ Mstr with 7% YTD, while $ QQQ has fallen that 10% is not something that I would have predicted. I am also surprised that after all this, BTC is for $ 85k; both good signs imo, shows toughness and counters that it is just a high beta version of tech.”
He added That Michael Saylor and ETFs have bought so many BTC in the last 12 months that it found a stronger basis than cycles from the past.
That said, the overall question and bullish conditions for BTC remained elusive. According to the Bitcoin Bull Score index of Cryptoquant, it is a ‘Bull‘Season in the last 60 days.
This reflected the weak circumstances that were seen during the Crypto Winter of 2022 and was characterized by negative price action.
Source: Cryptuquant
The general market sentiment is’fear‘Since February, and a decisive rebound could only be determined by an end to continuous tariff uncertainty.
In the meantime, the uncertainty can tip gold to expand its winning series against BTC.