2025-12-27 18:20:16

The recent global financial market trends are truly bizarre. The RMB has broken a two-and-a-half-year high, gold has surged to $4,500 per ounce (a 71% annual increase), silver has doubled with a 160% spike, surpassing Apple to become the third-largest asset globally, and even the S&P 500 has hit new highs. But what about Bitcoin? It has been trading sideways in the $85,000-$90,000 range, with an annual decline of about 13%, and its Q4 performance is the worst in seven years.

This is the most painful part.

According to conventional logic, a weakening dollar should benefit Bitcoin, and increased safe-haven demand should push up digital assets. But the reality is the opposite. Why? There are three core reasons.

**First is liquidity issues.** At the end of the year, institutional funds have shrunk significantly. The US spot Bitcoin ETF has experienced net outflows of over $825 million for five consecutive days. Large investors are pulling out, and liquidity is drying up.

**Second is the impact of the Bank of Japan.** This is the first rate hike in thirty years, which has sharply increased market uncertainty. Funds are flocking into "safe" assets like gold and silver. When everyone is chasing guaranteed returns, high-volatility assets like Bitcoin are naturally sidelined.

**The third reason might be the harshest**—capital now trusts the long-standing safe-haven ability of precious metals and believes that listed company stocks have tangible earnings support. Confidence in Bitcoin’s future potential is wavering. The narrative of "digital gold" is starting to fail.

Currently, the market is divided into two camps. The optimists say, don’t worry, once liquidity recovers in 2026, Bitcoin will definitely catch up. On the other hand, voices like Robert Kiyosaki are warning of the potential collapse of the fiat currency system, recommending a hedge with both Bitcoin and precious metals.

The question remains—is this wave of Bitcoin just a temporary dormancy, or has the hedging logic completely broken down? Will there really be a violent rebound in 2026?

BTC0,39%

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TooScaredToSell

· 8h ago

Liquidity exhaustion is really heartbreaking. Institutions are fleeing while Bitcoin is taking a beating—who can stand this? --- Waiting for the 2026 rebound? I feel like that will be another story altogether... --- Gold and precious metals are so hot right now, it shows the market just doesn't trust digital currencies—that's the most frightening part. --- This round of gold and silver is truly outstanding, while BTC is being treated coldly—completely reversing the logic. --- After Japan's rate hike, global market sentiment has changed. Certainty is king, and no one wants a volatile monster like BTC. --- It feels like the narrative of digital gold is really collapsing; capital stories are no longer sustainable. --- Qingzaki is right—rather than betting on Bitcoin's rebound, a dual allocation is better, at least providing some psychological stability. --- This time it's really urgent—8.25 billion in net outflows for five consecutive days, it's heartbreaking to see. --- Wait, silver doubling and surpassing Apple? How is that data calculated? That seems a bit outrageous. --- The dream of a 2026 rebound sounds nice, but is liquidity really going to be that scarce until then?

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TrustlessMaximalist

· 8h ago

While gold and silver are soaring wildly, BTC is still moving sideways, which is really tough. Liquidity exhaustion + institutions pulling out, in short, no one is willing to take the short-term risk. But I don't quite agree with the statement that the "digital gold narrative is failing," mainly because the market is currently consolidating around certainty. We'll see when risk appetite returns. A rebound in 2026? That depends on how the Federal Reserve plays it.

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GasFeeCrying

· 8h ago

Large investors withdraw ETF funds, and we're retail investors still here picking up the pieces. Is it really like this?

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MetaverseLandlord

· 8h ago

Liquidity has been drained, and major institutions are fleeing. The narrative of digital gold is indeed a bit far-fetched. --- Silver has risen 160%, while Bitcoin remains sideways, which is truly absurd. But I still believe in the 2026 catch-up rally. --- The most heartbreaking thing is that certainty assets have won. Gold and silver have doubled, but BTC is just sleeping. --- The rate hike in Japan really confused the market. Everyone is rushing for certainty, who still wants high volatility? --- Ultimately, it's still a trust crisis. Long-standing assets always win; new assets are always questioned. --- $8.25 billion net outflow, that’s the answer. Let’s see when liquidity returns next year. --- The narrative of digital gold has collapsed. Now, precious metals are the real safe haven, and Bitcoin has been sidelined. --- I find Miyamoto’s hedging logic somewhat reasonable, but frankly, chasing Bitcoin now depends on how strong your mindset is. --- The question is, will 2026 really see a catch-up rally? Or has the era of Bitcoin passed? It’s still hanging in the balance.

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RugDocDetective

· 8h ago

Whales fleeing, institutions shrinking, this is the real story of Bitcoin being pushed into the cold palace Silver has risen 160%, surpassing Apple, while our BTC is still lying there doing nothing, not feeling happy Liquidity can disappear just like that, a rebound in 2026? Just listen, don’t believe it The collapse of the digital gold narrative is the most heartbreaking, what does this mean We are all waiting for the wind to come, but the wind is blowing towards gold and silver So the current issue is not whether BTC will rebound, but whether people still believe in it Institutions are selling off, retail investors are still holding on, this situation is quite ironic When the Bank of Japan raises interest rates, global funds move towards safe assets, reasonable but uncomfortable Look at 2026, if it truly rebounds, it’s a huge profit; if it crashes, no one can be blamed, this is gambling

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ChainWatcher

· 8h ago

Damn, big whales are fleeing and institutions are pulling out blood. Bitcoin is truly being abandoned in this wave...

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ForkLibertarian

· 8h ago

Wait, has the narrative of digital gold failed? Then do we need to re-examine the beliefs of our group over the past two years... Institutions are all fleeing, which is indeed a bit concerning.

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