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A Record $70 Billion Inflow in 5 Days! Investors Are No Longer Choosy, Buying Gold and Bitcoin Together

Investors are moving beyond "either/or" choices and are simultaneously pouring money into both gold and bitcoin ETFs. Over the past five trading sessions, ETFs tracking these assets attracted a record $7 billion in combined inflows, pushing some of the largest gold and bitcoin funds to the top of the U.S. weekly ETF inflow rankings. This surge was triggered by U.S. Treasury Secretary's announcement to at least double long-term bond buybacks, which initially pressured Treasury yields and the dollar, boosting prices for both assets. Gold has risen about 13% this month, while bitcoin reclaimed the $80,000 level. The synchronized rally signals the return of the "monetary debasement trade." Amid growing concerns over fiscal sustainability and easing financial conditions, investors are seeking scarce assets perceived as outside direct government control. Gold benefits from its traditional safe-haven role, while bitcoin's fixed supply of 21 million coins positions it as a potential hedge. The SPDR Gold ETF (GLD) attracted nearly $3.4 billion, and the iShares Bitcoin Trust (IBIT) saw $1.5 billion in inflows, both ranking in the weekly top ten. Analysts note the momentum behind the flows is as significant as the volume, indicating investors are aggressively adjusting previously underweight positions. While the narrative of hedging against fiscal stress and currency debasement is gaining traction, some analysts question its sustainability, suggesting equities might be a more reliable hedge in the long run.

华尔街日报Hace 51 min(s)

A Record $70 Billion Inflow in 5 Days! Investors Are No Longer Choosy, Buying Gold and Bitcoin Together

华尔街日报Hace 51 min(s)

Bitcoin and Gold Funds Attract $7 Billion, 'Scarce Asset' Trading Makes a Comeback

Investors are pouring money into both gold and bitcoin, treating them as hedges against fiscal risks. Exchange-traded funds tracking these assets set net inflow records over the past five trading days, attracting a total of $7 billion, according to Bloomberg data. This places the largest gold and bitcoin ETFs among the top U.S. ETF inflows, alongside major equity products. The surge is driven by renewed concerns over the U.S. debt burden, dollar trajectory, and efforts to manage long-term bond yields. A direct trigger was a proposal from U.S. Treasury Secretary Beth Cent to at least double the size of long-term Treasury buybacks. Following the news, bond yields and the dollar fell, while gold and bitcoin prices rose sharply. SPDR Gold Shares (GLD) saw nearly $3.4 billion in net inflows this week, and iShares Bitcoin Trust ETF (IBIT) attracted $1.5 billion, both ranking in the top ten for U.S. ETF inflows. Investors are seeking assets with supply not easily manipulated by governments—gold constrained by nature and bitcoin capped by its code. In an environment of anticipated fiscal expansion and monetary easing, both assets share a similar pricing logic. Analysts note that with the era of falling interest rates potentially over and sovereign debt at record highs, holding scarce assets like bitcoin that cannot be easily inflated may benefit investors.

华尔街日报Hace 6 hora(s)

Bitcoin and Gold Funds Attract $7 Billion, 'Scarce Asset' Trading Makes a Comeback

华尔街日报Hace 6 hora(s)

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