# Сопутствующие статьи по теме Gold

$16B Fed injection meets BTC/Gold 11-year low – Rare buying signal?

Liquidity is drying up in the crypto market, with nearly $10 billion erased from the stablecoin market cap since 2026 and Total Value Locked (TVL) in DeFi dropping by $20 billion. Against this cautious backdrop, the Federal Reserve’s $16 billion liquidity injection has sparked optimism. This comes as the BTC/Gold ratio hits an 11-year low, with Bitcoin underperforming significantly compared to Gold. Analysts suggest this rare signal, combined with fresh liquidity, may create a strong accumulation opportunity for BTC and potentially boost risk assets as market fear begins to ease.

ambcrypto02/18 16:05

Arthur Hayes Warns of AI-Driven Credit Shock

Arthur Hayes, founder of BitMEX, warns that Bitcoin's recent sharp decline signals an underappreciated credit shock driven by AI. He argues Bitcoin acts as a "fiat liquidity fire alarm," and its drop while Nasdaq held steady indicates tightening dollar liquidity and rising deflation risk. Hayes calculates that AI could replace 20% of the 72.1 million US knowledge workers, many of whom hold significant consumer debt and mortgages. This could trigger an estimated $330 billion in consumer credit losses and $227 billion in mortgage losses, dealing a ~13% hit to US commercial bank equity. While large banks may withstand the shock, regional lenders could face severe stress, leading to credit contraction and weakened economic demand. Hayes points to warning signs like underperforming software stocks, rising credit card delinquencies, and gold outperforming Bitcoin as evidence of defensive positioning. Despite near-term risks, he remains structurally optimistic on Bitcoin, believing a deflationary shock will ultimately force the Federal Reserve to restart aggressive liquidity programs, and political pressure will lead to large-scale money printing.

TheNewsCrypto02/18 12:57

Elemental Royalty Becomes First Public Gold Firm to Offer Dividends in Tether Gold (XAUt)

Elemental Royalty Corporation has become the first publicly listed gold company to offer shareholders the option to receive dividends in Tether Gold (XAUt), a tokenized form of physical gold. This initiative, announced on February 17, allows qualifying shareholders to elect to receive dividends in XAUt tokens at par value, providing direct exposure to physical gold through digital means. The move represents a significant integration of blockchain technology into traditional financial operations, enabling gold-denominated returns instead of fiat currency. Tether Gold, with a market cap of $2 billion, leads the growing tokenized gold market, which has seen increased trading activity. This dividend policy follows Tether's strategic investment in Elemental last year.

TheNewsCrypto02/18 07:22

Wintermute sees tokenized gold market tripling to $15B in 2026 – Here’s why!

ambcrypto02/18 07:02

Global Investors Are Weighing Their Options in Crypto Market Amid Major Updates

Global investors are reevaluating their strategies amid a bullish market sentiment, with some concerns about overinvestment. The crypto market has seen a 1.11% drop in total market cap to $2.33 trillion, though major cryptocurrencies like BTC and ETH are trading within familiar ranges. Gold and Silver prices have declined, potentially becoming alternative investments. Key updates include awaited decisions on Spot Bitcoin and Ethereum ETFs and ongoing US-Iran talks. Market sentiment remains high, but caution persists due to identified risks like the AI bubble.

TheNewsCrypto02/17 13:05

Wintermute Expands Into Tokenized Gold Trading

Crypto market maker Wintermute has expanded into institutional over-the-counter trading of tokenized gold, supporting Pax Gold (PAXG) and Tether Gold (XAUT). The move targets growing demand for blockchain-based commodity exposure, offering algorithmic spot trading against stablecoins, fiat, and major cryptocurrencies. This enables real-time hedging and improved collateral management. The launch follows a surge in tokenized gold trading, which exceeded several major gold ETFs in Q4 2025 with $126 billion in volume. Market cap grew over 80% to $5.4 billion. CEO Evgeny Gaevoy projected the market could reach $15 billion in 2026, comparing the shift to the transformation of forex markets. Tokenized gold offers 24/7 trading, instant settlement, and DeFi integration, appealing to institutions seeking liquidity beyond traditional hours. The expansion reflects broader institutional adoption of real-world assets (RWAs), with analysts forecasting multi-trillion growth in tokenized markets by 2030. Wintermute aims to position tokenized gold as institutional-grade collateral.

TheNewsCrypto02/17 06:48

Economist Says Bitcoin Is A Threat, But The Target Is Not Who You Think

Economist Peter Schiff criticizes Bitcoin, claiming it is a threat not to the global financial system but to investors who buy it. He argues Bitcoin lacks intrinsic value, comparing it to a Ponzi scheme, and advocates for gold and silver as superior inflation hedges. In response, crypto commentator Jeff Swanson contends that continued criticism from gold proponents signals Bitcoin's relevance and potential challenge to gold's monetary role. While Schiff predicts Bitcoin could fall to $10,000, Swanson acknowledges gold's persistence but expects it to gradually lose ground to Bitcoin over time.

bitcoinist02/16 21:03

Ray Dalio Warns ‘World Order Has Broken Down’ — Why Is He Backing Gold Over Crypto?

Billionaire investor Ray Dalio warns that the post-WWII global order has broken down, marked by rising geopolitical tensions, capital wars, and mounting debt risks. He describes the current era as one of "great power politics," where sanctions and the weaponization of money are prevalent. In this unstable environment, Dalio advocates for gold as a preferred store of value over cryptocurrencies, arguing that gold historically preserves wealth during periods of conflict and monetary debasement. He expresses skepticism about central bank digital currencies (CBDCs), citing privacy concerns and potential government overreach. While Bitcoin has been promoted as "digital gold," its recent volatility and correlation with risk assets have raised doubts about its effectiveness as a safe-haven asset during systemic crises.

ccn.com02/16 09:37

Stop Using Gold as a Reference: Bitcoin Is Not a Safe-Haven Asset

In the ongoing debate about Bitcoin's role as a "digital gold" or safe-haven asset, this article argues that Bitcoin is not a reliable hedge like gold. Through statistical analysis, including correlation and cointegration tests (Engle-Granger and ADF), the data shows no robust long-term relationship or mean-reverting behavior between Bitcoin and gold. Their occasional parallel movements are coincidental rather than structurally linked. Bitcoin exhibits extreme volatility (over 50% annualized) and behaves as a high-risk speculative asset, not a stable store of value. The article dismisses narratives about capital rotation from metals to crypto as post-hoc explanations without empirical basis. Instead, it suggests that Bitcoin should be treated as a unique and evolving market, influenced more by internal factors like derivatives positioning, funding rates, open interest, and sentiment extremes than by external analogies. True market lows often coincide with extreme fear, derivative liquidations, and widespread pessimism—key indicators to watch rather than relying on cross-asset comparisons.

marsbit02/16 06:12

Is Russia’s return to the dollar a hidden bullish signal for Bitcoin?

Geopolitical tensions and risk aversion have pressured markets, erasing $120 billion recently. Bitcoin (BTC) fell 1.2%, while gold and the S&P 500 also declined. A Bloomberg report suggested Russia may be shifting back to using the U.S. dollar for settlements, potentially strengthening the DXY. A stronger dollar could make bonds more attractive, reducing Bitcoin's appeal as a risk asset. However, sentiment, rather than technical structure, appears to be driving Bitcoin's price. Despite steady accumulation by large holders near the $60k support level, institutional demand remains fragile with continued ETF outflows. A potential U.S.-Russia economic partnership could improve market sentiment, which may prove more influential for Bitcoin's trajectory than chart patterns.

ambcrypto02/13 09:37