Bitfinex Signals the Start of a Bitcoin Bull Run Amid Peak Correlation with Gold

cryptonews.ruPubblicato 2026-08-28Pubblicato ultima volta 2026-08-28

Introduzione

Bitfinex suggests that Bitcoin's correlation with gold has reached peak levels, signaling a potential shift and the beginning of a bull market. Analysts observe that both assets are trading as a unified hedge against currency devaluation amidst concerns over U.S. debt and monetary policy. Bitfinex notes this high correlation is typically unsustainable, and a change in risk sentiment will test whether Bitcoin decouples from stocks to follow gold. The exchange highlights that Bitcoin's price has moved from an accumulation to an expansion phase, supported by technical metrics. This trend mirrors 2024 patterns where investors sought alternatives due to fears of "debt debasement." However, recent hawkish comments from Federal Reserve Chair Kevin Warsh, emphasizing a commitment to 2% inflation and hinting at rate hikes, contrast with this devaluation narrative.

Analysts warn that bitcoin is starting to behave like "digital gold" as investors seek a hedge against debt and monetary manipulation.

Bitfinex highlighted that this correlation between gold and bitcoin has reached levels that typically don't persist for long, signaling an impending shift in this trend.

"Both assets are trading as a unified hedge against currency debasement, with $BTC being the higher beta version, but this metric has broken before. A potential risk-off environment will show whether bitcoin holds together with gold or falls along with stocks," emphasized Bitfinex.

This is happening against the backdrop of a changing macroeconomic environment: shifting from the AI boom to devaluation trades, as recent actions by the U.S. Treasury Department and negative events related to American debt are now influencing economic forecasts and the dollar's role as a reserve currency.

At the same time, the exchange pointed to $BTC as a key tool for technically savvy investors trading amid currency debasement, emphasizing that the bitcoin price has emerged from the accumulation phase and moved into the expansion phase.

"The Delta-Thermo Market Multiple indicator stands at 2.03, aligning with the 2.5x threshold where the expansion phase begins, while the 3.5x distribution peak is significantly higher. The model interprets this as the start of an expansion phase, not a move towards the peak," notes Bitfinex.

The current situation resembles a similar configuration in 2024 when JPMorgan strategists linked the investment trend to "concerns over 'debt debasement' due to persistently high fiscal deficits in the largest economies, reduced confidence in fiat currencies in some emerging markets, and broader diversification at the expense of the dollar."

However, during his Jackson Hole debut, Federal Reserve Chairman Kevin Warsh rejected the "debt debasement" narrative, taking a "hawkish" stance by emphasizing that the 2% inflation target remains intact and hinting at upcoming interest rate hikes.

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Domande pertinenti

QAccording to Bitfinex analysts, what significant correlation level suggests an upcoming trend change?

ABitfinex highlighted that the correlation between gold and Bitcoin has reached levels that typically do not last long, signaling an impending change in this trend.

QWhat key tool does Bitfinex identify for technically savvy investors trading amid currency devaluation?

ABitfinex pointed to Bitcoin ($BTC) as a key tool for technically savvy investors trading in the context of currency devaluation.

QWhat phase of the market cycle is Bitcoin entering according to the Delta-Thermo Market Multiple indicator mentioned by Bitfinex?

AAccording to Bitfinex, with the Delta-Thermo Market Multiple at 2.03, Bitcoin is entering the expansion phase of the market cycle, with the threshold for this phase beginning at 2.5x.

QWhat macroeconomic narrative did Fed Chair Kevin Warsh reportedly counter in his Jackson Hole debut, as mentioned in the article?

AFed Chair Kevin Warsh countered the 'debt debasement' narrative at his Jackson Hole debut, taking a hawkish stance by affirming the 2% inflation target and hinting at upcoming interest rate hikes.

QHow did JPMorgan strategists describe the core concern driving the investment trend similar to the current one in 2024?

AJPMorgan strategists linked the 2024 investment trend to 'concerns about "debt debasement" due to persistently high government deficits in major economies, declining confidence in fiat currencies in some emerging markets, and broader diversification at the expense of the US dollar.'

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