Santiment reported on January 26, 2026, that social media discussions about silver and gold are surpassing those about cryptocurrencies as stablecoin market caps drop.
This shift indicates a move from crypto to traditional assets like gold and silver, reflecting market caution amidst declining Bitcoin prices.
Gold and Silver Rise in Online Debates
Recent data indicates gold and silver trumping crypto in online discussions, as observed by analytics firm Santiment. This reflects a growing shift towards traditional investments amid fluctuating crypto market values.
Santiment noted a $2.24 billion decline in stablecoin market cap over ten days, alongside falling Bitcoin prices. CryptoQuant supported these findings, remarking on capital transitions. As traditional assets rise, the market sentiment increasingly favors gold and silver.
Stablecoin Exit Pushes Gold 80% Higher
Analysts point to declining stablecoin reserves as capital exits crypto for traditional havens like gold. CryptoQuant described this trend as negative and indicative of current market corrections.
Bitcoin’s realized losses peak amid these shifts, highlighting volatility. Gold’s 80% rise deemphasizes BTC’s allure. Industry viewpoints suggest these trends could signal broader shifts in market dynamics between risk-on and risk-off assets.
History Points to Cyclical Asset Shifts
Historical parallels with 2021 show when stablecoins and crypto weakened, traditional metals surged. This past pattern accentuates current shifts, indicating a cyclical nature in financial markets.
Experts highlight the risk-off move as potentially expanding Bitcoin’s long-term potential. As correlations shift, analysts underscore gold and BTC’s risk-function dynamics reshaping their place in diversified portfolios. Ki Young Ju, CEO of CryptoQuant, noted, “Gold, silver, and BTC all function as risk-off assets, adding that if markets still treat Bitcoin as risk-on, then it may be undervalued.”
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